Financial Advisor - Marketing Manager - Client Relationship Manager - Project ManagerMBA - Series 7 - Series 66Proven track record of developing and overseeing the execution of holistic financial plans that focus on the unique goals and dreams of each respective client; receiving my initial training at Ameriprise Financial. I am comfortable meeting one-on-one with clients to gather their financial information and ultimately present recommendations. My experience includes consultative sales as part of the financial planning process.Instrumental in improving the quality of client service delivered in multiple firms; modifying the approach, preparation and execution of client review meetings, and mandating the consistent use of client relationship management (CRM) tools to effectively track client interactions and promised deliverables. Extensive experience in marketing and advertising, developing my skills at top regional marketing firm. Responsible for overseeing all strategic planning, campaign development, and timely delivery of all campaign elements for multiple accounts representing different industries. Also gained experience at the fastest growing unit of a leading customer service company. Educated and developed rapport with U.S.-based sales executives, training them on what business was an appropriate fit for this particular business unit and facilitated on-sight visits, a key marketing component.My skills and expertise include: - Gathering relevant client data, completing the analysis and delivering client-focused financial plans- Obtaining marketing data, preparing team brief, and overseeing project development and execution- Tracking campaign effectiveness, compiling results, interacting with clients on current and future projects - Monitoring client financial progress, preparing reports, and conducting ongoing client meetings- Making suggestions on operation procedures that can enhance client relationships and service continuity- Spearheading projects other team members don't have time to explore or implement- Writing marketing plans and other materials for internal (team) and client communications