Marketing Professional with over ten years of experience in Financial Services and track record in the implementation
of new initiatives including business development, direct marketing and results analysis.
Strategic account development
05/2011 to Current
Vice President/Senior ManagerTD Bank － Mount Laurel, NJ
Responsible for the execution, management and delivery of direct response marketing campaigns.
Develop, execute and manage campaign budgets, estimates and forecasts.
Conduct campaign launch meetings with internal agency departments.
Develop campaign documents: creative briefs, matrices, data specifications.
Manage daily client engagement to finalize campaign creative.
Prepare for and conduct weekly meetings with clients to discuss the status of projects, maintain campaign tracking setup and management.
Responsible for the review and delivery of campaign performance results and reports.
Work hand in hand with client's production vendors (DM & EM) to acquire production estimates, schedules, specifications, coordinate art file releases, proofs and data audits.
10/1990 to 07/2014
First Vice President/Sr ManagerJP Morgan Chase － Wilmington , Delaware
Develop, manage and execute strategic direct marketing plans to support third party insurance products.
Build and maintain channel partner relationships that result in a robust product portfolio and provide value to business development efforts.
Manage in excess of 15 Client/ provider partnerships, ensuring key metrics adherence on service level agreements, customer experience, revenue and sales forecasting.
Develop, analyze and implement marketing strategies and tests that have proven to significantly increase revenue for Clients and strategic partners in multiple marketing channels including telemarketing, direct mail, billing statement, email and web marketing.
Work hand in hand with vendors to ensure accuracy of print materials and marketing initiatives.
Oversee net marketing lead volumes in excess of 25,000,000 per year Identify new sales opportunities and integration.
Launched insurance products to match Client strategies.
Consistently hit yearly marketing and account development goals including growth of managed accounts by more than 10% each year.
08/1988 to 09/1990
Director of Account ManagementMass Marketing Insurance Group － Wayne, PA
Managed Client inquiries on a daily basis.
Responsible for direct mail and telemarketing program implementation.
including monitoring, controlling and reporting status of campaign.
Provided detailed analysis of program results.
and recommendations for future campaigns.
Trained and managed account managers and developed standards.
for measuring success.
Planned and executed direct marketing campaigns.
Washington College － Chestertown, MDConfidential
Strategic Marketing Development Deadline-driven Direct marketing campaigns Digital advertising Quantitative analysis Relationship Management Project Management Problem solving Relationship Building Multi-Channel Marketing Implementation Specialist
advertising, art, agency, billing, budgets, business
development, Client, Clients, delivery, direct mail, Direct marketing, email, insurance, marketing strategies, marketing, materials, meetings, Problem solving, program implementation, Project Management, Quantitative analysis, Relationship Building, Relationship Management, reporting, sales, sales forecasting, service level agreements, strategic, Strategic Marketing, telemarketing, web