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  • Professional Experience
    12/2009 - Present
    Act as the MLWM brand steward to key stakeholders and partners to ensure a consistent and positive client experience across all touchpoints. Drive MLWM brand, positioning, and segmentation to promote the power of the combination of the Bank of America and Merrill Lynch brands. Create retention, deepening, and product penetration plans to deliver LOB profitability. Create clear targets, acquisition plans, and cross-sell opportunities. Engage FA population and lead on use/positioning of thought leadership platforms and business initiatives. Partner with agency/enterprise leaders to develop/syndicate go-to-market client campaigns. Lead large, cross-functional team executing global brand message across integrated channels (mass, local, online, and direct) and new media; content and development of FA toolbox and communications, field and international marketing to build/deliver local programs.
    01/2008 - 01/2009
    The Chief Marketing Officer is a member of Evergreen’s Global Operating Committee, reporting directly to the President of the firm, and provides transformational leadership in the primary areas of business strategy, brand development and stewardship, the total client experience, client research and insights informing product innovation, creation of value propositions, and go-to-market execution.
    01/2007 - 01/2008
    The retail and high net worth businesses distribute investment solutions to the advisor market, which includes national wirehouses, regional broker-dealers, independent and registered investment advisors, sub-advisory and defined contribution investment-only firms, and wealth managers. Reporting directly to the Chief Marketing Officer, established and led monthly Retail Marketing Forum, consisting of product, distribution, and marketing strategists to gather voice-of-the-market and field insights, exploit emerging market opportunities, and prioritize go-to-market initiatives.
    01/2000 - 01/2007
    Lead and mentor a team of marketing professionals delivering strategic initiatives, brand stewardship, go-to-market execution and a consistent client experience that drive and sustain growth. Appointed by Chairman & CEO to serve as Head of Global Corporate Philanthropy (2006-2007), to build and execute $11 million global portfolio of strategic corporate philanthropy, and to develop guiding philosophy, mission, and core values with strategic platform and program architecture.
    01/2000 - 01/2006
    Formalized client acquisition process with lead generation program and designed/implemented client communications process.
    01/2000 - 01/2006
    Direct responsibility for marketing program and membership on CRA/Fair Lending and Grants Committees. Direct management of advertising, sponsorships, and community involvement to exceed lending, investment, and service tests.
    01/1999 - 01/2001
    Led marketing introduction of broad range of new capabilities and offices, including, Brooklyn market, 14 Business & Professional Centers, BNY Online, 529 Plans, Resource Edge, and Business Credit Card. Revamped Debit BusinessCard strategy to increase revenue by accelerating purchase-activation-usage cycle. Re-engineered business lending marketing with a 360° campaign, including, predictive modeling, communications, application fulfillment/decisioning, and response measurement. Exceeded internal rates of return for all lending.
    01/1998 - 01/1998
    Executed marketing strategies that supported 70 banking centers with over $6 billion in assets. Implemented customer retention strategies in consolidating 21 banking centers/divesting 18 during merger. Provided marketing, sales, communications, and training support for national semi-annual campaigns.
    01/1995 - 01/1998
    Formerly Barnett Bank, leveraged customer segmentation models and attraction strategies for relocation/in-store business lines. Conceptualized and implemented corporate philanthropy program, winning numerous industry awards.
    01/1989 - 01/1995
    Formerly Barnett Bank, coordinated retail sales, service, marketing, and recognition activities for Sarasota market. Designed and implemented sales campaigns, developed best practices, and analyzed sales and service data.
    Show All Professional Experiences (9)
  • Educational Background
    1982 - 1986

    Extra-activity: "The Wall Street Journal" Annual Achievement Award, Competitive Internship with Merrill Lynch.

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