Developed and maintained marketing campaigns, including: Social media, email, and phone calls, and other ad-hoc reports.
Created and implemented a new marketing plan for the company. Led the research and development of new and existing client relationships.
Worked with the sales force to develop a new product development program, including prospecting, testing, and marketing.
Created and implemented a new technology and marketing campaign to increase the number of proposals and contracts. I was responsible for the creation of a new business.
Worked with the legal department to develop a new business development plan for the company. I was responsible for the creation of a CRM system for clients.
Worked with sales team to develop a new marketing plan for the company to help them reach their financial goals.
Developed financial planning and analysis strategies for clients and their families, including the consolidation of the proposals, and the benefits of the client.
Developed and maintained strong relationships with existing and prospective customers through presentations and research. Provided exceptional customer service to the client base.
Conducted research on the financial health of the company and provided recommendations to improve the company's overall financial performance. Created a new process to track and report the progress of the project.
Developed and implemented a new process for the research of the data from the Bloomberg terminal. Increased the efficiency of the team by 30%.
Performed statistical and statistical data analysis to identify trends and anomalies. Presented findings to executive team. Created and maintained a system of action plans.