Maxwell Gebauer

• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
• Used platforms such as Asset-Map, LPL ClientWorks, E-Money, and others to help develop and visualize client's financial plans
• Prospect for potential client opportunities daily

• Used MQL (Similar to C++ but for MetaTrader Platform) to develop trading algorithms to clients needs.

• Worked with a plethora of clients, gained through the platforms Upwork and Fiverr, to develop and manage advertising campaigns across multiple digital channels
• These include Facebook, Google, YouTube, Linked-In, Tik-Tok, and Snapchat
• I developed landing pages, websites, and email marketing campaigns
• Other tasks include monitoring analytics for websites, installing Facebook, Google, and Snapchat Tags, and optimizing email campaigns for automation
• The companies have been in the retail, design, sports marketing, affiliate marketing, motivational speaking, and e-commerce industries.

- Helped implement and assist in marketing campaigns

- Helped develop a marketing strategy

- Managed non-profit Google Ads Grant for the company to drive traffic to their website and social channels

- Implemented website analytics and reporting through Google Analytics

• Created digital marketing campaigns on Facebook and Google, managed company CRM and follow-ups, created website with Wordpress.com, managed email marketing, and completed other administrative tasks.