Springfield, New JerseySpearheaded the transformation of lead generation and client engagement for a local fitness business through the automation of the lead process. Integrated Facebook Lead Ads and Zapier to deliver real-time email and text notifications for incoming leads. Empowered the business owner to instantly connect with potential leads, significantly boosting lead conversion rates. • Analyzed competitor ...
Directed the submission of customer account statements to DALBAR for their 11th Annual Trends and Best Practices in Investor Statements for the Brokerage Industry. Meticulous attention to detail contributed to securing the prestigious "Excellent" designation and the number one ranking, highlighting our commitment to exceptional services. • Coordinated project planning and execution, ensuring ...