Kunal Pathade Email & Phone Number

San Francisco, Ca, Us

- Managing Coffee Meets Bagel social media presence across Instagram, TikTok, and YouTube Creating content calendar, writing scripts, shooting video, editing video and podcast content, scheduling posts - Established foundational messaging framework, content pillars, and audience segmentation- Community management across all social channels responding to comments, shares, and direct messages- Managing public relations for company founder responding to news media and podcast requests- Tracking and reporting on engagement metrics including 20k views on one YouTube video- Managing and distributing marketing projects to marketing team

- Social media lead generation to identify financial advisors using Kennected and LinkedIn Sales Navigator- Writing lead generation copy and setting up prospect meetings- Creating sales funnel automation using Buzz AI and managing CRM database using Excel- Community management on LinkedIn responding to comments, shares, and direct messages Analyze premium calculations and utilize advanced tracking and management tools to monitor/adjust premium savings strategies for 15 clients, which maximized benefits and reduced average costs by 10%, on average.- Manage and update Excel client database of 450+ existing clients, use vlookup and conditional formatting to sort clients, and identify clients meeting specific criteria to leverage potential savings, drive new sales and long-term revenue.- Meetings booked: May - 6; June - 11; July - 12 - Inbound DMs: May - 3 ; June - 3 ; July - 9

Helping founders create targeted social media content that engages potential clients, generates a pipeline of high-quality leads, and builds trust with their community. Services: Content creationSocial media managementCreative strategySales AI automation Copywriting

- Create Instagram content strategy to drive brand awareness and lead generation.

Austin, Texas, Us

- Partnered with Kettle and Fire marketing team as a brand influencer promoting bone broth product as a high protein meal replacement- Produced one social media campaign across TikTok and Instagram- Facilitated creative strategy for video, script writing, video shooting, production, and editing- Reported on organic engagement metrics resulting from influencer videos - Managed partnership and influenced future direction of brand marketing campaigns

Pittsburgh, Pennsylvania, Us

Sector: Domestic Equity- Built dashboard of 300+ mutual funds to monitor absolute performance and risk/return metrics using Factset to provide a comprehensive tool that could be used to understand performance via customizable dashboards, and use conditional formatting to monitor fluctuations and present critical insights to senior management during weekly meetings.- Spearheaded the quarterly performance reporting process for 350+ funds through aggregating performance metrics from fund managers, validating the data and ensuring that it meets internal compliance standards, collaborating with investment risk, operations, and marketing teams to prepare documents for internal use and dissemination to 250 financial advisors.- Generated monthly sub-style performance report to rank outperformance for > 600 investment funds, then developed Excel heat maps to visually represent data, for use in quarterly performance reporting.- Performed ad-hoc analysis for platform rationalization, sector attribution charts, relative portfolio weights, tracking error, and variance to produce insights and help internal senior analysts prepare for manager meetings on a quarterly basis.- Supported ongoing improvements to performance reporting reports, dashboards, and technology systems and created procedures to spread knowledge with the team , while maintaining consistency of reporting quality and meeting deadlines.

Pittsburgh, Pennsylvania, Us

- Researched and analyzed quarterly performance of 6 core investment funds on PNC’s platform along with industry trends and market volatility, to provide 30+ asset allocation recommendations to investment managers.- Construct, maintain, and distribute detailed materials on portfolios for 3 financial advisors, and built out diversified asset allocations using performance-reporting tool, which led to a strong understanding of portfolio and relationship dynamics. - Designed annual investment strategy calendar, providing 400 wealth management advisors with 120 client outreach opportunities, and enhanced overall market AUM growth.

Pittsburgh, Pennsylvania, Us

- Supported company-wide transition of private client management operations from legacy system to Salesforce by providing comprehensive support throughout the migration process, validating the accuracy of client records, and educating 30+ financial advisors on how to use Salesforce to document leads, opportunities, and client outreach.- Developed Salesforce dashboard with visual charts to monitor monthly sales performance by market, track financial advisors’ progress towards annual sales goals, and provide up-to-date monthly AUM and deposit figures, which empowered my managing director to confidently present these insights in monthly executive meetings.

Santa Monica, Us

- Partnered with GoodRx marketing team as a brand influencer promoting GoodRx over traditional insurance payers for prescription medications- Produced three social media campaigns across TikTok and Instagram as brand ambassador- Facilitated creative strategy for video, script writing, video shooting, production, and editing- Reported on organic engagement metrics resulting from influencer videos - Managed partnership and influenced future direction of brand marketing campaigns

Houston, Texas, Us

- Partnered with Mattress Firm marketing team as a brand influencer promoting the importance of sleep hygiene and bedding on mental health- Produced one social media campaign across TikTok and Instagram- Facilitated creative strategy for video, script writing, video shooting, production, and editing- Reported on organic engagement metrics resulting from influencer videos - Managed partnership and influenced future direction of brand marketing campaigns

Bachelor’S Degree, Finance, Business Law

High School