Marketing Manager

• Mar 2023 - Present

Senior Marketing Coordinator

• Dec 2019 - Sep 2023

Key Accomplishments - Led projects updating 500+ quarterly sales and prospect marketing collateral and tracked other related projects (e.g., PowerPoint presentations, flyers, banners, and virtual/in-person conferences)- Facilitated promotional campaigns (e.g., email blasts and recordings) through Hubspot; provided CRM analytical data points for multiple departments - Communicated to the compliance team to ensure marketing pieces are suitable, inventive, and understandable towards different audiences Show less

Senior Sales Coordinator

• Jun 2019 - Dec 2019

Key Accomplishments:- Reviewed both private and public RFP/bid requirements and established priorities for gathering information and completed by incumbent's proposed deadlines - Prepared proposals and overviews by evaluating text with sales team, updated graphics, and completed binding, printing, and shipping

Senior Operations Coordinator

• Feb 2018 - Jul 2019

Key Accomplishments: - Oversaw wealth management employee educational calls and responses to clients and committees, conducted proactive email outreach which increased meetings by 97% within a six-month period- Tracked 2000+ investment changes to maintain relationships between plan sponsors, recordkeepers, and plan financial professionals, subsequently issuing official participant notices - Implemented fund mappings up to 200+ investments simultaneously to the equivalent asset and share class leading to appointment as a final quality control reviewer using Excel process Show less

Compliance Analyst/Trainer

• Nov 2016 - Feb 2018

Held concurrent responsibilities for obtaining Financial Crimes Enforcement Network (FinCEN) requirements to complete existing variety of accounts, assisting with ad hoc project management, and conducting peer training sessions on FinCEN regulations and project development methodologies Key Accomplishments: - Earned recognition as Employee of the Month within three months of employment for meeting aggressive deadlines and for special projects requiring collaboration with managers, attorneys, and other relevant parties - Trained 30+ staff across multiple departments after 8,000+ accounts were added to the project portfolio - Designated as the final reviewer on quality control projects and obtained all outstanding information well within the three-business day deadline Show less

On Site Summer Fellow

• May 2014 - Aug 2014

Served in a cross-functional role assisting with student recruiting, event and logistics coordination, and leading youth entrepreneurial empowerment training programs across seven college campuses in Southern California Key Accomplishments: - Conducted proactive outreach to State Senators and City Council members to secure government-issued awards for high-performing students - Efficiently management logistics for events hosted by the Federal Reserve, Merrill Lynch Wealth Management, PIMCO, and State Street - Helped students construct coherent business plans, professional networks, and PowerPoint presentations; covered topics ranging from product development and marketing to job search strategies Show less