Bio
Experience
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Senior Director, Product Marketing
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United States
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Financial Services
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700 & Above Employee
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Senior Director, Product Marketing
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Apr 2023 - Present
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Manager of Plan Sponsor Marketing
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May 2015 - Present
• Define and communicate the value proposition for Empower Retirement as a leading retirement provider for the Large, Mega, Not-for-Profit, and Government markets• Partner with key business stakeholders in Product and Sales to identify new and innovative ways to support our offering in the marketplace• Refine and enhance point-of sale materials to ensure consistency in brand and message across market segments• Ensure Sales and Relationship Management teams have the proper training and resources to effectively sell/support our offering• Monitor competitive providers to ensure our value proposition continues to stand out in the market• Lead a creative team in the design and development of integrated communications campaigns (video, email, print, web, and social) • Playing an integral role in the establishment of an in-house advertising agency to support multiple lines of business (determining workflow process, Service Level Agreements, required creative resources)
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United States
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Financial Services
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700 & Above Employee
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Senior Marketing Communications Manager
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Mar 2003 - Apr 2015
• Partner with the Director of Wealth Management Programs to develop new value-add content and programs that help financial advisors deliver complex financial planning solutions to their clients• Leverage print materials, Putnam website properties, video, email marketing, and social media to merchandise content appropriately• Manage the editorial content, promotion, and distribution for Putnam’s Wealth Management blog, putnamwealthmanagement.com• Provide strategic direction to creative team to facilitate the development of new materials • Develop integrated communications plans to support the sales and marketing of Putnam’s full-service 401(k) business• Collaborate with the Director of DC Product Marketing to develop and execute print collateral, sales presentations, videos, advertising, email campaigns, etc., that promote Putnam’s full-service 401(k) business to financial advisors, consultants, and plan sponsors• Help craft the value proposition for the DC business and ensure consistency in positioning and messaging throughout all materials• Participate in sales finals for mega-market 401(k) prospects ($1B or more in assets) • Develop targeted communications and education programs for 401(k) plan participants in plans ranging from $250M in assets - $1.2B in assets• Launched a social media pilot program, using thought leadership content distributed through LinkedIn, to assist external sales team in building relationships with advisors and consultants
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Assistant Vice President, Communications Senior Account Executive
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Mar 2003 - Feb 2007
· Managed the development and execution of communications and education initiatives for 30 Taft-Hartley defined contribution plan clients· Presented annual communications plans to clients to identify new opportunities for communications and education
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Senior Account Executive
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Sep 2001 - Dec 2002
A consumer marketing communications agency · Served as primary agency contact for Brown & Company, a subsidiary of J.P. Morgan Chase · Participated in the development of an annual communications plan and quarterly tactical plans to meet client's business and marketing obje...
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Account Executive
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Dec 2000 - Sep 2001
A marketing communications agency · Responsible for the account management and tactical execution of online and offline marketing communications initiatives for the following accounts: Genuity, Student Advantage, Xchange, Inc., Davox, and Spectel-Multilink. · Worked closel...
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Account Executive
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Jun 1999 - Dec 2000
A high-tech marketing communications agency · Responsible for the account management of the agency's largest account, Analog Devices, as well as eXcelon Software, CTC Communications, and TechOnLine · Provided input to creative team for new projects and participated in present...
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Marketing Assistant
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Sep 1998 - Jun 1999
A medical software company · Wrote and produced collateral material including product fact sheets and PowerPoint presentations · Coordinated trade show
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Account Coordinator
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Sep 1996 - Sep 1998
A full-service recruitment advertising agency · Served as day-to-day contact for over 30 of the agency's existing accounts · Interfaced with various media and research departments to provide clients with the most current and profitable recruitment advertising opportunities
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Education
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1992 - 1996University of Hartford
Suggested Services
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Industry Focus. “Marketing and Advertising”
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