about
I am a managing director and business professional with experience in strategic planning, operational oversight, financial management, business development, and corporate governance. I manage day-to-day business priorities while adapting to challenges, supporting growth, and improving operations. My background also includes life insurance sales, account management, customer service, field underwriting, lead generation, customer retention, and needs-based client analysis. In marketing roles, I have created graphic design assets and press releases, developed marketing strategies, managed social media accounts, conducted market research and data mining, and generated online traffic to support sales. I’ve done web design, integrating docusign/jotform. I also bring leadership experience in team management, scheduling, inventory, and sales and labor reporting.
My skills include:
Financial Services —
Financial analysis, financial planning, banking operations, account management, client relationship management, CRM management, loan processing, credit analysis, underwriting, investment services, wealth management, risk management, regulatory compliance, KYC, AML, fraud prevention, transaction processing, payment processing, account reconciliation, financial reporting, budgeting, forecasting, data analysis, Microsoft Excel, financial software, client onboarding, customer service, sales and business development, lead management, customer retention, cross-selling, pipeline management, KPI tracking, process improvement, quality assurance, A/B testing, confidentiality, attention to detail, problem solving
Social Media Marketing —
Social media strategy, content planning, content creation, social media scheduling, A/B testing, split testing, audience segmentation, CRM management, customer relationship management, lead management, customer database management, email marketing, marketing automation, campaign management, campaign optimization, Facebook marketing, Instagram marketing, TikTok marketing, short-form video content, copywriting, engaging captions, brand awareness, audience growth, community engagement, customer interaction, promotional campaigns, paid social advertising, ad targeting, conversion optimization, social media analytics, performance tracking, KPI monitoring, engagement analysis, hashtag research, trend research, competitor analysis, graphic design, online reputation management, customer communication, lead generation, conversion tracking, content optimization, marketing analytics