Personal Information
Unternehmen/Arbeitsplatz
Salem, MA United States
Branche
Finance / Banking / Insurance
Webseite
www.ecabot.com
Info
My professional experience includes over a decade of marketing experience from creating a strategic marketing plan, implementing marketing programs and coordination all aspects of, including but not limited to, public relations, advertising, social media, event planning, staff relations, website maintenance, database administration, campaign management, lead generation, email marketing, graphic design, and marketing operations and automation.
Specialties: Social media, networking and connecting people, small business marketing, professional services, branding and identity, project management and organization, employee relations and morale, WOM marketing, brainstorming and idea creation
Tags
investing
investments
economy
stocks
investment management
investor
financial services
stock market
financial markets
wealth management
retirement
invest
emerging markets
bonds
wealth advisor
retirement planning
retirement plan
bull market
finance
risk
sectors
equities
economic outlook
portfolio management
keynote
wealth manager
investment themes
retiree
financial planning
bond market
income
fixed income
cloud computing
frontier markets
biotechnology
genomics
themes
financial planner
financial plan
roadmap
estate planning
estate plan
roth
businessowner
sep
roth conversion
dbp
asset allocation
solo 401k
psp
defined benefit plan
401k
ira
simple ira
social security
db plan
simple
sbo
small business owners
debt
growth
yield
internet
markets
earnings
opportunity
lender
treasury
borrower
credit
interest rates yield
diversification
t-bill
liquidity
asia
china
india
asset classes
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