Andrea O'Neill Email & Phone Number

Boston, Ma, Us

Greater Boston Area

Led consumer marketing initiatives to develop and retain health savings account owner relationships with focus on creating new strategic programs that scale. Developed and executed life-cycle retention and development programming. Created and implemented incentive programs and different levels of personalized campaigns to increase contributions. Expanded and managed annual enrollment programs and resources to drive new accounts.

Cambridge, Ma

Led marketing and communications for OptumLabs, a collaborative health care research and innovation center. Developed and implemented marketing and communications strategies. Championed brand positioning and messaging. Created external communications to support visibility and uptake of work and thought leadership in diverse channels, including website, social media, collateral, events, media outlets and to OptumLabs partners.

Greater Boston Area

Held a variety of leadership roles in a non profit that offers pro-bono strategic consulting services to underserved Boston area non-profit organizations including:Board Co-Chair (2010 - 2013): Doubled the size and scope of the organization; restructured the board to improve productivity. Managed project cycle. Initiated fund raising efforts. Coordinated website overhaul.Director of Project Management (2008 - 2010): Restructured project manager role; developed tools, resources and training to improve quality of project management.Director of Client Development (2006 - 2008): Led client outreach, screening and approval process; developed client database.Project Team Leader (2005 - 2006): Managed consulting project for client.

Boston, Ma

Retirement Product Marketing (1998): Managed product and service development and marketing efforts for all consumer retirement products, including those for individual consumers and small businesses.Small Employer Retirement Plans (1996 - 1998): Managed product development and marketing group for the Retail Small Employer Retirement Plan and Retail Retirement Services groups. Led cross-company team to develop and launch the SIMPLE IRA plan under tight legislative deadline. Retiree Services and Rollover IRA (1994 - 1996): Developed and implemented a business plan to package and deliver retirement distribution services to the retail marketplace, including income planning materials, seminars, distribution fulfillment materials and enhanced Sales Representative interactions with consumers. Managed Retail Rollover IRA business.

Boston, Ma

Led a project team to develop a new design for all retail collateral to achieve consistent look, feel and brand identity. Managed two marketing Managers to develop and implement a rollout plan for new collateral. Managed Services Marketing Group of two Marketing Managers responsible for developing, enhancing and communicating Retail services to existing customers.

Boston

Marketing Manager, Sector Funds (1989 - 1991): Developed and implemented marketing plans for Fidelity Select Portfolios, a group of 35 mutual funds each focusing on one market sector. Worked on repositioning and re-launching Select Portfolios following repricing. Conducted market research, revised marketing strategy, reworked collateral materials, directed and implemented sales representative training.

Boston, Ma

Developed and implemented marketing plans to generate new and subsequent business for retail equity fund line, including developing fulfillment materials, advertising creative, direct mail and sales materials for the line. Managed budget and tracked program results.

Mba, General Management, With Concentration In Marketing

Ab, Cum Laude