PADCEV EV-302 Ops Lead

PADCEV EV-103 Ops Lead

• Managed all paid media marketing campaigns (i.e., banner ads, video ads, email marketing)• Communicated and influenced across functional stakeholders, including senior executives, to set direction, align work efforts, and ensure execution• Provided traffic and performance metrics for company website and ad campaigns via Google Analytics • Executed email campaigns via CRM (HubSpot)• Managed budget for paid media tactics

• Acquired 54+ clients securing $90M+; managed all aspects of deal from discovery to closing• Designed cost basis analysis for each client quarterly, reporting recommendation in order to create client personalized investing strategy with advisor• Oversaw asset movement operations of $5M+ portfolios for new and continuing clients, including surrendering underperforming investment products and consolidating accounts • Acted as liaison for asset movement in cross-functional complex scenarios ranging anywhere between 7 partnered financial institutions, 150+ qualified investors, investment advisors, sales teams, compliance teams, and broker-dealer relationships in fast-paced environment meeting tight deadlines

• Analyzed data to submit purchase requisitions and complete invoice processing via SAP• Exposed to bid supplier negotiations and contracting lower rates for property development projects throughout Port• Improved insurance renewal procedures through excel record retention implementation• Implemented 28-page handbook streamlining risk policy and procedures impacting all departments• Coordinated and organized departmental appointments, meetings, trainings and events