Teams at U.S. Money Reserve

Manage and own retirement account transactions (rollovers, transfers, liquidations, annuity surrenders, new IRA openings) for clients investing in physical precious metals. Coordinate between clients, custodians, and internal teams, resolve discrepancies, provide status updates, maintain accurate records, and identify opportunities to increase transaction value.

Lead digital marketing efforts for paid/organic search, social, and email channels. Develop, execute, and optimize campaigns, manage automation and reporting, analyze performance to drive lead generation, engagement, retention, and ROI while collaborating with internal teams and agencies.

Manage customer requests to liquidate or take distributions of precious metals IRA holdings: verify account details, obtain bids, create invoices, send forms via DocuSign, coordinate with internal teams, maintain Excel tracking, and complete electronic paperwork while providing responsive customer support.