Financial Solutions Advisor Resume Hunt Valley, MD - Hire IT People

TECHNICAL SKILLS:

Microsoft Office Suite
Social Media Marketing
Market Surveying with Qualtrics
Event Planning
Customer Service
Crisis Management
Network Management
Adobe Photoshop
Time Management
Search Engine Optimization
Salesforce
Customer Relations
CMS
CRM
Pivot Tables

PROFESSIONAL EXPERIENCE:

Confidential, Hunt Valley, MD

Financial Solutions Advisor

Assessed client financial needs and goals, develop solutions to achieve goals through budget, debt relief, and retirement plans
Demonstrate knowledge of investments and analyze financial markets to apply key principles appropriately to the individual client's investment needs
Developed comprehensive reports, conduct risk assessment, abstracts, and charts to present data and guide investment strategies
Completed comprehensive portfolio reviews to reassess objectives and projected portfolio performance

Confidential, Baltimore, MD

Marketing Associate

Implemented pull strategy to increase brand awareness and market share, and assist with new product development
Coordinated onsite events, brand promotions, onsite contests, point - of-sale displays
Conducted local advertisement initiatives; College events, community-wide social events, etc.
Established and Managed the a student discount and College Brand Ambassador programs which increase sales at 8 locations near colleges and universities by 15%
Handle cost and benefit analysis for diverse marketing campaigns
Analyze daily/weekly sales reports for brand specific in store competitions to increase foot traffic
Assist in rebranding the company by identifying and entering new markets, creating new marketing campaigns focusing on community engagement, implement grassroots and organic marketing strategies
Create social media marketing strategies, maintain visible social media presence, and monitored the social media marketing strategy for the company while maintaining a social media presence
Maintained critical account responsibilities of billing, resource allocation, and financial analysis/reporting for all clients. Experience with contracting, proposal writing, new business acquisition, and customer retention.
Managed corporate sponsorship request forms, Invoicing client orders and crediting accounts, manage department budget
Seek out and acquire potential assets/influencers to help promote and grow the Confidential brand, create influencers contracts
Completed operational cost assessment, reconciled department budget
Forecasted marketing returns, marketing expenses and cross-company analytical-method linkage.

Confidential, Baltimore, MD

Marketing Coordinator

Successfully managed a government grant in the amount of $450,000 by creating budgets for the remainder of the year
Conducted cost and benefit analysis for summer program which reduced expenses by $20,000 by utilizing free lunch program and coordinating more cost efficient field trips for students, and cost effective marketing campaigns
Developed and implemented daily and unit lesson plans for grades 9-12, administered tests and evaluations, and analyzed student performance, prep students for SAT
Initiated community outreach, advertisements, campus events, social media sites,
Designed newsletters, flyers, programs, and brochures for parents and potential participants which raised enrollment for program by 20%
Coordinated program summer sessions, events, and field trips for students.
Implemented E-mail marketing campaign with use of Mail Chimp for the program to effectively communicate with parents and manage emails
Recruited and interviewed potential tutors, mentors, and teachers for the programs summer camp
Maintained and organized vital company documents used to evaluate the effectiveness of the program

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Financial Solutions Advisor Resume

Hunt Valley, MD

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