Audrey Lee-Gulotty Email and Phone Number
Having honed a unique blend of financial acumen and linguistic dexterity, my role at Thoroughbred Advisors is focused on superior client relationship management and leveraging my bilingual capabilities to navigate diverse demographic markets. My recent transition back into financial services complements over a decade of experience as an entrepreneur, where I mastered the nuances of Mandarin Chinese and English, driving growth and fostering cross-cultural understanding.At the heart of my professional journey lies a commitment to understanding client needs and translating these insights into actionable strategies. My expertise in fostering and developing client relationships is central to delivering customized solutions that resonate with my clients in this complex global marketplace. With every interaction, I aim to embody the values of integrity and innovation, ensuring that my contributions are both impactful and sustainable in helping them reach their financial goals.
Thoroughbred Advisors
View- Website:
- thoroughbredadvisors.com
- Employees:
- 64
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Financial ProfessionalThoroughbred AdvisorsAlbany, Ny, Us
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Financial StrategistThoroughbred AdvisorsAlbany, Ny, Us
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Financial Services ProfessionalThoroughbred Advisors Jun 2024 - PresentLatham, New York, United StatesOffering a personalized approach to providing customized solutions and services tailored to each client’s long term financial goals and objectives in the areas of: financial planning, investment management, retirement planning, life insurance, and estate planning; providing needs-based analyses to help ensure the clients' financial goals are met at every life stage.
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Professional TranslatorFreelancer Sep 2008 - Dec 2023Taiwan/Us
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ProprietorAudrey'S Cupcakes Mar 2017 - Apr 2021TaiwanOwner of online cupcake bakery, offering homemade American style cupcakes tailored to the Taiwanese market.
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Localization SpecialistPalo Alto Networks Sep 2015 - Dec 2016TaiwanProvided technical documentation proofreading and editing services for localization purposes for the Taiwan market. -
ProprietorGulotty Realty Jan 2009 - Jun 2015TaiwanProvided apartment rental services to English-speaking expatriates in Taipei, Taiwan. Conducted needs analysis, apartment search and compilation, on-site tours, negotiation, contract preparation and execution, lease renewals, new business development, and translation services. Developed and managed bilingual company website.
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Sr. Product Manager - Employee Cards, Small Business ServicesAmerican Express Sep 2004 - Dec 2007New York, New York, United StatesLed in the new product development initiative aimed at addressing the needs of Small Business clients in the U.S. Led a cross-functional team to execute high-impact marketing campaigns resulting in 1.2MM new Charge Cards acquired, representing US$36Bn in incremental spend for the U.S. franchise, and improved employee card penetration for Charge Cards in the U.S. by more than 30%. -
Sr. Marketing Manager - Strategic Initiatives, Global Corporate ServicesAmerican Express Jul 2002 - Aug 2004New York, New York, United StatesLed in the design and development of an Access database and a detailed market segmentation analysis to understand Global Commercial Cards penetration and share of spend in the U.S. Identified an opportunity of over US$50bn in potential sales volume. Analysis and recommendations led to additional staffing and funding investment to grow the business for Global Commercial Cards.
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Assistant Vice President - Portfolio Management, Consumer BankingCiti Jan 2001 - Jun 2002Taipei, TaiwanManaged Diners Club Card in Taiwan with responsibilities for P&L performance, product strategy and positioning, customer acquisition, loyalty and retention strategy and execution for consumer, corporate and multinational accounts. Strategized and executed high impact direct marketing initiatives to drive card and spend growth, as well as to improve the customer experiences across various touch points. Achieved a 15% acquisition growth rate. Increased consumer spending by an average of 20%. -
Senior Marketing Manager - Middle Market, Global Corporate ServicesAmerican Express Nov 1999 - Aug 2000New York, New York, United StatesProvided strategic thought leadership on marketing the Corporate Purchase Solution to mid-size companies in the U.S. Developed industry specific communication strategies and marketing collateral for the sales force.
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Marketing Manager - Cards Acquisition, Consumer Cards Services GroupAmerican Express Mar 1998 - Oct 1999New York, New York, United StatesLed a cross-functional team to plan and execute a multi-channel personal card cross-sell program, targeting corporate and small business cardholders in the U.S. Designed and executed 7 unique personal-card product offers across 7 acquisition channels. Results exceeded forecasts by up to 300% in response rate and 110% in cards acquired, representing ~US$500MM in incremental spend for the company.
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Manager - Student Card Acquisition, Information ServicesAmerican Express Sep 1996 - Feb 1998New York, New York, United StatesPlanned and executed monthly direct mail acquisition campaigns targeting Student prospects. Analyzed results of campaigns and improved process efficiency by 43%.
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Account Relationship ManagerNielsen May 1993 - Aug 1996New York, New York, United StatesProvided industry-leading market segmentation systems, market analysis consulting services and marketing software applications to clients in the B2B and B2C areas in the U.S. Consulted clients on the use of segmentation data and marketing applications to understand consumer behaviors, target new customers, identify market growth opportunities, and execute customer loyalty marketing.
Audrey Lee-Gulotty Skills
Audrey Lee-Gulotty Education Details
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Marketing/Marketing Management, General
Frequently Asked Questions about Audrey Lee-Gulotty
What company does Audrey Lee-Gulotty work for?
Audrey Lee-Gulotty works for Thoroughbred Advisors
What is Audrey Lee-Gulotty's role at the current company?
Audrey Lee-Gulotty's current role is Financial Professional.
What schools did Audrey Lee-Gulotty attend?
Audrey Lee-Gulotty attended Syracuse University - Martin J. Whitman School Of Management.
What are some of Audrey Lee-Gulotty's interests?
Audrey Lee-Gulotty has interest in Spending Time With Family, Going To The Movies, Traveling, Cooking And Baking, Reading.
What skills is Audrey Lee-Gulotty known for?
Audrey Lee-Gulotty has skills like Management, Cross Functional Team Leadership, Operations Management, Marketing, Marketing Strategy, Project Management, Product Development, Product Management, Product Marketing, Product Launch, Leadership, Negotiation.
Who are Audrey Lee-Gulotty's colleagues?
Audrey Lee-Gulotty's colleagues are Kyle Moffitt, Lara Smith, Jacob Ferraro, Mdrt, Rachael Kaushal, Kyle Ohlidal, Reed Burton, Nicolette Murray.
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