Crestone Capital Advisors, LLCMarketing and Business Development Intern
May. 2015 - May. 2016Boulder, CO- Created over fifty research reports, directly contributing to new business development in the form of at least ten new clients.
- Provided management with an enhanced website configuration by designing a marketing dashboard for analyzing client portal usage.
- Improved upon existing time-management and organizational skills by preparing two client conferences, with over 100 attendees at each.
- Regularly updated and refined client conference information on Crestone’s website, increasing marketing outreach efforts.
- Analyzed personal and financial data in Microsoft CRM, leading to improved client profiles that were utilized company-wide.