Brad Thomas Email & Phone Number

Charlotte, Nc, Us

Writing and design of Artificial Intelligence (A.I.) content related to improving A.I. responses and overall results from prompts and queries. Projects involve improving conversational communications of A.I. • Optimize existing processes and provide ongoing feedback on tools and processes.• Interpret customer feedback, monitor satisfaction and help drive programs to improve analytics and response quality.• Understand & apply project/stakeholder requirements and manage measurement of results on multiple concurrent projects.• Generate project analysis reports on overall communications quality to identify improvements.

Huntersville, Nc, Us

Manage all communications, marketing and content-creation projects for the Temporary Wall Systems brand, which is sold as franchises across the U.S. The company provides operational and marketing support for franchises after they are sold. The brand I’m assigned to supports 60 franchises. Manage and create web content, email & social media content and manage SEO to generate online leads. Create Social Media content across paid and unpaid. Also write and design content for print and tradeshow materials. Utilize HubSpot for email content design, delivery and measurement. Responsible for following brand standards and technical writing of content. Social Media and traffic management.• Main contact for writing and design of content to generate leads for franchise owners through all channels.• Develop and implement cross-channel campaigns across all digital and print channels. Manage Traffic of content.• Write web content, blog content, email content in the support of all 60 franchise owners for the brand.

Filled in for an individual on paternity leave at the corporate headquarters office. Managed Marketing projects and creative element production across all digital and print channels utilizing the Workfront project management system. Developed and implemented multi-channel campaigns, while managing internal creative services team (graphic design and copywriting). Worked with individual retail stores in all areas of the U.S. to ensure proper placement and communication of promotions. Managed according to budget and timeline schedules working with the Directors of the company's product lines and ensured all version reviews were completed by the product line and legal / compliance stakeholders. • Main contact for each product line director in creating and tactically implementing campaigns and promotions.• Extensive management of internal creative services team and project management for cross-channel campaigns.• Cross-channel content development: Print, web content, PR, SEO, automated email and Social Media.

Fort Mill, South Carolina, Us

Created and managed product portfolio (line of business) marketing projects targeting construction industry companies and their customers. Developed industry customer data reports, buyer personas, customer segmentation reporting and go-to-market plans for 8 unique lines of business, supporting their revenue growth goals. Provided all cross-functional marketing support for the line of business leadership and sales teams, serving as their business liaison to Marketing while managing the creation of cross-channel, integrated campaigns. Managed projects (using Workfront) with internal and external agency creative writers, designers and email and web content teams to strategically drive sales growth.• Extensive design, writing, editing and content-creation tactical work, ensuring and updating corporate brand standards.• Utilized customer database systems such as Power BI, Salesforce and project management systems (Workfront).• Outside agency and internal creative services team project management for campaigns and cross-channel content.• Cross functional tactical management with web content, PR, SEO, automated email (Marketo), and Social Media teams.

Coral Gables, Fl, Us

Managed strategy, writing, design and tactical implementation of emails being sent out to mortgage lending customers and prospects. Tested and measured results through A/B testing and adjusted weekly to improve response rates in overall calls-to-action. Managed process from initial list building in the CRM system through creation / building emails in Constant Contact and sending through a weekly and daily schedule. Ensured that messaging, brand design and content were in line with compliance. • Extensive design and content work to ensure brand standards were consistently kept.• Measurement of campaigns and target lists through Constant Contact and CRM system.• Management of opt-in and opt-out lists to ensure compliance.• Development of consistent system of ensuring email marketing process is driving revenue and positive results.

New York , New York, Us

(Company went bankrupt) Created and implemented email marketing campaigns targeting network of contractors and installers for financing of solar energy equipment and home improvement projects for their customers. Utilized the Pardot email building system connected to the Salesforce CRM platform housing all customer data. Emails were sent to current partners and prospects for promoting products and services. Also assisted our social media and website vendor with developing content across all digital channels.• Collaborated with business development / sales team to send out promotions on their behalf.• Extensive measurement of campaigns through Pardot, Salesforce, Google Analytics to continually improve results.• Developed comprehensive cross-channel content on a strategic level and delivered tactically.• Extensive writing and design work and A/B testing on emails and other digital content.

San Francisco, California, Us

Managed multi-channel / email communications projects on the Wholesale Transformation team as part of an enterprise-wide change management project within the Wholesale (Commercial) Bank. Design and implement communications through digital channels communicating transition to a new Loan IQ digital platform designed to upgrade and modernize the existing system. Communications targeted end-users and administrators to ensure buy-in from business partners and full understanding of the change.• Collaborated with Line of Business leaders to communicate new system platform.• Designed project workflows with goals and scheduled milestones.• Ensured compliance with company Branding guidelines and Legal / Compliance approval on communications.• Initiated project kick-off calls with key stakeholders and manage project update meetings.

Charlotte, North Carolina, Us

Developed and implemented multi-channel product Marketing campaigns serving lines of business regarding acquisition of new customers and account management for existing customers. Mainly focused on the Home Equity Line of Credit product segment driving new customers to apply / register and for existing customers to increase usage of their accounts. Served as project manager and liaison between line of business, internal and external creative resources, data segmentation team and compliance. Managed entire process from kick-off calls through measurement of results while also factoring in the transition from BB&T / SunTrust brands to the new Truist brand and messaging. • Utilized Aprimo system for routing creative briefs, materials and tracking reviews / approvals.• Managed system of archiving versions in SharePoint and Shared Drive folders for pro-active audit preparation.• Partnered with Database Segmentation team to ensure accurate and efficient targeting of customers.• Assisted in bringing creative work from external to internal resources to save costs and better manage campaigns.

Memphis, Tennessee, Us

Marketing Project Manager working on the re-branding, new logo and new name for First Tennessee Bank and Capital Bank changing to First Horizon Bank. Managing the updates of materials and digital assets with new content, brand, colors and logos including printed materials, website content, email templates and other communications announcing the new brand and name. • Working with Business Line partners to communicate the new name and brand to their external customers.• Managing process of updating sales sheets, web pages and other print and digital content using a marketing project management system called RoboHead.• Archiving and tracking tasks in marketing SharePoint site and assisting Creative Services, list developers, writers and designers with ensuring deadlines for the new brand launch are met.

Charlotte, North Carolina, Us

Marketing Associate responsible for all Marketing planning and execution on Demand Response program for Duke Energy customers. Promoted the program via email, direct mail, social media and web-based channels working with creative services team and analytics team for targeted list and lead generation and results measurement. The program consists of two customer-facing products, covering all jurisdictions of the company, involving separate targeting plans for customers based on geography and product. Role involves use of Silverpop email system, Workamajig and Google Analytics.• Development of segmentation and targeting strategy and customer research based on demographics, behaviors and geographic areas of customer groups.• Work directly with and for business partners who manage the products on an operational level to provide marketing support to help them understand their customers and drive sales growth.• Plan and manage campaigns across multiple channels working with customer data teams, creative services, legal / compliance and analytics data team from strategic planning through tactical delivery and measurement.

San Francisco, California, Us

Communications Project Manager on company-wide SharePoint Consolidation Project responsible for internal communications to all areas of the bank organization. Project involved risk remediation and change management communications regarding the large-scale reduction and consolidation of SharePoint sites and servers and migration managed by technical teams to newer servers. Communications involved emails, weekly Forum calls with PowerPoint materials, SharePoint site for end users, website content, PDF’s and other cross-channel content. • Development of upfront strategy and communications plan and tactical content and design according to company brand and writing guidelines.• Targeting of messaging and content to different target audiences across different organizations requiring buy-in.• Managing content through entire process involving creation, design, legal & compliance review and approvals.

San Francisco, California, Us

Marketing Project Manager managing large-scale website re-launch and content development for Small Business market website. Key team member on website re-launch team developing articles, videos and other Small Business-related content for customer resources and for regional branch resources. Project involved use of Google Analytics and development of HubSpot capabilities on the site for tracking contact information and developing leads. Also worked on web-based contest for a neighborhood renovation project for small businesses in 5 U.S. cities, involving communications promoting the contest to entrants and to target markets in each city. Extensive use of PPT, SharePoint and Adobe Suite.• Content development across different media types: Online articles, videos, Social Media and training resources.• Managing content through entire process involving creation, design, legal & compliance review and approvals and working with external web design agency to update the site.• Multi-channel promotion of new Small Business segment website internally and externally.• HubSpot implementation on site for building contact database for content targeting and lead generation.• Neighborhood renovation project contest involves working with business partners to choose contest winners and communicate success stories through all channels, including through websites, ATM ads, print ads and Social Media.

Charlotte, Nc, Us

Project Manager developing and leading multi-channel communications programs for existing bank customers involving strategy, writing, design, data / list development and legal / compliance processing. Projects include working with product managers and lines of business to develop communications plans for direct mail, statement messages, email and other digital channels and completing tactical plans. Develop and manage entire campaigns from strategy to content development, list/data target creation, compliance approvals, production / deployment and post-campaign measurement. • Extensive partnership with Product Managers and lines of business managers to deliver marketing results aligned with their business plans through the delivery of product update communications to customers to drive growth.• Digital marketing campaigns involving targeted Emails, SASI (Splash-At-Sign-In) messages and website content.• Direct Mail campaigns involving writing and designing content, along with internal creative services team.• Statement marketing message design and deployment to existing bank customers receiving quarterly statements.

New York, Ny, Us

Developed and managed integrated marketing communications campaigns for employees and participants in AIG / VALIC retirement plans at universities, K-12 school systems, hospitals and other non-profit organizations. Promoted new business development on the Business-to-Business (client) level and target campaigns for participants in the retirement plans at the Business-to-Consumer level. Consulted with the Plan Administrators at our client institutions in development of communication plans to deliver and engage their employees in retirement planning and promote retirement readiness for individuals. Participants and employees are engaged through direct mail, web and digital marketing, email and other integrated marketing communications. Developed mailing lists working with customer relationship marketing systems and database marketing team to target and segment participants while working with Creative Services team (writers, editors, graphic designers, proofreaders, compliance, etc.) to produce marketing pieces, emails, and web communications delivered to employees of the institutions. Tracked and measured results for continuous learning and improvement to drive results and positive plan participant outcomes. • Analysis of annuity and mutual fund-based retirement plans to drive positive results for institutional clients and individual employees• B to B client service, industry segment marketing research and data analysis; B to C targeting of individual employees• Campaign planning and project management working with business partners in database marketing, Sales, call center, digital / website team and Creative Services (internal agency team).• Finalist presentation development and providing sales presentations to compete for new business.

New York, Ny, Us

Participant Engagement Marketing Team:Managed the communication plans and campaigns for employees and participants in TIAA-CREF retirement plans at universities and other non-profit organizations. Supported the Plan Administrators at our client institutions in development of communication plans to deliver and engage their employees in retirement planning. Projects involved initiation of new clients and major vendor consolidations at existing clients, ensuring that all participants and employees are engaged through direct mail, web and digital marketing, email and other integrated marketing communications. Projects involved developing campaigns and working with Marketing’s database resources to pull lists of plan participants for mailings; also worked with Creative Services team (writers, editors, graphic designers, proofreaders, compliance, etc.) to produce marketing pieces delivered to employees of the institutions. • Strategic plan development for increasing employee enrollment in retirement investment plans.• Analysis of annuities-based retirement plans and our pursuit of new business in this market.• Competitive research to understand key differentiators, communicating through integrated marketing communications.• Major project planning and cross-functional team management – Database, Creative Services, Web Marketing, Print. Acquisition Marketing Team: Managed Communication, Education and Advice program communications through RFP responses, finalist presentations and client and consultant site visits. Worked with Sales team and our Relationship Managers on RFP responses and finalist presentations to develop new business with existing institutional clients and new prospects. Managed creation of sales materials through internal Creative Services team and outside agencies / vendors, involving multi-channel approach (collateral, in-person meetings and digital / web).

Developed, managed and tracked marketing programs, working with sales team for the development of new business for ethics & compliance consulting services. Involved in RFP response and proposal writing process. Programs involved promoting suite of products/services to industry segments and cross-selling to clients, through direct mail and email campaigns, website applications, and marketing materials. Global Compliance provided full-service employee reporting programs, compliance tracking software, and online HR training modules for employees. Services are outsourced to Global Compliance by half the Fortune 100 and over 1/3 of the Fortune 1000.• Provided the up-front analysis on each industry environment to identify trends and applications for products/services.• Created, developed and produced marketing materials targeted to individual industries and developed/implemented integrated Marketing plans involving direct mail and email campaigns, website applications, direct sales training and advertising.• Managed projects related to website and email marketing efforts through pay-per-click programs, search engine optimization and overall promotion of the company brand and products/services through the various company websites.• Trained and managed sales force for each industry program, and used Salesforce.com to track all sales activity and develop management reports.• Managed competitive research and benchmarking for the company, provided positioning strategy relative to competitors.• Wrote industry and product application promotions for company website and for trade show and conference materials.• Developed and managed program of industry peer benchmarking for client companies.• Worked with client services to develop cross-selling and client retention campaigns for current clients.

Gb

Managed marketing team in the development of new business for accounting and consulting services in the Carolinas marketplace. Managed proposal response process including development of proposal documents, as well as marketing material development, event planning, sales team support and client relationship development.· Responsible for responding to client and target company requests-for-proposal through management of marketing document/proposal development and client meeting/presentation preparation. Managed multiple proposals at any given time, requiring organization of teams and complex project management.· Developed target planning programs for all offices and markets in the Carolinas (Charlotte, as well as Greensboro, Spartanburg and Raleigh satellite offices), involving research of target companies, market segmentation and positioning of the PwC Brand in the marketplace.

San Francisco, California, Us

Managed Marketing Analysis team for First Union Insurance Group, supporting a banking industry leader in Life Insurance and Annuity sales. Directed the Market and Industry Research function for the division and led Marketing campaign analysis, customer analytics, lead generation projects and sales support for the national sales force.• Created marketing and training materials for insurance and annuity products, driving revenue by increasing sales production through customer generation and retention programs.• Executed and managed the profit/loss analysis of current marketing campaigns for insurance and annuity products and recommended resource allocation improvements on new campaigns, increasing profit contribution of products by improving marketing efficiency.• Managed primary and secondary market research and analysis program for the division, providing key competitive benchmarking and customer profile data to upper management for strategic planning. • Provided customer database reporting for market segmentation and improvements in accurate customer targeting for campaigns while establishing customer data models for consumer purchase behavior related to our products.• Provided Sales Training and Marketing support for national sales force during time of severe marketing budget cutbacks. Increased sales revenue and sales force operating efficiency.• Managed Lead Generation cross-sell programs working with large bank customer databases to provide sales force with current, qualified customer prospects based on market conditions and target demographic data.

Baltimore, Maryland, Us

Led Marketing Analysis and Sales Reporting efforts in the Variable Life Insurance business unit introducing new products through multiple channels. Provided marketing material and sales force support, competitive benchmarking, formal sales reports and market research supporting division management strategic planning.Developed new Variable Life Insurance Products and marketing campaign plans after conducting background customer and competitive research, driving revenue creation in a start-up department of the company.Developed sales and training materials for the wholesaling force and for banking, broker/dealer and general agency distribution channels, supporting sales efforts throughout the domestic marketplace.Provided mutual fund analysis for investment products and recommended product pricing and fee alterations based on customer targeting and competitive benchmarking.Managed sales and profit margin reporting resulting in marketing resource allocation changes improving profitability of all products and providing upper-management with data for pricing decisions.

Baltimore, Maryland, Us

Managed primary and secondary market research projects involving questionnaire design and industry research supporting sales efforts and marketing campaign development. Designed strategic market assessments resulting in sales resource allocation decisions for the division and providing regional tactical planning and client target assessment.Created and managed the Client and Competitor Information Facility (CCIF) marketing database used in conjunction with Microsoft Access to develop customer target and direct mailing lists.Directed primary and secondary market research projects for entire division resulting in increased sales through improved knowledge of customers and competitors.

New York, Ny, Us

MBA Advertising Management InternshipAssisted the Lysol account team in media planning, budgeting and other marketing efforts related to the launch of a brand image re-shaping advertising campaign. Conducted analysis of media spending and advertising strategy of the competitors of the Lysol Brand.

Bachelor Of Arts - Ba

M.B.A., Full-Time Mba Program, Concentration In Marketing

Master Of Business Administration - Mba, Marketing