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Managing Director, Commercial Strategic Initiatives Resume Example

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MANAGING DIRECTOR, COMMERCIAL STRATEGIC INITIATIVES
Executive Summary

Innovative executive and marketing professional 

Customer focused product development expert delivers effective and differentiated customer solutions.  Builds disciplined and collaborative product development and marketing teams to support high growth businesses.  

Skill Highlights
  • Strategic Planning
  • Innovation
  • Product Development and Management
  • Marketing Plan Development and Execution
  • P&L Management
  • Mergers and Acquisitions
  • Business Development
  • Marketing Research
  • Strategic Alliances
Professional Experience
07/2010 to 04/2016
Managing Director, Commercial Strategic Initiatives Duke Energy － Charlotte, CA

Fortune 250 multinational supplier of electric, gas and renewable energy products and services.

  • Developed a business case and secured funding to acquire businesses that combined Solar, Storage and Energy Management Services for commercial customers.
  • Managed pilots with customers to understand market acceptance, pricing, customer experience and ROI and decision making process.
  • Identified, assessed and prioritized targeted firms. Completed due diligence on targets\\\\' products, customers and business models.
  • Acquired a majority stake in several businesses.
  • Held Board positions and leadership roles in the acquired companies to scale product development and marketing functions. Increased lead development 400% in solar acquisition.
07/2010 to 07/2012
Managing Director, New Product Development Duke Energy － Charlotte, NC
  • Recruited to scale a new product development and innovation function to bring new technologies to consumers and businesses that monitor and reduce their energy use.
  • Hired and directed team of 15 product developers.
  • Spearheaded the development of a stage-gate product development, governance and portfolio analysis process.
  • Launched Home Energy Reports, Smart Building Advantage for Commercial Customers, Home Energy Audits, Smart Thermostats, Small Business Energy Manager.
  • Supported portfolio growth objectives of 20% ebit from 2010-12.
03/2005 to 09/2008
Sr. Vice President Marketing and Product Management, Retirement Services Wachovia Bank now Wells Fargo － Charlotte, NC
  • Hired and led a team of 30 product, channel and marketing managers to meet annual revenue and margin goals for Defined Benefit, Defined Contribution, Health Savings Accounts, Investment and Advice Services
  • Realized 30% growth in Assets Under Management (AUM) over 3 years.
  • Led annual Strategic Planning process.
  • Launched new products: retirement income funds, target date funds, Peak Performance Program (focused Customer on % of employees on track for retirement savings success), Automated Employee Education Campaigns, Health Savings Accounts
  • Formed Client Loyalty Services designed to retain top tier clients and share best practices. Supported client retention rate of 97%.
  • Built marketing research function to provide decision support to management. Conducted annual customer satisfaction, VOC research, sales effectiveness, competitive positioning, product life cycle analysis.
01/1999 to 02/2005
Vice President, Corporate Services, Marketing and Product Management Charles Schwab & Co., Inc. － San Francisco, CA
  • Built a strategic marketing function for the newly formed Corporate Services division and rapidly grew market share to a leading position within 3 years. Marketing initiatives supported double digit revenue growth for 3 years.
  • Initiated and led the strategic planning process across the business for improved alignment and a focused growth strategy.
  • Drove migration of stock option business to a web platform.
  • Directed marketing team's integrated marketing campaigns for client acquisition, customer loyalty and consumer investor education and new products. Built strong partnerships with digital and traditional agencies.
  • Created new sub brand for Corporate Services division.and standardized brand messaging through all customer touch points.
  • Launched differentiating education and executive services offering collaborating with Schwab's Private Client and US Trust wealth management divisions.
01/1995 to 01/1998
Director, International Business Development Johnson & Johnson, LifeScan Division － Milpitas , CA
  • Direct P/L responsibility for consumer and hospital products business in Asia Pacific and the Middle East.
  • Assessed international distributors. Negotiated contracts and performance objectives with distributors and affiliates.
  • Assessed market potential, competitive landscape and proposed entry strategy to secure funding for expansion of diabetes business in 10 countries.
  • Hired, developed and managed a team of international marketing, sales and customer service managers.
  • Cross trained regional leadership team on best practices in sales and marketing strategies.
  • Identified and developed strategic alliances regionally between multinational health care companies to leverage marketing expense and build revenue.
  • Gained leading market share throughout Asia Pacific region. Drove sales from $0 to $20M in three years.
01/1991 to 01/1995
Sr. Marketing Manager, International Division Johnson & Johnson, Inc. － Milpitas, CA
  • Managed a team of 5 Marketing Managers focused on supporting rapid expansion of European business.
  • Represented international requirements on product development teams. Oversaw the development of consumer packaging.
  • Leveraged marketing and sales strategies to streamline product distribution and adoption in developing markets.
  • Consolidated and tracked European forecasts.
  • Supported revenue growth from 0-$75M with the establishment of 12 European offices in 4 years.
Education
MBA: International Business American Graduate School of International Management － Phoenix, AZ
Bachelor of Arts: Economics, International Studies University of Colorado － Boulder, CO
Certifications
  • Comprehensive Training for Energy Managers, Association of Energy Engineers
  • Demand Side Management Application, Challenge and Regulation, Distributech Conference
  • Energy Information Services, GlobalCon
  • New Product Development, Stage Gate International
  • Certified Financial Planning, Queens University, Charlotte NC
  • Spanish and History and Culture of Mexico, University of Guadalajara
  • Russian language, Culture and History, St. Petersburg State University
Skills

Acquisition Marketing, Advertising and Media Strategy, Public Relations, Competitive Analysis, Customer Experience Mapping, Customer Satisfaction, Customer Loyalty Marketing, Event Management, Digital Marketing, Web Site Management, Outbound and Inbound Marketing, Channel Management, Segmentation, International Business Development, Marketing Research, Packaging, Positioning, Promotion, Pricing, Innovation, Product Development, Agile, Waterfall, Product Management, Strategic Planning, Sales Management, SalesForce, Hubspot, Consumer Product Goods, Software Platform Services, Energy Management Systems, Commercial Solar, Storage

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Resume Overview

Companies Worked For:

  • Duke Energy
  • Wachovia Bank now Wells Fargo
  • Charles Schwab & Co., Inc.
  • Johnson & Johnson, LifeScan Division
  • Johnson & Johnson, Inc.

School Attended

  • American Graduate School of International Management
  • University of Colorado

Job Titles Held:

  • Managing Director, Commercial Strategic Initiatives
  • Managing Director, New Product Development
  • Sr. Vice President Marketing and Product Management, Retirement Services
  • Vice President, Corporate Services, Marketing and Product Management
  • Director, International Business Development
  • Sr. Marketing Manager, International Division

Degrees

  • MBA : International Business
    Bachelor of Arts : Economics, International Studies

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