Stephanie Travers Email and Phone Number

Develop and distribute company marketing materials.Network and promote CAMS at local/regional conferences.Speak with potential financial advisors to develop relationships for third-party money management. Assemble and distribute quarterly client statements.Process Variable Annuity trades on a daily basis under the advisement of the Portfolio Managers.Competitive analysis of other third-party money managers and other companies. Update company trading history for review from the portfolio managers to help in their investment decisions. Observe client and rep meetings to better understand financial planning strategies and money management techniques.

Develop and distribute company marketing materials.Manage all client files and contact information.Generate new business opportunities by reaching out to local residents.Competitive analysis of other financial planners and other localcompanies. Observe client meetings to better understand financial planning strategies and techniques.

Develop and distribute company marketing and promotional materials.Manage accounts payable and accounts receivable.Analyze consumer buying trends and habits to better serve our customers.Develop and manage our Loyalty Rewards program.Generate new business opportunities by reaching out to other local businesses for possible partnerships.Coordinate promotional events.Manage all social media outlets.Update and manage current website and product information.

Researched jewelry markets in the United States, China, India, Japan and other countries and analyzed for possible company expansion.Studied cultural differences by country to understand different jewelry buying/wearing trends.Researched the prices of gold, silver, and platinum and their popularity among different cultures.Analyzed Consumer Confidence indices to determine consumer willingness to buy.Perfomed generational research to determine different buying and marriage trends by generation.