Anne E. Doty
Consultant at Blu Pagoda LLC- Claim this Profile
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Bio
Adam Gold
Anne helped lead the team at Dex One to hire Scanbuy to help revitalize their print directories using QR codes. Over the past two years, Anne conceived, built and launched an enterprise-wide mobile barcode (QR code) program. She served as an internal evangelist for the technology and understood how it could drive highly qualified leads to Dex’s small business advertisers, as well as increase traffic to their mobile search platform. Dex One was one of Scanbuy’s largest customers and I had the opportunity to work directly with Anne throughout the process. She proved herself to be a visionary with the ability to execute. Anne is a truly terrific product leader and I would love to work with her again.
Kimberly Connors
Anne is an extremely talented product manager – in fact, she is one of the best I have worked with. I have held various roles with ad agencies (The Integer Group), central marketing (Honeywell), and currently field marketing (Dex One). I have had the opportunity to see product managers perform a variety of duties that have all impacted my ability to perform my job. In the past 3 years I have known Anne, she has always made my job easier when rolling out new product training materials to the sales force I support in the field. Her ability to develop launch materials that are clear and concise is critically important to the work that I do. She explains things in simple terms for the sales channel, does not leave loose ends in her materials, and always comes prepared to answer any FAQs that come up. And in the event we do have questions in the field, Anne is very quick to get back to us – even if that means creating new job aids/tools to help us overcome our struggles. Anne is also a strong strategic thinker and puts a lot of thought into the analysis she does behind the scenes before rolling out a product. You can tell she has always done her homework upfront and is bringing us the best possible products to sell in the marketplace. Any company would be fortunate to have Anne as a member of their team -- she is a hard worker, has lots of energy/enthusiasm, and strives for excellence in everything she does.
Adam Gold
Anne helped lead the team at Dex One to hire Scanbuy to help revitalize their print directories using QR codes. Over the past two years, Anne conceived, built and launched an enterprise-wide mobile barcode (QR code) program. She served as an internal evangelist for the technology and understood how it could drive highly qualified leads to Dex’s small business advertisers, as well as increase traffic to their mobile search platform. Dex One was one of Scanbuy’s largest customers and I had the opportunity to work directly with Anne throughout the process. She proved herself to be a visionary with the ability to execute. Anne is a truly terrific product leader and I would love to work with her again.
Kimberly Connors
Anne is an extremely talented product manager – in fact, she is one of the best I have worked with. I have held various roles with ad agencies (The Integer Group), central marketing (Honeywell), and currently field marketing (Dex One). I have had the opportunity to see product managers perform a variety of duties that have all impacted my ability to perform my job. In the past 3 years I have known Anne, she has always made my job easier when rolling out new product training materials to the sales force I support in the field. Her ability to develop launch materials that are clear and concise is critically important to the work that I do. She explains things in simple terms for the sales channel, does not leave loose ends in her materials, and always comes prepared to answer any FAQs that come up. And in the event we do have questions in the field, Anne is very quick to get back to us – even if that means creating new job aids/tools to help us overcome our struggles. Anne is also a strong strategic thinker and puts a lot of thought into the analysis she does behind the scenes before rolling out a product. You can tell she has always done her homework upfront and is bringing us the best possible products to sell in the marketplace. Any company would be fortunate to have Anne as a member of their team -- she is a hard worker, has lots of energy/enthusiasm, and strives for excellence in everything she does.
Adam Gold
Anne helped lead the team at Dex One to hire Scanbuy to help revitalize their print directories using QR codes. Over the past two years, Anne conceived, built and launched an enterprise-wide mobile barcode (QR code) program. She served as an internal evangelist for the technology and understood how it could drive highly qualified leads to Dex’s small business advertisers, as well as increase traffic to their mobile search platform. Dex One was one of Scanbuy’s largest customers and I had the opportunity to work directly with Anne throughout the process. She proved herself to be a visionary with the ability to execute. Anne is a truly terrific product leader and I would love to work with her again.
Kimberly Connors
Anne is an extremely talented product manager – in fact, she is one of the best I have worked with. I have held various roles with ad agencies (The Integer Group), central marketing (Honeywell), and currently field marketing (Dex One). I have had the opportunity to see product managers perform a variety of duties that have all impacted my ability to perform my job. In the past 3 years I have known Anne, she has always made my job easier when rolling out new product training materials to the sales force I support in the field. Her ability to develop launch materials that are clear and concise is critically important to the work that I do. She explains things in simple terms for the sales channel, does not leave loose ends in her materials, and always comes prepared to answer any FAQs that come up. And in the event we do have questions in the field, Anne is very quick to get back to us – even if that means creating new job aids/tools to help us overcome our struggles. Anne is also a strong strategic thinker and puts a lot of thought into the analysis she does behind the scenes before rolling out a product. You can tell she has always done her homework upfront and is bringing us the best possible products to sell in the marketplace. Any company would be fortunate to have Anne as a member of their team -- she is a hard worker, has lots of energy/enthusiasm, and strives for excellence in everything she does.
Adam Gold
Anne helped lead the team at Dex One to hire Scanbuy to help revitalize their print directories using QR codes. Over the past two years, Anne conceived, built and launched an enterprise-wide mobile barcode (QR code) program. She served as an internal evangelist for the technology and understood how it could drive highly qualified leads to Dex’s small business advertisers, as well as increase traffic to their mobile search platform. Dex One was one of Scanbuy’s largest customers and I had the opportunity to work directly with Anne throughout the process. She proved herself to be a visionary with the ability to execute. Anne is a truly terrific product leader and I would love to work with her again.
Kimberly Connors
Anne is an extremely talented product manager – in fact, she is one of the best I have worked with. I have held various roles with ad agencies (The Integer Group), central marketing (Honeywell), and currently field marketing (Dex One). I have had the opportunity to see product managers perform a variety of duties that have all impacted my ability to perform my job. In the past 3 years I have known Anne, she has always made my job easier when rolling out new product training materials to the sales force I support in the field. Her ability to develop launch materials that are clear and concise is critically important to the work that I do. She explains things in simple terms for the sales channel, does not leave loose ends in her materials, and always comes prepared to answer any FAQs that come up. And in the event we do have questions in the field, Anne is very quick to get back to us – even if that means creating new job aids/tools to help us overcome our struggles. Anne is also a strong strategic thinker and puts a lot of thought into the analysis she does behind the scenes before rolling out a product. You can tell she has always done her homework upfront and is bringing us the best possible products to sell in the marketplace. Any company would be fortunate to have Anne as a member of their team -- she is a hard worker, has lots of energy/enthusiasm, and strives for excellence in everything she does.
Experience
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Blu Pagoda LLC
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United States
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Business Consulting and Services
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1 - 100 Employee
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Consultant
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Sep 2020 - Present
Supported managed accounts group during the merger between TD Ameritrade and Schwab, focusing on product harmonization and communications. • Led communications strategy and execution for TD Ameritrade Managed Account and Alternative Investment conversion, including communications to advisors, money managers and internal partners. Key deliverables included a "how to" guide for money managers; in-depth conversion information for internal teams; FAQs for both internal and external audiences; and training modules for Advisor Onboarding Team. • Designed, built, and maintained robust spreadsheet to determine resource needs for manual remediation efforts over conversion weekend. Identified manual tasks and calculated the time needed for each task; spreadsheet helped Operations to secure resources and prioritize work. All manual tasks were successfully completed over conversion weekend. • Redesigned and launched two training modules for Managed Account Select • Conducted detailed product reviews, built presentation decks for risk committees Show less
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Charles Schwab
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United States
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Financial Services
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700 & Above Employee
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Senior Product Manager - Managed Investing Strategy and Client Experience
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Aug 2016 - Sep 2019
The Client Experience Managed Investing group is responsible for business strategy, offer design, product management and process improvement for Schwab’s retail advisory solutions. Selected achievements:• Strategy: delivered data-driven insights, produced recommendations and business cases to support strategic direction and business prioritization, driving improvements to the delivery and quality of advice.• Supported high profile strategy projects for Managed Investing focused on pricing, sales enablement, field activation, and product rationalization.• Client experience: provided support to the Managed Account Select product line, including collateral development, sales presentations, regulatory, legal and compliance projects, and annual product review.• Program management: developed agenda, built deck, commentary and analysis, and coordinated presenters and logistics for monthly Managed Investing Business Review meeting with senior leaders. Show less
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Senior Product Manager - Charles Schwab Bank
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Mar 2013 - Aug 2016
Managed the High Yield Investor Savings, Standalone and Overdraft Credit Line products for Charles Schwab Bank. Oversaw all aspects of the client experience related to deposit products, including identification and execution of improvements. Conducted annual product reviews. Lead product development and implementation initiatives, working with technology, operations, and field partners. Managed interest rate change process and firm-wide implementation and communication of rate changes for all Schwab Bank products.Selected achievements:• Streamlined product set by retiring 5 out of 6 standalone account types, resulting in both a stronger client experience and cost savings. • Partnered with customer service on a large-scale pilot to introduce clients to key High Yield Investor Checking features, resulting in a 31% increase in feature usage. Pilot rolled out to all call support teams to support Schwab goals of net new assets, client engagement and feature penetration. Show less
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Dex One Corp.
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1 - 100 Employee
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Lead Product Manager
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Aug 2006 - May 2012
Manage and optimize $1.4B print product portfolio in 700+ markets to meet marketing, financial and corporate business objectives. Develop cross-platform product solutions (print, digital and mobile) for over 400,000 small businesses. Conduct consumer, financial and competitive analysis to translate data into insights and support product recommendations. Drove multiple new product launches from concept to business case approval to implementation to lifecycle management. Define and implement product roadmaps. Deliver presentation-ready materials to 1,400 person sales force, including sales collateral, product launch materials, and sales tools/training. Monitor and evaluate emerging technologies, manage innovation pipeline. Strong communicator and public speaker; “go to” person for clear, concise decks. Managed team of 3 product managers. Key accomplishments:• Developed robust enterprise-wide QR code strategy and product roadmap for $1.4B print business.• Led large cross-functional team under tight deadline to implement QR codes across the business, including creation, testing, placement and tracking.• Drove 17,000+ highly qualified leads to Dex mobile search site in the first 9 months; created additional sales opportunities for digital products and services.• Thought leader: featured presenter on a highly successful demand-generation webinar on the topic of QR codes with 1,300 attendees. Webinar yielded 473 leads and received a 98% positive rating from attendees.• QR code results: Revenue on accounts with QR codes outperforms those without by 14%. • New product launch: Built business case and launched in-heading coupons in EMBARQ. Grew coupon revenue 15%, while overall print revenue declined by 20%. Show less
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Distribution Strategy Manager
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Dec 2004 - Aug 2006
Developed new, highly visible retail consumer distribution channel for Dex products, saving company 50% on each book taken. Managed 5 national vendor relationships. Grew program 483% over previous year’s trial.
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Digital – User Experience Manager (DexKnows.com)
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Sep 2000 - Dec 2004
Advertiser-supported, consumer-oriented local search site with 100 million searches a yearLed cross-functional team for user interface change required to support searchable content. Worked with business, creative, branding, and engineering teams to ensure website design supported requirements, achieved revenue goals, and met brand guidelines. Spearheaded all consumer usability testing of proposed website designs. Interviewed, selected, and managed website agencies, vendors, and contractors. Key accomplishments:• Results of redesign: consumer satisfaction increased 14%, site loyalty increased 11%, visit frequency rose 6%. • Site named number one internet yellow pages in the U.S. (Kelsey, 2004).• Primary liaison with customer service - led large cross-functional webform project to ensure consistent, rapid, and accurate customer service for site users. Project resulted in 52% drop in incoming email inquiries. Show less
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New Product Development Manager
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Mar 1997 - Sep 2000
Developed, launched, and managed a series of print and digital products.Hispanic marketing: Created, built and launched product portfolio targeting U.S. Hispanic consumers in 14-state region. Created new revenue stream with Spanish advertising products. Trained sales force. Led development of all sales collateral.Key accomplishments:• Product expanded rapidly from trial to 10 additional markets.• Year 1 revenues exceeded plan by 82%. Year 2 revenues exceeded $3 million.• Awarded “Top Marketing Project” of the year.Digital: Developed and launched customer segmentation strategy through strategic online verticals - Food/dining, real estate. Partnered for content with Zagat. Show less
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El Aguila Compañía de Seguros
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Insurance
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1 - 100 Employee
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Vice President
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Aug 1994 - Jun 1996
Recruited to join a three-member team involved in all phases of start-up auto insurance company. (Company has since grown to 220 employees.) Managed pricing, regulatory and underwriting areas, including market research, competitor analysis, and new product design, development, and launch. Key accomplishments: • Revolutionized pricing structure based on detailed segmentation techniques. Pricing strategy was rapidly copied by competitors. • Successfully launched product distribution in three channels, including direct to consumer. Show less
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Great American Financial Resources
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United States
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Insurance
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200 - 300 Employee
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Product Manager
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Aug 1986 - Jun 1994
Windsor Group: Full profit and loss responsibility for $26M product line in a heavily regulated industry (non-standard auto insurance). Developed and implemented marketing strategy, including revenue forecasting, competitive analysis, pricing, product design, positioning, tracking, and regulatory compliance. Managed seven sales representatives. Windsor Group: Full profit and loss responsibility for $26M product line in a heavily regulated industry (non-standard auto insurance). Developed and implemented marketing strategy, including revenue forecasting, competitive analysis, pricing, product design, positioning, tracking, and regulatory compliance. Managed seven sales representatives.
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Education
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Northwestern University - Kellogg School of Management
MBA, Marketing -
Colorado College
BA, Economics
Community
