Corinne C.

About Corinne C.

I am a creative Marketing and Client Service Professional within the Financial Services and Entertainment Industries. MARKETING: Increase business and brand awareness by implementing integrated marketing strategies. Primary areas of focus are content strategies, digital marketing, lead management, and data analytics reporting. Manage large-scale projects by working with cross functional stakeholders to develop internal and external marketing content for products and services. Copywrite, design and publish marketing collateral, including brochures, newsletters, Powerpoint presentations, direct mail, proposal/DDQ documents, sales enablement papers, and social media content. CLIENT SERVICES: Respond to client requests, account management, onboarding and product implementation, pipeline reporting, and develop sales collateral. Administer CRM databases, such as Salesforce, and Sales Enablement platforms, such as Seismic. Manage all day-to-day client interactions and liaise between the client and all internal groups. Specific experience in investment banking, private equity, alternative investments, asset management, treasury management, and real estate capital markets. DATA ANALYTICS: Reporting analyst on financials, sales pipelines, portfolio attribution, customer journey, and digital marketing. Proficient in Excel, SQL, Python and Tableau. CURRENT ACTIVITIES: Studying for FINRA Series 7 & 66 licenses Expected completion: May 2025 SPECIALIZED CERTIFICATION: Business Intelligence and Data Warehousing at University of California, Irvine’s Continuing Education. Completed: May 2024

Experience

1. Client Associate

   UBS

   Mar 2024 — Present · Los Angeles, CA, US

   FINRA Security Industry Essentials (SIE)-(passed March 2025)• FINRA Series 7 & 66 (expected re-certification September 2025)• Enhance the client experience by servicing clients and providing operational and administrative support to 5 Financial Advisors with a total AUM of over $3.3 billion.• Interface with clients and prospective clients, including family offices, entrepreneurs, private equity principals and corporate officers with an average AUM of $20 million.• Assist clients by anticipating their needs, resolving their problems, and following through to provide exceptional service. • Perform administrative duties that support Financial Advisors in their daily business practices, including client meetings and on-boarding new clients.

Education

• Upright Citizens Brigade

  Improvisational Comedy Performance and Writing

  2017 — 2019

• UCLA

  BA