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Bend, Or, Us

San Diego, California, United States

Organized and enhanced marketing materials to effectively support business sales initiatives, improving product visibility and driving engagement with potential clients.Developed and maintained comprehensive databases for inventory, invoices, and billing, streamlining data management processes and enhancing operational efficiency.Enhanced existing database structures and conducted regular data audits to ensure accuracy and integrity of company records, leading to improved reporting and decision-making.

Transformed executive messaging into clear, visually engaging presentations using data visualization and design techniques, resulting in a 50% reduction in client terminations and improved employee engagement.Ensured quality control of final deliverables for presentations at in-person and virtual events, effectively serving over 100,000 clients across 14 countries during my tenure.Developed and delivered classes and resources to educate department members on design principles, enhancing overall team proficiency and creativity.Maintained an in-depth understanding of industry trends to simplify client messaging while preserving the core intent, ensuring effective communication and alignment with client needs.

Enhanced department culture by designing and implementing engaging events and facilitating meaningful conversations, fostering a collaborative and inclusive environment.Streamlined the consolidation of over $100M in new client assets into appropriate accounts, building trust and strengthening relationships between the company and its clients.

Greater San Diego Area

Constructed and delivered 30 personalized financial plans a month considering both defensive and offensive strategies Initiated and executed 80 referral-based meetings a month to build relationships with prospective clients Led and represented the Intern cohort guiding them through business and professional development

Conducted in-depth analysis of firm performance data using Google Analytics and related tools, resulting in strategic adjustments to communication and advertising approaches that enhanced engagement and effectiveness.Researched and executed impactful events that successfully expanded brand exposure to approximately 30,000 residents in San Diego, significantly increasing community awareness and engagement.Trained and mentored two interns on project mission alignment and optimal technology utilization, fostering skill development and contributing to overall team productivity.

Greater San Diego Area

Assist customers in a timely and respectable manner while also managing handling cash and the end of day revenue reconciliation.

Bachelor’S Degree, Business Administration, Finance

Activities and Societies: Member of Bulldog Investment Club, Captain for Love Your Melon Campus Crew,

High School

Activities and Societies: VP Class of 2015, MADCAPS, Varsity Sports, Core Member for Sacred Heart Youth Group, Leader in Link Crew