At Sentinel Bridge Wealth Management, I served as the Marketing & Client Experience Lead, where I focused on enhancing client engagement, acquisition, and elevating the firm’s brand presence. My role encompassed planning and executing high-caliber events, creating impactful marketing materials, and managing initiatives that blended creativity with strategic insight. I led team-building activities and curated branded content for the company’s multiple social media channels: LinkedIn, Instagram, and Facebook. Through a balance of innovative ideas and meticulous execution, I contributed to meaningful client relationships and a cohesive, mission-driven team culture.
Social Media Content
One of the responsibilities of my role at Sentinel Bridge was creating unique client engagement experiences. To start, I planned and organized a gourmet cooking class in Santa Monica, inviting clients of both firm partners to participate in an interactive culinary session, followed by a shared meal. From coordinating invitations and designing promotional flyers to ensuring every detail was seamless whilst hosting — including themed party favor bags — I managed the event end-to-end. To create brand buzz after the fact, I crafted social media posts, highlighting the event’s ambiance while carefully adhering to confidentiality obligations, showcasing my ability to balance creative promotion with professional discretion.
Next, I organized an exclusive client appreciation event for the senior firm partner, held at the renowned Magic Castle in Los Angeles. Known as a members-only clubhouse for the Academy of Magical Arts, the Magic Castle is a prestigious venue celebrated for its world-class magicians, historic charm, and unique dining experience. I worked with Northwestern Mutual’s marketing team to coordinate the event. Working with such a distinguished venue highlighted my understanding of LA’s iconic destinations and my ability to create memorable, high-caliber experiences.
VEGAS PHI EVENT
Part of my role at Sentinel Bridge was working with the junior partner to refine and target his audience. We defined his desired audience based on common denominators between clients he already enjoyed, or excelled, working with. One of the markets we decided was well within his success spectrum: the medical market. We worked this into his social media strategies, referral language, and I created a poster to be displayed in hospitals where we already have connections, or at medical events.
I coordinated Sentinel Bridge to sponsor an event: the Mu Sigma Phi 90th Anniversary Reunion in Las Vegas! Being the largest medical sorority in the Philippines and Asia, it was a very aligned cause for our brand to support and a great opportunity for the junior partner. I designed multiple branded products, one of which was bottles of hand sanitizers with the advisors’ contact info on the label. I also created multiple games: a marshmallow guessing game, designed to obtain attendees’ contact info, the other, a spin-the-wheel game designed to churn out our tastefully branded SWAG, as well as medical-specific financial tips & tricks. Allen flew to Vegas to host the booth and got multiple referrals from the event.
Placed in the break room.
I worked with a client to promote his shoe-shining business! I coordinated with our Northwestern Mutual office to book a conference room on the busiest day for advisors to be in the office. The shoeshiner could sit in the conference room and give complimentary shoeshines to everyone in the office, promoting his business. It didn’t hurt that our company was sponsoring a free service for office attendees, thereby increasing the frequency of other advisors bringing them joint cases to work on. I created these posters to drum up buzz, and to mark the room where we were shining shoes.
Placed on the conference room.
