Executive, Operations

Mailchimp Expertise Proficient in using Mailchimp to design and manage automated email campaigns for client communications, including financial updates, market insights, and personalized advisory messages.

As a Financial Advisor, I've leveraged automation tools to enhance operational efficiency and client service: ManyChat: Automated client onboarding, appointment scheduling, and follow-up workflows, reducing manual tasks by 50% while improving response consistency. Google Forms/Docs: Streamlined social media content creation and client servicing processes through templated workflows, enabling rapid content deployment and standardized client communications. Mailchimp: Designed and managed automated email campaigns for client updates, market insights, and personalized financial planning reminders, boosting engagement rates by 30%. Skilled in integrating automation to save time, minimize errors, and maintain high-quality client interactions at scale.

Google Analytics Expertise 7+ years of hands-on experience leveraging Google Analytics to optimize digital performance for a financial planning website and blog.

Annotation & Data Labeling Experienced in performing diverse annotation tasks to support AI training and content moderation: Text Annotation: Classified social media posts for offensive language or inappropriate content, applying nuanced understanding of context and sentiment analysis. Image Annotation: Compared and evaluated image pairs to determine if the second image represented a quality-enhanced or visually improved version of the first, ensuring accuracy in visual data labeling. Quality Assurance: Maintained high standards for annotation consistency, adhering to guidelines for both text and image datasets to improve model training outcomes. Skilled in attention to detail, contextual understanding, and applying structured labeling frameworks to support machine learning and content moderation initiatives.

Web Scraping & Data Annotation Experienced in extracting and categorizing data from webpages to support AI training and content moderation initiatives: Topic Classification: Analyzed shared links to identify whether content fell under sensitive topics or violated community guidelines, applying contextual understanding of policies and ethical standards. Ad Relevance Analysis: Compared advertisements to corresponding search queries to assess alignment, ensuring accuracy in intent matching and campaign performance evaluation. Structural Annotation: Organized webpages into hierarchical headers and subsections, improving data usability for training models in content summarization and information retrieval. Skilled in combining technical web scraping techniques with critical thinking to deliver structured, high-quality datasets for AI/ML applications.