David Master Email & Phone Number

Services Offered• strategy development, planning and review • organizational design and implementation • restructuring and cost reduction• new program development & planning• M&A operational planning and integration• managerial and departmental offsite planning & integration• executive management & board presentations

Denver, Colorado, Us

Global head of marketing for this ~$300Bn asset manager, responsible for ~180 FTE, including channel/regional marketing, content, product management, portfolio construction & strategy, value added programs, brand, advertising, RFPs/DDQs and digital.• Responsible for all marketing in North America, EMEA/LatAm and AsiaPacific.• Built globally integrated, regionally flexible organization with strong, positive culture.• Multi-year restructuring, introduction of offshoring, and synchronization of activities with Sales.• Multiple re-brandings, introduction of lead generation programs, global advertising, expanded global content engine, winner of 25+ industry awards and recognition for marketing.• Massive improvements in global MarTech stack, including new global web platform.• Numerous innovations and improvements in areas such as automated translation, digital value-added programs, and multi-level portfolio management tools.

Denver, Colorado, Us

Joint responsibility for product management, RFPs/DDQs, marketing communications, media relations, content management, digital, channel marketing, and U.S. advertising.

Denver, Colorado, Us

Recruited to lead Product, Marketing and Communications for this $200Bn asset manager on the upswing, with responsibility for $24MM budget and 80 personnel, and membership on the firm’s Operating Committee. • Resuscitated, rationalized and dramatically upgraded Product and Marketing, breaking down silos, reinvigorating staff and upgrading personnel. Repaired Product Strategy, Thought Leadership, Channel Marketing, and Creative Services groups. Created PR/Corporate Communications function. • Launched high impact media relations and advertising programs; grew social media activity; published first global investment outlook; launched proprietary ETFs; built-out email marketing; and recast innovative Janus Labs “value added” program as fundamental to firm’s U.S. advisor value proposition.• Introduced technology agenda to increase efficiency and effectiveness for core workflow and content management, with a “publishing” mindset.

San Mateo, California, Us

Brought on to lead all US marketing (product and channel) and global marketing services functions for $675Bn asset manager with 7 major investment affiliates. Managed $22MM budget and 50+ FTE.• Globalized marketing organization, leveraging infrastructure and common services. • Rationalized structure, staffing and focus of digital marketing, fund performance communications, thought leadership, and design services to support US, Europe and Asia.• Built-out thought leadership group as a major marketing initiative, with new dedicated website and proprietary global research program designed to enhance worldwide PR and support sales.• Delivered comprehensive technology plan w/integrated vision for key systems.• Overhauled global branding and communications system, standardized US selling system, built iPad app for sales force to access critical content, and automated production of key global comms.• Executed numerous promotional programs in support of focused fund sales, including advertising.• Raised morale, turned-around performance, and brought calm to a frenzied, organization.

New York, Ny, Us

Marketing and management consulting to the financial services industry. Projects included:• go-to-market strategy for an active ETF offering• positioning a major fund company in the retirement market• launching a combined fixed annuity/long-term care product• re-branding a pension outsourcer• strategy review for a large manager-of-managers

Newark, New Jersey, Us

• Facilitated repositioning and organizational re-engineering for Wealth Management Solutions, an outsourced investment solutions platform targeting banks.• Created and launched Retirement & Wealth Planning Group, a value-added program for Annuities and Investments.• Led initiative to optimize coordination across Prudential’s major “retail” businesses and relationships with major distribution partners.• Strategic planning and communications for Prudential Investments.

Newark, New Jersey, Us

• Restructured marketing organization• Established core branding and positioning• Repaired core creative process and web sites• Launched systematic marketing campaigns, including a highly successful, Sector Funds Campaign• Helped consolidate two additional fund families into core product lineup

Strategic and tactical projects for numerous financial services clients, including assignments such as: marketplace repositioning, development of an integrated sales force management system, channel analysis, affluent business strategy, and business strategy for leveraging extensive website capabilities with a field force.

Partner in boutique consulting firm providing strategic planning, product development, marketing and creative services to the financial services industry.• P&L, new business and project fulfillment responsibility for relationships with 25+ banks, mutual funds, brokerages, insurance companies and other financial services organizations.• Managed multiple project teams undertaking business analysis and planning; market segment analysis; brand development and integrated marketing programs.

New York, Ny, Us

P&L responsibility for new business unit launched to provide 401(k) and other retirement products: • Built active asset gathering operations through broker sales and alliance programs.• Created and launched Chase Retirement Advantage, a middle market 401(k) program and Vista Retirement Products, a broker-vended product line for small businesses.• Integrated existing units {50 personnel into a coherent business enterprise.• Revised load structure and implemented finders’ fees for Vista Funds, enhancing broker sales.

New York, Ny, Us

Developed and enhanced value-added products for global trust and custody business, helping re-position Chase for successful recovery in the domestic employee benefits market:• Implemented Defined Contribution Program, including strategic alliances and daily valuation.• Established criteria for Global Performance Measurement, and a new system implementation.• Created and launched Chase Direct Rollover IRA, one of the first rollover products in the market.• Implemented Cash Management Program, including a Late Day Cash product; interest rate policy for 25 currencies and new transfer pricing.• Identified multi-million dollar revenue opportunity through targeted foreign exchange sales program.

New York, Ny, Us

Managed planning and regulatory compliance for North America:• Reduced annual operating expenses by 15% through staff and line restructuring.• Oversaw divestiture of investment subsidiary Chase Investors to Union Bank of Switzerland.• Provided management support and internal consulting to Division Executive on business planning and program development, including launch of a Total Quality Management Program.

Established critical analytical unit to oversee $3Bn commercial mortgage portfolio.

Senior business manager for new corporate Strategic Business Unit serving the employee benefit and endowment/foundation markets with investment products and trust/custody services.

Chief-of-staff to Vice Chairman for middle market banking group with $3Bn in assets.

Mba, Strategy, Marketing

Ab, Economics, Environmental Studies

Master Of Business Administration - Mba, Marketing/Marketing Management, General