Directed Emerald’s creative services and digital marketing presence, working directly with the COO and CMO to strategize and implement appealing, effective, and regulatory-compliant copy. Designed email campaigns, in-house print and presentation materials, and client-facing news updates, web posts, event materials, educational and promotional videos, and webinars. Operated as the firm’s sole designer to create and maintain the firm’s digital presence helping to grow digital material output by over 300% while adhering to timelines and stringent regulatory compliance entities.

Led the firm’s creative projects and marketing material design processes. Collected and maintained extensive spreadsheets of company data, distributing them accordingly in rapid succession. Assisted in boosting the overall effectiveness and efficiency of the department by identifying the need for and implementing an RFP database as well as a client questionnaire process that cut project timelines by 40%.

Worked closely with Emerald’s Creative Services team to assist in all aspects of daily operation including the facilitation of ongoing maintenance and data updates for all in-house quarterly distribution materials. Established strong relationships with clients and cross-functional teammates to ensure streamlined communication. Learned and implemented company procedures in the areas of finance, research, sales, compliance, trading, client services, portfolio management and corporate development.

Managed daily operations at the tutoring center and facilitated an environment of inclusivity, trust and openness with students seeking assistance. Met tutoring needs and inquiries with an extensive filing system of more than 500 student-tutors to quickly match a student’s need with a qualified tutor. Acted as liaison between students, tutors and professors to ensure timely communication and that all student needs were met.

Facilitated client and teller transactions while maintaining complete confidentiality and paying great attention to detail. Simultaneously focused on driving company product sales and client appointment recommendations. Assisted supervisors in the training of new tellers ensuring the knowledge of current best practices.