Brandon Kaboski Email & Phone Number

Defined strategy and developed, executed and managed comprehensive product plan encompassing integrated sales and marketing initiatives designed to intelligently penetrate and grow retirement plan business. Developed and coordinated productive relationships with mutual fund and annuity providers. *Created and/or integrated value-added tools and marketing.

Managed the firm’s Self-Direct Brokerage product including all marketing, sales and support. Created system requirements and managed system developments to achieve product improvements. Created training and procedure manuals to provide ongoing support to operations, call center representatives and advisors.*Led a cross-functional team that developed and.

Developed and evaluated a wide range of marketing tools, including promotional materials, direct-mail pieces and website content. Tracked, projected and reported both advertising and circulation-based marketing programs. Maintained communication with management to ensure marketing activities aligned with business goals. Led and directed marketing.

Carried out a full-range of operating functions including website promotion and other marketing programs. Led special projects such as large-scale corporate conversions and services enhancements.Rewarded by management for taking a leadership role in two large merger migrations and enhancements to the internal operating system.

Call center support to retirement plan clients.

Demonstrated and sold office equipment to individual and corporate clients.

Analyzed client usage reports to identify trends and fraud.

Master, Business Administration

Bachelor Of Science, Business Management