I am a results-oriented PM, Operations and Financial Analyst, and Marketing Manager with experience in finance, technology, healthcare, and creative industries across public, private, and non-profit sectors. Major strengths and skills:
- Marketing/Copywriting
- Project Planning/PM
- Business/Data Analysis
- Budgeting/Accounting
- Partner & Client Relations
- Partnerships & Negotiation
- Systems & Procedures
- Creative Leader/Learner
Strategic Marketing Manager/Former Finance Analyst
(June 2016 - December 2017)Innovest Systems offers software and services in the wealth management industry. It holds over 500 billion assets on our trust and accounting software with a revenue of 33 million annually serving banks and trust companies like Merrill, Mitsubishi, and Schwab. It also manages unique assets, make trades, and print checks.
- Created an automated system to streamline financial processes using SQL and Excel then delegated controls to other departments
- Increased revenue in the first 6 months by $820,000 and cut job performance down by 84% by automating tasks
- Managed, edited and submitted RFPs; analyzed spending for marketing budget, i.e. contracts & proposals; and built strategic plans for executive implementation
- Led re-design of logos and website content post-acquisition, and worked with partners on various projects
Freelance Marketing and Strategy Consultant
(June 2015 - current)Provided talent-related consulting services to early-stage startups in a wide variety of industries including fashion and e-commerce, beauty and styling services, educational institutions, and entertainment, as well as for a variety of client-facing broker businesses within art and antiques, real estate, and healthcare services. Served ten clients in first year.
Involvement on past projects includes:
- Created operational workforce plans for sales and marketing teams and designing new outreach programs, strategies uniquely built on brand awareness and SEO, SEM, and SM touch points
- Made recommendations and outlined processes for partnerships and sponsors based on research iterations and analysis via a high-level mapping/grading system
- Designated a timeline for new creative media design and output
- Created marketing content specific to project needs for both websites and paper materials
Helped drive new business efforts to increase the bottom line
Digital Marketing Consultant
(October 2015 - January 2016)YP is a private digital marketing company specializing in advertising for local & nationwide businesses. With 3 billion USD in revenue, YP customizes online and mobile ad campaigns for various website platforms.
- Acquired new clients via networking, online research, and cold-calling to sell in-person online ad campaigns
- Managed client accounts using a range of software, i.e. Salesforce, Excel, A-Frontier, CP3, Concur, and Solo
Laboratory Technician
(January 2014 - April 2015)Lion’s Eye Bank of West Central Ohio is non-profit tissue bank. It recovers, processes, and distributes corneas and eyes for transplant and research.
- Assessed potential donors for eligibility following SOPs, GLP and OSHA protocol in liaison with OPO & CTS
- Recovered/processed tissue, drew blood/vitreous, recorded silt lamp tissue quality, and updated FileMaker data
- Coordinated scheduled plan of operation for tissue recovery on-call with organ procurement and tissue partners
- Worked on-call 2 nights and weekends travelling to hospitals with donor potential after next-of-kin approval
- Packaged and distributed corneas after internal lab tests/additional cuts to surgery sites in a specific timeframe
Project Manager
(June 2012 - May 2013)DeVere Group is an independent financial consultancy managing over 10 billion USD in 100 countries. Coordinators as a client liaison booking appointments, developing leads via research and networking events, and managing client-face, telephone, and email relationships for financial advise and sale of annuities and securities.
- Repeatedly achieved weekly incentive awards for number of bookings and calls made per day
- Studied the Chartered Institute for Securities & Investments CERT, and wrote a CRM spreadsheet on Excel
Project Manager/Junior Producer
(October 2011 - May 2012)Workpoint Entertainment is a Thai media company that works in television production, film making, event management, animation, publishing, event marketing and recording.
Evening English Teacher
(June 2011 - May 2012)Language Express is a communicative-based language learning school teaching English and Thai to students ranging from ages pre-teen to adult. Teachers follow a company-designed curriculum where each class lasts about an hour in duration.