Katherine Gonzalez Email & Phone Number

Texas, United States

Texas, United States

San Antonio, Texas Area

- Grew company AUM and revenue by 20% annually year over year from 2015 - 2019.- Onboarded average of 2-3 high net-worth ($1M+ AUM) clients per month.- Lead the development of new brand & governance plan resulting in a strong and uniform brand presence across digital & print platforms. Updated annually to maintain consistency with new strategies.- Lead oversight of advertising and compliance regulation; maintained a 100% passing yearly audit for advertising and branding since 2016 resulting in no fines for the firm. - Collaborated in launching a paid planning services platform which established a uniform and scalable business model for company growth. - Created and maintained yearly marketing plans and budgets to focus on brand awareness and growth strategies. - Established and operated marketing budget of an average of $25k, spending at or below budgeted amount yearly. - Lead integration of digital marketing strategy building on existing social media platforms, website re-design, and implementation of analytics and SEO optimization. - Grew Instagram (100%), Facebook (75%), and LinkedIn (50%) following organically over 1 year.- Lead initial development of catalog of internal processes by creating flowcharts, used to review and implement efficient changes in training and day-to-day business operations as needed. - Create copy and independently proofread all marketing materials including: emails, website, occasional blogs, social media, and print marketing.- Assisted operations manager with paperwork processing to maintain accurate and efficient onboarding for high-net worth clients.

San Antonio, Texas Area

Assist in appointment scheduling and calendar management for Financial Advisor/Owner.Work with Operation Manager to fill out paperwork for client accounts with precision.Service client accounts.Built out first iteration of internal company processes.Organize & plan events, maintain print marketing materials.

Utsa

As our motto states: "College completion is possible" my role as a Collegiate student mentor was to work closely with a full time college advisor and Academic counseling center at a local San Antonio area High School. G-Force students are placed at historically underserved high school districts, and work to encourage students in pursuing higher education beyond a High School Diploma. As a G-force student mentor, and a first-generation college student, I am passionate about helping first-generation students apply for college while motivating them and encouraging them to become successful individuals both academically and personally. I offered assistance in College applications, Financial Aid applications, Scholarship applications, tutoring as well as peer mentoring in personal or academic hardships.

The University Of Texas At San Antonio

As an undergraduate research assistant, under the guidance of my mentor Dr. David Senseman, I was given the unique opportunity to develop my own research project. In this project which was drafted in the summer of 2013, and reached it's end in May of 2015, we looked at a turtles ability to learn in a minimal cue environment. This study was based on the Morris water maze experiment, with the variation that the external visual stimuli is minimal (4 LED colored lights). The purpose of the project was to attempt to begin forming correlations between the visual cortex (vision processing area of the brain) and the hippocampus (the spatial learning and memory area of the brain). We chose turtles as our model organism, due to several unique qualities. Although the turtle is considered a lower level vertebrate species, and does not contain a hippocampus, it has been widely accepted that the medial cortex serves as the primary area of spatial learning and memory in reptiles. Secondly, a turtles brain makes an ideal model due to its ability to be removed whole from the turtle and studied, whole in vitro. It can also be kept alive for several days in saline solution, and conveniently be removed with eyes attached, making it ideal for visual electrophysiology studies such as what we were working to do.

Quoting and writing both Homeowners and Auto policies. Assisted with general office maintenance (paper filing, organizational). Provided exceptional and high quality customer service to walk-in appointments and phone call customers.

San Antonio, Texas Area

Certificate, Digital Marketing, A+

The certificate in Digital Marketing gave me a foundational understanding of analytics, campaign strategy, paid ad strategy, branding.

Bachelors Of Science, Biology: Neurobiology, Senior

Activities and Societies: NEURO Club, McNair Scholars

Biology/Biological Sciences, General