• Conducted client onboarding, ensuring accuracy and completeness of account opening documentation.• Assisted Commercial Unit with daily demands, including prospect management and communications.• Engaged in the testing phases of a new application intended for clients, diligently reporting issues using Jira to ensure seamless functionality.• Collaborated on the creation of internal and external reports to keep the Digital Wealth team and local countries informed.• Communicate directly with clients to address dormant accounts, prepare detailed activity reports, and manage end-to-end client closure documentation and correspondence, ensuring client satisfaction.

• Developed marketing research activities aimed at finding relevant potential customers.• Created an acquisition and retention plan using existing data that resulted in a better customer experience.• Analyzed results from different campaigns and prepared best practices presentations for upcoming plans.• Elevated social media pages by creating a media calendar, optimization of content, and growth plans, in a timely execution resulting in increased brand visibility in different social media channels.

• Improved customer site experience by adding features to over 300 products, aiming to minimize returns.• Analyzed the Millennial Plus Size customer to make key business decisions for future seasons.• Created and presented to a new proposal for Macy’s Polaris Strategy, winning project in its category.• Performed competitor analysis to identify gaps in current Macy’s Plus Size product selection.

• Consulted with AstraLuna’s CEO to understand competitive landscape & objectives to launch a new product.• Created a phased 360 marketing execution plan with the goal of acquiring new customers.• Compiled a detail consulting report and delivered executive summary and high-level findings in formalpresentation to AstraLuna executives.

Assisted in managing the firm’s client relationships by cataloguing new client information, records of conversations with clients, as well as pending tasks or trades related to client accounts.

COO of my Babson FME venture.