Providing additional implementation horsepower for prioritization, execution, and maintenance of new and existing initiatives. Our clients are tech firms, and professional and financial service small business owners who lack the internal resources to execute on their own.

• Design and construct intra-office systems to optimize business efficiency• Supervise admin staff to enable them to own their roles and work at high levels of efficiency• Negotiate and maintain vendor relationships• Create and maintain marketing systems and brand standards to ensure consistent experience of Sound Financial Group• Complete monthly, quarterly and annual compliance audits to maintain sufficient regulatory and fiduciary standards• Manage daily operations for Sound Financial Group office

• Manage CEO's incoming and outgoing correspondence via email• Manage complex calendar for CEO, coordinating with all other firm personnel and outside contacts• Act on CEO's behalf in meetings and other communications to ensure consistent messaging and hold concerns at all levels of the organization• Establish marketing initiatives to elevate Sound Financial Group branding and exposure for the benefit of all advisors within the firm

• Oversaw daily progress of on-going development and marketing projects to manage work-flow and ensure timely delivery of campaign materials, platform components, websites and software to new and existing clients. • Developed, proposed and executed multi-faceted, web-centric marketing campaigns and strategies for B2B and B2C clients including SEO, email marketing, PPC and social media to drive qualified web traffic to client’s websites and increase revenue. • Provided comprehensive and prompt customer service, support and training via telephone and email on EPORIA platform and marketing services for new and existing clients. • Compiled and analyzed website and marketing campaign data to create conclusive performance reports demonstrating successes and areas of opportunity in order to refine customer strategy and increase client profitability. • Acted as a liaison between photography studio and digital design agency to develop cohesive marketing imagery for use in multi-channel marketing campaigns.

•Designed and executed a broad spectrum of company events included that included trade shows, sales and promotional activities and photo shoots to provide maximum visual appeal and profitability. Produced approximately 300 Costco Special Event Road Shows annually.•Initiated B2B and B2C sales activities and account maintenance, successfully targeting and securing strategic accounts, which included obtaining approved vendor status with a national franchise/chain.•Conceived and created concepts and designs for all company marketing materials including photography, catalogs, flyers and email marketing campaigns to successfully communicate Kazia Digo brand initiatives. •Spearheaded the development and successful launch of a bridal jewelry product line by managing the development of KDBridalCollection.com, conducting market-based research, devising fact-based product development specifications, planning and implementing marketing campaigns.•Co-developed and built online presence of all Kazia Digo brands to drive demographic-specific customers to online stores and increase website sales 165%. •Managed & facilitated eCommerce platform transfer Kazia Digo Inc’s top earning website, KaziaDigo.com and used analytic tools to affect increases in website traffic and sales.