Experience

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  Fidelity Investments

  • United States
  • Financial Services
  • 700 & Above Employee

  • Client Solutions Business Director

    • Oct 2018 - Oct 2022

    PERSONAL INVESTING, LIFETIME ENGAGEMENT Partnered with Marketing and Analytics to identify opportunity to re-engage targeted population by implementing an outbound calling campaign resulting in a 23% lift in sales.Launched a new Live Channel experience for young segment including customer service scripts and follow-up materials in 3 months. Led development and implementation of 7 strategies with 8 partners to change routing of calls to appropriate service representatives. Strategies ranged from building and applying an AI Model to adjusting current policies. Championed a cross functional team that in six weeks identified cause and solution for significant decrease in enrollments in certain product line.Oversaw implementation of Digital Appointment Scheduler for phone representatives including providing feedback on tool, leading test and learn, and managing development of business elements to support launch.Member Advisory Council; Excellence in Action Award Winner.

  • Director of Incubator Services/Go-to-Market Manager

    • Jan 2017 - Oct 2018

    FIDELITY LABSStudent Debt Employer Contribution ProgramServed as lead program manager across product, operations, marketing, sales and implementation on development of the product identifying opportunities and gaps to ensure successful launch while focusing on profitability.Created marketing and sales materials for a new product, the Student Debt Employer Contribution Program.Created a pipeline of over 500 clients/sold to 14 clients in an 11 month period while the product was being built.

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  Fidelity Investments

  • Smithfield, Rhode Island, United States

  • Communications Consultant

    • Mar 2016 - Oct 2016
    • Smithfield, Rhode Island, United States

    PERSONAL INVESTING - TAX EXEMPT MARKETProvided strategic direction and execution of retirement communications for 32 large healthcare and higher education clients. Collaborated with clients on the design and implementation of multiple client specific campaigns including enrollment material, event...

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  Secretariat of Housing and Economic Development

  • Director of Strategy

    • Sep 2013 - Jan 2015

    Advised Secretary on strategic initiatives, identifying opportunities and gaps, resulting in overall improved performance. Developed team and process resulting in “An Act to Promote Growth and Opportunity” legislation being passed with 18 out of 22 elements and approximately $80 million dollars in key economic development programs. Created unprecedented media coverage for the Advanced Manufacturing, Housing and Massworks Programs by identifying opportunities, developing a communication calendar, and implementing appropriate media strategies for each initiative including events, opinion editorials, roundtables, tours and editorial boards.

  • Chief of Staff

    • Mar 2012 - Sep 2013

    Managed the Executive Office of the Secretariat Chief Financial Officer, Communications Manager, and Legislative Director; Liaison with the Governor’s office and other Secretariats.

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  The Center on Media and Child Health

  • Boston, MA

  • Marketing Manager/Center Director

    • Jun 2008 - Mar 2012
    • Boston, MA

    Led the financial and operational turnaround of the Center on Media and Child Health by identifying Center's positioning, strategy and initiatives, realigning resources and generating funding from Google, Comcast and individuals.

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  MNET (MaintainNet, Inc.)

  • Principal and VP Finance and Operations

    • 1999 - Jan 2010

    Co-founded, established and funded new concept in Internet Services Agency, Maintainnet, Inc.

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  Dunkin' Brands

  • VP of Strategic Brand Marketing

    • 1990 - 1999

    Created new products and processes that led to the repositioning of Dunkin’ Donuts from a donut business to a coffee business in 24 months, resulting in 25% sales growth.Recipient of two prestigious Allied Domecq company-wide awards: Founders Award and Innovation Award.

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  Gillette

  • Associate Product Manager

    • 1988 - 1990

    Associate Product Manager, Soft & Dry Antiperspirant