Adam Epstein Email & Phone Number

Manage various marketing projects and programs. Responsibilities include representing the marketing function at high level meetings, develop marketing to driver acquisition and retention direct mail programs, prepare communications and collateral for team member or consumer consumption, enhance and maintain sweepstakes campaigns, and lead highly visible projects as needed. Requires critical thinking, creative marketing, working cross-functionally and cross-divisionally, being a self-starter, ability to work independently, leading when appropriate and being a team player.

Manage direct marketing projects/programs and campaign offers for the Personal Lines and Loans team. Spearhead customer research projects leading to refinement of direct mail copy and creatives. Design nationwide customer incentive offers to attract new loan and line sales. Create marketing collateral for customers and sales tools for team members. Coordinate and implement balance build marketing programs to enhance corporate profitability. Manage agency and cross-functional working relationships to maximize performance results. Contributions helped division significantly exceed performance objectives and reach new sales records.

Lead and manage team of marketing professionals in developing and executing marketing strategies to directly support 121 retail stores. As a member of the Region's executive leadership team, develop, prioritize, evaluate and execute regional marketing strategies to optimize retail and business sales and service performance. Design team member sales and service incentive campaigns and ongoing programs. Gain PR through carefully managed and strategic sponsorships, and create/implement customer and/or team member promotional campaigns. Manage local advertising vehicles including newspaper, radio, online and billboard elements. Personally visit store locations and identify/support merchandising opportunities. Create intranet website design, manage external vendor relationships, and manage team member recognition event planning. Position requires outstanding business acumen, communication, leadership, influencing and strategic skills.

Design, invigorate and manage Home Equity related product line. Lead cross-functional and cross-division efforts on highly visible and long term major product introduction. Received U.S. patent for the creation of a new cutting edge/innovative product that was not just new to Wells Fargo but to the entire nation's mortgage/home equity segment. Co-lead team in creating the Division value proposition from which customer communications, marketing collateral and sales/service efforts are derived.

Force behind the creation of new tool designed to identify level of customer profitability. Based on findings pulled together strategic plans to address customer pricing, retention efforts and long term business profitability. Developed recommendation and received approval to form and manage a team of retention specialists to stem attrition and improve profitability with our most important customer segment. Put plan into place to re-price customers based on history, key variables and level of profitability.

Mba, Marketing

Ba, Accounting