Experience

• 

  New york life insurance company

  Sept 2011 - Nov 2012

  Financial services representative
• 

  Hpm partners llc

  Feb 2013 - Feb 2016

  Associate, account manager

  Ensure client satisfaction through continuous personal financial consultations and providing guidance on a variety personal finance topics. Analyze the current financial health of individuals to provide short/long-term financial goals and to empower participants when it comes to making sound financial decisions. Develop and implement marketing campaigns to encourage individuals to take proper action and to drive meeting participation. Enthusiastically advocate the values and unique approach the company takes to personal finance. Show less

• 

  Core digital media

  Feb 2016 - May 2021

  - Analyze client’s targeted audience and conversion data to develop tailored optimization strategies for growth.- Work cross-functionally with analytics, product, marketing, and business operation teams to develop strategies that increase performance and generate incremental revenue while reducing marketing costs.- Stay abreast of competition, industry challenges, and current marketing trends in an effort to seek growth opportunities.- Provide training to new sales team members by assisting on sales and account management calls, “best practices”, presentations, and market research. Show less

  • Senior Account Manager (PolicyPilot.com & LowerMyBills.com)

    Jul 2017 - May 2021

  • Account Manager (LowerMyBills.com)

    Feb 2016 - Jul 2017
• 

  Quinstreet

  May 2021 - now

  Senior account manager, banking & wealth management