Managed CRM and CMS implementation, increasing engagement, conversions, and retention by deploying A/B and multivariate tests, segmenting and automating lifecycle journeys, and maintaining internal calendars to communicate distribution dates and goals.Rebranded firm websites, email templates, social media presence, business cards, print collateral, event setup, and logos to distinguish brand identities for multiple business units.Crafted creative and regulatory copy across… Show more Managed CRM and CMS implementation, increasing engagement, conversions, and retention by deploying A/B and multivariate tests, segmenting and automating lifecycle journeys, and maintaining internal calendars to communicate distribution dates and goals.Rebranded firm websites, email templates, social media presence, business cards, print collateral, event setup, and logos to distinguish brand identities for multiple business units.Crafted creative and regulatory copy across webinar scripts, email campaigns, social posts, strategy presentations, blog articles, and long-form white papers, presenting final copies to C-level executives, partners, and clients. Show less

Collaborated with Sales, Research, Operations, and Compliance to refine product messaging, target audiences, and regulatory requirements ahead of fund launches and closures.

Maintained budgets for owned, earned, and paid marketing initiatives, confidently negotiating with vendors to secure optimal contracts.Streamlined fund performance reporting, cutting production time from 25 days to just 8 days, eliminating unnecessary expenses, and surpassing client expectations.

Assigned ownership of all marketing assets and trained reporting analysts in the production and distribution of regulatory performance reports acquired as a result of an Altegris demerger.

Curated weekly playlists, special guests, and conversation flow considering recent local news, pop culture, and personal anecdotes.

Onboarded sales associates to improve product identification, average transaction value, and the overall client experience.Built organic relationships with clients by listening to and learning about their unique lifestyles and upcoming events, supporting regular clientele who would request my assistance each season.Assisted with inventory management by recommending sales floor layouts and organizing back stock to highlight popular items, reducing client wait times and… Show more Onboarded sales associates to improve product identification, average transaction value, and the overall client experience.Built organic relationships with clients by listening to and learning about their unique lifestyles and upcoming events, supporting regular clientele who would request my assistance each season.Assisted with inventory management by recommending sales floor layouts and organizing back stock to highlight popular items, reducing client wait times and encouraging more face time. Show less