United States
MARKETING & COMMUNICATIONS ● TRAINING ● SALES SUPPORT ● CLIENT SERVICE
Award-winning marketing leader with extensive experience in B2B and B2C marketing. Excellent at building strategies and writing collateral that educates consumers and builds brand and revenue. Dynamic presenter who motivates and engages both employees and clients.
MAJOR HIGHLIGHTS
Marketing Strategy and Execution
- Defined segment messaging, participant journeys, and positioning and targeting strategies
to drive household growth and customer conversion.
- Built web strategy for educational portal, including design and hands-on execution of site.
- Managed marketing campaigns that delivered 10.5M communications to > 1M
participants, resulting in the highest net promoter scores.
- Defined critical decision points of a client’s benefit experience and documented areas of
needs during their journey.
Training and Development
- Lead strategy to develop training materials for marketing team, inclusive of authoring content
and overseeing other staff.
- Presented marketing updates on goals, strategies, and accomplishments to entire
department.
- Taught new hires in classroom setting and wrote procedural manuals for operations and
sales personnel.
Leadership Planning and Budgeting
- Created marketing programs with oversight of annual budget and monthly monitoring.
- Reduced print material expenses 145% by consolidating and streamlining to electronic
communications.
- Influenced product group to define product offerings and web experience.
- Impacted Fidelity’s household/client growth through cross-segment marketing initiatives that
resulted in additional revenues of $10B and retail assets of $187B.