Experience

Brookline Bancorp Inc

• United States
• Banking
• 1 - 100 Employee

• Associate Product Manager

  • Oct 2022 - Present

  Remote Associate Product Manager with an emphasis on consumer deposit, consumer lending, and online banking products.



Brookline Bank

• United States
• Banking
• 200 - 300 Employee

• Senior Marketing Analyst

  • Jun 2018 - Oct 2022

  Boston, Massachusetts, United States Led implementation for Retail sales and referral system. Identified 100+ issues. Develop programmatic email campaigns designed to increase cross sales and account utilization. Recommend sales and marketing initiatives to Retail & Business Banking Director and Marketing Director. Assisted with customer communication for two bank acquisitions. Identify premium accounts for which customers are no longer eligible for.

• Retail Sales Marketing Analyst

  • Nov 2013 - Jun 2018

  Boston, Massachusetts, United States Maintain and distribute branch performance reports to senior management and branch staff. Led implementation for Marketing Customer Information database. Administer sales incentive programs for all Retail staff. Create customer target lists for marketing initiatives, analyze results, and present to senior management. Initiated through auditing of sales results resulting in company savings of more than $6,000 in first quarter. Identified more than 700 customers whose debit cards… Show more Maintain and distribute branch performance reports to senior management and branch staff. Led implementation for Marketing Customer Information database. Administer sales incentive programs for all Retail staff. Create customer target lists for marketing initiatives, analyze results, and present to senior management. Initiated through auditing of sales results resulting in company savings of more than $6,000 in first quarter. Identified more than 700 customers whose debit cards were incorrectly coded and receiving premium benefits.

• Loan Servicing Analyst

  • Nov 2012 - Nov 2013

  Boston, Massachusetts, United States Designed 40+ SQL reports using JHAKnow and IBM Query. Reconciled 10+ loan servicing general ledgers. Ran participation, investor, and Small Business Administration loan reports and submitted remittances. Coordinated data conversion project to migrate onto new vendor platform.



GMAC Insurance

• United States
• Insurance
• 1 - 100 Employee

• Marketing Analyst

  • Jan 2012 - Jul 2012

  Benicia, California, United States Coordinated, analyzed, and communicated the progress of agency performance to management. Analyzed agencies receiving unearned elevated commissions and identified 47 saving the company $20,000+. Collected and analyzed data from multiple sources to analyze agency performance and profitability. Ensured data integrity in sales management software.



Bedell Frazier Investment Counselling

• United States
• Financial Services
• 1 - 100 Employee

• Portfolio Administrator

  • Nov 2010 - Dec 2011

  Walnut Creek, California, United States Assisted Portfolio Managers and Operations Manager with trade preparation, account management, and Beneficiary and Required Minimum Distribution projects. Maintained model portfolio to ensure consistency of portfolio weights across client accounts. Researched stocks within the company’s Universe and Class Actions suits. Edited and distributed quarterly client portfolios and weekly newsletters. Bookkeeping with QuickBooks.



Lateef Investment Management

• United States
• Investment Management
• 1 - 100 Employee

• Intern

  • Jun 2006 - Apr 2010

  Greenbrae, California, United States Updated Excel spreadsheets for company quarterly earnings releases. Indexed and archived monthly client statements for over 3,000 accounts. Updated portfolio management software for new activity. Reconciled monthly client statements. Initiated new ideas to increase efficiency and customer service.



Bobby Chapman's Private Lifeguarding Services

• Lifeguard

  • Jan 2004 - 2010

  Responsible for safeguarding swimmers at private parties and at a public community pool. Monitored and maintained correct chemical levels.