Experience

• 

  Charles schwab

  Feb 2016 - Jan 2017

  -Conduct market research and analysis to identify potential investment opportunities and trends in the financial markets.-Develop and maintain strong relationships with clients to understand their financial goals, risk tolerance, and investment preferences.-Provide personalized investment advice and recommendations to clients, taking into account their individual circumstances and objectives.-Execute buy and sell orders for clients, ensuring timely and accurate trade execution in accordance with their investment strategies.-Stay up-to-date with financial news, economic indicators, and industry developments to inform investment decisions and offer insightful market commentary to clients. Show less -Assist clients in understanding financial products and services offered by the company.-Stay updated on market trends, economic developments, and changes in financial laws and regulations to provide informed guidance to clients.-Maintain accurate and up-to-date client records, including financial information, transactions, and communications.-Cultivate and maintain strong relationships with clients, addressing their inquiries and concerns in a professional and timely manner.-Support the financial service team in achieving business targets and contributing to the growth of the company. Show less

  • Stockbroker

    Jul 2016 - Jan 2017

  • Associate Financial Service Professional

    Feb 2016 - Jul 2016
• 

  Fastg8, inc.

  Jul 2017 - now

  -Develop and execute the overall ad operations strategy, aligning it with the company's advertising objectives and revenue goals.-Lead and mentor a team of ad operations specialists & delivery managers, providing guidance, training, and performance evaluations to foster a high-performing and motivated team.-Collaborate with sales and marketing teams to devise innovative advertising solutions and packages that cater to client needs and drive revenue growth.-Oversee the implementation and integration of ad technology platforms, including ad servers, SSPs, DSPs, and other relevant tools, while staying updated with industry trends and best practices.-Proactively identify operational inefficiencies and bottlenecks, implementing process improvements and automation to streamline workflows and increase productivity. Show less -Develop and implement ad operations strategies and best practices to optimize campaign performance, ad delivery, and revenue generation.-Monitor and analyze ad performance metrics, making data-driven decisions to improve ad targeting, placements, and overall campaign effectiveness.-Collaborate with third-party vendors and ad networks, negotiating contracts and managing relationships to maximize ad revenue and performance.-Lead and participate in cross-functional projects to enhance ad operations infrastructure, tools, and reporting capabilities.-Train and mentor ad operations team members, fostering a culture of continuous learning and professional development.-Monitor and manage ad operations budget, making strategic decisions to optimize resource allocation and achieve cost efficiencies.-Implement and maintain ad trafficking processes, ensuring accurate and timely delivery of ads across various platforms and devices.-Act as the main point of contact for ad-related technical issues, troubleshooting and resolving problems to minimize downtime and revenue loss. Show less -Develop account plans to align with clients' objectives and our company's goals. Continuously assess account performance and devise strategies to achieve targets.-Keep clients informed about product updates, new features, and relevant industry information. Conduct regular meetings, presentations, and check-ins with clients.-Track and analyze key account metrics, providing regular reports to management. Utilize data-driven insights to make informed decisions and improve client satisfaction.-Collaborate with cross-functional teams, including sales, marketing, and support, to deliver a cohesive and seamless experience for clients. Show less -Manage the trafficking and scheduling of ad creatives, ensuring timely and accurate delivery.-Monitor and analyze ad performance metrics, providing insights and recommendations to improve campaign effectiveness.-Troubleshoot and resolve any technical issues related to ad serving and tracking, ensuring a seamless user experience.-Conduct A/B testing and other experiments to identify opportunities for optimization and growth.-Implement and maintain ad tags and pixels for proper tracking and reporting.-Participate in cross-functional meetings and contribute to the development of overall ad strategies.-Collaborate with the data analytics team to generate reports and dashboards for ad performance analysis. Show less

  • VP of Ad Operations

    Aug 2023 - now

  • Director of Ad Operations, Media & Delivery Strategy

    Apr 2022 - Aug 2023

  • Senior Delivery Manager

    Jan 2020 - Mar 2022

  • Account Manager

    Jan 2019 - Dec 2019

  • Delivery Specialist

    Jul 2017 - Jan 2019