Experience

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  Lincoln Financial Group

  • Communication Consultant

    • Jan 2023 - Aug 2023

    Communication consultant and project manager for a financial services company with 9,000+ employees and $10B+ in annual revenues. Collaborated with cross-functional teams to improve marketing communications to Lincoln Financial Group participants. Focused on optimizing marketing messaging to educate participants and boost overall plan participation rates. Reported to AVP of Communication Consulting, Retirement Planning Services.

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  Tufts Health Plan

  • Watertown, MA

  • Marketing Manager, Account Service

    • Jul 2017 - Apr 2018
    • Watertown, MA

    Leveraged market research and client feedback to create member-focused digital and print campaigns, resulting in increased retention and engagement. Onboarded new clients, coordinating with cross-functional teams to facilitate the delivery of enrollment kits and the creation of microsites when necessary. Collaborated with clinical, legal, and product management colleagues to develop informational pieces published across various digital communication channels. Managed marketing projects through a workflow platform, ensuring streamlined processes and efficiency. Supervised two direct reports.

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  Tufts Health Plan

  • Watertown, MA

  • Marketing Manager, Member Experience

    • 2013 - 2017
    • Watertown, MA

    Developed multi-touch marketing communication strategy for on-boarding new clients and eligible employees. Successfully on-boarded two large hospitals totaling 26,000 combined employees within six months. Managed content and delivery of two annual health and wellness magazines distributed to 200,000+ members. Led strategic execution and distribution of new member enrollment e-kits to 44,000+ members' homes via USB card carrier. Managed four direct reports.

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  Automatic Data Processing, Inc.

  • Salem, NH

  • Marketing Manager, Client Support

    • 2003 - 2012
    • Salem, NH

    Oversaw direct mail and digital content creating more actionable, user-friendly client messaging. Campaigns resulted in improved overall quality, increased response rate and reduced execution time. Created a 12-member client advisory board and leveraged insight to incorporate key learnings into high-level communication initiatives in areas such as investments, regulatory issues and marketing. Created personalized, multi-step marketing campaign resulting in a 33 percent increase in customer response rate. Work contributed to ADP, Inc. winning three "Best in Class" awards PLANSPONSOR Magazine's Defined Contribution Strategy. Managed two direct reports.

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  DWS Investments - Deustche Bank

  • Boston, MA

  • Assistant Vice President, Marketing

    • 1998 - 2003
    • Boston, MA

    Created and launched "Women & Investing" campaign which increased customer satisfaction by 22 percent and won a "Star Award" from the Mutual Fund Education Alliance. Conceived breakthrough strategy targeting Spanish-speaking market, synthesizing customer research on cultural differences in communication patterns, values and behaviors. Oversaw team that educated new and existing clients and their employees. Managed nine direct reports.

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  Fidelity Investments

  • Marlboro, MA

  • Broker-Dealer Team Leader - Operations

    • 1994 - 1995
    • Marlboro, MA

    Hired, trained an developed 13 Operational Administrators to interpret and service shareholder questions. Created statistical feedback program that measurably increased quality of customer support and revenue.

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  Scudder, Stevens & Clark, Inc.

  • Boston, MA

  • Manager - Client Services

    • 1986 - 1994
    • Boston, MA

    Hired, trained and managed eight Registered Representatives to respond to shareholder requests. Developed and interactive game which helped new employees learn about mutual funds, transaction processing and company history in an easy to use format.