At Gromo, I spearheaded workstreams centered on the organization’s analytics infrastructure. From an internal standpoint, I built scalable pipelines that modernized the end-to-end data management process to facilitate stronger performance measurement, benchmarking and forecasting. I also led the development of AI tools for the production and distribution of digital campaigns and collateral. At the client level, my work involved understanding the performance and statistics of their… Show more At Gromo, I spearheaded workstreams centered on the organization’s analytics infrastructure. From an internal standpoint, I built scalable pipelines that modernized the end-to-end data management process to facilitate stronger performance measurement, benchmarking and forecasting. I also led the development of AI tools for the production and distribution of digital campaigns and collateral. At the client level, my work involved understanding the performance and statistics of their existing marketing programs, shaping new strategies, and testing their efficacy through the upgraded suite of data tools we built. I was also a key point of contact for market research to flag opportunities and considerations of new programs, as well as financial modelling to understand the size and impacts of planned initiatives. Some of the results we delivered for clients include:► Up to 6x higher ROAS ► +33% higher lead generation while reducing or holding flat cost per leads (CPLs) ► Customer journey optimizations by removing barriers to conversion Show less

As a Vendor Manager, I was the liaison between the business and external vendors to streamline the sourcing, implementation and integration of new initiatives. To this end, I created and edited user stories for business-facing teams, translated requirements to technical leaders, and assessed the feasibility of various solution alternatives.In addition to my work in development and implementation, I also led the testing and integration of the new system and was the go-to person for… Show more As a Vendor Manager, I was the liaison between the business and external vendors to streamline the sourcing, implementation and integration of new initiatives. To this end, I created and edited user stories for business-facing teams, translated requirements to technical leaders, and assessed the feasibility of various solution alternatives.In addition to my work in development and implementation, I also led the testing and integration of the new system and was the go-to person for troubleshooting issues during change management and delivery phases. Results:► On-time, on-budget implementation of a centralized Salesforce application► Mid double-digit improvements in both response rates and conversion ratesProject ManagerOpinions 4 GoodDec 2017 – Nov 2018As a Project Manager, I guided the planning and execution of client deliverables from start to finish by enabling and coordinating cross-functional teams. Key workstreams I led included project budgeting and forecasting, expense management, risk management and implementation governance. Most notably, the work we completed as a team led to triple-digit sales growth. Show less

Promoted into the Financial Consultant capacity, I held ownership of a client portfolio comprised of both individual and business clients. This involved driving new business development efforts, addressing client issues expediently, and delivering on both client acquisition and retention objectives. For existing clients, I also provided a high standard of financial planning and service through:► Portfolio reporting and data visualizations► Performance benchmarking versus… Show more Promoted into the Financial Consultant capacity, I held ownership of a client portfolio comprised of both individual and business clients. This involved driving new business development efforts, addressing client issues expediently, and delivering on both client acquisition and retention objectives. For existing clients, I also provided a high standard of financial planning and service through:► Portfolio reporting and data visualizations► Performance benchmarking versus budget/client objectives► Financial modelling, forecasting and sensitivity analysis Show less

As an Assistant to a Financial Planner, I provided a comprehensive suite of client support including calculations for assets, liquidity and net worth, as well as risk analysis and cash flow forecasting. Other tasks included:► Tracking activities, client data and opportunities in the cloud-based CRM system► Home office documentation/underwriting► Customer service and conflict resolution► Compliance checks and verifications

Responsible for Home Office Paper Work/Underwriting, Customer Service, Marketing mail campaigns, cold calling, coordinate Marketing meetings

Customer Service responsibilities include merchandise carry and load into customer vehicles. Manage restock of shopping carts and flatbeds for customer access.