Experience

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  Stran & Company

  • Account Executive

    • Nov 2008 - Present

    Responsible for cultivating my own relationships and business opportunities across industries. Stran & Co has been in business for over forty years and is in the top 4% of industry sales. We provide branded promotional solutions to clients worldwide, assisting them with giveaway ideas for tr...

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  RavenPack International

  • Senior Vice President-Sales and Marketing

    • May 2007 - Jun 2008

    Led the global Sales and Marketing effort to transition company from a research and development entity to a commercially viable business/ Primary goal was to build relationships with key partners to adopt the firm's content and data services as well as to establish RavenPack as a recognized ...

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  Fidelity Investments

  • Senior Vice President-Marketing

    • Jul 2005 - Nov 2006

    Managed all aspects of Marketing within the Tax-Exempt Market, including Participant and Institutional Strategy; Competitive Analysis; Web Strategy; Public Relations; Advertising and Communications Consultant Team. rResponsible for $43 million budget and team of 78 associates; aggressively rebui...

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  Fidelity Investments

  • United States
  • Financial Services
  • 700 & Above Employee

  • Vice President-Core Development

    • 2003 - 2005

    Responsible for building, developing and managing the CORE Product and Services Consultants Team. Developed tools to manage capacity and maximize key opportunities in the face of strong competition.-Successfully refined the sales process; developed strategic roadmap ensuring consistent execution, while outlining targets, key players, roles, messaging and logistics.-Created new merit and bonus guidelines for Product and Service Consultants to ensure accountability, increase capacity, reduce internal competition and reward teamwork.-Established a formal training plan for the Sales Team to improve consultative/relationship building selling skills.

  • Regional Vice President-Sales for the Emerging Corporate Market

    • 1998 - 2003

    Regional Sales Manager for young, rapidly growing business; led East Coast Sales Team/territory covering Maine to Florida with 12 member sales staff focusing on companies with $2-20M in 401k assets. Responsible for recruiting, developing, coaching and motivating team to ensure sales goals were exceeded.-Consistently #1 among regional sales teams in this market first 4 out of 5 years. Generated in excess of 50% of market's new assets, over $4.5 billion and 800 new clients, in the first four years as a Regional Sales Manager.

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  Fidelity Investments

  • United States
  • Financial Services
  • 700 & Above Employee

  • Implementation Segment Manager

    • 1996 - 1997

    Led CORE Implementation Team to successful conversion of all new assets for the $20-400 million market. Set strategic vision, developed management tea, managed risk, ensured client satisfaction and guided key initiatives.

  • Director of Client Services

    • 1994 - 1996

    Recruited to define and establish infrastructure for rapidly expanding business. Hired, trained and developed Team Leaders; coordinated extensive training on facilitative leadership skills; analytical and project management skills; coaching, delegating, motivating, interviewing sills and identifying effective ways of providing constructive feedback.

  • Manager of Employee Communications

    • 1993 - 1994

    Recruited to manage team supporting new 401k business doubling in assets, participants and employees on an annual basis. Hired, trained and managed Communications Specialists Team. Collaborated on the creation of a new Employee Communications slide presentation

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  Fidelity Investments

  • Marketing Manager

    • 1992 - 1992

    Responsible for the competitive analysis; win-loss analyses and their implications for the Emerging Corporate Market Team.

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  Shawmut Bank, N.A.

  • Commercial Loan Officer, Metro West Division

    • 1986 - 1990

    Managed relationships with 60 middle market accounts for loan proposals of $100,000 to $8,500,000. Analyzed and identified problem loans, resulting in restructuring proposals.