Open to opportunities

Dina Badawy

@dinabadawy

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Dynamic financial planner with expertise in strategic marketing and client engagement.

United States

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What I'm looking for

I seek a role that fosters growth, encourages innovation, and values client relationships.

As a dedicated financial planner at Northwestern Mutual, I specialize in holistic client advisory, conducting in-depth assessments for over 60 clients to design tailored financial plans. My approach integrates insurance, investments, and retirement strategies, resulting in a remarkable 25% average growth in assets under management. I pride myself on maintaining ethical compliance and ensuring that all client interests are safeguarded through rigorous adherence to regulatory requirements.

In addition to my financial expertise, I serve as a brand ambassador for Evolve Promotions, where I revolutionize brand visibility through innovative marketing strategies. By orchestrating multi-channel campaigns and immersive experiences, I have significantly increased product sales and established Evolve as a market leader. My ability to forge strategic partnerships and pioneer marketing innovations has earned industry accolades and expanded our reach into new communities.

With a strong foundation in communications and media studies, I am committed to delivering exceptional client experiences and cultivating lasting relationships. My educational background, including a Master’s Degree in Communication with a specialization in Public Relations, further enhances my ability to engage effectively with diverse stakeholders.

Experience

Work history, roles, and key accomplishments

Current

Financial Planner

Current

Northwestern Mutual

Aug 2024 - Present (11 months)

Conducted in-depth financial assessments for a diverse book of 60+ clients, designing integrated financial plans combining insurance, investments, and retirement strategies. Managed diversified client portfolios, driving a 25% average growth in assets under management, while ensuring 100% adherence to regulatory requirements and ethical practices.

Financial Planning Investment Management Portfolio Management Retirement Planning Insurance Regulatory Compliance Financial Analysis Wealth Management

Current

Brand Ambassador

Current

Evolve Promotions

Jul 2022 - Present (3 years)

Orchestrated an integrated multi-channel marketing strategy, driving a 20% uptick in product sales and establishing market leadership. Conceived and executed immersive pop-up activations and pioneered guerrilla marketing tactics, generating earned media and industry accolades. Forged high-impact collaborations with influencers and brands, extending reach and bolstering reputation.

Marketing Strategy Social Media Marketing Event Management Influencer Marketing Partnership Development Sales Growth Public Relations

Current

Event Ambassador

Current

Topgolf

Apr 2019 - Present (6 years 3 months)

Delivered unparalleled guest experiences through authentic and personalized interactions, cultivating lasting relationships and driving guest loyalty. Demonstrated exceptional conflict resolution skills, swiftly addressing guest concerns and ensuring a seamless experience with a 100% guest satisfaction rate. Orchestrated successful events for large groups, coordinating seamlessly with internal tea

Event Coordination Conflict Resolution Customer Satisfaction Team Collaboration Relationship Building Hospitality Event Planning

Education

Degrees, certifications, and relevant coursework

Rutgers University

Master of Communication, Public Relations and Organizational Communication

Currently pursuing advanced studies in public relations and organizational communication, focusing on strategic communication, crisis management, and corporate messaging. Gaining expertise in developing and executing effective communication strategies for diverse organizations.

Rutgers University

Bachelor’s Degree, Communications & Media Studies

Grade: Magna Cum Laude

Completed a comprehensive curriculum focusing on communication theories, media production, and critical analysis of media landscapes. Developed strong analytical and communication skills applicable to various professional settings.

Middlesex College

Associate’s Degree, Communication Studies

Grade: Highest Honors

Achieved an Associate’s Degree with Highest Honors, building foundational knowledge in communication principles and practices. Focused on developing effective interpersonal and public communication skills.