• Lead development and execution of digital, personalized, high-impact go-to-market strategies, focusing on consumer engagement, asset retention, and acquisition, translating to consistent annual revenues of $50M• Designed a successful new client acquisition campaign, boasting a robust 63% retention rate and contributing significantly to overall business growth• Orchestrate and manage cross-functional workstreams involving digital, analytics, data, and sales teams, ensuring seamless collaboration for marketing campaigns that are in alignment with overarching enterprise goals• Leverage customer data, analytics, and insights to design effective and responsive email campaigns, which consistently achieve a 50% open rate and generated leads for outbound calls averaging a 53% connection rate• Strategically steer an enterprise-wide retention program targeting participants to retain their retirement savings accounts after a job change• Conceptualized and executed a multi-channel, multi-touch communication program designed to educate, inform, and engage beneficiaries that inherit a retirement account. This strategic initiative contributed to a 37% reduction in competitor outflows• Managed comprehensive annual marketing budgets for various campaigns, displaying financial planning skills and an understanding of maximizing ROI• Routinely present campaign outcomes and strategic recommendations to senior management and key stakeholders• Manage subject matter experts and vendors on special projects, fostering a collaborative and high-performance culture

• Created effective, targeted marketing campaigns via email, direct mail and digital that generated $8 in net revenue for every dollar invested in retention, acquisition and lead nurturing • Helped internal creative team produce 300 marketing assets in 9 months saving $900,000 over outsourced resources• Managed multimillion-dollar marketing budget including vendor selection, purchase orders, invoices and payment approvals• Reduced per client acquisition costs by 45% with effective marketing direct mail strategies and vendor management• Tracked and reported campaign metrics and KPI’s to leadership and key stakeholders

• Led marketing initiatives managing online and offline media for corporate and small business clients in financial services, manufacturing, education, hospitality and service industries • Created marketing strategies for new product development and launch utilizing market intelligence, forecasting, manufacturing and trend spotting for direct B2C and B2B campaigns• Negotiated and strategized with vendors for production, printing and media buying• Assisted clients with branding, business development, relationship building and branding• Drove data-intensive market research and analysis toward successful product and brand development measuring ROI, while capturing and reporting project analytics to clients• Conceptualized and produced creative marketing assets including photo shoots, print collateral and digital marketing