Experience

• 

  Root

  • Salem, Massachusetts, United States

  • Marketing Consultant & Member of the Root Advisory Council

    • Mar 2022 - Present
    • Salem, Massachusetts, United States

    ROOT is a non-profit focused on foodservice job training and employment and combatting food insecurity• Develop strategy and content for Root’s first annual impact report• Provide project management and oversight

• 

  Fidelity Investments

  • Boston, Massachusetts, United States

  • Management Consultant

    • Apr 2023 - Oct 2023
    • Boston, Massachusetts, United States

    Business-to-Business marketing consultant working closely with cross-functional teams from sales, product development, agency and channel partners, to develop and execute strategic marketing plans that drive growth and generate leads for Fidelity's Workplace Giving Platform.

• 

  Fidelity Investments

  • United States
  • Financial Services
  • 700 & Above Employee

  • Director, Segment Marketing

    • Jan 2016 - Jun 2021

    • Drive the growth and adoption of state government sponsored 529 college plans including integration into the Fidelity digital customer experience and sales channels• Lead new business development efforts to successfully grow and retain market share (won $4.0B client)• Lead cross-functional marketing teams to launch new digital products including health savings account and ABLE account for individuals with disabilities• Leverage data and insights to provide strategic direction and learning agenda for customer segments

  • Account Director, Fidelity Communications & Advertising

    • Apr 2014 - Dec 2015

    • Build relationships with senior leaders, providing persuasive and compelling thought leadership• Work hand-in-hand with product owners and cross-functional partners to ensure that marketing programs help achieve aggressive business goals and support key customer needs• Manage internal staff of three and agency partner Arnold Worldwide

  • Director, Integrated Marketing

    • Mar 2008 - Mar 2014

    • Responsible for all marketing conducted on behalf of Fidelity’s College Planning business including advertising, direct and email marketing, content strategy, experiential marketing and collateral• Work hand-in-hand with State government clients to build consensus on marketing approach, messaging and budget allocations and demonstrate ROI• Manage $8.5M marketing budget to help drive an estimated $2.5B billion in sales each year

  • Senior Product & Marketing Manager, College Planning

    • Jul 2006 - Feb 2008

    • Responsible for the overhaul of Fidelity’s College Planning website, which receives 6K visitors per week.• Conduct market research to drive product development, client acquisition & retention • Develop communications strategy for 200K account owners transitioning from a competitor plan and onboarding to Fidelity as their new provider

  • Public Relations Manager

    • May 2000 - Jun 2006

    • Develop strategic marketing communications programs to support customer acquisition and retention efforts for Fidelity lines of business including Retirement, College Planning and B2B Workplace Services• Media train and coach executive spokespersons to encourage delivery of consistent, priority messages

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  Manning, Selvage & Lee

  • Boston, MA

  • Public Relations Account Supervisor

    • Feb 1994 - Apr 2000
    • Boston, MA

    • Provide brand management for the agency’s top client, Hasbro; manage annual budget and staff of three• Develop and manage all aspects of the National Monopoly Championship and the award-winning Monopoly® New Token Campaign, to reposition the brand as fresh and contemporary