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I possess over 25 years of experience in marketing strategy, operations, and analytics. As a seasoned marketing leader, I have consistently delivered growth and value for top brands in financial services, telecom, and e-commerce. During my tenure as Vice President of Customer Strategy at Merkle, I collaborated with Fortune 500 enterprises to evolve their marketing methodologies and build foundational marketing technology, enhancing their customer experiences and driving personalization to achieve higher return on investment.My expertise extends to designing, executing, measuring, and growing omni-channel marketing programs across the customer lifecycle, with a focus on financial services. Additionally, I have led CX and digital transformation engagements, streamlining and automating marketing workflows, and building strategic roadmaps for integrating data and technology.I have deep product management and marketing experience across all consumer lending, mortgage, payments, banking, and wealth management products including prime and non-prime credit risk.
Redan Insights
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ConsultantRedan InsightsCharlotte, Nc, Us
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Vice President, Customer StrategyMerkle 2017 - Sep 2023Charlotte, North CarolinaTop Clients: SoFi, Cricket, PNC Bank, Regions Bank, T. Rowe Price, JP Morgan Asset ManagementCollaborated with Fortune 500 enterprises to evolve their marketing methodologies by strategically harnessing identity, data, marketing technology, disciplined planning and measurement, and customer-centric approaches. The focus was on elevating customer experience, driving personalization, and ultimately getting to higher levels of return from their marketing investment and media spend.Led cross-functional teams in designing, executing, measuring, and scaling omni-channel marketing programs to drive growth for Fortune 500 companies. Led CX and digital transformation engagements aimed at elevating customer experiences, streamlining and automating marketing workflows, and integrating data and technology to achieve marketing vision.Key responsibilities were leading delivery of client engagements, mentoring strategy, analytics, and creative teams new to financial services, leading transformational projects, providing organizational thought leadership, developing marketing solutions for sales proposals, and driving client growth. -
Senior Director, Customer StrategyMerkle 2014 - 2017Top Clients: SoFi, PNC Bank, LifeLockDeep experience driving growth for financial services clients with background in product marketing, analytics, credit, and finance. Created and presented marketing strategies and plans, test plans and analytical roadmaps, test results and program analysis, and recommendations to C-level suite and senior executives. Managed and scaled data-driven lifecycle marketing programs (acquisition to win back) for financial service clients in lending (auto, credit cards, home equity, mortgage, personal loans, and student loans), deposit products (household checking and savings), wealth management and investments, and small business solutions.Led the design and development of custom prescreen data processes and marketing databases supporting the execution, measurement, reporting, and analytics in building and scaling multi-bureau prescreen and ITA marketing programs to drive new customer acquisition, cross-sell, and retention. Set up and managed credit bureau relationships and agreements for clients.Utilized extensive experience with data and analytics to construct initial target audiences and build analytical roadmaps to efficiently scale and optimize audiences to meet financial goals.Formulated comprehensive testing plans to expand marketable universe and optimize creative/messaging/offers, contact frequency, and media, ensuring a strategic approach to enhancing marketing effectiveness and maximizing impact.SME across Merkle for prescreen marketing across all addressable channels (Direct Mail, Email, OBTM, Display, Paid Social, Connected TV, etc.) -
Director, Customer StrategyMerkle 2010 - 2014Charlotte, North Carolina, United StatesTop Clients: PNC Bank, Regions Bank, Fifth Third Bank, TD Bank, PayPal CreditCreated and presented marketing strategies and plans, test plans and analytical roadmaps, test results and program analysis, and recommendations to C-level suite and senior executives. Managed and scaled data-driven lifecycle marketing programs (acquisition to win back) for financial service clients in lending (auto, credit cards, home equity, mortgage, personal loans, and student loans), deposit products (household checking and savings), and small business products.Conducted competitive and industry research to support market planning and product positioning. Built measurement and reporting systems and dashboards to track and optimize marketing programs.Led the design, development, training, and execution of prescreen marketing programs across numerous financial service clients. -
Vp, Product Management And Strategic InitiativesLendingtree 2005 - 2009Charlotte, North Carolina AreaHead of Product Management team (20+) responsible for product P&Ls, direct marketing, product pricing, product innovation and roadmap, CX and site optimization, and evaluation of new business opportunities and strategic initiatives to drive growth and enhance the company's competitive position.Member of LendingTree's Executive Operating and Senior Leadership teams. -
Senior Director, Product ManagementLendingtree 2004 - 2005Charlotte, North Carolina AreaProduct manager for the home lending products - responsible for P&L, new product development, pricing and product marketing. -
Vp, Marketing And AnalysisWells Fargo 1999 - 2004Member of senior leadership team that built a Direct-to-Consumer Mortgage and Home Equity lending business generating over $2 billion in annual originations outside the bank's footprint. Responsibilities included financial planning, pricing, marketing strategy, marketing analytics, prospect marketing database design, and sales optimization. -
Avp, Marketing And AnalysisSignet Bank 1995 - 1998Richmond, Virginia AreaAs a member of the Marketing and Analytics team, I was responsible for driving marketing strategy and analytics for direct-to-consumer mortgage, home equity, and consumer lending businesses. I developed financial and business earnings models, optimized marketing programs, and conducted analysis on investing, divesting, and restructuring businesses.
Dan Moore Skills
Dan Moore Education Details
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Accounting And Business/Management -
Information Systems
Frequently Asked Questions about Dan Moore
What company does Dan Moore work for?
Dan Moore works for Redan Insights
What is Dan Moore's role at the current company?
Dan Moore's current role is Consultant.
What is Dan Moore's email address?
Dan Moore's email address is da****@****ail.com
What is Dan Moore's direct phone number?
Dan Moore's direct phone number is +172083*****
What schools did Dan Moore attend?
Dan Moore attended University Of Virginia, Virginia Commonwealth University - School Of Business.
What are some of Dan Moore's interests?
Dan Moore has interest in Business Management, Direct Marketing, Golf History, Analytics, Financial Markets.
What skills is Dan Moore known for?
Dan Moore has skills like Analytics, Direct Marketing, Strategy, Marketing Strategy, Database Marketing, E Commerce, Product Management, Banking, Management, Customer Acquisition, Sem, Crm.
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Dan Moore
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