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Andrea Galvez

Marketing Director

Goal-getter. Story-amplifier. Doer.
Strategic marketer with multiple industry expertise and a full toolbox to plan, develop, launch and measure omni-channel integrated marketing plans. I love building teams, and then equipping them to make a difference in the company and, if we’re lucky, the world.

Portfolio
CFSI
10/06/2017
Product Launch: The CFSI Financial Health Score™ Toolkit

Launch of the new Financial Health Score™ Toolkit, currently available only to CFSI network members. Includes strategy, art and video creative direction, event launch planning & management, and after-purchase cross-sell/upsell strategy and execution.

CFSI 2018 Member Kit
Member Onboarding Strategy

The complete strategy and execution for CFSI's 2017 and 2018 member onboarding. Including member materials (like this Member Kit), development and training of Relationship Manager tools, identifying and tracking KPI's, analysis and reporting of results.

EMERGE Magazine 2017
06/14/2017
Entire Publication

Editor-in-Chief of this 46 page conference magazine. Curated topical content, art directed, and managed internal and external contributors in this inaugural magazine.

Strategy & Management

American Bar Endowment
09/01/2015
Lifestage Ebook Series

Lifestage-specific Ebooks focus on the types of insurance members need in 5 lifestages: Young Lawyer, Newly Solo, New Parent, Nearing Retirement, and Legacy Planning.

American Bar Endowment
03/01/2016
Lead Nurture Email Workflow - Ebook Download

Series of 7 emails that nurture a lead after initial Ebook download. I also wrote the intro copy and subject lines for each of these emails.

Copywriting

Center for Financial Services Innovation (CFSI)
07/01/2017
Industry How-To Guide

Using customer research to determine what actionable guides were needed, I collaborated with CFSI's researchers to co-author this industry how-to guide.

Multimedia

ABA Young Lawyers Division
04/01/2016
Financial Growth Webinar & Sneak Peek Videos

With ABE's Volunteer Financial Planner, I developed a webinar on financial growth, along with three promotional videos. 200+ attendees.

American Bar Endowment
05/04/2016
Social Video

With an outside agency, I developed a multi-channel campaign that included video boosted on social media, including Facebook.

Center for Financial Services Innovation (CFSI)
04/01/2018
Podcast Series - CFSI Leaders

I co-host this monthly podcast which interviews members that are measuring financial health, qualifying them as Leaders.

Just for fun

Two4onekorea
Living Abroad Blog

That time I lived in Korea for 16 months and blogged about it...

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