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Bio

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Ronell O'kussick is a seasoned marketing professional with 20+ years of experience in developing and executing marketing strategies, managing client relationships, and driving sales growth. He has a strong background in finance, with certifications in Series 7, Series 24, and Series 63, and a Bachelor of Science degree in Economics from the University of Delaware.

Credentials

  • Series 24 - General Securities Principal
    Financial Industry Regulatory Authority
    Sep, 2004
    - May, 2026
  • Series 7 - General Securities Representative
    Financial Industry Regulatory Authority
    Sep, 2004
    - May, 2026
  • Certified Financial Planner - Successfully passed all 5 courses.
    -

Experience

  • Boston University
    • Greater Boston Area
    • Account Supervisor
      • May 2018 - Present
      • Greater Boston Area
  • EMI Strategic Marketing
    • Greater Boston Area
    • Senior Account Manager
      • Jan 2014 - Jan 2017
      • Greater Boston Area

      Snapshot: -Managed accounts from proposals to deliverables, including creative briefs, writing emails, designing landing pages, and creating deployment schedules.-Owned client relationships and presented current results monthly.-Coordinated creative, interactive vendor channels, ensuring timel...

  • Penn Mutual
    • Greater Philadelphia Area
    • Marketing Manager
      • Jan 2009 - Sep 2013
      • Greater Philadelphia Area

      Snapshot:- Strategically planned and operated campaigns, including writing B2B promotional material to provide affiliated CPAs with the training needed to generate leads.- Conduct trainings, in-person and via webinars, for sales managers and their teams nationwide.- Managed creative copy on compa...

  • Nationwide Financial
    • Greater Philadelphia Area
    • Senior Relationship Manager
      • Feb 2004 - Jun 2007
      • Greater Philadelphia Area

      Snapshot:- Managed all aspects of lead generation to help advisors build strategic relationships and strengthen sales, including marketing, communications, collateral development, and trade show coordination.- Developed engagement guide to drive program adoption.Accomplishments:- Generated over $...

  • GE Capital
    • Greater Seattle Area
    • Account Executive
      • 2001 - 2003
      • Greater Seattle Area

      Snapshot: -Facilitated direct sales of fixed and variable annuities, mutual funds, and life insurance products via phone. Accomplishments: -Conserved over $8M in annuity contracts and generated over $2M through direct sales channel. -Promoted to account executive from Office of Supervisory...

  • MBNA
    • Dover, Delaware Area
    • Account Executive
      • Oct 1998 - Dec 2001
      • Dover, Delaware Area

      Snapshot: -Learned importance of strong customer service, innovative marketing, and call center protocol and etiquette.

    • Office of Supervisory Jurisdiction (OSJ) Specialist
      • Oct 1994 - Dec 1997
      • Seattle, WA

Education

  • University of Delaware

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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