15+ years progressive experience in the Financial Services industry, currently leading Institutional (B2B and B2B2C) Database Marketing.As a previous Registered Representative on Wall Street I understand investors’ dreams and fears, and passionately reflect that in enabling products and conversations that allow investors to confidently take action to prepare for their future.Experience includes: DATA ANALYSIS—Expertise in data evaluation and sourcing (corporate, mobile, digital), identifying critical gaps and inaccuracies, improving and defining new processes and business rules to capture data, and developing business process flows, data mapping, and requirementsDATABASE MARKETING—leading B2B (Advisor Services), B2B2C, B2C (Active Trader) database marketing teams, developing marketing databases, targeting/segmentation (including trigger marketing, drip strategies, refer-a-friend), lead scoring, 1:1 personalization, test and measurementWEB ANALYTICS—page tagging, data capture and analysis for web and mobile traffic, banner ads, affiliate partnerships, co-branded landing pages, micro-sites, social mediaPRODUCT DEVELOPMENT—identified streaming data solutions for active trader trading platforms, developed customer tracking systems and customer satisfaction surveysOVERALL—intuitively identify problems before they happen, standardize and streamline practices and procedures with high attention to detail in this highly regulated industry, manage and develop staff of 6 (and hiring!)