Carrie B. Email & Phone Number

Sheridan, Wyoming, US

New York, New York, US

Baltimore, MD, US

• 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.
• 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

Hillsboro, Oregon, US

Dallas, TX, US

• 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.

Portland, OR, US

• 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.

• 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.
• 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.
• 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.
• 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.

Omaha, NE, US

• 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.

Eugene, Oregon, US

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

Portland, OR, US

• 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.

Master Of Business Administration, Finance, General

Web Page, Digital/Multimedia And Information Resources Design

Bachelor, Business Administration