Bio
Credentials
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Associate, Customer Service (ACS)
LOMA -
Fellow, Life Management Institute (FLMI)
LOMA
Experience
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Minnwest Bank
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Minnetonka, Minnesota, United States
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Board Member
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Jul 2019 - Present
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Minnetonka, Minnesota, United States
Independent director / board member for $2.3B regional bank. Actively serve on compensation, risk/audit and executive committees. Partners with corporation executives, assessing business performance as well as providing critical input and guidance in shaping strategic plans, addressing business opportunities / challenges.
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London Stock Exchange Group (LSEG)
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Eagan, Minnesota, United States
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Global Head, Digital & Business Technology
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Feb 2021 - Oct 2021
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Eagan, Minnesota, United States
Provided leadership and directed agile delivery of wide array of business systems via a combination of internal and managed service providers. Championed digital/technology solutions supporting full business life-cycle from lead generation through to revenue recognition and all associated back-office functions.
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Refinitiv, an LSEG business
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Eagan, Minnesota United States
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Global Head, Digital & Business Technology
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Oct 2018 - Feb 2021
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Eagan, Minnesota United States
(Refinitiv acquired by London Stock Exchange.) Provided leadership and guidance in advancing digital / technical infrastructure, building out data and analytic capabilities, optimizing marketing strategy and customer experiences, establishing and monitoring KPIs to increase business efficiency. Managed annual development budget of $50M.• Digital eco-system represented 34 global, marketing websites, generating 174M page views, 29M unique visitors, generating 40K sales leads, producing $35M in revenue; introduced artificial intelligence – handling 200K+ self-service inquires annually.• Ensured business capabilities were tightly integrated with propositions, offering consistent and personalized customer experience. Executed 1M+ targeted, automated messages, driving customer usage and retention.• Created high-performing global team, receiving 38 external awards including, Digital Workplace of Year, Business Impact Award, Global B2B Website of Year, and Adobe Experience Maker Award (The Magnifier).• Built and operated enterprise data warehouse (via Snowflake) representing 300+ terabytes of data / 100B+ product interactions. Data lake was available for mining, analytics, and modeling, handling 1M+ inquiries daily from 10K internal users.
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Canada
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Software Development
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700 & Above Employee
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Global Head, Digital Customer Experience, Enterprise Process Owner -- Marketing Technology
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Jul 2017 - Oct 2018
Led design and delivery of holistic customer experiences in collaboration with various departments with focus on digital / web-related capabilities, data warehousing, marketing automation, leveraging AI / analytic driven insights in shaping customer experiences across various touchpoints.• Directed development of marketing and digital technology infrastructure across finance, risk, legal, tax, accounting, and (global) business units, considering all marketing channels / 200+ websites and tightly integrating with sales and service-related capabilities
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Global Head of Customer Analytics & Platforms, Global Head, Marketing Operations & Analytics
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Oct 2010 - Jul 2017
Led global marketing operations team of 300+ internal resources responsible for building and executing multi-channel, digital, marketing, and sales programs. Tapped critical customer insights in shaping strategies to drive acquisition of new customers, foster cross-sell / up-sell campaigns, drive retention / renewal initiatives, and execute user-directed programs.• Focused on exposing growth opportunities, customer retention, community / social dynamics and general customer experience insights, defining go-to-market programs, increasing sales opportunities, and fueling revenue growth.• Oversaw team efforts to develop robust data warehouse, supporting BI, analytics, and reporting capabilities, fueling ability to conduct robust analytics, and enabling artificial intelligence.• Implemented data integrity roadmap, addressing deficiencies, introducing enterprise workflows and processes that maintained and enhanced customer and prospect data.• Oversaw and developed websites, reflecting company brand strategy and generating 2K+leads per month.• Created new role and established team of 25+ that qualified opportunities and partnered with sales team to close deals, generating $14M in new sales in 1st 12 months.
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VP, Strategic Marketing Solutions
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May 2001 - Oct 2010
Strategic marketing leader responsible for directing core marketing functions in supporting global TR-Legal business • Creative Services: provided comprehensive marketing communication services via multiple media supporting field initiatives and direct to customer marketing• Marketing & Sales Systems: developed data warehouse and supporting marketing and sales infrastructure -- enabling critical customer insights and driving marketing/sales execution • Marketing Analytics: leveraged internal data assets to assist in informed tactical and strategic decision making / supporting marketing and sales execution• Market Research & Competitive Intelligence: managed strategic primary and secondary market research that drives customer informed business decisions• Global Event Management Services: provided professional event planning and exhibition marketing solutions with measurable results• Response Marketing: Directed the implementation of marketing programs via direct mail, e-commerce and supported outbound call centers
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Sr. Director, Customer Marketing
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Mar 2000 - May 2001
Directed marketing initiatives with the fundamental goal of retaining and enhancing customer loyalty. Responsible for implementing retention programs to minimize customer attrition across all credit card enhancement services. Marketing programs utilize various channels/tactics -- incorporating product up-sell, down-sell and cross-sell strategies.
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Securian Financial
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St Paul, Minnesota, United States
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Director, Customer Marketing
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Dec 1987 - Jul 1999
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St Paul, Minnesota, United States
Responsible for achieving direct response and point-of-sale marketing goals. Directed various marketing programs aimed at securing new insureds, retaining existing new insureds and building customer loyalty. (Securian Financial formerly Minnesota Mutual.) Strategically managed a marketing database representing 10M households and another 1.5M insureds with an operating budget in excess of $1M.
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Project Director
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May 1984 - Dec 1987
Involved in all aspects of quantitative and qualitative research design and implementation: proposals, sample and questionnaire design, supervision of data processing and fielding, statistical testing, written analysis and presentation.
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Education
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1992 - 1996University of St. Thomas
Master of Business Administration, Marketing -
1980 - 1984Iowa State University
BBA, Marketing
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