Billy Chan Email & Phone Number

Port Washington, New York, United States

Greater New York City Area

Greater New York City Area

Conducted consumer research to define value proposition, marketing message and benefits hierarchy for launch of Citi proprietary digital wallet. Partnered with creative agency to develop product positioning, messaging and marketing assets for acquisition and early engagement.

New York, Ny

Manage acquisition strategy for American Express Personal Savings online banking product across multiple acquisition channels – Direct Mail, Email, Print Media and Online affiliate marketing. Develop strategies to maximize channel effectiveness, including formulating and executing test and learn agenda, and optimizing activities across all managed channels. Define key metrics of success. Manage multiple internal & external agency relationships. Oversee multi-million dollar marketing budget. Optimize investment strategies to maximize ROI. Lead team of two direct reports.

Formulated strategies to drive segment revenue growth. Leverage analytics to identify and size incremental growth opportunities. Developed strategy to drive acquisition and increase retention for Corporate Platinum Card. Led creation of digital marketing roadmap to transform the cardmember experience to drive engagement and track behavior to develop targeted relevant customer communication. Led team to create value proposition for Global Client Group segment to build loyalty and entrench existing clients and to win new business.

Managed largest company-branded credit card portfolio which generates over $20 Billion in Sales & over $800 Million in EBIT. Developed marketing communication strategy utilizing customer life-cycle management principles to increase usage and sales engagement for existing customer base.

Managed Membership Rewards Program for OPEN small business customer base. Led cross functional effort to develop profitability-based targeting model for reward program enrollment. Developed and executed multi-treatment and multi-channel customer marketing strategy to test effectiveness of model. Managed major airline and telecommunication partner relationships for OPEN small business customer discount program. Developed marketing strategies to increase charge volume for program partners and to leverage partner relationships to drive customer charge volume for OPEN.

Developed and utilized financial models for the valuation of private companies, intangible assets, and shareholder equity using standard valuation methodologies (Discounted Cash Flow Analysis, Capitalized Cash Flow Analysis, Market Multiple Analysis, and Transaction Analysis).

Consulted with consumer package goods clients to identify strategic marketing opportunities. Developed and presented targeted marketing strategies to support identified opportunities. Managed client relationship with major consumer package good company to expand relationship and increase revenue for the company.

Conducted strategic analysis of key global competitors; presented findings, addressed future implications and recommended strategies to senior management. Analyzed professional marketing programs around the world to develop best practices and program proposals for new and existing markets in order to gain professional endorsement of product. Led team to develop design options for globalization of product packaging.

Prepared proposals, interviewed company management, and wrote comprehensive reports for valuation consulting engagements. Presented findings to senior management. Managed day-to-day client relationships as project team lead for multiple concurrent engagements. Supervised team of 4 on the valuation of 10 Asian financial entities used by a major financial institution as part of $9 billion acquisition. Performed industry analysis to determine the appropriate comparable companies to utilize for valuation models.

Bs, Finance

Mba, Marketing And Corporate Strategy