Marketing & Business Development l Passionate and dynamic professional with over 18 years of experience leading marketing and business development initiatives. l Conceptualize and execute marketing and business development campaigns that effectively reinforce and build brand awareness. l Reputation for sound decision-making based on analysis of metrics and operational observation. l Trusted and sought out for projects requiring high levels of confidentiality and attention to detail. l Cultivates and maintains successful long-term business partnerships and alliances.
l Marketing & Brand Strategy l Content Development for Print & Web
l Business Development l Design & Development of Marketing Materials
l Client Relationship Management l Focus Group & Market Research
l Database Management & Reporting l Search Engine Optimization & Social Media
l Public Relations & Media Relations l Event Planning & Execution
Partner Marketing Manager, 01/2014 to 01/2016 RUSSELL INVESTMENTS – Seattle, WA
Selected Accomplishments: l Collaborate with National Account Executives to create go-to-market strategies with Russell's distribution partners at Broker/Dealer and Registered Investment Advisor channels.
l Initiate, define and manage the execution of intergrated campaigns that target more than 20 national firms (representing over 50,000 financial advisors) and support various initiatives including product launches, strategic partner launches and new business models.
l In collaboration with sales and service, play a key role in the campaign management process from strategy development and execution to post-campaign response analysis--ensuring strategic alignment and appropriate sales follow-up.
l Manage the execution of various marketing initiatives including direct mail, email, online marketing, collateral, event marketing, webinars and other demand generation tactics to help accelerate Russell's revenue growth.
Investment Communications, Russell Indexes Selected Accomplishments: l Identify trends and ideas for thought-provoking, topical content, while collaborating across functions to develop best-in-class materials and consistent messaging.
l Collaborate with senior management, investment strategists and research team to conceptualize and develop collateral addressing current market trends.
l Develop print, digital and social media content for various levels of investment sophistication-- facilitating the transmission of complex ideas to non-technical audiences.
Consultant, 01/2009 to 01/2014 COLA MARKETING GROUP – Seattle, WA
Marketing & Communications Director, 01/2005 to 01/2009 CLEARVIEW WEALTH MANAGEMENT – Issaquah, WA
Executed successful development and marketing campaigns--resulted in new business and "Top Producer" standing for four consecutive years (2nd out of 341).
l Provided coaching, development and implementation of business plans to financial representatives in multiple markets--increased revenue from $1.2 million to $2.1 million.
l Successfully interacted with clients to generate repeat and referral business--resulted in $3.5 million of new business.
l Developed cross-selling programs and improved market segmentation--resulted in record year with 68% growth in new business.
l Initiated strategic alliance programs--resulted in increased referrals and additional revenue of $200,000.
l Directed the development and execution of a new corporate identity and branding including the development and design of marketing collateral and a new corporate web site.
l Coordinated content and production of quarterly investment newsletter--increased readership base and expanded content from four to eight pages.
l Managed client relations through satisfaction surveys, development activities and special events.
l Managed short and long-term budgets and supervised staff and vendor relationships.
Domestic Engineer, 01/2003 to 01/2005 FAMILY LEAVE – Seattle, WA
Financial Advisor, 01/2001 to 01/2003 MERRILL LYNCH – Bellevue, WA
Marketing & Communications Manager, 01/1999 to 01/2001 BULLIVANT HOUSER BAILEY – Seattle, WA
l Coached and assisted attorneys across practice and industry groups with the implementation of business development and marketing plans.
l Facilitated the preparation of materials and presentations for business development meetings and assisted attorneys with the management of client relationships.
l Development of formal proposals, presentations, legal updates, articles and brochures.
l Researched key advertising opportunities for practice and industry groups and facilitated the design and placement of advertisements in various publications.
l Coordinated special events, seminars, speaking engagements and sponsorships.
l Prepared and disseminated press releases to the media in various markets.
Marketing Coordinator, 01/1997 to 01/1999 DELOITTE – Seattle, WA
Bachelor of Science: Business Administration, 1994 OREGON STATE UNIVERSITY - Corvallis, OR Business Administration
Bachelor of Science: Economics Finance, 1995 OREGON STATE UNIVERSITY - Corvallis, OR Economics Finance
Certificate,: 1998 UNIVERSITY OF WASHINGTON - Seattle, WA