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I am Amy Peterson, a seasoned professional based in Berlin, Massachusetts, with over 16 years of experience in banking and marketing. I hold an MBA from the New England College of Business, complemented by a Bachelor's in Business Administration with a concentration in Accounting from Worcester State University. My diverse skill set includes expertise in banking, customer service, risk management, and marketing, alongside proficiency in Microsoft Office and SQL. Currently, I serve as a CRM Analyst and Marketing Campaign Manager at Avidia Bank, where I lead marketing automation programs and analyze customer data to drive targeted campaigns. Additionally, I have experience as a real estate broker and a legal administrative assistant, showcasing my versatility in various roles. I am passionate about promoting financial literacy and have developed initiatives like the Avidia Savings Adventures program.

Experience

    • United States
    • Banking
    • 200 - 300 Employee
    • CRM Analyst & Marketing Campaign Manager
      • Mar 2008 - Present

      •. Onboard and oversee marketing automation program. •. Analyze all aspects of the customer relationships on B2C and B2B levels.• Oversee direct mail marketing campaigns through MasterCard partnerships.• Analyze customer data including product usage, demographic data, and cross sell reports.• Through use of data analytics, create targeted marketing campaigns implemented through email and direct mail.• Analyze campaign results for learning opportunities for future campaigns and next likely targeted product or service for customers.• Prepare for senior management reporting focusing on benchmarking, KPI achievement, and trend reports illustrating progress towards organization strategic goals.• Developed, launched, and maintains Avidia Savings Adventures, a children’s savings program promoting financial literacy.• Oversee the selection, ordering, and distribution of bank promotional merchandise.• Organize and execute significant B2B trade shows, business expos, networking and social events for internal business partners including various community events.•. Strong use of SQL language to perform necessary queries to manipulate database.

    • Data Research Coordinator
      • Mar 2008 - Dec 2016

      • Analyze customer data including product usage and demographic data.• Through use of data analytics, create analyze marketing campaigns acquisition of new products and services.• Analyze campaign results for learning opportunities of future campaign and next likely targeted product or service for customers.• Prepare for senior management monthly reporting focusing on benchmarking, KPI achievement, and trend reports illustrating progress towards organizational strategic goals.• Create monthly employee newsletter and collateral materials for bank products and programs.• Organize and execute significant activities including Biz2Biz trade shows, business expos, networking and social events, and various community events.• Oversee the design and publication of advertisements for charitable donations.• Oversee the selection, ordering, and maintaining supply of the bank’s promotional merchandise.• Developed, launched, and maintain Avidia Savings Adventures, a children’s savings program promoting financial literacy.

  • Massachusetts Real Estate Broker
    • Metrowest Worcester MA
    • Broker Associate
      • Nov 1996 - Dec 2015
      • Metrowest Worcester MA

      • Sell and list residential real estate in Middlesex and Worcester County.• Show properties to clients, analyze properties for sale, meet with prospective clients.• Act as intermediary in price negotiations between buyers and sellers.• Research and analyze sales and market data.• Design and use direct mail campaigns and print advertising to generate leads client base.• Maintain lead generation database and manage own financial records.

  • Gadbois & Bergeron
    • Marlborough, MA
    • Legal Administrative Assistant
      • Jan 1993 - May 1999
      • Marlborough, MA

      • Managed administrative operations including typing, filing, estate planning.• Interfaced with state agencies for Medicaid applications and reevaluations.• Performed accounting functions including payables, invoicing, and receivables.• Processed mortgage closings.

Education

  • 2013 - 2016
    New England College of Business
    Master of Business Administration (M.B.A.), Masters Business Administration
  • Cornell University
    Data Analytics Certificate
  • 2012 - 2012
    American Institute of Banking
    Bank Marketing Diploma, Marketing
  • 1990 - 1995
    Worcester State University
    Bachelor's Degree, Business Administration with Concentration in Accounting

Suggested Services

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Industry Focus. “Financial Services”

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