AARON ASPIZ
Huntington Beach,CA
Summary
Dynamic marketing professional with a proven track record at Immigration Law Center, excelling in client acquisition and brand management. Expert in data analytics and digital marketing strategies, successfully designed outreach programs that significantly enhanced community engagement. Adept at fostering relationships and driving results in competitive environments.
Overview
8
8
years of professional experience
Work History
Legal Services Marketing Director
Immigration Law Center
Long Beach, CA
09.2023 - Current
- Design and present marketing activities to attract new clients
- Create and manage outreach program to interact with community groups
- Interact with attorneys and office clients regularly
- Monitor data on new clients
International Art Dealer
Park West Galleries
London, U.K.
01.2023 - 06.2023
- Company Overview: London, U.K. Based
- Engage in sales of fine art creations to high net worth clients
- Provide art education and art appreciation events
- Assist in the preparation and process of formal art auctions
- Organize programs and activities to boost sales
- London, U.K. Based
Licensed Customer Experience Representative
Robinhood
Charlotte, NC
05.2022 - 10.2022
- Work with clients across the Robinhood platform, ensuring excellent service at scale for clients of all trading experience levels
- Specialize in options, margin, anti-money laundering, anti-fraud, and a broad range of issues across call, email, and chat platforms
Business Development Strategist
Green Volunteer, L.L.C.
Orange, CA
01.2021 - 05.2022
- Research residential real estate investment opportunities in major markets across the United States, ensuring that potential projects do not exceed budget guidelines, and meet designated criteria
Client Service Specialist
Charles Schwab
Irvine, CA
06.2020 - 01.2021
- Assist clients with questions regarding brokerage and retirement accounts, Schwab technology, and securities traded on the Schwab platform via telephone calls or in-person meetings
- Conduct outbound calls on behalf of Financial Consultants to ensure their clients are satisfied with the services they are receiving, and, encourage and incentivize clients to consolidate their assets at Schwab
Relationship Manager
TD Ameritrade
San Diego, CA
09.2018 - 06.2020
- Work with institutional investors and clients to provide an unparalleled investment experience by integrating knowledge of finance, technology, and client services
- Coordinate all TDAI (Transfers, Trading, Cash Management, Alternative Assets) Departments to provide a seamless experience for customers in their transactions
- Demonstrate extensive product knowledge of technology program for advisors (Veo/Veo One) and guide advisors on how to use proprietary products to manage multiple aspects of client accounts, including executing trades, billing management, fees, and the conducting of different types of market research
- Use CRM software, such as Salesforce, to record client interactions and verify compliance with company rules and regulatory policy
Development and Operations Analyst
Innogy SE
Irvine, CA
08.2017 - 09.2018
- Work closely with US-based CEO and Senior Manager to manage relationships and communicate with companies and individuals interested in purchasing or learning about electric vehicle equipment
Education
Bachelor of Arts - Global Studies
UC Santa Barbara
Santa Barbara, CA06.2018
Study Abroad Program -
Fudan University
Shanghai, China12.2016
Skills
- Marketing strategy
- Digital marketing
- Brand management
- Data analytics
- Client acquisition
- Market research
References
- Jim Dahdoul, jimdahdoul@gmail.com
- Cameron Funk, Cameron.funk@inchargeus.com
- Ardy Moghaddam, ezlifetime@aol.com
Timeline
Legal Services Marketing Director
Immigration Law Center
09.2023 - Current
International Art Dealer
Park West Galleries
01.2023 - 06.2023
Licensed Customer Experience Representative
Robinhood
05.2022 - 10.2022
Business Development Strategist
Green Volunteer, L.L.C.
01.2021 - 05.2022
Client Service Specialist
Charles Schwab
06.2020 - 01.2021
Relationship Manager
TD Ameritrade
09.2018 - 06.2020
Development and Operations Analyst
Innogy SE
08.2017 - 09.2018
Bachelor of Arts - Global Studies
UC Santa Barbara
Study Abroad Program -
Fudan University
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