Product Design & Creative, Senior Product Manager, Business Development Strategist

 

Key Achievements

 

• Concept to completion timeline - 45 days. Successfully completed for Beta within time constraints.

• Creation and development of brand identity, voice, and experience with a direct focus on educational content for clients & prospects.

• Designed 360-go-to market plan, content roadmap.

• Custom website design, build, and implementation (Active Beta)

• Designed and implemented integrated B2B acquisition strategies through facilitated partnerships with CPA's, and Wealth Managers to expand core product and services offering.

• Identified, developed and implemented 16 new product and service offerings identified as 'unmet client needs', in relation to core business model.

• Implemented automation solution to glean clean data through user engagement and existing book of business.