Result
124 verified leads with direct contact information, zero account suspensions, and a full-funnel tracking system that shows QV exactly which message converts which audience - across every platform, at every touchpoint.
About
QV Investors manages $5 billion in Assets Under Management (AUM) for institutions and high-net-worth individuals, with a minimum $50K investment. When I started, they had no tracking, no pixel, no tag manager - and were operating in a restricted advertising category where one policy misstep could shut down their accounts overnight.
How
I built their entire conversion infrastructure from scratch - six custom events in Google Tag Manager, audience buckets based on real user behavior, and 35+ ad creatives mapped to each stage of intent. I managed platform compliance across Google, Meta, and LinkedIn's financial services policies, and engineered the lead magnets that gave high-net-worth prospects a reason to hand over their contact information.