Experiences

2003 TO PRESENT IWEBHQ- SAN RAMON, CA

Digital Marketing Director

  • Directed strategy and launch of a global site redesign, lifting visits by 50%, engagement by 80%, and user satisfaction by 10%.
  • Responsible for planning, developing, implementing and analyzing a lead nurture and conversion strategy across all active marketing channels.
  • Created and implemented complete SEO strategy for client’s including on page and off page optimization, Forum Marketing, Social Media optimization, video marketing, blog promotion, content optimization, building web pages
  • Driving robust marketing automation initiatives. Working with industry-leading tools in a data-driven environment.
  • Traffic analysis, visitor tracking, preparing report for assigned website using web-trends and Google Analytics.
  • Hands-on experience in SEO (inter-linking for keyword optimization for organic search results).
  • Cultivating new online communities for the company using Facebook, Twitter, Instagram, YouTube, and other social media.
  • Managing a team of digital marketing analysts, specialists and outside consultants.
  • Running digital marketing initiatives. Interactive marketing and eCommerce developer for clients.
  • Delivering a first class service to a brilliant client list. Managing outside resources.
  • Led and executed digital marketing campaigns including free and paid social media marketing, text messaging, paid search, and SEO. Collaborating with regional teams to drive localized digital campaigns.
  • Analyze, conduct post-event evaluations and prepare report to determine how future events could be improved after the campaign end.
  • Developed and implemented performance measurement plans using quantitative and qualitative analysis to match the client’s business objective. Collaborating with other corporate marketing departments. Identifying growth opportunities.
  • Developed internal process docs for SEO, PPC, Facebook Ads, Youtube Ads, Google Analytics, Email, Content, Landing Pages and more. Paid Ad Management
  • A/B Testing. Audience Targeting Strategy. Sets the creative direction for the whole Digital Team.
  • Managed the marketing function with emphasis on championing the brand and expanding the customer base.
  • Reviews and edits all campaigns for great ROI. Meets with clients to discuss artistic goals
2001 – 2003- AXA EQUITABLE SAN FRANCISCO, CA

Financial Advisor

  • Analyzed investment opportunities and client needs; recommended appropriate strategies
  • Analyzed, drafted, edited, and delivered comprehensive financial plans to clients
  • Analyzed prospective clients’ investment portfolios and financial planning
  • Attended Financial Advisor trainings and continued education sessions via the Broker/Dealer to stay current regarding products, solutions, services, and policies
  • Built client relationships based upon developing strategies to their financial goals through the use of financial planning and wealth management
  • Attended company workshops or lectures and speak to groups of potential clients when called upon
  • Created a sales and marketing strategy for the business
  • Complied with all industry rules and regulations
  • Created a sales and marketing strategy for the business
  • Developed and cultivated client base via prospected and serviced potential new clients
  • Ensured adherence to company standards
  • Functioned as the primary trusted advisor to clients
  • Marketed and presented appropriate investment solutions, financial, and wealth management services to clients
  • Implemented company policies and procedures
  • Managed client communications and followed-up with clients’ other advisors
  • Prepared and delivered presentations/seminars to clients and prospects for business development and educational purposes
  • Provided cutting edge financial planning, tax, estate, and investment advice to the firm’s clients
  • Worked closely with key bank personnel on the development and success of the investment program and its integration with other services provided to bank customers

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