Responsible for driving full-funnel strategies that drive subscriptions, increase reader engagement, and maximize customer lifetime value. Oversee direct channels, on- and off-site customer journeys, paywall strategy and testing, personalization, automations, and customer care.

- Own the affluent marketing lifecycle for the enterprise, including value proposition GTM, acquisition, engagement, and retention, guiding the work of several marketing managers to grow and deepen the segment- Directed a cross-functional team of 18 employees using Agile methodology through the conception and go-to-market of two new brands: Wilmington Advisors @ M&T and M&T Financial Services- Oversee all product marketing for Wealth digital products, advise on design, positioning, go-to-market, and communications for new digital products and features for HNW and UHNW clients

- Developed the launch strategy for the HNW and UHNW digital client experience; drove >50% adoption in the first 3 months through centralized email, advisor communications, and owned channels- Produced an enterprise risk and cybersecurity campaign to drive growth; acquired a significant volume of leads and won best brokerage content campaign in the 2020 Gramercy Financial Content Marketing Awards

- Devised a webinar and analytics strategy for the launch of a new product and created a dashboard in Tableau to track and engage priority clients; drove 70% of net new funding attributable to the overall campaign- Uncovered drivers of business banking sales using multivariate regressions, cluster analysis, and hypothesis testing and presented findings and recommendations to executive leadership, including a segmentation model- Developed and owned the enterprise executive and employee social media strategy; launched 10 influencer profiles and grew the net follower base of the core program 500% in 2 years

Ten-week MBA Internship working with the US Retail Brand Strategy Team on Condensed Soup- Developed a portfolio analysis of the segments of Condensed Soup to identify opportunities for business-driving product investment; contextualized findings with 3-year analysis of industry performance, competitor strategies, and consumer trends- Formulated and presented a 3-year product investment strategy plan for Condensed Soup to senior leadership with recommendations on how to drive household penetration, volume, and loyalty

- Managed data analytics and user experience for a sales incentive program that raised over $4B in deposit and credit funding annually. Transformed employee insights, historical performance, and client data into sales strategies for global private banking- Developed and managed an internal customer relationship management (CRM) and sales tracking platform used by 800+ employees to centrally manage client outreach, note success, and uncover new opportunities- Researched aggregate client data to identify leads and partnered with product experts to deliver positioning training

Completed the Corporate Analyst Development Program (CADP), a two-year, multiple rotation role that exposes analysts to a diverse set of businesses across the firm in preparation of future leadership positions. RotationsJ.P. Morgan Private Bank - Sales Management- Led the migration of an existing sales program onto a live, centralized system, trained employees on the process, and generated databases and queries for immediate sales performance managementJ.P. Morgan Private Bank - Operations Management- Restructured a tax operations workflow and acted as the practice's first centralized process manager, overseeing the activities of 12 employeesJ.P. Morgan Investment Bank - Process Improvement- Produced multiple automated processes using Visual Basic, including management dashboards and a trade submission system that eliminated execution risk for sensitive clientsChase Marketing Services - Risk and Controls- Co-Led an 8-employee Control Remediation Testing Team and partnered with process leaders across Marketing Services to research process breaks and implement controlled proceduresOther Activities:- Collaborated with program analysts in different regions to analyze and present multiple case study proposals to corporate executives. Projects focused on process improvement, client experience, and capacity planning. Won case competition in 2015.

- Enhanced daily task efficiency and accuracy by creating multiple VBA powered processes- Researched aged physical securities holdings and presented value findings to VPs

- Organized and sent financial information to Boston HQ- Marketed and sold tickets for "Brain Tumor Awareness Night" at a local minor league baseball game

- Created and edited security reports for confidential client projects

- Created and edited security reports for confidential client projects