In this position, I create strategic campaigns and advertising materials to attract new clients and update existing customers on comprehensive financial services. Marketing initiatives include direct mail, email, newsletters, client alerts on updates, new services, and financial products.Selected Achievements: * Drive business growth and secure new clients by creating and managing a prospect awareness program to educate on various financial solutions via special events.* Optimize account management by training staff on Redtail CRM, a cloud-based customer relationship management solution for financial professionals which includes client information database, reporting, automated office operations, email blasts, and seminar management.* Increase sales and drive revenue growth by overseeing staff training across two offices on network, hardware, software, computer, and office equipment analysis and upgrades.

In this role, I manage a portfolio of existing private and corporate client accounts while overseeing new investment account initiation. I also supervise all Investment Advisors (IAs) on transactions and securities business, including trading and compliance.Selected Achievements: * Consistently achieve/exceed established financial goals for clients by comparing securities to strategically build, modify, and rebalance investment portfolios.* Consult with IAs to offer support on best practices and compliance and provide analyst consulting to assist in choosing assets, model building, and portfolio rebalancing.* Rebalance all individual and corporate investment accounts for clients by buying and selling securities to ensure the value of each portfolio allocation aligns with clients’ goals and objectives.* Minimize risk by reviewing and approving IA’s new accounts, as well as incoming and outgoing correspondence, checks and securities logs, gifts, and fees to ensure compliance with FINRA rules and guidelines.* Ensure compliance with all SEC rules and guidelines by reviewing and approving all securities transactions and guiding IAs to make corrections, as needed.

In this role, I created targeted marketing campaigns to promote the Toyota brand primarily to NASCAR fans.Selected Achievements: * Increased awareness of Toyota’s involvement in NASCAR and vehicle performance in NASCAR racing series, as well as local dealer group participation at regional NASCAR tracks.* Spearheaded and launched engaging campaigns in support of Toyota Racing programs and initiatives while effectively managing marketing and vendor budgets.

In this position, I created strategic marketing plans to promote the Scion brand regionally. This included managing a marketing budget, calculating Scion dealer allocation percentages, submitting accurate sales forecasts, and training/supporting district managers and dealers.Selected Achievements: * Maximized Scion sales and drove regional growth by supporting dealers to consistently achieve retail vehicle and accessory sales targets. * Increased dealer and consumer brand awareness by coordinating and managing regional Scion sponsored events. * Ensured Scion owner satisfaction and retention by reviewing policies and best practices with district managers and leadership within each dealership.