Explore my professional background, key achievements, and cross-industry leadership experience.

Summary

I’m an operations and client experience professional specializing in onboarding, partner operations, and trust-based relationship management.

My background spans financial services and luxury markets, where I’ve consistently owned end-to-end client experiences—serving as the primary point of contact, translating complex processes into clear workflows, and ensuring clients feel confident, informed, and supported.

Currently, I work in financial services operations, managing the full lifecycle onboarding of B2B clients from underwriting through system activation and technology adoption. I design and standardize onboarding workflows and training materials to support scalable growth and long-term partner success.

Previously, I spent over 15 years owning and operating a luxury jewelry business serving ultra–high-net-worth individuals. Much of that work was conducted remotely, with millions of dollars in bespoke pieces curated and delivered sight-unseen—built entirely on trust, communication, and long-standing relationships.

Across industries, my focus remains the same: operational excellence, clarity, and a client-first approach that turns complexity into confidence.

Client Relations and Marketing Director, - Outsource Financial Services 2024-Present

  • Own full lifecycle onboarding for B2B clients, serving as the primary operational point of contact

  • Coordinate underwriting, documentation, compliance, system setup, and financial wallet configuration

  • Translate complex internal operations into clear client workflows and expectations

  • Design, create, and standardize onboarding workflows, documentation, and training materials

  • Train clients on portals, technology tools, and operational best practices

  • Partner cross-functionally to resolve onboarding challenges and improve client outcomes

Creative Strategist & Editorial Mentor - KISMET Magazine 2022- Present

  • Created and scaled an interactive digital editorial platform fusing sustainable fashion, equestrian life, and artistic culture.

  • Mentored editorial, photography, and styling teams; developed e-commerce strategy; wrote and edited feature articles.

  • First digital magazine to embed direct advertiser, article, and Instagram links on every page.

Treasurer - Hoofbeats Are My Melody 501(c)(3) 2023 - Present

  • Co-founded nonprofit dedicated to therapeutic equestrian and arts programs in Moorpark, CA.

  • Helped raise over $40,000.

  • Serve on board of directors overseeing fundraising, community engagement, and operational growth.

Creative Director, Stylist, Copywriter - Michael Barin Jewelry 2010-2024

  • Led high-impact jewelry campaigns from visual storytelling and copywriting to full production and operations.

  • Personally closed every high-value collector sale remotely, using intuition, photos, and phone calls without in-person previews.

  • Developed gemstone narratives, model styling, and luxury-level client experience for elite collectors.

Carmel Jewelry Group

Founder / Owner

2011 – 2024 | Remote

  • Built long-term relationships with ultra–high-net-worth clients through a white-glove, trust-driven experience

  • Owned the full remote client lifecycle as the single point of contact

  • Curated and designed millions of dollars in bespoke luxury and collector jewelry, frequently sold sight-unseen

  • Delivered high-touch service through clear communication, discretion, and operational precisionbsite

Website Architect & Copywriter - Kismetmasters.com, OutsourcefinancialServices.com

  • Sole creator of all visual, written, and structural elements of 2 current dynamic web properties.

  • Developed wireframes, SEO-driven copy, shop flows, user-friendly navigation, and product storytelling strategies.

  • Oversaw every design asset

Finance, Real Estate & Consulting Expertise - 2004 -Present

With extensive experience across the financial landscape, I bring a comprehensive understanding of how money moves—from luxury transactions to everyday logistics.

My background includes:

  • Home Mortgages & Property Management

  • Luxury Vehicle Financing (including dealership processes and client engagement)

  • Invoice Factoring & Business Cash Flow Solutions

  • Tax Consulting with an emphasis on strategy and client education

  • Home Renovation Oversight for investment properties and personal estates

In addition to my financial and real estate experience, I am also a Certified Facilitator and Trainer for luxury and automotive dealerships, where I’ve trained teams in client communication, product presentation, and high-touch sales techniques.

Whether advising individuals, training teams, or managing assets, I combine deep industry knowledge with a personal approach to help clients and companies navigate complex systems with clarity and confidence.

Professional Highlights

25+ years across luxury goods, operations, branding, and UHNW client services—leading as a Creative Director, CEO, Financial Consultant, and Job Trainer. I’ve built businesses, scaled brands, and owned results from strategy through execution.

I’m a digital-first thinker with hands-on experience in e-commerce, websites, social, photography, and brand strategy. I’ve worked with globally recognized names including Rolex, Hearts on Fire.

An award-winning entrepreneur, I’ve doubled revenue and driven growth across jewelry, finance, real estate, wellness, and lifestyle brands. Fully remote since 2016, I specialize in delivering premium results with lean, efficient operations.

Photography: Amy Barnard, Model Reanna Barin, Creative Director: Sonjia Romero, Makeup: Jessica Michelle, Jewelry: Michael Barin
Leather Handbag designed and produce by Sonjia Romero, Artwork provided by MADELINE DE ST.PIERRE BUNBURY 

"Satisfy Your Sweet Tooth" Campaign – Michael Barin

This vibrant and playful ad was designed for both digital and print distribution across all authorized retail accounts of master jeweler Michael Barin. Inspired by the vivid colors and indulgent allure of candy, the campaign showcases bold, gem-encrusted rings set against a whimsical backdrop of glossy lollipops. The tagline, “Satisfy your sweet tooth...,” teases the luxurious temptation of fine jewelry with a fun, flirtatious twist.

The concept and creative direction for this campaign were developed by Sonjia Romero, merging high-fashion elegance with pop-art energy to highlight the irresistible charm of Barin’s signature gemstone pieces.

Print Advertising & Creative Direction
With hands-on experience collaborating with leading agencies, I oversee print ad campaigns from initial concept through final execution. From storyboarding and art direction to production coordination and brand alignment, I bring a cohesive vision to life across editorial and commercial projects. Notably, I led the creative direction for a print ad campaign featured during the American Music Awards, in partnership with Michael Barin Jewelry — guiding the process from inspiration to publication. My work bridges luxury aesthetics with strategic messaging, ensuring every visual speaks powerfully to its audience.