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Hi, I’m Ricci Truong. I’m a webinar and digital marketing professional based in Doylestown, PA, with experience in financial services, podcast hosting, and social media management. I create engaging content, deliver impactful presentations, and use data analytics to drive growth. I’m comfortable coordinating webinars, producing podcasts, and crafting digital campaigns that educate and convert audiences. Beyond my marketing work, I run a handmade gifts business, manage social channels, and coordinate events. I’m proficient with WordPress, Canva, Unbounce, Google Analytics, and multiple webinar platforms, and I’m always exploring new ways to blend analytics with creative storytelling.…Hi, I’m Ricci Truong. I’m a webinar and digital marketing professional based in Doylestown, PA, with experience in financial services, podcast hosting, and social media management. I create engaging content, deliver impactful presentations, and use data analytics to drive growth. I’m comfortable coordinating webinars, producing podcasts, and crafting digital campaigns that educate and convert audiences. Beyond my marketing work, I run a handmade gifts business, manage social channels, and coordinate events. I’m proficient with WordPress, Canva, Unbounce, Google Analytics, and multiple webinar platforms, and I’m always exploring new ways to blend analytics with creative storytelling.

Ricci Truong

Podcast Producer, Presenter, Content Creator, +3

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Hi, I’m Ricci Truong. I’m a webinar and digital marketing professional based in Doylestown, PA, with experience in financial services, podcast hosting, and social media management. I create engaging content, deliver impactful presentations, and use data analytics to drive growth. I’m comfortable coordinating webinars, producing podcasts, and crafting digital campaigns that educate and convert audiences. Beyond my marketing work, I run a handmade gifts business, manage social channels, and coordinate events. I’m proficient with WordPress, Canva, Unbounce, Google Analytics, and multiple webinar platforms, and I’m always exploring new ways to blend analytics with creative storytelling.…Hi, I’m Ricci Truong. I’m a webinar and digital marketing professional based in Doylestown, PA, with experience in financial services, podcast hosting, and social media management. I create engaging content, deliver impactful presentations, and use data analytics to drive growth. I’m comfortable coordinating webinars, producing podcasts, and crafting digital campaigns that educate and convert audiences. Beyond my marketing work, I run a handmade gifts business, manage social channels, and coordinate events. I’m proficient with WordPress, Canva, Unbounce, Google Analytics, and multiple webinar platforms, and I’m always exploring new ways to blend analytics with creative storytelling.

Available to hire

Hi, I’m Ricci Truong. I’m a webinar and digital marketing professional based in Doylestown, PA, with experience in financial services, podcast hosting, and social media management. I create engaging content, deliver impactful presentations, and use data analytics to drive growth. I’m comfortable coordinating webinars, producing podcasts, and crafting digital campaigns that educate and convert audiences.

Beyond my marketing work, I run a handmade gifts business, manage social channels, and coordinate events. I’m proficient with WordPress, Canva, Unbounce, Google Analytics, and multiple webinar platforms, and I’m always exploring new ways to blend analytics with creative storytelling.

Skills

Experience Level

Expert

Expert

Expert

Expert

Expert

Expert

Expert

Expert

Intermediate

Intermediate

Intermediate

Language

English

Fluent

Work Experience

Webinar Specialist at CAPTRUST Financial Advisors

November 1, 2024 - October 10, 2025

Delivered 100+ webinars on retirement planning, budgeting, and financial goal-setting for diverse client audiences. Facilitated GoToWebinar and ON24 sessions, ensuring seamless delivery and coordination. Conducted targeted research on client needs to tailor presentations for varying financial literacy levels. Scheduled advisory meetings via TimeTrade and Calendly, improving client engagement flow. Maintained and archived content on SharePoint for compliance and internal use.

Owner and Operator at Handmade Gifts by Ricci

January 1, 2023 - October 10, 2025

Built brand presence through Etsy and social media, doubling sales by year two. Oversaw end-to-end operations: product creation, customer service, order fulfillment, and shipping. Implemented digital marketing strategies and optimized user engagement on social platforms.

Digital Marketing Specialist & Podcast Host at Cama Self-Directed IRA, LLC

October 1, 2022 - October 10, 2025

Produced The Road to Financial Freedom podcast, overseeing scripting, guest booking, and outreach. Increased social engagement across LinkedIn, Facebook, and Instagram through targeted campaigns. Created content for SEO and conversions using Canva, Unbounce, and WordPress.

Social Media Manager / Sales Associate (Contract) at Bergey’s Electric/Bergey’s HVAC

December 1, 2021 - October 10, 2025

Managed campaigns across TikTok, Instagram, and Facebook, boosting audience interaction. Coordinated grand opening events, vendor outreach, and WordPress-based website updates.

Retirement Plan Specialist at Infosys Limited

October 1, 2021 - October 10, 2025

Developed personalized financial strategies for clients’ retirement goals. Conducted plan reviews and resolved contribution discrepancies with third-party providers.

Retirement Plan Specialist at Vanguard Financial Group

December 1, 2020 - October 10, 2025

Handled 100+ daily inbound calls regarding 401(k), 403(b), and pension inquiries. Ensured compliance with regulatory guidelines and resolved complex case issues efficiently.

Webinar Specialist at CAPTRUST Financial Advisors

November 1, 2024 - October 10, 2025

Delivered hundreds of webinars on retirement planning, budgeting, and financial goal setting to diverse client audiences; managed and facilitated webinars using GoToWebinar and ON24, coordinating invitations and seamless event execution for Account Managers; conducted client research to tailor presentations for varying levels of financial literacy; collaborated across teams to implement process improvements and optimize content delivery; scheduled advisory appointments and maintained presentations on SharePoint for compliance and knowledge management.

Owner and Operator at Handmade Gifts by

January 1, 2023 - October 10, 2025

Designed, produced, and marketed custom handmade products through Etsy and social media, driving brand awareness and customer engagement; implemented strategic content creation and digital marketing strategies, increasing sales by 100% in the second year; managed the full customer lifecycle from design consultations to order fulfillment and shipping.

Digital Marketing Specialist & Podcast Host at Cama Self-Directed IRA, LLC

October 1, 2022 - October 10, 2025

Hosted and produced The Road to Financial Freedom podcast, managing end-to-end content creation, research, and guest outreach; developed social media strategies, increasing audience engagement across LinkedIn, Facebook, and Instagram; created and repurposed content (articles, blogs, soundbites) to drive growth and lead generation; managed website updates with WordPress and designed email marketing campaigns and landing pages using Canva and Unbounce.

Social Media Manager/Sales Associate (Contract) at Bergey's Electric, Inc./Bergey's HVAC

December 1, 2021 - October 10, 2025

Developed and executed social media campaigns across Facebook, Instagram, LinkedIn, and TikTok to enhance brand awareness and engagement; managed WordPress website updates with third-party developers; planned and coordinated the grand opening event for a new location, overseeing logistics, promotions, and vendor management.

Retirement Plan Specialist at Infosys Limited

October 1, 2021 - October 10, 2025

Developed and implemented customized financial plans and insurance strategies; investigated discrepancies between TPAs and direct employer reports; conducted regular account and plan reviews; prepared comprehensive reports with cost analyses of fees and investment options.

Retirement Plan Specialist at Vanguard Financial Group

December 1, 2020 - October 10, 2025

Managed high-volume inbound calls (100+ daily), assisting participants with inquiries related to 401(k), 403(b), and pension plans; provided accurate information while ensuring compliance with plan rules and regulations; collaborated with cross-functional teams to enhance customer satisfaction and meet service-level goals; used case management and de-escalation techniques to resolve complex issues efficiently.