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Hi there! I’m a results-driven professional blending financial services leadership with creative content strategy. I excel at client onboarding, cross-functional collaboration, and program management, delivering clear milestones and impactful outcomes. I’m passionate about turning data into action and building authentic brand partnerships. Outside of my day-to-day, I create lifestyle and product-focused content on TikTok and other platforms, forging brand partnerships and delivering engaging campaigns that resonate with audiences while driving business growth.…Hi there! I’m a results-driven professional blending financial services leadership with creative content strategy. I excel at client onboarding, cross-functional collaboration, and program management, delivering clear milestones and impactful outcomes. I’m passionate about turning data into action and building authentic brand partnerships. Outside of my day-to-day, I create lifestyle and product-focused content on TikTok and other platforms, forging brand partnerships and delivering engaging campaigns that resonate with audiences while driving business growth.

Onyinye Ekwem

Content Creator, Social Media Manager, Project Manager, +2

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Hi there! I’m a results-driven professional blending financial services leadership with creative content strategy. I excel at client onboarding, cross-functional collaboration, and program management, delivering clear milestones and impactful outcomes. I’m passionate about turning data into action and building authentic brand partnerships. Outside of my day-to-day, I create lifestyle and product-focused content on TikTok and other platforms, forging brand partnerships and delivering engaging campaigns that resonate with audiences while driving business growth.…Hi there! I’m a results-driven professional blending financial services leadership with creative content strategy. I excel at client onboarding, cross-functional collaboration, and program management, delivering clear milestones and impactful outcomes. I’m passionate about turning data into action and building authentic brand partnerships. Outside of my day-to-day, I create lifestyle and product-focused content on TikTok and other platforms, forging brand partnerships and delivering engaging campaigns that resonate with audiences while driving business growth.

Available to hire

Hi there! I’m a results-driven professional blending financial services leadership with creative content strategy. I excel at client onboarding, cross-functional collaboration, and program management, delivering clear milestones and impactful outcomes. I’m passionate about turning data into action and building authentic brand partnerships.

Outside of my day-to-day, I create lifestyle and product-focused content on TikTok and other platforms, forging brand partnerships and delivering engaging campaigns that resonate with audiences while driving business growth.

Skills

Experience Level

Expert

Expert

Expert

Expert

Expert

Expert

Expert

Expert

Expert

Expert

DaVinci Resolve Studio

Expert

Expert

Expert

Expert

Intermediate

Intermediate

Intermediate

Intermediate

Intermediate

Intermediate

Intermediate

Work Experience

Service Coordinator at Roots to Grow Early Intervention Agency

February 1, 2025 - Present

Coordinate multiple concurrent service plans as primary liaison among families, therapists, and internal teams to ensure milestones, documentation, and timelines are met. Provide training and onboarding to new and existing Service Coordinators on case management workflows, documentation standards, and system usage. Track case progress, dependencies, and deliverables using ProviderSoft, EI Hub, and Tableau, improving visibility into active and inactive workflows. Collaborate with therapists, educators, and health care professionals to create personalized care plans supporting developmental milestones and family outcomes.

Content Creator at Self Employed

February 1, 2023 - Present

Generated an average of 6.8M views annually by creating, editing, and managing user-generated content centered on lifestyle, beauty, and food. Developed and executed creative campaigns highlighting product experiences and brand collaborations. Secured sponsorships with reputable brands and curated shoppable content for Amazon Storefront and TikTok Shop. Used analytics tools (Sprout Social, Hootsuite, TikTok Analytics, Google Analytics) to analyze performance and optimize engagement.

Client Services Associate at Raleigh Wealth Solutions

November 1, 2024 - May 1, 2025

Supported operational projects related to client onboarding, portfolio changes, and service workflow optimization for 300+ households. Addressed financial service needs including RMDs, portfolio reallocation, income planning, tax planning, trade requests, rollovers, and beneficiary updates. Served as a resource for Client Service Associates and Business Processors, providing training and onboarding on financial service workflows, custodial platforms, and internal procedures. Acquired NC Producers Life Insurance and Health Insurance licenses to better assist clients. Prepared detailed reports and analyses using eMoney and Orion to support data-driven decisions.

AVP Private Client Banker at JPMorgan Chase Bank NA

August 1, 2019 - April 1, 2021

Managed a portfolio of 200–350 clients using Salesforce CRM; tracked tasks, follow-ups, and service milestones. Educated clients on the company’s SaaS digital banking tools to increase online banking usage and client convenience. Onboarded new clients; maintained SIE, Series 6, and Series 63 licenses; held Producers Life Insurance and Health Insurance licenses for client services.

Vice President Branch Manager at JPMorgan Chase Bank NA

April 1, 2021 - April 1, 2024

Directed and coached a team of 7 in Dunwoody, facilitating meetings, setting priorities, and tracking performance metrics. Ensured KYC/AML compliance by conducting thorough client due diligence, monitoring account activity for suspicious behavior, and collaborating with internal risk and compliance teams to mitigate regulatory risk.

Financial Services Representative / Licensed Assistant Branch Manager at TD Bank NA

August 1, 2017 - July 1, 2019

Aided in opening a new build starting from $0 deposits by creating a pipeline for personal deposits, small business accounts, investments, and consumer lending. Obtained Life Insurance and Health Insurance licenses; used CRM to gather client information and assess needs for investments and insurance. Coordinated community events and training; recognized as a top performer.