I have extensive and varied industry experience with top wealth management firms serving thousands of high-net-worth clients within digital, social, mobile, and direct marketing channels, resulting in increased client acquisition by more than 40% and reduced operating cost. I excel in developing new products, acquiring new customers, creating and activating strategic customer engagement that drive P&L growth and customer satisfaction in B2C and B2B businesses. I am Lean Six Sigma certified with the ability to ensure operational excellence through mapping the customer journey and improving customer satisfaction.
Uncovered multi-million pound improvement opportunities around To Take Out drugs, reducing delays and errors around patient discharge process
Market research in the health industry; product marketing strategy, transformational road map to include wearables and big data
• Created strategic plans for elite wealth management firms for 500+ financial advisors who served high-net worth clients ($1mm-100+mm). Recreated business process and organizational design to activate strategy based on consumer behavior • Created and managed $5 million + headquarter and firm budgets for marketing, customer engagement, and talent development and recruitment. Included advisors compensation and incentive plans to grow business by 20% per year • Led teams of 30+ Advisors in client acquisition and customer experience leading to closed business of $120 million in new client assets through digital channels and active referrals • Increased fee revenue by 20-60% along with increased advisor capacity through repricing strategies. Segmented clients to deliver appropriate customer experience based on profitability analysis, market research, and client interviews and surveys • Negotiated pricing leading to savings of 20k+ per month with preferred and new vendors • Increased web traffic by 45% percent including the conversion rate using data analytics to develop website, messaging, and strategic service offerings • Responsible for rebranding and creating marketing
• Developed marketing strategies for target sectors in Brand Protection division; implement a blend of lead generation, digital marketing, and traditional marketing collateral leading to more than 100 new pipeline opportunities • Wrote and designed marketing collateral, including press releases, quarterly newsletters, sell sheets, market research studies and online original content for website and blog use; increase circulation of collateral through online and offline channels • Created unique e-campaigns, such as Say No to Faux, a Facebook anti-counterfeiting campaign and BrandSecure Forum, OpSec’s blog and LinkedIn group, increasing web traffic by 20% • Conducted keyword analysis for target sectors and optimized SEO on website content and Google AdWords. Wrote targeted advertisements to increase visibility in desired markets; maintained monthly budget and report metrics for senior management • Communicated with media contacts to generate interest in anti-counterfeiting as a consumer, brand, and governmental issue; positioned OpSec as industry thought-leaders leading to segments in the Wall Street Journal, CNBC, and New York Times
• Coordinated international and national news feeds with producers for 200 stations • Covered the 2008 United States Presidential Debate at Hofstra University, assisting in any breaking news along with planned media events • Supported producers to create daily afternoon and evening packages to distribute to affiliates nationally reaching more than 300 million households • Wrote succinct, factual scripts based on AP News and Reuters to accompany video file for stations to broadcast