Ana V. Email & Phone Number

New York, Ny, Us

New York City Metropolitan Area

•Manage a portfolio of over $1M in client assets across 100+ accounts, achieving a 35% increase in earned interest through in-depth account analysis and personalized investment recommendations tailored to individual financial goals •Rank as #1 performer in the Queens West district, leveraging Salesforce to identify client trends, uncovering $250K+ in new opportunities, and delivering tailored financial solutions that increased cross-product adoption by 30% •Boost client retention by 50%, growing a portfolio from 35 to 100 active clients within 8 months through strategic outreach, and achieving a 95% client satisfaction rate, with an NPS of +75 as measured by post-interaction surveys

New York City Metropolitan Area

Led a team of 6 to develop a "You by Google” presentation on user behavior research to enhance personalized search resultsFacilitated role assignments and monitored KPIs, ensuring project milestones were met ahead of scheduleConducted user testing and feedback sessions with 30+ students and adults to improve the prototype based on insightsPresented “ You By Google” to Google professionals, highlighting the impact of data-driven search result enhancements

New York City Metropolitan Area

•Increased client revenue by 35% on average, generating $35,000+ across 4 small businesses (makeup artists, tattoo shops, lash extensions, and product retailers) by crafting and executing digital marketing strategies•Designed 50+ branding assets and social media campaigns on Canva and Instagram, increasing followers by 25% in 6 months•Launched promos that increased client engagement by 20%, helping 4 small businesses gain a foothold in competitive markets

New York City Metropolitan Area

•Increased daily bookings by 67%, from 3 to 5 appointments within 5 months, through customer trend analysis and optimized scheduling using Acuity Scheduling•Managed $50,000+ in annual payments and revenue tracking via Square, ensuring 100% financial accuracy and transparency•Developed pricing strategies based on 100+ pieces of customer feedback collected through Google Reviews and follow-up emails, driving a 30% sales increase and aligning offerings with demand

Data Analytics Fellow

●Engaged in a 16-week fellowship program, acquiring expertise in data cleaning, transformation, analysis, and visualization using SQL.

Bachelor Of Business Administration - Bba, Business Administration And Management, General, Gpa : 3.66

Activities and Societies: ACE, ALPFA, Braven

Associate Of Science - As, Business Administration And Management, General, Gpa: 3.55

Activities and Societies: ASAP