Qupon is the world’s first integrated e-commerce platform providing discounts to merchant goods and services all powered by blockchain. Qupon solutions address several challenges and inefficiencies with current coupon services, including high merchant cost resulting in lower sales revenue. By simplifying the coupon experience, eliminating intermediaries and manual processes, to ushering in a new level of transparency. The platform is safe, secure, and user-friendly, benefiting all members of the ecosystem.Qupon is a Decentralized Autonomous Organization interfacing with the Ethereum blockchain through Smart Contracts. • Understands Blockchain technology in order to improve product process and strategic needs.• Develops and implements growth strategies• Raises capital through banks or outside investors to help foster growth or obtain sales goals• Coordinates to recruit skilled talent and keep the best employees• Evaluates newly implemented sales and marketing plans

• Improving internal production processes and needs. • Scopes project with input from partners.• Develops schedules and tracks project, proactive project and resource tracking.• Assess internal team members availability for projects, work with other functional managers for assignments.• Understands creative and brand strategy process, able to relay creative or strategic needs to form actionable steps.• Understands production process and production needs of agency and client.• Client-facing contact for all project communication, status and approvals.• Proactively guides client through agency process. Understands client business, client goals, deliverables and strategies.• Manages project quality.• Takes into consideration the entire group and needs of the organization when delegating tasks.• Identifies gaps in progress of individuals towards accomplishing delegated tasks and provides feedback in a positive manner. • Identifies project risk, makes adjustments to tasks as needed by breaking them down into smaller tasks, re-consider the task or assigning additional resources to completing the task.

• CMS knowledge working within Drupal 7 & 8, and Expression Engine. • Website updates using HTML and CSS.• Project Management tools using Harvest, Forecast, SmartSheet, JIRA and G-Suite.• Scopes project with input from account, creative & technical teams.• Develops schedules and tracks project, proactive project and resource tracking.• Re-assigns resources, re-schedules, enforce deadlines.• Assess internal team members availability for projects, work with other functional managers for assignments.• Understands creative and technical process and able to relay creative or technical needs and form actionable steps.• Understands production process and production needs of agency and client.• Manages production resources / external or internal• Client-facing contact for all project communication, status and approvals.• Proactively guides client through agency process. Understands client business, client goals deliverables and strategies.• Manages project quality.• Takes into consideration the entire group and needs of the organization when delegating tasks. Identifies gaps in progress of individuals towards accomplishing delegated tasks and provides feedback in a positive manner. Identifies task risk, makes adjustments to tasks as needed by breaking them down into smaller tasks, re-consider the task or assigning additional resources to completing the task.

As a Marketing Specialist, I was responsible for identifying new and innovative marketing strategies, creating brand awareness, driving new business, and maintaining strong, dynamic relationships with Registered Investment Advisors.• Planned, prepared, executed and measured ROI-oriented marketing activities and initiatives that aligned with client needs, account management focus, and corporate objectives.• Advanced critically important digital communications efforts in the channel.• Responsible for delivering on the Aequitas Capital Partners (ACP) marketing plan, ensuring on time and on budget.• Collaborated with Corporate Marketing team to develop print and electronic communications, web presence, event presence, thought leadership, product positioning pieces, sales support materials, articles and other efforts that align with channel business goals.• Obtained all required approvals and feedback for proposed plans, schedules and budgets before execution of projects, and coordinated activities with members of the Corporate Marketing team.

• Developed pipeline of mid-market Registered Investment Advisors $300-$800MM AUM.• Helped to establish new business relationships resulting in over $25MM in gross sales in 2014.• Engaged in consultative selling with Registered Investment Advisors; target of 25 calls per day resulting in 25 new leads per month.• Provided client support, communicating and working with C-level executives moving through the client on-boarding process.• Worked with marketing department to research and implement new marketing software in order to generate new leads for sales team.• Provided Salesforce CRM training and consulted with internal stakeholders on implementing best practices.

• Served as initial contact for new and existing financial clients, specializing in: in investment education, in addition to selling IRA’s, College Savings plans, bonds, and retirement plans.Daily import of securities, transactions, pricing and dividends. • Managed team of 3 employees through highly detailed transition while maintaining 90% accuracy on a streamlined schedule.• Project Lead for client account transition project.• Transitioned 200 client accounts valued at $40M in approximately 6 months.

• Rated #1 employee among 4 regional offices for highest number of warm sales leads.• Opened up 18 new warm leads, bringing in $3M in assets.• Applied problem solving skills combined with deep respect for customer care; identified previously overlooked error in long-time customer account, recovering approximately $2M in assets. • Managed high impact clients; delivered first line solutions to all client needs; tracked down stock pricing, stock splits & mergers, updated cost basis, to transitioning accounts for trust and estate purposes.

• Identified new clients and potential avenues for sales• Developed account management activities to ensure long term customer loyalty• Implemented marketing and sales activities

• Collaborated with investment managers regarding web-based database system queries.• Maintained 97% accuracy of data spreadsheet and database system.• Created quarterly and monthly reports from collected data and distribute to appropriate departments.