- LiTech helps battery manufacturers prove their batteries were sourced sustainably.

- Manage multiple projects simultaneously, ensuring successful execution and delivery of digital and offline marketing campaigns.- Collaborate with resources and clients to develop project scope, timelines, and budgets- Developed new business opportunities through networking, referrals, and proposal writing, resulting in 80% revenue increase 2020-2021.

- Strategize digital and offline content for clients, including web copy, blog posts, social media content, email campaigns, and more.- Implement SEO strategy for digital marketing clients | TAP strategy for direct mail clients.- Use AI stacks to support content creation.

- With a focus on estate planning and insurance protection, audited trusts and asset portfolios of clients daily looking for growth opportunities and risk threats. - Generated average 100k a week in trust improvements and insurance sales.- Developed personalized financial plans to help clients achieve their short- and long-term financial goals.

- Provided wealth management solutions to high-net-worth clients, including retirement planning, estate planning, and investment management.- Analyzed financial information and identified investment opportunities to help clients achieve their financial goals.- Maintained ongoing communication with clients to ensure that their investment strategies remain aligned with their goals and objectives.- Built segmentation strategy designed to service clients based on several factors including available financial resources. This made branch service metrics skyrocket and total branch deposits and investment assets grow by 10% first year.

- Developed and implemented estate plans to help clients minimize tax liability and protect their assets.- Conducted financial analysis and provided recommendations for asset allocation and investment strategies.- Collaborated with attorneys and other professionals to create comprehensive estate plans that addressed all relevant legal and financial issues.

- Provided personalized financial planning and investment management services to individual investors.- Managed a book of business that started at $7m and grew to $22m in the first 6 months using door to door prospecting, meticulous follow through, and applied knowledge.- Conducted comprehensive financial analysis to identify investment opportunities and develop customized investment strategies.- Managed client portfolios and monitored market conditions to ensure optimal investment performance.

- Provided financing solutions to small and medium-sized businesses, including equipment financing, commercial leasing, and small business loans.- Grew direct sales branch from infancy to generating over $25m a year in loan origination. - Guided business owners through the entire process of a business equipment lease purchase, including prospecting, financial discovery, vendor research, underwriting assistance, loan funding, and equipment delivery.- Collaborated with sales teams to identify new business opportunities and develop customized financing solutions.