Tim Courchaine Email & Phone Number

San Diego, CA, US

San Diego, California, United States

• Spearheaded LinkedIn employment lead gen ads for Series E AI startup, scaled spend fromnear zero to $1.2 million monthly while hitting applicant and activation targets.
• Ran 60-day pilot project with publicly traded solar panel company - took over Meta andGoogle campaigns for four different states to drive insights to apply across the US.
• Scaled outdoor products client from $3k to $100k weekly spend on Meta ads, while improvingCPA by 34%.

· Profitably scaled home decor client from $28k sales to $105k sales in 5 months by improving messaging, ad creatives (Facebook/Instagram) and Google campaign structures· Pushed medical planner client out of a long sales decline back into a growth trajectory by massively improving ad results with Facebook and Instagram video creatives and stronger campaign.

· Profitably scaled telehealth client from $100k revenue in November 2021 to $230k revenue for January 2022, while expanding their geographic footprint from 4 states to 10 via ads on Facebook and Instagram (ad spend: $25k/monthly)· Generated leads on Facebook, Instagram and Linkedin for event production SaaS client, turning ~$14k of ad spend into $80k.

Greater San Diego Area

· Wore the hats of sales representative, social media coordinator, email marketing specialist, content writer, graphic designer, PR specialist and customer success manager· Built mixed media sales campaign from scratch (email, telephone, and direct mail); honed message with A/B testing and effective copywriting· Created blog content and graphics, managed.

San Diego

· Developed financial plans and invested funds for 22 clients to achieve future goals· Created diversified portfolios specializing in income investments as well as option hedges· Ran all aspects of a small business including web design, technology infrastructure, budgeting, and more

· Delivered outstanding customer service to a nationwide network of over 500 financial advisors on First Allied’s Guided Portfolio Solutions (GPS) advisory account platform· Regularly trained new offices on how to use the GPS platform (average of 1-2 offices/month)· Accelerated adoption rate of GPS platform among legacy advisors through presentations and.

Boston, Massachusetts, United States

· Directly trained 10 fund administrators and created job aids to supplement training and disseminate best practices· Directly supervised a team of three fund administrators as well as outsourced joint venture partners, reviewing work for accuracy and timeliness

Boston, Massachusetts, United States

· Prepared reports and reconciled ledgers for 10-20 funds each month (exact number varied by month)· Led the rollout of processes to improve efficiency and adapt to changes in SEC reporting regulations (ASC 815 and 820)