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Social Media Marketing

New York City, New York, United States
January 17, 2019

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Marc Soto

Financial Services & Crypto Analyst

New York, NY 10035

917-***-**** (whatsapp)

Willing to relocate: Anywhere

Authorized to work in the US for any employer

Work Experience

Partner/ Business Development

Blox Limited - Tai Kok Tsui, Kowloon

June 2018 to Present

Attempted to start my own company focused on Gold backed Crypto token and Debit Card service provider. As a startup, I worked in various areas of the company

• Marketing - Developed the social media, website, video and print media content for Blox. Developed the roadmap for all customer segmentations and customer acquisition strategies. Wrote the Generated pre-launch interest and customer following through market research surveys and social media ads.

• Compliance - Developed the compliance section of the business plan, and wrote the GDPR and Terms

& Conditions sections for the website

• Crypto - Recruited the CTO for the Gold backed Crypto portion of the business, developed as an ERC721 token. Lead the development of the Fintech architecture (Utility Coin & Asset backed crypto coin). Developed the User Interface portion of the exchange platform.

• Business Development - Established partnership with various (F&B) Food & Beverage, Lifestyle & Wellness brands and travel companies to develop cross promotional offerings for Blox's customer base.

• Crypto Expert- was the subject matter expert involved in onboarding of an MPF provider (similar to 401k plans) to distribute the ERC721 token as an approved and licensed precious metal investment option for retail investors.

• Debit Card - Attended all meetings with the stored valued facility (debit card) providers, to answer any questions regarding our business development plan and customer acquisition strategies. Compliance Consulting Associate

Duff & Phelps - Central, Hong Kong Island

November 2017 to April 2018

• Worked on the Compliance Consulting team providing research on the emerging issues of various global regulatory bodies.

• Supported client inquiries (eg, licensing applications, regulatory enquiries, etc.)

• Registered clients and their employees with proper licenses to carry out regulated activities under the SFC and SEC.

• Assigned by Managing Directors to be the Point Of Contact person internally for the research of the local crypto market trends, regulatory changes, and underlying blockchain technology.

• Assisted clients with the implementation of new regulatory rules and updates. (Some concerning crypto market regulatory updates)

• Updated regulatory tracker for SFC and Crypto Market & Created FAQ for Crypto regulations in Hong Kong: relating to digital asset classification, custodial options, and ICO dealings.

• Lead internal and client training on: the Crypto-market, crypto-currencies, blockchain technology, and the constantly changing regulatory landscape of the crypto-markets. Marketing/ Operations Intern

Vanhau Asset Management - HEDGE FUND - Central, Hong Kong Island January 2017 to September 2017

Business Development

• Developed and managed the email marketing campaigns In accordance with jurisdictional compliance requirements (Asia, US & European)

• Selected the CRM system; subsequently designed, deployed, and maintained the CRM database with more than 1000 live contacts (categorized by allocator classification, interest level, contact notes, and followup)

• Managed email marketing campaigns which involved more than 600 emails sent to potential Day 1, Early, and Late Stage Investors; tracked performance metrics of the email marketing campaign

(opens, click-throughs, response, additional-information requests)

• Established routine email marketing platform to keep prospective investors informed of launch progress;

• Collected and organized investor feedback into CRM;

• Organized road show by setting up online platform which enabled investors to "book" time & date for meeting Vanhau's Partners - significantly simplifies & facilitates organizing logistics - Recognized as international 'best practice' by PB Cap Intro Teams

• Organized & managed the Firm's first community outreach event - a joint Art Auction with one of the local HK Art galleries

Compliance System

• Developed an automated quarterly survey sent to covered employees for periodic updates in order to comply with US SEC ADV Form-1, NFA & SFC requirements;

• Created Reporting Manual For Chief Compliance Officer & Board of Directors Extended the Firm's Online Presence

• Managed content on Twitter & LinkedIn

• Directed and produced Vanhau's videos for new V-blog platform

• Coordinated Website development (design, content & functionality) across media platforms with website developer


July 2014 to July 2014

• Responsible for client information input, and database updates for CS Prime Services Group using SalesForce CRM database.

• Thoroughly researched private banks and family offices throughout Southeast Asia, and prepared a final report.

• Conducted due diligence on Fund Managers & introduced qualified fund managers to potential clientele.

• Assisted in the set up and execution of the annual CS Hedge Fund COO Conference.

• Leveraged my relationships with HK Private Nightclubs (I was their PR person), to provide Conference attendees with post conference networking events and venues. SUMMER ANALYST/INTERN

APG Asset Management - Amsterdam

July 2010 to August 2010

Internship with a global pension fund, which managed US$275 Billion AuM. Worked in the Innovation Department researching new methods for capturing and exploiting innovative investment ideas submitted by staff.


Turiya Asset Management - Central, Hong Kong Island July 2009 to August 2009

Internship with a global Long/Short equity fund (US$300 Million AuM). Responsible for researching companies in both the Health/Wellness and Technology sectors (gaming), and crafting an investment thesis. Delivered & defended investment recommendations to entire investment team, including the CIO.


1992 - New York, NY

July 2008 to August 2008

Summer internship with a global pension fund (US$275 Billion AuM). Worked in the Real Estate Group

& Fixed Income Group researching assigned companies, and responsible for making over-weight/under- weight recommendations based on personally developed financial models. Although the internship focused on Real Assets and Fixed Income, the program introduced the various financial products and their importance to Institutional Investors. Education

Certificate in Blockchain Programming: Solidity (Ethereum) - Work at Home April 2018 to May 2018

BACHELORS OF SCIENCE in Communications


August 2016




CRM (5 years), CUSTOMER RELATIONSHIP MANAGEMENT (4 years), Marketing (1 year), Public Relations

(5 years), Cryptocurrency Trading (2 years), Market Research (2 years), Compliance Consulting (1 year), Cryptocurrency Market (2 years), Crypto Regulatory Landscape (1 year), Coding/Programming using Solidity (Less than 1 year), KYC (Less than 1 year), Excel (3 years), Salesforce, Account Management, Powerpoint, MS Office, Data Entry, Cold Calling, Sales Additional Information


• Tri-Lingual: Fluency in English, and Proficiencies in Mandarin (7yrs) & Spanish (15yrs)

• Proficient in Salesforce & Zoho CRM and Zoho Campaigns, Zoho Books

• Microsoft Office 365- Word, Excel, PowerPoint and Outlook

• Fluent in Adobe Photoshop & Canva, Wordpress Platform

• Competent in Financial Modeling

• Social Media for PR /Marketing - Instagram, Snapchat, Facebook, Twitter, Constant Contact, LinkedIn

• CRYPTO - Began my interest early 2017 in the Crypto-verse, started my own research as well as managing my own crypto investment portfolio managing my money and other crypto enthusiasts' money using Bittrex, Bitfinex, Kucoin, Binance and EtherDelta exchange platforms.

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