Uriel Rosales Email and Phone Number
Uriel Rosales work email
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Uriel Rosales personal email
Results-driven professional with a proven track record in client-centric solutions, passionate about digital marketing, operational excellence, education, mentorship, client service, and project management. Exceptional expertise in digital marketing, operations, quality control, and analytical work. Brings expertise in SEO, problem-solving, attention to detail, data entry, and interpretation. Excels in information gathering, collaboration, data documentation, and delivering exceptional client service. Fluent in both English and Spanish, possesses excellent communication skills, and thrives in cross-functional team environments.
Digital Pulse Innovations Llc
View- Website:
- digital-pulse-innovations.com
- Employees:
- 5
-
Digital Pulse Innovations LlcAustin, Tx, Us -
Lead Project ManagerDigital Pulse Innovations Llc May 2013 - Present▪️Certified Digital Marketer▪️Develop, implement, and manage marketing campaigns to promote client products and services.▪️Measure and report on the performance of all digital marketing campaigns, assessing goals (ROI and KPIs).▪️Utilize strong analytical abilities to evaluate end-to-end customer experiences across multiple channels and touchpoints.▪️Create engaging and relevant content for social media, blogs, websites, and other digital platforms.▪️Collaborate with internal teams to create landing pages and optimize user experience.▪️Ensure content aligns with the overall marketing strategy and enhances the brand's presence.▪️Execute strategies for SEO and SEM to maximize traffic to client websites.▪️Perform ongoing keyword discovery, expansion, and optimization.▪️Research and implement search engine optimization recommendations.▪️Manage and grow social media presence across various platforms including Facebook, Twitter, LinkedIn, Instagram, and others.▪️Design, build, and maintain social media campaigns to drive engagement and brand awareness.▪️Monitor social media trends and incorporate them into the strategy.▪️Develop and execute email marketing campaigns to nurture leads and retain customers.▪️Analyze email campaign performance and make data-driven improvements.▪️Utilize tools such as Google Analytics, Google Ads, and other relevant analytics tools to measure and report on the performance of digital marketing efforts.▪️Provide actionable insights and recommendations based on data analysis.▪️Work closely with design and development teams to ensure marketing campaigns are aligned with client objectives and brand guidelines.▪️Communicate with clients to understand their business goals and marketing needs. -
Cash OperationsCharles Schwab Jan 2019 - Mar 2024Westlake, Texas, Us▪️Collaborated effectively with Client Service Managers (CSMs) and Conversion Analysts to meet client needs.▪️Managed high volume of transactions, conducted peer reviews, ran Office of Foreign Assets Control (OFAC) screenings, and collaborated with Global Sanctions team to comply with regulations and international sanctions programs.▪️Ensured compliance with federal and state regulations: Bank Secrecy Act (BSA), Anti-Money Laundering (AML), USA PATRIOT Act.▪️Maintained 93%+ accuracy, actively pursued learning opportunities, supported team goals.▪️Facilitated wire funding, generated critical files, scanned documents, printed checks, and reconciled department transactions.▪️Led projects improving team efficiency through enhanced collaboration and communication resources.▪️Practiced daily time-management, attention to detail, data interpretation & entry, and data-driven decision-making.▪️Created team SharePoint site, structured and facilitated meetings, and developed training materials independently.▪️Resolved inquiries on distribution processes, transactions, imported/exported files, and tax-related documents.▪️Effectively communicated solutions, demonstrating sound judgment and decision-making.▪️Excelled in cross-site, team-based environment, ensuring timely project completion.▪️Managed multitasking, project deadlines, prioritization, and demonstrated reliability.▪️Initiated and led procedure and migration projects, implementing collaboration tools and effective teaching methods.▪️Identified needs and filled the needs by creating process improvements. -
Financial Services ProfessionalCharles Schwab Feb 2018 - Jan 2019Westlake, Texas, Us▪️Educated clients through discussions on market conditions, trends, economic indicators, and provided investment knowledge.▪️Advocated for clients by asking insightful questions that could change their financial future.▪️Used investigative skills to resolve client issues, leveraging technology and business experts within Schwab.▪️Offered consultative recommendations to clients aligned with their goals, leveraging product and service knowledge to support Schwab's growth.▪️Built collaborative relationships in a team-based environment with diverse associates focused on meeting company and client needs.▪️Delivered world-class customer service to every client by living up to company values.▪️Became familiar with trading platforms such as StreetSmart Edge, schwab.com (web trading), and Schwab Mobile Trading. -
Personal/Commercial BankerWells Fargo Aug 2014 - Feb 2018San Francisco, California, Us▪️Provided comprehensive assistance to retail and commercial clients, addressing diverse financial needs.▪️Established accounts, processed credit card applications, facilitated loans, made outbound calls, participated in mortgage loan closings, and scheduled appointments.▪️Collaborated with peers for smooth operations, delivering exceptional service to foster long-term relationships and leave positive impressions.▪️Customized recommendations to support customers in achieving financial success.▪️Consistently exceeded performance metrics by 5%-10% over the years of dedicated service.▪️Cultivated and managed a portfolio of commercial clients, consistently exceeding quarterly sales targets.▪️Conducted detailed financial analyses and risk assessments to evaluate client creditworthiness and mitigate risks.▪️Identified cross-selling opportunities to enhance client relationships and drive profitability.▪️Led successful business development initiatives, acquiring new clients and expanding existing relationships. -
Assistant ManagerSterling Jewelers Sep 2010 - Apr 2014Akron, Oh, Us▪️Directed daily operations of the retail store, overseeing a sales team and ensuring exceptional customer service through face-to-face and phone interactions.▪️Developed and implemented sales strategies to achieve and exceed sales targets and profitability goals.▪️Consistently exceeded personal and store sales goals by 1-3%, contributing to significant revenue growth.▪️Recruited, trained, and motivated sales staff to deliver outstanding performance and meet company objectives, fostering an energetic sales environment.▪️Analyzed sales data and trends to forecast sales and inventory needs, optimizing product availability and merchandising while maintaining optimal inventory levels through effective planning and control practices.▪️Collaborated with the Store Manager to achieve financial targets, resolve operational issues, and ensure store compliance with company standards.▪️Conducted regular audits and assessments to ensure compliance with company policies, procedures, and regulatory requirements.▪️Developed time management, team building, and communication skills by leading a team of 10-15 individuals, advancing emotional intelligence skills through handling complex client situations.▪️Maintained several balanced cash drawers daily, managed daily paperwork, and handled bank deposits.▪️Ensured implementation of opening and closing procedures occurred on a timely manner.▪️Provided guidance to staff and customers on questions or concerns, creating sales leads and appointments. -
Senior TellerBmo Harris Bank Jun 2008 - Aug 2010Chicago, Illinois, Us▪️Oversaw daily teller operations to ensure accuracy and compliance with bank policies and procedures.▪️Provided exceptional customer service by addressing inquiries, resolving issues, and offering solutions to meet customer needs.▪️Handled complex transactions, including large cash deposits, withdrawals, wire transfers, credit card cash advances, and foreign currency exchanges.▪️Trained, mentored, and supported junior tellers, fostering a collaborative and efficient team environment.▪️Ensured compliance with federal and state regulations, including anti-money laundering (AML) and Know Your Customer (KYC) requirements.▪️Participated in sales initiatives by identifying opportunities for cross-selling and up-selling bank products and services.▪️Played a pivotal role in monitoring employee activities to prevent internal fraud.▪️Consistently maintained a high level of accuracy and efficiency in processing transactions, resulting in reduced errors and increased customer satisfaction.▪️Recognized for having a keen eye for fraud detection through behavioral analysis, such as transaction patterns and account activity monitoring.▪️Opened personal and commercial credit card accounts while educating clients on the benefits of each product and service.▪️Filed Suspicious Activity Reports (SARs) on transactions that appeared suspicious and Currency Transaction Reports (CTRs) for transactions over a certain threshold to regulatory authorities.
Uriel Rosales Education Details
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The University Of Texas At AustinDigital Marketing -
The University Of Texas Rio Grande ValleyMarketing And Marketing Management -
South Texas CollegeManagement And Operations -
Sauk Prairie High SchoolHigh School Diploma
Frequently Asked Questions about Uriel Rosales
What company does Uriel Rosales work for?
Uriel Rosales works for Digital Pulse Innovations Llc
What is Uriel Rosales's role at the current company?
Uriel Rosales's current role is Certified Digital Marketer| Partnering For Success.
What is Uriel Rosales's email address?
Uriel Rosales's email address is ur****@****ons.com
What schools did Uriel Rosales attend?
Uriel Rosales attended The University Of Texas At Austin, The University Of Texas Rio Grande Valley, South Texas College, Sauk Prairie High School.
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