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Professional Accomplishments
Organic, Inc.
Senior Project Manager, Bank of America team
Managed development of digital advertising campaign to support Bank of America’s integration of Countrywide’s home loan business. Created customer messaging to support both acquisition and retention opportunities.
Analyzed customer market needs; user interactions; and the home loan business to deliver compelling messaging across an integrated platform.
Balanced strategic client issues facing the integration challenge with oversight of day to day tactics to deliver messages into market.
Acted as the central point of communication in all phases of the project for the internal team, highlighting and escalating completion of milestones and/or risks to senior management.
Charles Schwab
Senior Consultant, Retirement Initiative -
Senior Product Marketer, Laudus Funds
Co-managed launch of new service offering to B to C clients. Partner with brand on messaging platform and led execution of integrated communication strategy to reach clients.
Drive strategy and development of business requirements for new online community, online advertising and marketing plans to support launch of new service.
Managed product teams in accounts, home equity and bank to build investment products.
Led launch of new product strategy for B to B relationship within mutual fund product line.
Developed marketing communication and online plan to drive $MM in sales for launch of new mutual fund products. Created messaging and delivered through media and online channels.
Oracle
Director, BEA Architect and Developer Community
Managed the $MM multi-touch program supporting the technical users of enterprise software products. Create acquisition strategies to grow user base by % / year.
Led the ongoing delivery of content to the communities through web marketing, blogging, discussion forums, e-newsletters and user groups.
Oversaw quarterly high-touch regional events bringing together content experts and valued customers for product demos, roundtable discussions and networking.
Liaison to product management with responsibility to create product launch messaging and campaign support specific to architect and developer communities.
Supported infrastructure projects to streamline delivery of content and evangelize new technology.
Riverdeep Enterprise Software
Senior Director of Marketing, K- School Division -
Developed and implemented $MM annual marketing plan for multi-functional education software division with $MM sales target.
Directed and implemented messaging/branding initiative for K – technology product lines, resulting in creation of sales tools, web and direct market campaigns and sales training.
Built annual lead generation strategy for direct and inside sales team driving a % increase in pipeline revenue.
Managed vendor relationships and strategic alliances with Fortune technology partners with focus on bundling software to drive increase in incremental sales.
Developed web marketing strategy which created over $MM in sales opportunity.
Supervised team of responsible for direct marketing, communication, Web ., creative direction, sales support, public relations, advertising, database marketing and research.
Collaborated with product management for annual product planning cycle and product positioning. Co – facilitated user experience testing & advisory panels.
Managed acquisition and retention initiatives through targeted communication and events that drove an increased sales close rate of %.
Charles Schwab & Co.
Director, Affluent Customer Experience -
Senior Manager, Schwab Institutional / Business Strategy
Managed marketing communication and loyalty program for affluent customer base of MM clients. Led multi-touch asset consolidation program with significant lead generation results.
Developed and launched B to B cross-sell program to retirement plans. Introduced loyalty benefits for B to C customers and strove to reach asset consolidation = $B/year.
Led pricing changes and operations for segment with focus on both cost reduction and diversifying revenue stream through deeper penetration of cash and investment products.
Managed retail field integration, messaging and communication strategy for new Personal Choice product launch.
Designed national advertising campaign promotions and messaging for field organization, resulting in realization of response rates over % and improved client experience.
Education
MBA The University of Chicago Graduate School of Business
Exchange Student The University of Melbourne, Australia
BA The University of Michigan, Ann Arbor