Innovative professional skilled in creating and implementing marketing strategies, executing budgeting plans and utilizing market research to identify customer needs. Demonstrated ability in increasing brand visibility and market share. Possesses excellent communication and customer service skills.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Marketing Director
Wealthwave/How Money Works
05.2019 - Current
Responsible for marketing financial services and products
Assigned to recruit, train, and manage new associates
Recognized for being top producer and recruiter multiple times
Handle day-to-day lifecycle recruiting for various professionals which includes the following: sourcing, conducting interviews, reference checks, closing and on-boarding
Conduct weekly seminars, use referrals and social media to market the firm
Fulfill all professional and fiduciary responsibilities as a team director, I field and answer office phone messages in a timely manner with correct information
Research new client portfolios and provide detailed financial advice to help implement plans.
Base Shop Coordinator/Marketing Director
Transamerica/WFG
01.2010 - 01.2018
Field and answer office phone messages in a timely manner with correct information
Contact all field trainers to update their logs of appointments and results
Check the company email system for current announcements, updates and other important information
Call and confirm your SMD’s financial and one-on-one recruiting appointments for the following day
Schedule items in your SMD’s calendar, if permitted
Handle any necessary tasks for the SMD so that the SMD can focus on his/her strongest and most productive activities
As Marketing Director, responsible for marketing financial services and products
Assigned to recruit, train, and manage new associates
Fulfill all professional and fiduciary responsibilities as a team director
Implement various marketing strategies to build clientele
Research new client portfolios and provide detailed financial advice in order to implement plans
Provide business planning advice.
Production Specialist II | Production Assistant Manager/Computer Operator
BBT Payroll Services Corporation
01.2005 - 04.2010
Managed department with the lowest turnover rate across company while maintaining high quality and knowledge with limited restraining cost
Reconciled ACH transaction to ensure accurately that direct deposit account amount was drawn from the correct accounts daily
Kept a watchful eye on the printing process to ensure payroll information does not mixed incorrectly, while guaranteeing no duplicate printing
Constantly audited the logistic process to improve the accuracy and efficiency of the entire production process to make certain payrolls are delivered by the correct method and correct address.
Directing Manager of Relations and Operations at Safe Money Resource/Safe Money BroadcastingDirecting Manager of Relations and Operations at Safe Money Resource/Safe Money Broadcasting