Experience

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  Fidelity Investments

  • United States
  • Financial Services
  • 700 & Above Employee

  • VP Strategic Planning

    • 2020 - Present

  • Digitization of Service Lead

    • 2018 - 2020

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  Fidelity Investments

  • Vice President, Client Experience

    • 2014 - 2017

    Led advisory services initiatives including positioning, channel engagement and product launches. Conducted market research with customers, prospects and advisors. Leveraged insights to develop, introduce new advisory services value proposition and messaging framework. Collaborated with phone and branch advisors to create communications. Partnered with segment and agency teams on content strategy and product launch planning.

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  TIAA

  • Greater Boston Area

  • Director, Market and Competitive Strategy

    • 2013 - 2014
    • Greater Boston Area

    Developed market intelligence and competitive insights for the annual strategic planning process. Monitored and tracked market trends, segment sizing and competitor activity for the tax-exempt market.

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  Financial Engines

  • Provider Development

    • 2011 - 2013

    Developed co-branded marketing programs with AonHewitt, Mercer and Vanguard to drive adoption of managed accounts. Promoted the Income+ brand including messaging for customer acquisition, retention and upsell.

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  Fidelity Investments

  • VP Plan Sponsor Marketing, Stock Plan Services

    • 2006 - 2010

    Managed business-to-business marketing team, targeting Fortune 1000 companies. Build and promote the brand in the employer benefits market, including positioning and messaging for customer acquisition and retention. Plan, oversee branding, advertising, sponsorships, public relations, event marketing and thought leadership. Monitored ongoing client satisfaction and feedback, competitive intelligence and win/loss results. Collaborated with internal clients including sales, account management, product, research and public relations. Member senior management team.

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  Sun Life Financial

  • Vice President, Marketing

    • 2002 - 2005

    Led strategic marketing function to drive $2.0B annual annuity sales in the bank channel. Drove distribution strategy and channel level messaging. Member management team; managed team of five

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  BlueBlack

  • Norwalk, CT

  • Partner, Account Management

    • 2001 - 2002
    • Norwalk, CT

    Partner in digital marketing agency developing channel programs for retail packaged goods.

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  Marketing Drive Worldwide

  • Vice President, Account Director

    • 1994 - 2000

    An $80M marketing services agency acquired by Interpublic Group of Companies. Clients included M&M/MARS, Kraft Foods, Nabisco, and Clairol Professional.Led 20-person team with P&L responsibility for multi-million dollar account. Oversaw creation and implementation of national and channel level l marketing programs.