Experience

Superior Wealth Management Group

• United States
• Financial Services
• 1 - 100 Employee

• Director of Operations and Marketing

  • Sep 2015 - Present

  Established operational processes and procedures for client services including workflows and service standard guidelines. Updated and maintained client details and documents in CRM database for paperless office. Imagined and proposed the annual marketing plan, and managed company website, online calendars, social media platforms and time sensitive compliance communications regarding account reallocation. Assisted with re-branding, logo redesign and image refresh. Completed special projects as needed, such as client events, marketing activities, etc. Show less