Lizeth Santiago
Fresno,CA
Summary
Results-driven Marketing Strategist with 2 years of experience in crafting compelling content and driving results across digital & traditional channels. Proven ability to increase brand awareness through project management, collaboration, and trend anticipation. Google Digital Marketing & E-commerce Certification validates expertise and commitment to adding strategic value to any marketing team.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Client Service Specialist (Marketing Coordinator)
Regency Investment Advisor
03.2023 - Current
- Led comprehensive client campaigns: Developed impactful marketing materials (brochures, flyers, branded merch) and coordinated multimedia content (photoshoots, videos, blog posts) to drive brand awareness and engagement.
- Cultivated community engagement: Spearheaded a successful volunteer program, matching employee skills with local non-profit needs.
- Expanded client reach: Planned and executed a hybrid wealth transfer seminar, ensuring seamless in-person and virtual attendance.
- Multilingual financial education: Delivered 401(k) workshops in Spanish, empowering all employees with financial knowledge.
- Streamlined client wealth management: Proactively communicated account updates, prepared reports, and managed client relationships using a CRM. Optimized client onboarding and ensured compliance.
- Enhanced client interaction: Planned and executed efficient business trips, maximizing client engagement while minimizing travel time.
Front Office Clerk
Rosenbalm Rockery
02.2022 - 03.2023
- Interacted with over 50 customers by phone, email or in person to provide information per day
- Applied advanced administrative and analytical skills in overseeing day-to-day operational activities
- Coordinated communications, financial processing, registration, record keeping, and other administrative functions
- Automated office operations for managing client correspondence, payment schedules, and data
- Improved overall organization of the front office by implementing efficient filing systems for important documents such as registration forms and invoices.
Public Admissions Advisor
University Of California, Davis
02.2020 - 06.2021
- Answered, screened, and processed a high volume of approximately 30 calls daily with a call management system and web-based communications
- Presented students with information and resources to promote academic progress and empowered students to take responsibility for academic success
- Maintained student admissions database with clear and complete student enrollment files
- Advised students throughout the admissions process and assisted with questions or concerns about completing and submitting specific forms and documents
Education
Bachelor of Arts in Communications -
University of California-Davis
Davis, CA06.2022
Skills
- Communication skills
- Computer skills
- Email Marketing
- MailChimp
- Event Marketing
- Content Creation
- Process Improvement
- Project Management
Certification
Google Digital Marketing & E-commerce Certified (Coursera, May 2024)
Awards
Valedictorian, 06/01/18, Top 9% of Graduating Class.
Languages
Spanish
Native or Bilingual
Timeline
Client Service Specialist (Marketing Coordinator)
Regency Investment Advisor
03.2023 - Current
Front Office Clerk
Rosenbalm Rockery
02.2022 - 03.2023
Public Admissions Advisor
University Of California, Davis
02.2020 - 06.2021
Bachelor of Arts in Communications -
University of California-Davis
Google Digital Marketing & E-commerce Certified (Coursera, May 2024)
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