HEI Investment Group
In charge of daily operations, communication, and marketing of a financial services company.
• Facilitate growth, sales, and marketing strategies as well as develop business and strategic plans.
• Develop products with quantifiable objectives to measure results and leverage data to drive insights.
• Develop segmentation, competitive analysis, prospecting, lead generation, pricing, and promotions to increase sales.
• Develop internal and external policies and procedures to promote communication and information workflow.
• Appraise and evaluate operations to meet financial goals, increase revenue, reduce costs, and perform risk mitigation.