Phillips User
@phillipsuser
Dynamic digital marketing professional with expertise in client engagement.
What I'm looking for
I am a dedicated digital marketing professional with a strong foundation in client engagement and business development. My experience at Morgan Stanley as a Digital Virtual Engagement Associate allowed me to gain hands-on exposure to internal systems and workflows, enhancing my communication and technical skills in a fast-paced environment. I actively participated in training on digital marketing strategies, which equipped me with the knowledge to enhance advisor visibility and client interaction across various platforms.
Prior to this, I served as a Commercial Consultant at Phaidon International, where I generated high-quality leads and contributed to revenue growth through targeted outbound campaigns. My ability to maintain strong client relationships and conduct thorough market analysis has been instrumental in identifying new business opportunities. Additionally, as the Founder of Customer Experience Lead, I designed customer segmentation strategies that significantly boosted customer lifetime value and repeat business.
Experience
Work history, roles, and key accomplishments
Digital Virtual Engagement Associate
Morgan Stanley
Feb 2025 - Present (6 months)
Gained hands-on exposure to internal systems and workflows while shadowing cross-functional advisor support initiatives. Developed foundational communication and technical skills through participation in a fast-paced, client-focused environment.
Commercial Consultant
Phaidon International
Sep 2023 - Present (1 year 11 months)
Generated high-quality leads and contributed to revenue growth through targeted outbound campaigns and strategic prospecting. Maintained strong client relationships by providing responsive service and ensuring consistent engagement throughout the hiring process.
Digital Marketing Intern
Dakota 283
May 2022 - Present (3 years 3 months)
Developed brand-aligned content that enhanced engagement by 40%. Conducted market research and data analysis to shape retention strategies, increasing customer retention by 30%.
Sales and Marketing Intern
Sterling Technologies Inc.
Jun 2021 - Present (4 years 2 months)
Executed a multi-channel engagement campaign, increasing qualified leads by 40%. Built and managed influencer partnerships, expanding brand exposure by 150%.
Founder
Customer Experience Lead
Aug 2017 - Present (8 years)
Designed and executed customer segmentation strategies, boosting customer lifetime value by 35%. Led personalized engagement campaigns generating over 1,000 tailored interactions monthly.
Education
Degrees, certifications, and relevant coursework
Franklin University
Series 63, Finance
2025 - 2025
Successfully passed the Uniform Securities Agent State Law Examination (Series 63). This certification qualifies individuals to act as securities agents in states that require it.
Franklin University
SIE Certification – FINRA, Finance
2024 - 2024
Successfully passed the Securities Industry Essentials (SIE) Certification exam. This certification demonstrates foundational knowledge of the securities industry.
Southern Methodist University
Advertising Digital Media Strategy, Advertising Digital Media Strategy
2023 - 2023
Activities and societies: Phi Gamma Delta: Merchandise Chairman
Completed a comprehensive program focusing on advertising and digital media strategies. Gained expertise in various aspects of digital marketing and media planning.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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