Experience

• 

  Intertrust Group

  • New York, NY

  • Global Head Marketing Communications

    • 2013 - 2020
    • New York, NY

    I have successfully created and executed new plans increasing conversions from 10% to 75%. Through team leadership, I facilitated 60% market penetration and 10-fold increase in deal size by drastically improving prospecting, closing and up-sell relationships.I also set the standard for effective account-based marketing practices worldwide and ensure it is documented.

• 

  HSBC Group PLC

  • New York, NY

  • SVP OF MARKETING, AMERICAS, GLOBAL BANKING, MARKETS

    • 2010 - 2013
    • New York, NY

    During my time at HSBC, I directed the daily operations of 22 team members and managed $22M annual budget in operating regional marketing strategy and strategic marketing initiatives. I spearheaded communications and marketing strategy for more than 600 salespersons across the Americas region. I refocused HSBC’s proposition from retail to institutional to strengthen brand within the marketplace and improving sales process and competitive position and implemented sales process improvements focused on enhancing competitiveness in health care, materials mining, financial services, CPG, FX, TMT, and industrials.By expanding structured product marketing to RIAs, wirehouses, and financial intermediaries, and founding the first reference site marketed through e-mail, I helped achieve the Greenwich Quality Leader Award.

• 

  T.Rowe Price

  • Baltimore, MD

  • INSTITUTIONAL MARKETING, GLOBAL FIXED INCOME AND EQUITY

    • 2008 - 2010
    • Baltimore, MD

    In this role, I delivered strategic direction and established performance goals for eight direct reports with an operating budget of $3M. I developed and executed initiatives to promote our brand and boost our corporate reputation. Drafted core product marketing message for all products and collateral which demonstrated value propositions of fix-income, global equality, and risk management. One of my key points of focus and success was to establish key strategic relationships with, and inspire top performance from, a network of 50 experts in sales, investment management, client services, compliance, and legal covering 10 unique products across the globe.

• 

  RBC Carlin

  • Fort Lee, NJ

  • CONSULTANT, MARKETING AND COMMUNICATIONS-HEDGE FUNDS

    • 2006 - 2008
    • Fort Lee, NJ

    During my time with RBC Carlin, I consulted on marketing strategy and communications for hedge fund management. I provided expert insight into the market, delivering the highest quality service and returns and for both company and clients.

• 

  Merrill Lynch

  • New York, NY

  • DIRECTOR OF RESEARCH MARKETING, FIXED INCOME, FX, EMERGING MARKETS

    • 2000 - 2005
    • New York, NY

    With Merrill Lynch, I oversaw a $500K budget, delivering a transformational branding plan to position the company as a leader in bond research. I drafted high-impact marketing communications, cultivated a workplace culture of collaboration, engagement, and teamwork, and expanded relationships between departments.Some of my key accomplishments included: • Receiving recognition for transforming brand within 12 months.• Modernizing and digitizing systems and receiving acclaim as the most client-read daily product in fixed-income research with a daily distribution of 25K and 2.1M average monthly pageviews.• Leading a paperless research initiative contributing to $8M annual savings for research publications and production by managing expansion of client e-mail database and e-commerce to cover all Fixed Income research.

• 

  Citigroup Salomon Smith Barney

  • New York, NY

  • MARKETING & COMMUNICATIONS, ADR RESEARCH

    • 1998 - 2000
    • New York, NY

    KEY CONTRIBUTIONS:⇒ Praised for instituting the best web campaign at Salomon Smith Barney; generated interest in the brand by achieving nearly 10,000 hits per week. ⇒ Met rigorous publication timelines in converting and distributing company notes and research reports in sterling, deutsche marks, francs, guilders, pesetas, and other European currencies from ordinary shares into ADRs/U.S. dollars.⇒ Streamlined processes to maximize efficiency; improved report conversion by 100% in just 2 months and enabled the senior analyst to increase ADR trading commissions from $4 million to $8 million.Achieved early career success as the sole proprietor of David Ross Ltd. based in Austria, a successful import, distribution, and consulting firm involved equipment, new product marketing, and start-up business ventures. Managed all aspects of the operation, including P&L, regulatory compliance, tax, shipping, distribution, inventory control, and cost management.Additional career experience includes tenure as a Fitness Marketing Manager of European Marketing Development at Reebok International in Vienna, Austria: Hired, trained, and monitored performance of staff, administered the budget, developed marketing communications, and designed training programs. Led a team of 6 in developing new business across Austria, the Czech Republic, and Hungary. Built relationships, generated new business, and increased division sales 150%/$3.5 million. Instrumental in entrenching Reebok in the marketplace, with 80% of fitness shoes purchased being manufactured by Reebok. Prior to the role at Reebok International, served as an Assistant Investment Banker at Goldman Sachs & Co., in New York; edited complex documents and spreadsheets, and managed multibillion-dollar investment banking sales proposals.

• 

  Goldman Sachs

  • Greater New York City Area

  • Marketing

    • Apr 1997 - Jun 1998
    • Greater New York City Area

• 

  Reebok

  • Vienna, Austria

  • Marketing

    • Jun 1992 - Apr 1997
    • Vienna, Austria