VP, Business Consultant

• Apr 2022 - Present

Founding Member

• Mar 2021 - Present

The Outlier Project is the leading private membership community for innovative Talent Strategy and is for anyone who believes people are a company’s greatest asset.

Founding Member

• Mar 2021 - Present

A community for everyone who wants to show up differently in all aspects of their lives. Anyone can be ordinary.

Founder & President

• Sep 2019 - Apr 2022

RIA Practice Management Consultant specialized in assisting RIAs transition from advisors to CEOs. The approach starts with conducting organizational assessments and aligning goals with the main principal(s). Recommendations are formulated, and actionable solutions are developed, leveraging best practices to drive and track efforts. Additionally, detailed governance plans ensure smooth operations. Projects: Avestar; HighTower; GMAG 1. Outsourced COO: Managed existing custodial… Show more RIA Practice Management Consultant specialized in assisting RIAs transition from advisors to CEOs. The approach starts with conducting organizational assessments and aligning goals with the main principal(s). Recommendations are formulated, and actionable solutions are developed, leveraging best practices to drive and track efforts. Additionally, detailed governance plans ensure smooth operations. Projects: Avestar; HighTower; GMAG 1. Outsourced COO: Managed existing custodial relationships, due diligence, and onboarding for new offshore business. Cleaned up Reporting Platform & Billing Process, refined client segmentation, updated fee schedules/portfolio groups, integrated two new advisor teams. Provided support and guidance to the CEO on new business strategy, including organizational design, job descriptions, and KPIs. Collaborated with US/International service teams to build firm processes and procedures, enhancing infrastructure for back-up & support. Revamped CRM with enhanced client segmentation, converted new advisor to firm CRM, mapped core operational workflows. 2. Pricing & Service Model Analysis: Consolidated purchasing and negotiating power at an enterprise level, resulting in favorable vendor pricing and service support across products and advisor teams. This benefited existing and new Turnkey Asset Mgmt Platforms (TAMPs), Retirement Solutions Platforms, Financial Planning Platforms, and third-party subadvisory relationships. Developed an M&A playbook, facilitating the mapping & transition of assets held away, Retirement, Insurance, 529, SMA & alternative assets. Supported new teams with best practices, tools, and training for account set up requirements by TAMP, custodian, and account type, and how to mitigate trade error scenarios. 3. Bridged Continuity Gap and Elevated Operations Team: Conducted Client Onboarding Assessment & mapping exercise, leading to creation of Welcome Kit. Contributions earned the firm a place on the PAM Awards ShortList. Show less RIA Practice Management Consultant specialized in assisting RIAs transition from advisors to CEOs. The approach starts with conducting organizational assessments and aligning goals with the main principal(s). Recommendations are formulated, and actionable solutions are developed, leveraging best practices to drive and track efforts. Additionally, detailed governance plans ensure smooth operations. Projects: Avestar; HighTower; GMAG 1. Outsourced COO: Managed existing custodial… Show more RIA Practice Management Consultant specialized in assisting RIAs transition from advisors to CEOs. The approach starts with conducting organizational assessments and aligning goals with the main principal(s). Recommendations are formulated, and actionable solutions are developed, leveraging best practices to drive and track efforts. Additionally, detailed governance plans ensure smooth operations. Projects: Avestar; HighTower; GMAG 1. Outsourced COO: Managed existing custodial relationships, due diligence, and onboarding for new offshore business. Cleaned up Reporting Platform & Billing Process, refined client segmentation, updated fee schedules/portfolio groups, integrated two new advisor teams. Provided support and guidance to the CEO on new business strategy, including organizational design, job descriptions, and KPIs. Collaborated with US/International service teams to build firm processes and procedures, enhancing infrastructure for back-up & support. Revamped CRM with enhanced client segmentation, converted new advisor to firm CRM, mapped core operational workflows. 2. Pricing & Service Model Analysis: Consolidated purchasing and negotiating power at an enterprise level, resulting in favorable vendor pricing and service support across products and advisor teams. This benefited existing and new Turnkey Asset Mgmt Platforms (TAMPs), Retirement Solutions Platforms, Financial Planning Platforms, and third-party subadvisory relationships. Developed an M&A playbook, facilitating the mapping & transition of assets held away, Retirement, Insurance, 529, SMA & alternative assets. Supported new teams with best practices, tools, and training for account set up requirements by TAMP, custodian, and account type, and how to mitigate trade error scenarios. 3. Bridged Continuity Gap and Elevated Operations Team: Conducted Client Onboarding Assessment & mapping exercise, leading to creation of Welcome Kit. Contributions earned the firm a place on the PAM Awards ShortList. Show less

Chief Operating Officer

• Jan 2019 - Oct 2019

Oversaw day-to-day operations, business growth, and organizational structure. Focused on workflow efficiencies, platform integrations, client experience, and business development. Collaborated with the CEO on corporate office buildout and relocation. Managed custodian transitions and relationships, marketing, event planning, and advertising. Oversaw day-to-day operations, business growth, and organizational structure. Focused on workflow efficiencies, platform integrations, client experience, and business development. Collaborated with the CEO on corporate office buildout and relocation. Managed custodian transitions and relationships, marketing, event planning, and advertising.

SVP Relationship Management

• 2018 - 2019

As a Relationship Manager, I provided internal due diligence and operational best practice guidance to six small to mid-sized RIAs. My support covered Marketing & Business strategy, Investment Process & Committee Support, Performance Management, Org Design & Staffing, Client Segmentation & Pricing models, Comp plans, Sales Strategies, Tech Stack selection & integration, billing process considerations, CRM-process & procedure (workflows), P&L & Expense management, M&A due diligence & support… Show more As a Relationship Manager, I provided internal due diligence and operational best practice guidance to six small to mid-sized RIAs. My support covered Marketing & Business strategy, Investment Process & Committee Support, Performance Management, Org Design & Staffing, Client Segmentation & Pricing models, Comp plans, Sales Strategies, Tech Stack selection & integration, billing process considerations, CRM-process & procedure (workflows), P&L & Expense management, M&A due diligence & support, and ongoing governance meetings & check-ins. I helped them navigate the transition to become independent advisory firms successfully. Additionally, I participated in VIP meetings with prospective breakaway firms, leveraging my experience as a former COO for an RIA. I laid out expectations and milestones necessary for a successful transition. Show less As a Relationship Manager, I provided internal due diligence and operational best practice guidance to six small to mid-sized RIAs. My support covered Marketing & Business strategy, Investment Process & Committee Support, Performance Management, Org Design & Staffing, Client Segmentation & Pricing models, Comp plans, Sales Strategies, Tech Stack selection & integration, billing process considerations, CRM-process & procedure (workflows), P&L & Expense management, M&A due diligence & support… Show more As a Relationship Manager, I provided internal due diligence and operational best practice guidance to six small to mid-sized RIAs. My support covered Marketing & Business strategy, Investment Process & Committee Support, Performance Management, Org Design & Staffing, Client Segmentation & Pricing models, Comp plans, Sales Strategies, Tech Stack selection & integration, billing process considerations, CRM-process & procedure (workflows), P&L & Expense management, M&A due diligence & support, and ongoing governance meetings & check-ins. I helped them navigate the transition to become independent advisory firms successfully. Additionally, I participated in VIP meetings with prospective breakaway firms, leveraging my experience as a former COO for an RIA. I laid out expectations and milestones necessary for a successful transition. Show less

Co-President

• 2018 - 2019

COO & CCO

• Jan 2016 - May 2018

Managed day-to-day operations, compliance, and staff development of a multi-billion RIA with locations in CT & PA; 24 employees and 3 main business lines (Institutional, Retirement & HNW retail) within the Focus Financial Network. Successfully moved corporate office, overseeing entire buildout and new technology provider implementation. Oversaw satellite office (2 producers & 2 support staff). Conducted weekly status meetings, established and monitored P&L controls with monthly review; reviewed… Show more Managed day-to-day operations, compliance, and staff development of a multi-billion RIA with locations in CT & PA; 24 employees and 3 main business lines (Institutional, Retirement & HNW retail) within the Focus Financial Network. Successfully moved corporate office, overseeing entire buildout and new technology provider implementation. Oversaw satellite office (2 producers & 2 support staff). Conducted weekly status meetings, established and monitored P&L controls with monthly review; reviewed and provided feedback/approval on all marketing, presentations, and reports; monitored pipeline and book of business tiers, fees and expenses, along with day-to-day supervision. Successfully rolled out new comp structure for advisors to help drive focus towards net new revenue growth and firm sustainability. Highly adept in identifying gaps and risk exposure in operations as well as developing and implementing strong systems of checks and balances. Led compliance efforts of the Firm, designing & enforcing written policies & procedures, identifying & mitigating compliance & regulatory risk, developing compliance culture and fostering good working relationships with regulators resulting in favorable outcomes with SEC, Bank Department, and SOX internal controls audits. Stayed current with new regulations, both FINRA and ERISA; and industry trends, such as DOL, obtaining my IMCA Fiduciary Best Practices certification. NRS IACCP Candidate; Past Member of IMCA; IAA; DCIIA; and served on several industry committees and working groups. Show less Managed day-to-day operations, compliance, and staff development of a multi-billion RIA with locations in CT & PA; 24 employees and 3 main business lines (Institutional, Retirement & HNW retail) within the Focus Financial Network. Successfully moved corporate office, overseeing entire buildout and new technology provider implementation. Oversaw satellite office (2 producers & 2 support staff). Conducted weekly status meetings, established and monitored P&L controls with monthly review; reviewed… Show more Managed day-to-day operations, compliance, and staff development of a multi-billion RIA with locations in CT & PA; 24 employees and 3 main business lines (Institutional, Retirement & HNW retail) within the Focus Financial Network. Successfully moved corporate office, overseeing entire buildout and new technology provider implementation. Oversaw satellite office (2 producers & 2 support staff). Conducted weekly status meetings, established and monitored P&L controls with monthly review; reviewed and provided feedback/approval on all marketing, presentations, and reports; monitored pipeline and book of business tiers, fees and expenses, along with day-to-day supervision. Successfully rolled out new comp structure for advisors to help drive focus towards net new revenue growth and firm sustainability. Highly adept in identifying gaps and risk exposure in operations as well as developing and implementing strong systems of checks and balances. Led compliance efforts of the Firm, designing & enforcing written policies & procedures, identifying & mitigating compliance & regulatory risk, developing compliance culture and fostering good working relationships with regulators resulting in favorable outcomes with SEC, Bank Department, and SOX internal controls audits. Stayed current with new regulations, both FINRA and ERISA; and industry trends, such as DOL, obtaining my IMCA Fiduciary Best Practices certification. NRS IACCP Candidate; Past Member of IMCA; IAA; DCIIA; and served on several industry committees and working groups. Show less

President Elect

• 2017 - 2018

VP, Philanthropy

• 2016 - 2017

National Nominating Committee Member

• Apr 2014 - Jun 2016

NNC slates members of the NCL, Inc. National Board and National Nominating Committee by identifying organizational needs and individual talents, and selecting the leadership that would best advance the Mission and Vision of NCL, Inc. Responsible for establishing the intensive application processes; reviewing all candidate applications; interviewing the candidates and then meeting with the slating committee to debate, determine and select the best candidates for the open positions. NNC slates members of the NCL, Inc. National Board and National Nominating Committee by identifying organizational needs and individual talents, and selecting the leadership that would best advance the Mission and Vision of NCL, Inc. Responsible for establishing the intensive application processes; reviewing all candidate applications; interviewing the candidates and then meeting with the slating committee to debate, determine and select the best candidates for the open positions.

Vice President, Client Relationship Management

• Apr 2007 - Jan 2016

Managed over $16 billion in assets for the NV, MO, IA & IN 529 plans. Cultivated relationships, mentored field team, and aligned objectives with strategic business goals. Created strategic marketing plans by analyzing market trends, competitive environments, and customer needs. Instituted measurable marketing programs for lead generation, client retention, and account growth. Oversaw marketing budgets, compliance, and fulfillment for print and online advertising. Collaborated with investment… Show more Managed over $16 billion in assets for the NV, MO, IA & IN 529 plans. Cultivated relationships, mentored field team, and aligned objectives with strategic business goals. Created strategic marketing plans by analyzing market trends, competitive environments, and customer needs. Instituted measurable marketing programs for lead generation, client retention, and account growth. Oversaw marketing budgets, compliance, and fulfillment for print and online advertising. Collaborated with investment managers & consultants for annual investment reviews and fund monitoring. Spearheaded the development of Ugift. 2007-2016 Managed 4 NV College Savings Plans: Upromise College Fund (Later SSGA 529 Plan), USAA 529 Plan, Vanguard 529 Plan, and Columbia Advisor Plan (later transitioned to Putnam). Instrumental in NV 529 contract renewal & NV Kickstart Matching Grant/CDA Program development. 2007-2012 Managed Missouri MOST Plan (Direct & Advisor Sold) through term expiration. Instrumental in contract renewal. Implemented Matching Grant Program & Child Development Accounts (Beyond Housing) strategy and implementation. 2012-2016 Managed Indiana College Choice Direct & Advisor Plans. Collaborated with Wabash County YMCA CEO to develop Walk Into My Future Child Development Program (The Promise). Implemented strategy and program, enrolling K-4th grade students in the 529 plan during school registration events. Built registration process, funding mechanisms, and infrastructure for success and sustainability. Show less Managed over $16 billion in assets for the NV, MO, IA & IN 529 plans. Cultivated relationships, mentored field team, and aligned objectives with strategic business goals. Created strategic marketing plans by analyzing market trends, competitive environments, and customer needs. Instituted measurable marketing programs for lead generation, client retention, and account growth. Oversaw marketing budgets, compliance, and fulfillment for print and online advertising. Collaborated with investment… Show more Managed over $16 billion in assets for the NV, MO, IA & IN 529 plans. Cultivated relationships, mentored field team, and aligned objectives with strategic business goals. Created strategic marketing plans by analyzing market trends, competitive environments, and customer needs. Instituted measurable marketing programs for lead generation, client retention, and account growth. Oversaw marketing budgets, compliance, and fulfillment for print and online advertising. Collaborated with investment managers & consultants for annual investment reviews and fund monitoring. Spearheaded the development of Ugift. 2007-2016 Managed 4 NV College Savings Plans: Upromise College Fund (Later SSGA 529 Plan), USAA 529 Plan, Vanguard 529 Plan, and Columbia Advisor Plan (later transitioned to Putnam). Instrumental in NV 529 contract renewal & NV Kickstart Matching Grant/CDA Program development. 2007-2012 Managed Missouri MOST Plan (Direct & Advisor Sold) through term expiration. Instrumental in contract renewal. Implemented Matching Grant Program & Child Development Accounts (Beyond Housing) strategy and implementation. 2012-2016 Managed Indiana College Choice Direct & Advisor Plans. Collaborated with Wabash County YMCA CEO to develop Walk Into My Future Child Development Program (The Promise). Implemented strategy and program, enrolling K-4th grade students in the 529 plan during school registration events. Built registration process, funding mechanisms, and infrastructure for success and sustainability. Show less

VP Ticktockers

• 2012 - 2014

Chapter President

• Mar 2010 - Jun 2012

Experienced leader of a 150+ member non-profit organization focused on fostering mother-daughter bonds through community service, cultural events, and leadership development for 7th-12th grade girls. Successfully partnered with 20+ local non-profits, including Ronald McDonald House, Cradle to Crayons, and American Cancer Society, to make a positive impact in the community. Led a dedicated governing board and ensured compliance with national standards and bylaws. Proficient in conducting job… Show more Experienced leader of a 150+ member non-profit organization focused on fostering mother-daughter bonds through community service, cultural events, and leadership development for 7th-12th grade girls. Successfully partnered with 20+ local non-profits, including Ronald McDonald House, Cradle to Crayons, and American Cancer Society, to make a positive impact in the community. Led a dedicated governing board and ensured compliance with national standards and bylaws. Proficient in conducting job fairs and offering job sharing opportunities to nurture a strong pipeline of new board members and chapter leaders. Skilled in presiding over meetings, developing agendas, and overseeing chapter budgets. Responsible for website management and effective communication with members and national affiliates through monthly newsletters. Show less Experienced leader of a 150+ member non-profit organization focused on fostering mother-daughter bonds through community service, cultural events, and leadership development for 7th-12th grade girls. Successfully partnered with 20+ local non-profits, including Ronald McDonald House, Cradle to Crayons, and American Cancer Society, to make a positive impact in the community. Led a dedicated governing board and ensured compliance with national standards and bylaws. Proficient in conducting job… Show more Experienced leader of a 150+ member non-profit organization focused on fostering mother-daughter bonds through community service, cultural events, and leadership development for 7th-12th grade girls. Successfully partnered with 20+ local non-profits, including Ronald McDonald House, Cradle to Crayons, and American Cancer Society, to make a positive impact in the community. Led a dedicated governing board and ensured compliance with national standards and bylaws. Proficient in conducting job fairs and offering job sharing opportunities to nurture a strong pipeline of new board members and chapter leaders. Skilled in presiding over meetings, developing agendas, and overseeing chapter budgets. Responsible for website management and effective communication with members and national affiliates through monthly newsletters. Show less

Director of Operations

• Jun 2004 - Apr 2007

Managed a 25-member operations team and 265 advisors in 28 locations across the Northeast region, supporting various businesses, including life insurance, annuities OSJ, investments OSJ (including 529 Plans), long term care, disability income, healthcare, and property & casualty. Oversaw daily operations, established office standards and procedures, documented processes, and fostered strong teams through training, coaching, mentoring, and leadership development. Guided the attainment of… Show more Managed a 25-member operations team and 265 advisors in 28 locations across the Northeast region, supporting various businesses, including life insurance, annuities OSJ, investments OSJ (including 529 Plans), long term care, disability income, healthcare, and property & casualty. Oversaw daily operations, established office standards and procedures, documented processes, and fostered strong teams through training, coaching, mentoring, and leadership development. Guided the attainment of Office of Supervisory Jurisdiction status, resulting in First Year Commissions growth of over 135%. Accolades: - 2004 Recipient of Barnum Financial Group "Frank Giannini" Award - 2004, 2005, 2006 MetLife Leaders Conference recipient - Designated member of the MetLife Ops Manager Advisory Council Show less Managed a 25-member operations team and 265 advisors in 28 locations across the Northeast region, supporting various businesses, including life insurance, annuities OSJ, investments OSJ (including 529 Plans), long term care, disability income, healthcare, and property & casualty. Oversaw daily operations, established office standards and procedures, documented processes, and fostered strong teams through training, coaching, mentoring, and leadership development. Guided the attainment of… Show more Managed a 25-member operations team and 265 advisors in 28 locations across the Northeast region, supporting various businesses, including life insurance, annuities OSJ, investments OSJ (including 529 Plans), long term care, disability income, healthcare, and property & casualty. Oversaw daily operations, established office standards and procedures, documented processes, and fostered strong teams through training, coaching, mentoring, and leadership development. Guided the attainment of Office of Supervisory Jurisdiction status, resulting in First Year Commissions growth of over 135%. Accolades: - 2004 Recipient of Barnum Financial Group "Frank Giannini" Award - 2004, 2005, 2006 MetLife Leaders Conference recipient - Designated member of the MetLife Ops Manager Advisory Council Show less

Director of Mutual Fund and Education Savings Marketing

• 2000 - 2004

Experienced Senior Manager who led product development and marketing for Mutual Funds, Retirement, Education Savings, and 529 plans. Managed a $2 million marketing budget, creating integrated strategies and value-add advisor programs for Investment Professionals, wirehouses, financial planners, banks, and RIAs to support new product launches and campaign growth. Supported Key Account Managers with third-party firm marketing efforts, provided guidance on appropriate use of mutual fund and… Show more Experienced Senior Manager who led product development and marketing for Mutual Funds, Retirement, Education Savings, and 529 plans. Managed a $2 million marketing budget, creating integrated strategies and value-add advisor programs for Investment Professionals, wirehouses, financial planners, banks, and RIAs to support new product launches and campaign growth. Supported Key Account Managers with third-party firm marketing efforts, provided guidance on appropriate use of mutual fund and education savings marketing and sales materials with broker dealers. Charged with developing and rolling out one of the 1st NV 529 Plans in 2000. Conducted research to determine best investment options, pricing, plan structure, and how it would be marketed & sold. Developed strong media relations and programs to guide both Wirehouse and Independent Planner wholesalers. Established strategic relationships with industry influencers and key community partners such as Joe Hurley & Kevin McKinley to do bootcamps with my wholesalers and leveraged their knowledge in the space to develop sales ideas, whitepapers, and other marketing tools. Formed relationships with Morningstar and Financial Planning to create surveys for our advisors to get a better understanding of what they were looking for to help offer a 529 plan to their clients. Collaborated with Morningstar on scoping out initial stages of developing a 529 section on their website. Managed State and Investment Partner relationships for 529 plans. Trained the investment community on mutual funds, retirement, and 529 College Savings by conducting and participating in field presentations for wholesalers, broker/dealer conference calls, media interviews (articles), and webinars. Hired, trained, developed, coached, mentored, and motivated staff. Recipient of the 2001 "A True Torchbearer for the 529 College Savings Program" award. Show less Experienced Senior Manager who led product development and marketing for Mutual Funds, Retirement, Education Savings, and 529 plans. Managed a $2 million marketing budget, creating integrated strategies and value-add advisor programs for Investment Professionals, wirehouses, financial planners, banks, and RIAs to support new product launches and campaign growth. Supported Key Account Managers with third-party firm marketing efforts, provided guidance on appropriate use of mutual fund and… Show more Experienced Senior Manager who led product development and marketing for Mutual Funds, Retirement, Education Savings, and 529 plans. Managed a $2 million marketing budget, creating integrated strategies and value-add advisor programs for Investment Professionals, wirehouses, financial planners, banks, and RIAs to support new product launches and campaign growth. Supported Key Account Managers with third-party firm marketing efforts, provided guidance on appropriate use of mutual fund and education savings marketing and sales materials with broker dealers. Charged with developing and rolling out one of the 1st NV 529 Plans in 2000. Conducted research to determine best investment options, pricing, plan structure, and how it would be marketed & sold. Developed strong media relations and programs to guide both Wirehouse and Independent Planner wholesalers. Established strategic relationships with industry influencers and key community partners such as Joe Hurley & Kevin McKinley to do bootcamps with my wholesalers and leveraged their knowledge in the space to develop sales ideas, whitepapers, and other marketing tools. Formed relationships with Morningstar and Financial Planning to create surveys for our advisors to get a better understanding of what they were looking for to help offer a 529 plan to their clients. Collaborated with Morningstar on scoping out initial stages of developing a 529 section on their website. Managed State and Investment Partner relationships for 529 plans. Trained the investment community on mutual funds, retirement, and 529 College Savings by conducting and participating in field presentations for wholesalers, broker/dealer conference calls, media interviews (articles), and webinars. Hired, trained, developed, coached, mentored, and motivated staff. Recipient of the 2001 "A True Torchbearer for the 529 College Savings Program" award. Show less

Director of Marketing

• 1999 - 2000

Built marketing department from the ground up, bringing advertising, marketing, and RFP development and implementation in-house. Established a new corporate identity to promote the firm as the singular source for all building services. Successfully increased brand recognition and market awareness. Initiated and managed all vendor relationships, including advertising, public relations, promotions, and communications. Oversaw development, planning, and scheduling of all RFP responses, direct… Show more Built marketing department from the ground up, bringing advertising, marketing, and RFP development and implementation in-house. Established a new corporate identity to promote the firm as the singular source for all building services. Successfully increased brand recognition and market awareness. Initiated and managed all vendor relationships, including advertising, public relations, promotions, and communications. Oversaw development, planning, and scheduling of all RFP responses, direct marketing, print programs, and web initiatives. Selected and participated in key industry trade shows. Show less Built marketing department from the ground up, bringing advertising, marketing, and RFP development and implementation in-house. Established a new corporate identity to promote the firm as the singular source for all building services. Successfully increased brand recognition and market awareness. Initiated and managed all vendor relationships, including advertising, public relations, promotions, and communications. Oversaw development, planning, and scheduling of all RFP responses, direct… Show more Built marketing department from the ground up, bringing advertising, marketing, and RFP development and implementation in-house. Established a new corporate identity to promote the firm as the singular source for all building services. Successfully increased brand recognition and market awareness. Initiated and managed all vendor relationships, including advertising, public relations, promotions, and communications. Oversaw development, planning, and scheduling of all RFP responses, direct marketing, print programs, and web initiatives. Selected and participated in key industry trade shows. Show less

VP Marketing- Institutional/Cash Management

• Mar 1997 - Jul 1999

Oversaw product marketing, including advertising, core collateral, and direct mail for the Insitutional Cash Management business and No-Transaction-Fee (NTF) Discount Brokerage Channels. Managed a marketing budget exceeding $2 million. Implemented annual marketing initiatives, such as co-op advertising, pass-through mailings, web, and direct mail opportunities with supermarket (discount brokerage) relationships (Schwab, Fidelity, Jack White, Discover Brokerage). Presented… Show more Oversaw product marketing, including advertising, core collateral, and direct mail for the Insitutional Cash Management business and No-Transaction-Fee (NTF) Discount Brokerage Channels. Managed a marketing budget exceeding $2 million. Implemented annual marketing initiatives, such as co-op advertising, pass-through mailings, web, and direct mail opportunities with supermarket (discount brokerage) relationships (Schwab, Fidelity, Jack White, Discover Brokerage). Presented goals and strategies to the sales team and senior management and joined them on the road to present ideas to clients, including Bank Trust Departments. Managed media planning, marketing inventory, fulfillment; Continuing Education materials, and tradeshow promotional items. Show less Oversaw product marketing, including advertising, core collateral, and direct mail for the Insitutional Cash Management business and No-Transaction-Fee (NTF) Discount Brokerage Channels. Managed a marketing budget exceeding $2 million. Implemented annual marketing initiatives, such as co-op advertising, pass-through mailings, web, and direct mail opportunities with supermarket (discount brokerage) relationships (Schwab, Fidelity, Jack White, Discover Brokerage). Presented… Show more Oversaw product marketing, including advertising, core collateral, and direct mail for the Insitutional Cash Management business and No-Transaction-Fee (NTF) Discount Brokerage Channels. Managed a marketing budget exceeding $2 million. Implemented annual marketing initiatives, such as co-op advertising, pass-through mailings, web, and direct mail opportunities with supermarket (discount brokerage) relationships (Schwab, Fidelity, Jack White, Discover Brokerage). Presented goals and strategies to the sales team and senior management and joined them on the road to present ideas to clients, including Bank Trust Departments. Managed media planning, marketing inventory, fulfillment; Continuing Education materials, and tradeshow promotional items. Show less

Supervisor Retail Marketing

• 1993 - 1997

Recipient of 21 Service Excellence awards Recipient of 21 Service Excellence awards