Bio
Experience
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Senior Vice President - Client Technologies
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Aug 2001 - Present
Co-Founder and Co-Owner of Worldincentives, Inc, a full-service, Boston-based incentive company providing world-wide incentive services and capabilities for Individual and Group Travel Programs, as well as Merchandise and Travel based programs for Employee Recognition, Sales Incentive, Dealer/Distributor, Health/Wellness, Customer Loyalty and other Corporate Award Programs
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Marketing Director
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Apr 1998 - Jan 2001
Multiple Duties and responsibilities included - but not limited to:Design, implement, and facilitate annual marketing plan. Support and facilitate development and implementation of industry and customer specific marketing and selling plans.Plan and administer Marketing Operations Budget, including any service contracts with external communication/public relations' organizations.Lead, organize, and participate in the following external events:Industry and customer exhibitsSales team trainingIndustry trade show participationMarket Analysis and Forecast conferencesLead development and maintenance of its primary communication message to customers. Develop tools to communicate the message such as: Company presentations and other written/printed communication, Website development and maintenance,External advertising and promotional activities sponsored events with customersStrong involvement in business development activities, including:Meeting with customers - current and new - to understand customer needs and size of potential business.Developing industry and customer specific selling strategies Lead activity with sales team to implement those selling strategies Evaluating market-based pricing data and participation with sales team to develop pricing strategies.Oversee Marketing Analyst staff of 12 analysts and activitiesCollect and analyze forecasting data for targeted industries and customers Perform prospective new customer researchCollecting data for competitive analysisCompleting weekly, monthly, annual corporate reports and budgetsPerforming sales forecast analysisIdentification of trends and new product customer opportunities through this data research and collection of data
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VP Trust Officer - IT Group
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Nov 1989 - Apr 1998
Created, Built, Maintained the STAR and TRIP Programs (Sales Tracking And Referrals and Trust Referral Incentive Program).Worked with Business Managers and Program Owners to define applications specification and parameters. Assigned module build-roles to developers and tracked development to project timeline. Managed build requirements in accordance with SOW. Created QC task list and compiled user testing data for review by business manager and program owners. Contracted with outside QC firm to manage end-user exceptions and support in-house development effort.Responsible for working with 3'rd party and in-house developers to build and enhnace the technology for a new release version leading to V2.0 referral incentive/retention award platform.Incentive Award Program Technology utilized by Trust Department of Hartford National/Connecticut National/Shawmut Banks to track new sales revenue by individual/office/city/state/division/region. Data Reporting system used by Executive Bank Management as basis for budgeting, acquisitions,and FY projections.Managed team of three in-house programmers to facilitate ad-hoc reporting and enhancement requests.Coordinated in-house programming efforts with two third-party developers for application extensibility and portability studies for regeneration to other divisions.Managed team of two business analysts to compile relevant business requirements leading to SOWs for current development and later enhancements.
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Education
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1974 - 1978Rider University
Bachelor's degree
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