Summary
Overview
Work History
Education
Skills
Timeline
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Kimia Azari

Aliso Viejo,CA

Summary

Experienced professional with 4+ years in banking and marketing, specializing in private wealth management and product marketing. Proven ability to collaborate across teams to market and sell diverse products/services. Reliable and goal-driven, adept at leveraging technology for strategic initiatives. Accomplished team leader with a track record of driving market growth and firm profits in multiple industries.

Overview

9
9
years of professional experience

Work History

Marketing Director

Future Blooms Daycare
09.2023 - Current
  • Implement data-driven decision-making using tools such as Excel, SQL, and databases to optimize sales and operational efficiency.
  • Establish and maintain strong relationships with parents and guardians through effective communication, addressing inquiries, and ensuring supportive and nurturing environment for children.
  • Drive marketing efforts, employing targeted campaigns that have increased enrollment, enhanced brand visibility, and posi8vely impacted community engagement.

Private Client Advisor

Bank of America - Merrill Lynch
06.2020 - 09.2023
  • Managed portfolio of high-net-worth clients, providing personalized financial advice and services tailored to individual needs.
  • Collaborated with internal teams, including investment advisors to analyze balance sheets and understand clients' investment objectives and developed customized recommendations that consider appropriate risk/return objectives based on customer requirement to deliver comprehensive financial solutions.
  • Automated ad-hoc analysis into weekly subscribed report reveal data driven insights.
  • Generated $24 million in incoming assets through strategic relationship-building and proactive client engagement.
  • Monitored practice and surveillances focusing on compliance with internal legal and audit team, maintain compliance with regulations and internal policies.

Lead Sales Manager

SoCal Premier Marketing
08.2019 - 03.2020
  • Studied product and local markets to adjust sales pitches and adapt strategies for optimized sales.
  • Orchestrated launch for new product to expand market share and generated over $30,000 in revenue.
  • Hosted daily standup and daily business review within own organization, communicate business result and analysis hypothesis impacting performance result.
  • Interpreted customers business requirement into technical implementa8on detail with timeline for strategy planning.
  • Designed product and market planning utilizing Pivot table, VLOOKUP, and other advanced Excel skills, which influence sales pitches and adapt approach.
  • Navigated customer to mitigate upstream obstacle which improve client satisfaction and retention.
  • Optimized client sales outcome by earn trust through small scale A/B test.

Social Media Manager

Inswim
05.2018 - 07.2019

● Formulated strategic social media plan + content calendar and served as primary content creator— Established KPI's: generating over 60k of sales in first year of launching due to social media marketing with no paid ads.
● Created all content: edit pictures and create videos for social platforms + implementing unique copy and leveraging SEO expertise to enhance online visibility.
● Managed influencer outreach and executed effective marketing plan, securing genuine support from high-profile influencers.

Marketing Manager Intern

Venue Tradeshow
01.2017 - 05.2018
  • Published blogs on ongoing basis to support and promote offers also attracting site visitors through search, social media, and email subscribers.
  • Developed ideas to promote show across social media platforms: Twitter, Facebook, and Instagram.
  • Prospected for qualified leads (both referral and self-generated) and reach 3 times over management goal target utilizing marketing campaigns
  • Created marketing reach plan to drive leads, subscribers, awareness, and/or other important metrics (examples include ebooks, whitepapers, infographics, guides, templates, etc.)
  • Curated and implemented template for all team members to submit and attain approval on Social Media posts.

Social Media Coordinator

06.2015 - 03.2017

● Freelanced — for 15 days year during award show seasons. Strengthened Dick Clark Productions social media platforms by creating unique real time copy for all of their award shows such as: American Music Awards, Billboard Music Awards, Miss America, Streamy's, Hollywood Film Awards.

● Produced The American Music Awards Snapchat: wrote script, directed, facilitated fan outreach. During this, our Snapchat gained over 40k followers with hundreds of thousands of views on our stories.

Education

Bachelor of Arts - Psychology

University of California, Los Angeles

Skills

  • Business networking
  • Relationship management
  • Campaign management
  • Interpersonal communication
  • Analysis: Excel, Pivot Table
  • Collaboration: Slack, Teams, SharePoint
  • Customer Relation Management: Salesforce, Tableau

Timeline

Marketing Director

Future Blooms Daycare
09.2023 - Current

Private Client Advisor

Bank of America - Merrill Lynch
06.2020 - 09.2023

Lead Sales Manager

SoCal Premier Marketing
08.2019 - 03.2020

Social Media Manager

Inswim
05.2018 - 07.2019

Marketing Manager Intern

Venue Tradeshow
01.2017 - 05.2018

Social Media Coordinator

06.2015 - 03.2017

Bachelor of Arts - Psychology

University of California, Los Angeles
Kimia Azari