Planned, budgeted, and managed high impact multi-channel investor focused marketing campaigns for clients with budgets ranging up to $4.5 million Exceeded first year sales goal by 127% within first 6 months of operations by closing $1.8 million in new business.
Attained a 90% rate of repeat business due to strong client relationship management, proven performance, and persuasive interpersonal skills.
Exponential increase in client referrals reduced new client acquisition costs by nearly 100%.
Established marketing alliance with Equities Magazine.
Increased target audience exposure by 18%.
Increased gross revenues by $2.4 million by negotiating white label agreements with Financial Profiles, Inc.
and Bridge IR.
Achieved a +1300% increase in shareholder value and 8X increase in average daily trading volumes for Amarantus Bioscience Holdings (OTCQB: AMBS) through strategic use of digital media, print, email, analyst relations, newsletters, blogs, media relations, conferences and social media assets.
Promoted firm and vendor team project mentality.
Developed protocols to enhance team communication and productivity.
Led to completion of complex assignments under critical deadlines.
Achieved a 320% increase in shareholders of Capital Group Holdings (OTCQB: CGHC), 460% gain in market capitalization, and a 9X increase in daily trading volume following message redesign and enhanced distribution methods.
Designed, coordinated, and managed online advertising, PPC, blogs, optimized landing pages, analytics, SEO, SEM, email blasts and social media marketing.
Shaped and directed client public relations initiatives.
Resulted in media exposure with 450+ client story placements in high profile news outlets such as The WSJ, Forbes, Barron's, Wired, CNBC, etc.
Prepared, wrote copy, and edited presentations, proposals, press releases, blog content, social media postings, and shareholder letters.
Organized conference and presentation schedules.
Managed design and production teams for creation of impactful investor kits and marketing materials for conferences, speaking engagements and industry events.
Performed in-depth quantitative and qualitative analysis - investor base, valuation, competitors, trading history, and investor perception studies.
Senior Vice President January 1998 to January 2005THE MAY DAVIS GROUP － New York, NY
Rapidly promoted to Senior Vice President after earning recognition as top sales producer.
Raised $17 million in venture capital funds from accredited retail clients for private placement offerings.
Structured over $120 million in capital funding for publicly traded companies utilizing convertible debenture, convertible preferred, and credit line financings.
Diversified high net worth client investment portfolios into various investments including stocks, bonds, mutual funds, options, and private placement financings.
Conducted extensive on-site and off-site due diligence of potential investment banking clients to assess risk, determine valuation, and other criteria.
Vice President January 1997 to January 1998H.J. Meyers & Company － New York, NY
Managed over $40 million of institutional investors' and private client investment portfolios.
Maintained constant communication with clients to review their portfolios, present trading ideas, and discuss various investment opportunities.
Consistently ranked in the Top 10 of firm's 220+ brokers nationwide based on monthly gross sales commissions and newly raised assets under management.
Trained and managed team of 4 junior associate stockbrokers.
Account Executive January 1996 to January 1997First United Equities Corporation － New York, NY
Prospected new clientele via phone, networking, and client referrals.
Performed equity research, financial analysis, and managed client equity portfolios.
Supervised, trained, and evaluated professional staff.
Associate Stockbroker January 1995 to January 1996D.H. Blair & Company － New York, NY
Successfully completed account executive training program and registrations for Series 7 and Series 63 securities licenses.
Assisted Senior Vice President in the operation of a +$50 million business.
Responsibilities included cold calling, opening new customer accounts, and communicating with clients for senior broker.
Bachelor of Arts : Psychology, May 1995State University of New York － Albany, NYPsychology