Bio
Credentials
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Certified Customer Acquisition Specialist
DigitalMarketerDec, 2018- May, 2026 -
Certified Customer Value Optimization Specialist
DigitalMarketerAug, 2018- May, 2026 -
Certified Social & Community Specialist
DigitalMarketerAug, 2018- May, 2026 -
Certified Content Marketing Specialist
DigitalMarketerDec, 2018- May, 2026 -
Direct-Response Copywriting Specialist
DigitalMarketerDec, 2018- May, 2026 -
Certified Search Marketing Specialist
DigitalMarketerNov, 2018- May, 2026 -
Certified Email Marketing Specialist
DigitalMarketerNov, 2018- May, 2026
Experience
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Whittier Regional Vocational Technical High School
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Haverhill, MA
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Substitute Teacher
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Oct 2016 - Present
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Haverhill, MA
On-call substitute teacher for grades 9-12.
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Krueger International
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Georgetown, MA
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Non-Direct Pay Sales Support
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Jan 2016 - Sep 2016
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Georgetown, MA
Worked with such higher education institutions as MIT and U Mass Lowell.
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Marketing Contractor
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May 2015 - Nov 2015
• Developed communication strategy and major direct marketing effort around EMV incentive offers in conjunction with American Express and Discover cards.• Worked with Sales to manage rep communication and capacity planning.• Developed programs around Mobile Payments/Near Field Communication and Cybersecurity.• Lead contact with external ad agency
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Marketing Contractor
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May 2011 - Dec 2014
• Developed strategies and creative briefs to provide marketing support for TIAA-CREF’s comprehensive line of retail mutual funds.• Managed customer experience and content from initial contact via direct marketing through landing page and account opening.• Led content creation for a new retail mutual fund web site featuring a selection of funds by asset class as well as a new Investment Profile tool.• Touched over 1,000,000 TIAA-CREF customers with direct mail and email addressing both acquisition and retention objectives.• Member of creative review team with external ad agencies. Main point of contact for direct marketing creative development.
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Manager
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Jan 2008 - Apr 2011
• Led a marketing, advertising and promotional consulting practice specializing in helping ad agencies and smaller businesses. Offered a range of services including creative brief development, oversight of message content and media placement.
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Marketing Director
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May 2000 - May 2007
Customer Knowledge Center (2006-2007)• Managed and measured a four-month relationship-marketing program designed to create early-on engagement with customers.• Created an integrated, new small business campaign built on an offer of favorable short-term cash investment rates.Segment Marketing (2002-2006)Mutual Fund Product Marketing:• Led integrated program to target customers whose portfolios appeared to lack appropriate diversification. Created a multi-segment marketing communications program. Scaled the campaign from 250,000 to 500,000 customers in the first year, and then up to 2 million by the third year.-Yielded $750 million in new money.• Recognized a need to communicate online and through direct mail to high cash customers. Developed a direct mail program involving the sales rep channel.- Contacted 14% of these customers and generated $28 million in net sales.Brokerage Product Marketing:• Developed a three-tiered brokerage campaign featuring a series of trading offers, including a 90-day reduced transaction fee offer.- Resulted in significant and positive movement of customers within trading tiers.Retirement Product Marketing:• Created a direct mail campaign on IRA’s, that won Best in Category in the Star Awards Competition.Marketing Communications Group (2000-2002)• Oversaw external and internal advertising resources to develop integrated marketing campaigns including television, print, outdoor, web banners and related collateral.• Product categories included mutual funds, brokerage, and high net worth.
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Vice President/Director of Account Services
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May 1998 - May 2000
• Accounts included Bremer Financial Services, Red Wing Shoes, and Jackpot Junction Casino Hotel• Instrumental in successfully transitioning Odney accounts to Initio at the time of its acquisition.• Key contributor to new business efforts and worked on successful pitch of Minnesota health care company UCare.• Conducted qualitative research and developed new positioning for Bremer Financial Services.• Led five-person account services group.
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Director of Account Services
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Nov 1994 - May 1998
Accounts included Bremer Financial Services, Jackpot Junction Casino Hotel, Target Stores, Boatmen’s Bank and the Basilica of St. Mary’s• Contributed $100,000 to agency income in 1996 through pre-existing relationships with Target and Boatmen’s.• Served as a volunteer marketing leader for the Basilica Block Party. Odney launched the initial advertising campaign for the party under the tagline: “Party of a Higher Order.”• Anchored key account Bremer by negotiating a financial retainer whereas was previously billed on a project basis.• Managed all client time and production estimates prior to monthly billing cycle.
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Vice President/Account Director
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Jan 1993 - Nov 1994
Accounts included Boatmen’s Bank ($30 Billion in assets) and Physician’s Health Plan• Managed an account team of four people and developed advertising, direct mail, and collateral for Boatmen’s Bank marketing hubs in eight states.• Successfully managed relationships with senior managers at Boatmen’s Bank that allowed for fruitful financial negotiations and brand enhancement through the production of many break-through TV spots.• Served as a member of the agency’s Executive Committee and worked closely with the President and Creative Director on new business development.
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Senior Account Executive
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Sep 1990 - Jan 1993
Accounts included Banc One, Signet Bank, Blue Cross & Blue Shield and Mercedes Benz• Developed innovative communications strategies that led to award-winning ads for Banc One and Signet Bank.• Was promoted to Senior Account Executive after first year in recognition of creative strategy proficiency and strong client management skills
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Account Executive
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May 1987 - Aug 1990
Accounts include Foot-Joy, Bank of Boston, and Reebok• Developed creative briefs that led to distinctive print advertising for Bank of Boston Cash Management and Leasing services.• Was promoted to Account Executive after first year in recognition of contribution to account team and for resolving outstanding Reebok billing issues.
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Media Analyst
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Sep 1985 - Mar 1987
Accounts included Norwest Bank, Honeywell, and General Mills
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Education
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1981 - 1985Holy Cross College
Bachelor of Arts, History -
St. Thomas University
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