Jaclyn M. Email & Phone Number

United States

New York, New York, Us

New York, New York, Us

Addepar was founded in 2009 to maximize the impact of the world’s capital. Building for the most complex portfolios, Addepar gives asset owners and advisors a clearer financial picture at every level, allowing them to make more informed, timely and data-driven investment decisions. As one of the fastest growing companies in fintech - backed by the industry’s top investors including 8VC, D1 Capital Partners and WestCap - Addepar manages data for more than $4T in assets globally. Clients include 800+ of the world’s leading family offices, registered investment advisors, private banks and large financial institutions spanning 30 countries.

New York, Ny, Us

Develop inaugural firm-wide marketing automation strategy with a focus on scalable multi-channel lead generation, client engagement and brand awareness tactics; Increased Real Assets EMEA leads and conversion rate; Create and present conversion and ROI reports for sales and client services teams; Managed the Real Capital Analytics Pardot merger integration

Real Capital Analytics was acquired by MSCI in September 2021. Oversaw marketing technology stack including Pardot, Terminus, WordPress, Google Ads, Google Analytics, etc.; Developed scalable Pardot automations and data flow processes for lead generation, data collection, and marketing strategies;Attained net new revenue growth; Increased ABM associated revenue; Increased Google Ads conversions while reducing spend; Built and maintained Salesforce dashboards and reports; Appraised contact database to ensure GDPR compliance; Managed hundreds of global marketing campaigns from strategy to send

New York, Ny, Us

Created and implemented multi-channel campaigns to engage donors; Managed paid advertising campaigns; Constructed and presented reports on digital marketing performance; Created and owned the marketing budget; Managed direct reports; Coordinated vendor relationships

New York, Ny, Us

Managed Salesforce instance (created workflow rules, managed integrations with third party services like CrowdRise and FormSite, built and run reports); Implemented Pardot and Salesforce Lightning; Designed and developed email drip campaigns; Developed digital marketing strategy; Created a social media editorial calendar; Increased Instagram followers by 50%; Increased engagement on Facebook by 15%; Designed marketing collaterals

For almost two years I had my own Social Media Strategy and Website Development business that focused on offering clients a full picture solution to their digital marketing problems. I combined my web development, social media, and graphic design skills to offer clients digital media strategies that not only targeted and solved their issues, but also offered ways to integrate that solution into their everyday digital identity. This ensured that my clients were able expand the solutions that I provided into functional strategies that led them to success.I helped by clients achieve their success by:- Designing, building, and managing websites using the WordPress platform- Designing digital marketing materials (as well as print) to further their brand identity- Organizing and attending promotional events to concisely and engagingly explain their business- Conducting market research to ensure that they were effectively reaching their target audience and practicing the best digital marketing practices in their industriesClients included: ProArgent, Treadal, and Argent Associates, GoRolz(formerly Veloz).

Plano, Texas, Us

ProArgent was one of my first Social Media and Website Development clients. I began working with them while still in college, and continued to work with them until November 2015. I grew this position from an internship updating copy on websites to managing and completing a total redesign and development of their website. I managed their first ever digital marketing campaign, created and managed all of their social media accounts, optimized their website for SEO, and represented the company and numerous functions.

Williamstown, Ma, Us

Redesigned and promoted the Williams College Events Calendar to the student body through an email marketing campaign and live use demonstrations. Updated the Williams College Social Twitter, Facebook, and YouTube account to reflect the daily happenings on campus. Developed and planed the first Arts at Williams campaign to promote students to engage with Art at Williams College. This project involved coordinating with Williams College Museum of Art, ’62 Center for Theater and Dance, and English, Language, and Art departments.

Led weekly meetings, of 6 people, to plan events and reviewed any residential grievances. Coordinated with countless student groups and the Office of Student Life to organize community-building events.

New York, Ny, Us

Developed a timeline for the of the 2012 T-Commerce Report, which demonstrated importance of planning ahead and developing proper time management skills. Tracked milestones against the timeline to ensure that the project was completed in a timely manner. Conducted research on the relevance of Facebook storefronts, Shopcade, and Facebook Open Graph to the company’s clients. Presented research to the Director of Project Management.

Plano, Texas, Us

Conducted branding research for a quality management portal. Developed and presented a sales packet that included brochures, a sales pitch and a price comparison sheet. Designed the website for ProArgent, which enabled me to gain experience with both creative and technical aspects of web production.

Conducted market and branding research and wrote a report on my findings. Worked remotely, which taught time management and accountability. Wrote, edited, and uploaded new posts to the Tumblr account. Managed the Twitter account, and added more information and images to the Facebook account. Completed data mining on investment trends for microfinance companies. Drafted a report with the analysis.

Neptune, New Jersey, Us

Maintained databases for warehouse storage facility in Edison, New Jersey. Tester Ethernet cable connections in a new office building. Designed and constructed a detachable computer desk for a fleet of surveillance cars. Researched and analyzed compressed engines and accessed control systems. My research was presented in the form of a written report.