Marketing professional with expertise in wealth management, specializing in strategic brand development and personalized financial services. Proven track record in commercial real estate, public accounting, and financial advisory, focusing on value creation and client experience enhancement. Currently managing marketing and operations at KSDT Wealth Management, overseeing campaigns, CRM systems, and content strategies to boost client engagement. Skilled in integrating design, data, and finance to foster strong relationships and drive business growth.
Overview
6
6
years of professional experience
2
2
Certificates
Work History
Marketing Specialist/ Wealth Management Assistant
KSDT Wealth Management
Miami
08.2024 - Current
Developed engaging email marketing campaigns that increased AUM by 30% in 12 months.
Managed social media accounts, creating and scheduling content to enhance audience engagement and brand visibility.
Conducted comprehensive market research to identify potential client segments and tailor marketing strategies accordingly.
Designed and implemented promotional materials, including brochures and presentations, to support sales efforts.
Tracked and analyzed performance metrics, generating reports to assess the effectiveness of marketing campaigns.
Provided comprehensive administrative support to financial advisors, ensuring streamlined operations and effective client service delivery.
Marketing Associate
NAI Miami | Fort Lauderdale Commercial Real Estate Services
Miami
02.2023 - 07.2024
Developed and implemented comprehensive marketing strategies (SEO, social media, email, B2B) to promote commercial real estate properties, resulting in a 30% increase in property inquiries and 25% increase in property sales over a 15 month period.
Managed, curated, and edited content for social media accounts, including LinkedIn, Instagram, and Facebook, to engage with clients and prospects and maintain a strong online presence.
Created compelling content such as property listings, offering memorandums, proposals, company brochures, and email newsletters to communicate property features and updates to potential tenants and investors.
Coordinated and executed digital advertising campaigns on platforms such as Google Ads and Facebook Ads to target relevant audiences and generate leads for 90+ properties with an estimated commission value of over $10 million.
Conducted market research and competitor analysis to identify trends and opportunities for brand awareness.
Coordinated and collaborated with brokers and other team members to ensure marketing efforts aligned with sales objectives and client needs.
Worldwide
Marketing Assistant-Graphic Designer
KSDT CPA
Miami
06.2022 - 01.2023
Organized, designed, and created a new website for the company using WordPress.
Worked with the marketing team to research and develop brand guidelines that were implemented across the company.
Assisted in the development of marketing materials, such as presentations, blogs, SEO-driven copy, and website content, to enhance brand visibility by 30%.
Provided administrative support to the marketing team, including scheduling meetings, maintaining databases, and organizing marketing materials.
Supported the organization of company events, including webinars and networking sessions, enhancing brand visibility.
Graphic Designer
All Saints Cinema
Tallahassee
02.2020 - 05.2020
Designed social media graphics, posters, and other marketing materials, consistently meeting deadlines and exceeding expectations.
Implemented new design processes, resulting in a 15% increase in efficiency, and a 15% reduction in project turnaround time.
Developed unique graphic concepts for promotional campaigns, enhancing audience engagement and brand recognition.
Utilized Adobe Creative Suite to produce high-quality visual content for both print and digital platforms.
Education
Master of Science - Art Education
Florida State University
Tallahassee, FL
05.2022
Bachelor of Arts - Fine and Studio Arts
Florida State University
Tallahassee, FL
12.2020
Associate of Arts - Graphic Design
University of South Florida St. Petersburg
St. Petersburg, FL
05.2019
Skills
Data-driven decision making
Wealth management services
Marketing strategy
CRM management
Client engagement
Campaign development
Certification
Hubspot Content Marketing
Timeline
Marketing Specialist/ Wealth Management Assistant
KSDT Wealth Management
08.2024 - Current
Marketing Associate
NAI Miami | Fort Lauderdale Commercial Real Estate Services
Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)
Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )
Physical Education Teacher/Adjunct Professor at Miami Dade Public Schools and Florida International UniversityPhysical Education Teacher/Adjunct Professor at Miami Dade Public Schools and Florida International University