Experience

Onboard Partners

• United States
• Financial Services
• 1 - 100 Employee

• Senior Vice President - Performance Marketing

  • Jul 2014 - Present

  Senior Marketing strategist responsible for providing clients with financial services advice to build, grow and transform their businesses. Responsible for optimizing client’s marketing return on investment through product development and management, marketing analytics, new account acquisition and portfolio management strategies, and developing/managing multi-channel marketing strategies and tactics. P&L ownership of strategic clients. Actively participate in business development activities and collaborate in the leadership of the practice. Show less

• Vice President - Marketing and Advisory Services

  • Jan 2013 - Jul 2014

  Provide strategic marketing and advisory services to financial clients. Manage client relationship and day-to-day interaction of strategic engagements. Develop and implement multi-channel marketing programs on behalf of clients (both for new account origination as well as existing account optimization).



MasterCard Worldwide

• Vice President

  • Jan 2005 - Sep 2012

  Sr. Account Lead P&L ownership for Wells Fargo Bank, First National Bank of Omaha, M&T Bank, TD Bank and Deustche Bank accounts. Led strategic transformation of relationships which enabled significant wins and exploration of new opportunities. Drove strategies to increase share, while maintaining net revenue targets, across multiple accounts. Business Strategy and Delivery Designed and implemented strategies to utilize products and services across accounts and multiple lines of business. Led initiative to improve sales processes across issuer, merchant and acquirer segments. Sr. Account Manager Member of JPMorgan Chase Account team with P&L responsibilities for the small business credit card segment. Managed relationships, developed and implemented strategies for new account acquisitions, portfolio optimization, new products and technology, and co-brand business development. Show less



Advanta

• Vice President Marketing

  • Jan 2000 - Jan 2005

  Marketing Strategy Analyzed new products and technologies, developed acquisition and customer contact strategies, and implemented a multi-channel marketing discipline (DM, radio, cable TV, print, free standing inserts and PR) to increase account acquisitions as well as measure affect on direct mail campaigns. Marketing Segmentation Responsible for diversifying product offerings to identified market segments. Owned segment P&L, managed research initiatives, conducted thorough needs analysis, identified and developed partnerships, and launched new product offerings through a multi-channel marketing discipline. Customer and Market Segmentation Defined new market segments by analyzing small business behavioral data, structured marketing research to identify segment needs, developed segment specific products, implemented acquisition and customer portfolio marketing campaigns, and owned segment P&L. Identified business development partners, negotiated agreements, and managed relationships. Drove strategies for rewards platform and miles program. Internet Marketing Structured and managed Enterprise Internet department of 9 professionals. Developed and executed strategies for online account acquisition, customer management and Corp governance. Managed site design, functionality, online media and partnerships. Drove strategies for co-brand partnerships, affiliate programs and non-financial product offerings. Show less



Bank One

• Banking
• 200 - 300 Employee

• Vice President Marketing

  • Sep 1995 - Dec 1999

  Unsecured Lending Executed account acquisition and portfolio strategies to acquire $775 million in outstandings nationally and $360 million in outstandings through retail delivery channels. Owned product P&L, developed retail sales incentive program, managed annual marketing budget of $20 million and reduced mailing costs by 30%. Alternative Media Managed alternative media marketing efforts to acquire low cost credit card accounts. Channels included inserts, free standing inserts, print, internet, radio, direct response television and telemarketing. Managed annual marketing budget of $45 million and reduced costs per account by an average of 40%. Show less



Sparks State Bank

• AVP Marketing

  • Oct 1988 - Sep 1995

  Retail bank marketing, communications and product development. Retail bank marketing, communications and product development.