Researched, developed, structured, and built an interactive marketing agency.
JLFRANKLIN WEALTH PLANNING, San Rafael, CA (Remote)
Managed process evaluation, development, and implementation, as well as prospect tracking, client service, and onboarding. Supported Chief Compliance Officer with SEC compliance responsibilities. Assisted with business development including executing social media and email marketing strategy, promoting the Startup Wealth podcast, and other special projects.
Oversaw process and procedures development, employee onboarding and development, inventory management, vendor relations, and financial reporting. Worked in tandem with principal to develop functional business strategies.