* Responsible for providing complete sales solutions, including project management, vendor selection, and marketing services offered as a consultant to clients of the company resulting in record revenues in highly competitive markets.
* Gathered pertinent data and generated analytical reports and statistical analysis as a result of social media functions, campaign launches, and promotional event activity.
* Developed integrated CMS platforms to Standard Operating Rules for financial advisors resulting in the following: Increased retention by 40% ; Increased advisor outreach by 35% and combined CMS and personalized email marketing increased new leads by an average of 10 per advisor. ...