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Yyyyyy x. yyyyyy

519 Rosebush Lane Xxxxxx, XXXXXX xxxxxx (xxx-xxx-xxxx


  • Dynamic Leader who offers a background in Marketing, Leads Generation, Client Acquisition / Retention, New Business Development, Campaign Development / Management, Business Compliance, and Project Management; contributes talent in Consulting, Strategic Analysis / Planning, Trends Tracking, Social Media, and Website Content Management; and exhibits a proven ability to see the big picture within evolving markets.
  • Top Performer who boasts above-average career results, and who can make decisions to reflect positively on operations in alignment with a company s vision, value, and goals to attain a significant competitive advantage.
  • Visionary Professional with commendable accomplishments across high-volume client services and marketing initiatives, and who can rise above challenges to increase revenue and drive winning outcomes to boost profits.
  • Excellent Communicator who builds and sustains synergistic relationships with C-level executives, senior-level decision-makers, business / marketing professionals, clients, stakeholders, and the community; who excels in both autonomous and collaborative work environments; and who leads staff by example and with integrity.


Professional Synopsis


Seneca Wealth Strategies, LLC, Beallsville, XXXXXX 2015 Present


Client Services & Marketing Manager

  Capitalize on the opportunity to lead forward-thinking client services and strategic marketing for this highly successful independent firm backed by Raymond James Financial Services, Inc., including handling all account applications management and forms for existing clients, as well as performing on-boarding of key new clients.

  Direct submission of all client / advisor requests for comprehensive accounts transactions and reports.


  Directed website management and regular posting on social media.

  Successfully managing high-volume files for clients and business compliance.


Self-Employed, Poolesville, XXXXXX 2011 Present


Marketing & Accounting Consultant

  Utilize broad scope of industry knowledge and dynamic business acumen toward directing profit-generating marketing and bookkeeping services for multiple clients, including, but not limited to, monthly invoicing and website content management while using diverse programs, systems, and applications in alignment with goals.


  Demonstrated expertise in gathering, processing, and presenting web marketing analytics.

  Supported key platform creation, website graphic design, logo rebranding, and how to s / FAQs.

  Exhibited talent in website content management, blogging, promotional campaigns, and copywriting.


District Photo, Beltsville, XXXXXX 2005 2011


Senior Marketing Manager

  Strategically steered website content management for 2 direct consumer photo service brands, including developing leads, retention, and acquisition marketing, as well as providing email results analysis and recommendations while building partnerships (host, designers, media buyer) to execute marketing efforts.

  Supported Director of Marketing with all wholesale partner needs, including, but not limited to, reporting and business growth analysis, sample requests, image requests, product specs, and integration of consumer UIs.


Yyyyyy x. yyyyyy

Page Two (xxx-xxx-xxxx


Professional Synopsis (continued)


District Photo, Beltsville, XXXXXX (continued) 2005 2011


Senior Marketing Manager


  Successfully provided marketing copy and promotional offers to media buyer.

  Analyzed and led strategic direction for multiple nationwide wholesale accounts.

  Led efforts for affiliate program promotions, SEO copy, and direct email acquisition.

  Increased conversion, order frequency, revenue, retention, and activation per profit margins.

  Built an in-house marketing database in collaboration with programmer to accurately track client base.


Healthy Directions, Potomac, XXXXXX 2004 2005

InvestorPlace Media, LLC, Xxxxxx, XXXXXX 2002 2004


Senior Marketing Manager

  Drove business growth by managing online loyalty marketing efforts for 2 health newsletters and product franchises.

  Maximized bottom-line performance by cohesively managing all online acquisition marketing efforts for multiple investment newsletters and product franchises, including conceptualizing, developing, and managing results-generating marketing materials, as well as coordinating email campaign efforts to achieve key objectives.


  Successfully planned, wrote, and coordinated email campaign efforts to subscribers / nonsubscribers.

  Created dynamic marketing materials (e.g. e-letters, dedicated emails, sponsorship copy, website copy.)


ChangeWave Capital Management, Xxxxxx, XXXXXX 2001 2002


Client Relations Manager

  Built and sustained productive operations while managing daily schedules, travels, appointments, and correspondence as an Assistant to the Chairman, including handling accounting and prime broker correspondence.

  Contributed sharp analytical abilities toward reconciling expense reimbursements and facilitating accounts payable / receivable, as well as building strong relationships with investors via email, written, and phone contacts.


  Developed and managed files and information related to ChangeWave Capital Partners, LP.

  Coordinated efforts with Fox News on a weekly basis for Tobin Smith s appearance on Bulls & Bears.


Additional Professional Experience


Carl M. Freeman Companies, Bethany Beach, DE 1999 2000


Executive Assistant Senior Vice President of Development (1999 2000) Administrative Assistant (1999)


Mango s Restaurant, Bethany Beach, DE 1998 1999


General Manager


Excellent Professional References Provided Upon Request

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