Dalton Brewster

Financial Copywriter at Millionaire Publishing
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Contact Information
us****@****om
(386) 825-5501
Location
San Diego, California, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Professional working proficiency
  • Portuguese Limited working proficiency

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Credentials

  • Hubspot Inbound Marketing
    HubSpot
    Nov, 2020
    - Nov, 2024
  • Hubspot Email Marketing
    HubSpot
    Oct, 2020
    - Nov, 2024
  • Hubspot Inbound Sales
    HubSpot
    Oct, 2020
    - Nov, 2024
  • Google Analytics
    https://academy.exceedlms.com/student/path/2938
    Jan, 2018
    - Nov, 2024
  • Accredited Investment Fiduciary (AIF®)
    Fi360, A Broadridge company
    Sep, 2020
    - Nov, 2024
  • Series 66
    FINRA
    Sep, 2017
    - Nov, 2024
  • Series 7
    FINRA
    Aug, 2017
    - Nov, 2024

Experience

  • Millionaire Publishing
    • Advertising Services
    • 1 - 100 Employee
    • Financial Copywriter
      • Jul 2023 - Present

      *Wrote long form VSLs, sales pages, advertorials, and email funnels. *Conducted in depth research to find big ideas. *Honed my knowledge of FTC compliance standards. *Interviewed gurus on various trading strategies. *Wrote long form VSLs, sales pages, advertorials, and email funnels. *Conducted in depth research to find big ideas. *Honed my knowledge of FTC compliance standards. *Interviewed gurus on various trading strategies.

  • Self-Employed
    • Freelance Financial Copywriter
      • Nov 2018 - Present

      •Sold my services via LinkedIn, social media, and by cold emailing 100+ companies per week. •Built and maintained relationships with clients like Motley Fool, Cabot, Schaeffer’s Investment Research, Russell Brunson, and more. •Created sales pages, blogs, email funnels, and whitepapers. •Provided prompt service to help clients with copy needs. •Managed client deadlines by using tools like Slack, Asana, Google Calendar, Calendly, Google Docs, and more. Schedule free consultation: https://calendly.com/dalton-brewster17 Portfolio site https://www.daltonbcopy.com/about-5 Show less

  • Broadridge
    • United States
    • Financial Services
    • 700 & Above Employee
    • Account Manager/Marketing Consultant
      • Jun 2020 - Feb 2022

      •Consulted financial advisors at broker-dealers and RIAs on website and marketing best practices. •Led educational webinars at broker-dealers around fintech marketing. •Exceeded quota by 15% in Q1 2021. •Mentored newer account managers by teaching them about financial services and digital marketing. •Managed a book of 40-50+ clients with their content/marketing software. •Solved customer pain points via active listening, recommending appropriate solutions, and implementation calls. •Made 30-40+ calls a day to build new relationships with RIAs and broker-dealer advisors. Show less

  • Goldman Sachs Ayco Personal Financial Management
    • United States
    • Financial Services
    • 700 & Above Employee
    • Associate Account Manager
      • Jun 2016 - Nov 2018

      •Built and strengthened relationships with affluent clients who had portfolios ranging from $500K to $5 Million. •Implemented solutions to enhance clients' financial health in areas like insurance, estate planning, investment, retirement, and tax needs. •Improved client renewals by providing white-glove service, organizing deadlines, and more. •Analyzed client taxes, investment portfolios, and estate plans. •Prepared over 70+ complex returns during tax season. •Mentored junior associates by teaching them the fundamentals of financial planning via seminars. Show less

Education

  • University of San Diego
    Bachelor of Business Administration (BBA), Finance/Spanish

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