Winston At Metarize

Experience

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  Bank of America

  Jan 2003 - Nov 2007

  Personal Banker

  •Deepened relationships with current customers to meet their needs and improve retention•Established and maintained deposit and loan products, and bank investment instruments•Worked in a high paced environment while providing excellent customer service•Handled a high volume of cash and financial transactions•Originated and closed mortgage, auto, and personal loans and lines of credit

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  JPMorgan Chase & Co.

  Nov 2007 - Jul 2009

  Investment Representative

  •Uncover needs of current and future customers and maintaining appropriate combination of products and services•Assist clients with retirement and investment planning, future purchases, college savings, and wealth building strategies•Maintaining customer accounts within my book of business to preserve our consumer base •Probing call lists and customer profiles to discover other funds and new opportunities •Upholding the integrity of the company’s core values in challenging conditions Weniger anzeigen

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  TRS of GA

  Sept 2009 - now

  With a member base consisting of over 500,000 and over $90 billion of AUM, I manage all mass communications for external and internal customers. Additionally, handle pension and financial literacy education through managing an outreach team throughout the state of GA. •Strategic planning and marketing/communications planning - creating and distributing content in written, video, and audio formats via our website, social media channels, and internal platforms. •Implemented the use of videoconferencing to offer virtual counseling sessions and presentations to our members which allowed the ability to host with thousands of attendees at once. •Onboarded and current producer of the agency's podcast, "Your Retirement in Focus", available on most major podcast platforms. 20K listens since inception.•Creates and edits video content for social media channels using Adobe Creative Cloud products. •Manages social media content across various platforms to deliver complex laws and policies in an easily digestible way to customers. Grew YouTube subscription from 30 subscribers in 2020 to 6.1K and 50% increase in Facebook followers since start of role to 11K.•Delivers oral presentations in-person and virtual to thousands of members at conferences, workshops, and benefits fairs.•Manages outreach team to deliver content throughout the state of Georgia. Involved in event planning, logistics, hosting, etc.•Conveys complex financial laws to the public and help prepare educators for financial security through financial literacy.•Updates board and C-suite executives with analytics and performance of marketing initiatives. Weniger anzeigen

  • Director of Communications & Outreach

    Jan 2020 - now

  • Retirement Planner Team Lead

    Nov 2015 - Jan 2020

  • Retirement Planner

    Sept 2009 - Nov 2015
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  Delta Air Lines

  Jul 2010 - Jul 2020

  Ramp Agent
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  Zoe Fitness

  Jan 2012 - Jan 2015

  Financial Services Officer

  Responsible for creating and maintaining financial reports for operational and forecasting methods for Zoe Fitness. Experienced in creating, analyzing, presenting P&L statements, income statements and other financial reports to upper management. Also responsible for implementing sales techniques and promotional materials.•Implemented initial monthly, quarterly and annual budgets and profit and loss statements•Meets with management to discuss operational costs, marketing ideas, and promotional materials•Analyze and audit invoices and assist in collections•Developed sales and promotional materials to expand business •Advised CEO on banking and investing rules and regulations Weniger anzeigen

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  Buckley Tech Services

  Jan 2016 - Jan 2023

  Owner

  Graphic art web design. Specializing in branding, logo design and marketing of web content via web pages and social media.

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  Metarize

  Jan 2020 - now

  Business Owner

  Educating individuals, groups, companies, and schools about blockchain and cryptocurrency. Provides consultant services to assist Web2 and Web3 projects with communications and marketing strategy. Graphic art web design. Specializing in branding, logo design and marketing of web content via web pages and social media.Communications, marketing, branding and all forms of mass communications.Designs curriculum for blockchain education and live courses.Creates art on chain; NFTs, POAPs, etc., for companies. Weniger anzeigen

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  Earn Your Leisure

  Apr 2021 - Jan 2023

  • Crypto Club President

    Aug 2022 - Jan 2023

  • Crypto Club Co-Leader

    Apr 2021 - Aug 2022
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  Qnary

  Sept 2023 - Jul 2024

  Content Curator (Finance & Crypto)

  Qnary logoSocial Media Content Curator (Finance & Crypto)Social Media Content Curator (Finance & Crypto)Qnary · Part-timeQnary · Part-timeSep 2023 - Present · 6 mosSep 2023 - Present · 6 mosRemoteRemoteResponsible for writing finance, fintech, blockchain, and crypto social media content for clients consisting of CEO's, board directors, founders, C-suite executives, and more.Researches relevant articles and news to help promote social media engagement. Creates native post using graphic design to promote copy. Weniger anzeigen