Maria Campos

As a seasoned project manager, I worked as a consultant in the Bahamas on various impactful projects and close collaboration with stakeholders, including spearheading the adoption of the revolutionary digital dollar initiative through education and marketing. Additionally, I collaborated on developing a property tax collection initiative to enhance revenue significantly.

Supported clients and financial planners in managing investment portfolios, ensuring regulatory compliance. Resolved client issues, contributing to increased satisfaction and trust. Spearheaded training initiatives for new representatives, fostering a knowledgeable and effective team. Utilized project management skills to coordinate and enhance training programs for new team members. Applied sales

Managed diverse investment accounts, providing detailed financial reporting and analysis. Utilized project management skills for implementation of technology solutions to streamline client onboarding and account management processes. Organized and managed seminars focusing on asset and lifestyle management for clients. Conducted compliance reviews to ensure adherence to regulatory requirements. Co

Led projects using project management tools such as Trello to streamline operations, enhance efficiency, maintain accurate project documentation and communication. Spearheaded the product development of customized meal plans based on biometrics, integrating nutritional science to cater to individual dietary needs and preferences. Directed the project development team for a meal kit delivery servic

Managed client accounts and relationships for a commodities brokerage. Led the initiation phase of various projects, defining scope, objectives, and deliverables. Developed comprehensive project plans, including timelines, resource allocation, and risk management strategies. Led the project management of multilingual translation services, ensuring effective international business communication and

Directed project management initiatives, ensuring client satisfaction through effective communication and deliverables. Managed teams in digital marketing campaigns, focusing on client account support and technological innovation. Led the initiation and successful completion of mobile website projects, defining project scope and objectives. Delegated tasks and responsibilities, ensuring team membe

Provided comprehensive support for clients' online banking needs, including fixed income orders and account openings. Conducted financial needs assessments, identifying opportunities for additional banking products. Delivered exceptional customer service, building trust and maintaining positive client relationships. Utilized sales skills to promote banking products and services, contributing to in

Managed projects related to employee operations, scheduling, and professional development. Spearheaded strategic initiatives in business development and marketing campaigns. Coordinated attendance at trade shows and industry events to enhance company visibility and networking opportunities. Managed CRM operations using Mindbody software, optimizing client relationship management and scheduling to