Curtis Lee Email & Phone Number

San Francisco, California

San Francisco Bay Area

Collaborated with the marketing teams of key partners (major asset management firms) on leveraging marketing programs aimed at driving user engagement and increasing product sales.Managed marketing programs with platform delivery, internal and external marketing, business development, and compliance teams from program conception throughout the partnership to ensure successful outcomes and continuous process improvement.Provided strategic direction in curating educational content for industry leading events by leveraging expert third-party thought leaders that demonstrate the transparency and strength of our partnerships and key product offers. Generated key agenda themes, assist in the development of content roadmaps, and research industry experts and thought leaders, strategically aligning content with event objectives. Worked with cross-functional teams, including channel partners, Creative, Marketing, Brand, Event & Production Services, Compliance and vendors to ensure the integrity of each marketing program.Developed an online tool that serves as a self-service communications portal, including a speaker database and content management tool to support key B2B relationships. Key achievements while in the position have included:Recognized as a leading advocate in establishing strategic direction for our key partners to build brand awareness, increase product knowledge, and build B2B2C relationships across our business channels.Championed industry leading programs that successfully contributed $7M+ in educational programming and sponsorship support in 2017.Spearheaded the propagation of ideas that led the development of a clear vision for industry recognized events, executing experiences that create opportunities for audiences to connect, become inspired and build a sense of community.

San Francisco Bay Area

Executed marketing and educational programs that helped partners gain adoption and build brand awareness in the product marketplaces available to clients.Onboarded new users and administered training for an online resource portal and communications hubStrengthened the existing educational and networking opportunities program for third-party mutual fund firms to obtain an in-depth understanding of Schwab’s businesses and client investment needs.Maintained strong vendor relationships with key production partners used to create quarterly email communications, publications and client portfolio reports.Managed the comprehensive sales and production process of third-party advertising insertion orders for the quarterly client news magazines and the shareholder communications program.

San Francisco Bay Area

Collaborated with cross-functional teams to manage mutual fund reports, investor communications, the automatic investment program, quarterly research lists and other client communications. Created clear, concise and consistent client communications that accurately conveyed the benefits of the Schwab Mutual Fund OneSource® service and key service updated to mutual fund partners in a timely manner.

Oakland, Ca

Maintained clear and concise, open lines of communication with both internal and external audiences including senior and divisional leaders within the organization.Partnered with Regional Strategy department to communicate performance reporting, business updates and new corporate initiatives.

Architecture

Attended Summer Program in Architecture to exercise and broaden my right brain.

Bachelor Of Business Administration - Bba, Marketing