Experience

SunTrust

• United States
• Financial Services
• 700 & Above Employee

• Senior Marketing Manager

  • Apr 1992 - Present

  Primary responsibility to develop and manage marketing programs for Private Wealth Management and Commercial divisions in Mid-Atlantic region (Baltimore to Charleston, SC from Norfolk, VA to Charleston, WV.) Private Wealth Management expertise includes trust & estate, securities, insurance, financial planning and asset management. Commercial expertise includes businesses from $5MM in sales and up, not for profit, retirement services for companies, corporate asset management, treasury and payment solutions, real estate developers, investment banking. Responsibilities included range of marketing disciplines: high end client events; internal and external communications; research, promotions, creative management, direct response marketing; trade show participation; sales contests; intranet design and management.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Planning Associate

  • Jan 1991 - Apr 1992

  Planned and coordinated strategic planning meetings and events for clients and prospects. Prepared sales proposals, training manuals, seminar materials. Planned and coordinated strategic planning meetings and events for clients and prospects. Prepared sales proposals, training manuals, seminar materials.



Peter Wong & Associates

• New Business Coordinator/Junior Account Executive

  • 1988 - 1990

  Developed client communications plans and marketing strategies. Served as liaison between client and agency for creation and production of advertising and marketing materials. Prepared relevant industry white papers and managed production of new business proposals, presentations and agency sales materials. Proposal short list rate 100%. Developed client communications plans and marketing strategies. Served as liaison between client and agency for creation and production of advertising and marketing materials. Prepared relevant industry white papers and managed production of new business proposals, presentations and agency sales materials. Proposal short list rate 100%.