Curtis Packer Email & Phone Number

Lehi, Utah, United States

Manage and execute policies and procedures, professional standards, accepted business practices, and internal systems of control necessary to achieve compliance to state and federal laws and regulations in the insurance and financial services industries.• Monitor and test policies and procedures to ensure they can result in compliance• Conduct risk assessments and compliance reviews to ensure policies and procedures are being followed• Responsible for establishing and setting the tone of compliance throughout the organization• Familiar with Federal Securities regulations such as the Investment Company Act of 1940, the Investment Advisers Act of 1940, Securities Exchange Act of 1933, and Regulation CF, etc.

Lehi, Utah, United States

Manage new business processing team to ensure established policies, procedures, and legal requirements are followed while professionally and efficiently opening and funding new client accounts.

Salt Lake City Metropolitan Area

• Responsible for brand development and launch of private label brands, including all research, positioning, messaging, brand identity, content and asset development, media planning, etc.• Oversee development, implementation and execution of strategic omni-channel marketing plans to increase sales for corporate and independent retailers—with an emphasis on retail pharmacies and community health services.• Oversee development and go-to-market strategies of mobile apps. Work with technology departments and vendors to ensure necessary integration and performance meet objectives and customer needs. Key Achievements• Developed the branding and launch campaign for new product--which exceeded first-year sales goals by 300%.• Launched integrated pharmacy marketing campaign for multiple pharmacy chains which resulted in an increase of 4% in pharmacy sales in six months--including a 20% increase in vaccine sales.

Salt Lake City Metropolitan Area

• Developed top-level messaging and positioning for all company products and services.• Designed and drove implementation of consistent branding through all marketing materials and product interfaces.• Launched go-to-market strategies for products sold directly to some of the world’s largest healthcare, insurance, financial services, high tech, and telecommunications organizations.• Helped developed joint offerings with technology alliance partners, including VeriSign, IBM, Microsoft, Verizon Business, etc.• Collaborated with channel marketing organization to create and execute programs and campaigns.Key Achievements:• Wrote and designed corporate collateral library and sales tools from three items to 15+ items within a one-year period (including website, flash video demos, product sales sheets, business case brochure, partner collateral, etc.)• Realized 50% increase in response rate of online marketing efforts by implementing best practices.• Launched SEO initiative to improve quantity and quality of sales leads by increasing page 1 search results from three core terms to 15 core terms in a three-month period.

Salt Lake City Metropolitan Area

Served a one-year term on the board of directors for the Utah Advertising Federation.Responsibilities included programming for the federation's monthly luncheon series.Ability to follow-through and pay attention to details resulted in a very successful year.Assisted other Directors with projects and events to ensure success of the entire federation.

Salt Lake City Metropolitan Area

• Led and directed entire Media Department.• Oversaw research, development, and implementation of marketing and media projects.• Negotiated client projects and cultivated client relationships.• Ensured budget and target audience objectives were met.• Worked with management team on new business initiatives.

Salt Lake City Metropolitan Area

• Did concurrently with Media Director responsibilities• Developed and managed project plans and strategies for key accounts to achieve marketing and sales goals.• Led and directed creative and production teams for key client projects.• Managed project profitability across all agency departments for key clients.• Developed and maintained favorable relationships with new and existing clients in order to increase revenue.• Gained and maintained familiarity with clients' products, industries, and competitors.Key Achievements• Realized 5%+ year-over-year growth for a key client three consecutive years.• As a member of the Business Development team, made key contributions in re-building company after economic downturn by increasing existing client billings by an average of 12%.

Salt Lake City Metropolitan Area

• Responsible for research and development of media plans, identifying target audience and ideal media outlets.• Recommended media mix and frequency to meet budget and sales objectives.