Teresa Lee Email & Phone Number

Texas, United States

Bridging 12 years in creative roles with financial expertise, I specialize in tailoring financial freedom strategies for the creative industry. My services focus on lifetime income planning, tax-free savings growth, and seamless 401k/IRA rollovers, ensuring your creative success translates into financial security.𝐌𝐲 𝐊𝐞𝐲 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬:𝐋𝐢𝐟𝐞𝐭𝐢𝐦𝐞 𝐈𝐧𝐜𝐨𝐦𝐞 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠: Implement strategies for a stable retirement income, integrating creative royalties into enduring wealth.𝐓𝐚𝐱-𝐅𝐫𝐞𝐞 𝐒𝐚𝐯𝐢𝐧𝐠𝐬 𝐆𝐫𝐨𝐰𝐭𝐡: Maximize earnings through innovative, tax-efficient saving strategies tailored for creatives.𝟒𝟎𝟏𝐤/𝐈𝐑𝐀 𝐑𝐨𝐥𝐥𝐨𝐯𝐞𝐫𝐬: Expert management of 401k and IRA rollovers, aligning with personal retirement goals for growth and security.𝐓𝐚𝐢𝐥𝐨𝐫𝐞𝐝 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠: Personalized financial reviews and strategies for achieving financial independence with minimal expenses.𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧 & 𝐏𝐫𝐨𝐭𝐞𝐜𝐭𝐢𝐨𝐧: Secure your legacy with education savings plans and income protection tailored for creatives’ unique needs.From creative director to financial advocate, I empower creatives towards stress-free financial futures. Let’s build a plan that mirrors your artistic journey.𝐒𝐤𝐢𝐥𝐥𝐬 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭:• Financial Analysis & Planning• Tax-Advantaged Saving Strategies• Customized Retirement Solutions• Expertise in 401(k) and IRA Management• Education Savings Plan Advisory• Income Protection Strategies

Hong Kong Sar

• Spearheaded branding and marketing strategies for international clients, transforming initial concepts into compelling brand visuals, websites, and social marketing campaigns, firmly establishing new brands in competitive markets.• Led cross-functional teams to consensus and excitement around innovative ideas and initiatives, ensuring cohesive brand experiences across all customer touchpoints.• Oversaw the end-to-end management of print and digital projects, from strategic concept development to final execution, enhancing brand visibility and engagement.Highlighted Projects:𝐀𝐝𝐯𝐞𝐫𝐭𝐢𝐬𝐢𝐧𝐠 𝐚𝐧𝐝 𝐌𝐚𝐫𝐤𝐞𝐭𝐢𝐧𝐠 | 𝐂𝐍𝐍• Created key visuals for 'OnTheRoad Singapore' TV program and designed its comprehensive marketing campaign, boosting brand visibility and engagement.• Contributed to the CASBAA Event 2015 by developing impactful graphic designs and overseeing the artwork production, reinforcing brand presence at industry events.• Designed and coded EDM and E-banners, blending creative design with technical expertise to drive marketing campaigns and digital engagement.𝐞-𝐛𝐚𝐲 𝐇𝐨𝐧𝐠 𝐊𝐨𝐧𝐠 𝐒𝐞𝐥𝐥𝐞𝐫 𝐂𝐞𝐥𝐞𝐛𝐫𝐚𝐭𝐢𝐨𝐧 𝟐𝟎𝟏𝟕 | 𝐄’𝐬 𝐂𝐨𝐧𝐜𝐞𝐩𝐭 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧• Orchestrated the visual design strategy, creating key visuals and ensuring consistent design adaptations across all platforms to elevate the brand experience.• Managed artwork production and file setup, adhering to tight schedules to meet client expectations and project deadlines.𝐏𝐫𝐨𝐝𝐮𝐜𝐭 𝐋𝐚𝐮𝐧𝐜𝐡 𝐄𝐯𝐞𝐧𝐭 (𝐀𝐩𝐫𝐢𝐥/𝟐𝟎𝟏𝟔, 𝐉𝐮𝐥𝐲/𝟐𝟎𝟏𝟔) | 𝐗𝐢𝐚𝐨 𝐌𝐢• Led the production of high-profile product launch events from concept to completion, ensuring a memorable brand introduction and market penetration.• Managed suppliers, operational, and administrative functions to deliver events on time and within budget, surpassing stakeholder expectations and achieving strategic marketing objectives.

Hong Kong Sar

• Developed and delivered course syllabi and materials, emphasizing real-world applications.• Managed classroom dynamics and administrative tasks, ensuring a conducive learning environment.• Offered personalized support to enhance students' skills, knowledge, and professional attitudes, drawing from extensive industry experience.

Hong Kong Sar

• Conducted market research, identifying trends to deliver innovative design solutions and insights.• Guided product aesthetics, including color, material, and finish, specifically for headphone product lines.• Transformed graphic and color concepts into technical specs for production (MUS & PGD).• Crafted compelling packaging and digital content in line with brand standards.• Managed 3D rendering and packaging design processes with external vendors.• Worked closely with the marketing team on creative strategy and promotional materials.• Analyzed competitors for brand positioning, customer touchpoints, and unpacking experience enhancements.

Hong Kong Sar

• Conducted in-depth brand analysis, providing strategic design recommendations to enhance brand identity.• Led design projects from conceptualization to production, ensuring creative excellence and coherence.• Partnered with the lead director and account teams on diverse design initiatives, reinforcing the agency's creative vision.• Coordinated with printers and paper suppliers to ensure quality and consistency in final outputs.• Designed and prepared artwork for production, incorporating innovative design solutions.• Executed photo shoots for client projects and internal agency work, adding value through visual storytelling.