Provide leadership and strategic planning for development and execution of retirement plan sponsor engagement marketing campaigns inclusive of advertising, social media and direct outreach designed to drive deeper engagement with Vanguard and develop lead generation opportunities for national sales teams. • Oversee all lead acquisition, retention and cross-sell programs to drive key business initiatives and achieve growth goals.• Responsible for finding and implementing new marketing technology capabilities to accelerate demand generation and ABM strategies that produce marketing qualified leads.• Consistently exceeded goals for qualified engagements and actionable leads by as much as 140%.• Refined audience selection models to improve net marketing efficiency by 119% over two years.• Successfully moved direct marketing from prioritizing marketing communications and content delivery to a measurable selling effectiveness focus.

Deliver centralized competitive intelligence and develop market landscape analysis for SEI’s business units in order to better understand existing markets and evaluate new market expansion opportunities. Oversee a team that works with internal sales and service organizations to craft customized strategic planning as well as competitor positioning, pricing and marketing studies. • Generate detailed competitor intelligence reports that include comprehensive summaries of market share, product/industry growth projections and emerging trends• Collaborate with executive management, sales and service across SEI to ensure valuable market intelligence is shared widely with appropriate groups and individuals• Provide short-term marketing infrastructure development programs for new and emerging SEI businesses

Oversee marketing and lead generation efforts for SEI businesses in the US, Canada, UK and South Africa, reporting directly to SEI’s Chief Marketing Officer• Develop go to market planning and execution process for new and ongoing direct mail, telemarketing, social media and web-based programs• Responsible for developing lead nurturing strategies for qualified prospects to feed the sales pipeline• Manage a global team of senior professionals, each responsible for account management and marketing services delivered to each of SEI’s six business units

Lead market development and new business prospecting for the Institutional Solutions Group at SEI, a leading pension and investment management company serving corporations of varying size.

Led marketing and market development analysis for GE's water purification systems outsourced services business. Oversaw marketing initiatives resulting in growth of this services business by over 100% in just over 18 months.

Led all direct marketing efforts for GE's consumer Auto & Home Insurance business

Headed development of strategic marketing partnerships with consumer product companies designed to generate income and promote the GE brand.

Held a variety of positions within the bankcard marketing group, focused primarily on new business development and new account acquistion.

Headed the new account acquisition efforts for Spiegel's bankcard venture as well as directing in-store promotions for Spiegel and Eddie Bauer stores.

Held a number of different positions, starting as a Research Associate and then Research Manager prior to designing and leading a new business program to provide objective profiles of vendors serving the banking industry.