Deborah Sumner Email & Phone Number

New York City Metropolitan Area

Leading Morgan Stanley at Work Marketing Strategy driving awareness and engagement of Advice solutions

Greater New York City Area

* Developed omni-channel marketing strategy for 4.5MM Northwestern Mutual clients. Responsible for development and implementation of end-to-end client journey, online and offline, for prospects and existing clients driving cross-sell, upsell and client engagement for Risk and Investment products* Built and led a 40+ member team responsible for driving strategies across multiple channels, DM, EM, Website, Social, SEO and Advisor outbound. Partnered with product, research, and data analytics… Show more * Developed omni-channel marketing strategy for 4.5MM Northwestern Mutual clients. Responsible for development and implementation of end-to-end client journey, online and offline, for prospects and existing clients driving cross-sell, upsell and client engagement for Risk and Investment products* Built and led a 40+ member team responsible for driving strategies across multiple channels, DM, EM, Website, Social, SEO and Advisor outbound. Partnered with product, research, and data analytics delivering a robust test and learn platform supported by data, Field and Client feedback driving over $175MM in incremental premiums yearly * Oversaw strategic development of Consumer Website plus 7,000 Advisor Websites. Led team of editors creating a content strategy designed to offer education and thought leadership supporting our field driving qualified leads and deepening existing relationships Show less

Greater New York City Area

* Responsible for building a marketing team and customer lifecycle strategy for Fintech* Built campaign dashboards to monitor KPIs and ROI for multi-channel cross-sell/upsell programs* Led the company-wide effort to assess and implement new email service provider to deliver improved email marketing performance and client targeting

New York, Ny

* Led a team creating lifecycle marketing strategies for brokerage customers, deepening relationships improving share of wallet utilizing omni-channel approach * Worked closely with operations, legal, financial consultants, and product teams to develop offer strategy and overall experience for each customer lifecycle phase, making recommendations based on research, industry best practices, test and learn design, and campaign analytics

Greater New York City Area

Co-taught, "Winning Teams", course requirement for MS, Strategic Communications Practice

New York, Ny

* Established best-in-class B2B marketing strategies for a leading provider of SEC regulated investor communications and technology driven solutions for banks, broker-dealers, mutual funds, and corporations globally. * Designed and executed thought leadership content creating white papers, articles and practice guides; “FATCA Compliance: Riding a Rollercoaster of Regulatory Change” and “Cost Basis Phase III Implementation” * Led the development of digital strategies; email, SEM… Show more * Established best-in-class B2B marketing strategies for a leading provider of SEC regulated investor communications and technology driven solutions for banks, broker-dealers, mutual funds, and corporations globally. * Designed and executed thought leadership content creating white papers, articles and practice guides; “FATCA Compliance: Riding a Rollercoaster of Regulatory Change” and “Cost Basis Phase III Implementation” * Led the development of digital strategies; email, SEM, Webinars and Microsite development. Coordinated industry conferences, sponsorships and speaking engagements. Show less

New York, Ny

* Led $30mm financial services practice delivering customer solutions driven by Nielsen's robust consumer, media and marketing information assets. * Provided thought leadership and communicated trends in the industry by researching, writing, and publishing white papers; “Mobile Banking a Growing Lucrative Market” and “Which Consumers are Most Likely to Opt in to Overdraft Protection.” * Responsible for developing key account strategies delivering consumer insights, market… Show more * Led $30mm financial services practice delivering customer solutions driven by Nielsen's robust consumer, media and marketing information assets. * Provided thought leadership and communicated trends in the industry by researching, writing, and publishing white papers; “Mobile Banking a Growing Lucrative Market” and “Which Consumers are Most Likely to Opt in to Overdraft Protection.” * Responsible for developing key account strategies delivering consumer insights, market share assessments and segmentation strategies. Prepared RFP’s and RFI’s and new business presentation decks, and capabilities materials. Show less

* Led a team, responsible for managing and developing new business opportunities for credit, debit, prepaid, cobrand, consumer, and small business, card solutions. * Researched, designed, and delivered new business presentations, and responded to RFPs to become the preferred payment brand. * Successfully won new business opportunities totaling over $100B in gross dollar volume to include: Ann Taylor, Avon, Bed Bath & Beyond, Continental Airlines and Univision cobranded cards.

Developed and Managed CRM strategies for Retail Bank programs. Created segmentation strategy to deliver relevant leads to line staff based on products, potential value and propensity to respond.

* Implemented new-to-bank onboarding improvements, reducing attrition by 50%.* Researched, designed, and launched new banking products, an innovative overdraft protection product and accelerated funds advantage for small business and consumer bank customers.* Drove the creation of two new products designed for Young Starter Segment, Chase Extra Banking and Chase Free Checking.

Certificate, Digital Advertising

Certificate, Social Media

Professional Certificate, Digital Media Marketing

Integrated Digital & Media Marketing program; Web Analytics, SEM, e-mail

Bachelor Of Arts, Tv/Film

Masters Of Science, Marketing Communications