Deliver virtual workshops for community college students and other young adults on topics like budgeting, understanding credit and debt, and paying for college.

Collaborate to develop and deliver financial plans for individuals and families across the wealth spectrum. Work with candidates to identify planning goals. Analyze client financial data. Propose, deliver, and implement financial planning recommendations.Serve as point person for new clients. Educate them on our financial planning process to ensure comfort with the concepts we teach and the recommendations we give.Contribute to company marketing efforts. Write and create video content for company website, newsletter, and social media. Help company employees conduct educational webinars through Zoom for the purpose of client marketing and prospecting.

Responsible for marketing and communication strategy for mutual fund prospects and shareholders. Manage SEC filings, including Annual and Semi-Annual Reports and Fund Prospectus Updates. Direct strategy and produce content for Motley Fool Funds’ social media properties: Twitter, and LinkedIn. Manage paid advertising campaigns: including display ads, external media buys, email list rentals, and paid social media. Publish monthly free e-letter to drive prospect and shareholder engagement. Optimize content on Motley Fool Funds website to enhance customer experience and ensure SEC and FINRA compliance. Manage relationship with fund custodian, transfer agent, and underwriter.

Responsible for Motley Fool media presence, both in traditional and social media. Wrote press releases and “newsroom” stories and served as company spokesperson on official company news. Worked with reporters to land appearances for Motley Fool analysts and business leaders. Set strategy and directed Motley Fool’s social media properties: Facebook, Twitter, LinkedIn.Oversaw company corporate relations efforts, with a focus on building relationships for Motley Fool employees for the purposes of career enrichment, content production, business development and brand promotion.

Led company community outreach and external learning efforts. Responsible for creating meaningful relationships between Motley Fool employees and outside experts to assist employee education and career growth. Produced company speaker series, attracting over 30 engaging speakers per year to educate and inspire employees. Guests included Elon Musk, Michael Lewis, Robert Shiller and others.Participated in two-year leadership development program, taking classes from company executives and completing projects in business strategy, leadership, marketing, finance, organizational development, technology, and investing.

Product and service strategy lead for multiple online financial subscription offerings, including Motley Fool Stock Advisor, the highest-circulated investment newsletter in the United States. Tracked user engagement metrics to help drive team operations, with a major focus on website visitation and email open rates. Collaborated with teams across the company to improve product and service features and raise member retention rates. Organized and executed investing conferences for Motley Fool customers. Organized workshops for investing analysts and editors to spread understanding of Motley Fool business model and important business metrics.

Led team of direct-response copywriters and designers. Set and implemented testing strategy for sales landing pages and display advertisements. Monitored and optimized landing page performance to maximize page conversion.

Product and service lead for multiple financial online subscription offerings. Collaborated with teams across the company to improve product and service features and raise member retention rates.

Taught weekly history discussion classes. Prepared class agendas and assignments and quizzes. Graded papers and exams. Held weekly office hours.