Audrey Lee-Gulotty Email & Phone Number

Albany, Ny, Us

Albany, Ny, Us

Latham, New York, United States

Offering 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.

Taiwan/Us

Taiwan

Owner of online cupcake bakery, offering homemade American style cupcakes tailored to the Taiwanese market.

Taiwan

Provided technical documentation proofreading and editing services for localization purposes for the Taiwan market.

Taiwan

Provided 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.

New York, New York, United States

Led 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%.

New York, New York, United States

Led 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.

Taipei, Taiwan

Managed 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%.

New York, New York, United States

Provided 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.

New York, New York, United States

Led 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.

New York, New York, United States

Planned and executed monthly direct mail acquisition campaigns targeting Student prospects. Analyzed results of campaigns and improved process efficiency by 43%.

New York, New York, United States

Provided 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.