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@edwardjones.com
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Denise Mathias is listed as Financial Advisor | Creative problem solver at Edward Jones, based in Columbus, Ohio Metropolitan Area, United States. AeroLeads shows a work email signal at edwardjones.com and a matched LinkedIn profile for Denise Mathias.
Denise Mathias previously worked as Financial Advisor at Edward Jones and Senior Product Manager, Loyalty Platform at Alliance Data. Denise Mathias holds Innovation Practice 10-Week Program from The Ohio State University Fisher College Of Business.
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AeroLeads found 1 current-domain work email signal for Denise Mathias. Compare company email patterns before reaching out.
Welcome! I'm honored to serve as your neighborhood financial advisor. I grew up in Groveport and have lived in Canal Winchester for the last 20 years. I am passionate about our community and improving the financial outlook for all who live and work here. I cherish the relationships I've built and look forward to building many more.If you prefer personal attention, are serious about your money and want to work with a financial advisor who translates investment speak into relatable terms, we may be a good fit to partner together. Let's start by understanding what's most important to you. I'll be your advocate - someone who really listens and understands. Together, we will use a well-established process to build personalized strategies to reach your goals. Your plan should be as individual as you are. You'll know what you own, why you own it and understand how it fits within your investment comfort zone. I will help protect you, your family and your wealth. A plan for healthcare costs, long-term care and a path to transfer your assets smoothly when the time comes. We will take all the time together you need to feel confident, maybe even excited, about the opportunities.We will partner together throughout your life to keep you on track. Regular reviews give us the opportunity to discuss what has changed in the last year. Making time for this is important. I offer options to fit your schedule and style. Appointments are available on evenings, weekend, over the phone or web conference. Because personal service is a big deal. And so are you.My husband, John, daughter, Mackenzie, and I relish boating, football and hockey. Sports cannot come back fast enough for us. In my free time, I enjoy cooking, audiobooks and playing nerdy board games.I have 15-plus years of experience building relationships. I am chair-elect of the Canal Winchester Chamber and a member of Canal Winchester Schools Business Advisory Council./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
Listed skills include Management, Creative Problem Solving, Strategy, Leadership, and 29 others.
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St. Louis, Mo, Us
If you prefer personal attention, are serious about your money and want to work with a financial advisor who translates investment speak into relatable terms, we may be a good fit to partner together.We will take all the time together you need to feel confident, maybe even excited, about the opportunities.
Columbus, Ohio, Us
★ Championed the development of loyalty programs, creating competitive solutions-in partnership with partner Epsilon-to define requirements, secure business case approval, and build and deploy a robust program platform. ★Designed and deployed platform supporting 60M cardholders for Alliance Data's branded credit card programs, leveraging strengths in (1) managing project details while visioning overarching objectives; (2) developing productive relationships with technical and nontechnical internal and external stakeholders; (3) identifying program needs to ensure robust program development; and (4) directing all stages of the SDLC from requirements gathering to documentation, functional design, testing, and customer deployment.➥ Secured the results key to formalizing the Loyalty Product Delivery program, doubling size of the team, and transitioning four-year pilot into a full-fledged operating unit, earning a senior leadership role within organization.➥ Developed loyalty platform supporting 200+ of America's top retailers' private label and co-branded credit cards-Victoria's Secret, Pottery Barn, Pier 1, and Caesar's Palace-through leadership of a 20-person team.➥ Fostered collaborative relationships with Epsilon technology delivery teams, earning a reputation for the ability to focus on overarching objectives, synthesizing information, and making recommendations to reach consensus.➥ Launched automated lifecycle email campaigns and inaugural digital site for reward redemption-designed real-time process to eliminate expense for company and clients-and directed multidiscipline stakeholders throughout the SDLC.➥ Led conversion of 30+ unique loyalty programs from in-house proprietary platform to outsourced solution, concurrently driving record growth of an additional 30 programs each year.➥ Designed the processes, protocols, and practices to ensure compliance with SOC and UDAAP requirements.
Columbus, Ohio, Us
★ Fueled new business acquisition and account development, leading a team in promoting Alliance Data solutions through targeted sales plans, engaging marketing tactics, and avid relationship management activities. ★ Provided team with deep knowledge of market and account opportunities, developed plans to engage key clients and influence decisions, and positioned Alliance Data as the #1 resource for loyalty program and customer retention excellence. Owned key account relationships, responded to escalations, and advocated for clients’ needs during issue resolution.➥ Drove 6%-10% annual growth against a $700M account base, developing the marketing strategies critical to cultivating existing relationships, deepening account penetration, and engaging new target accounts.➥ Served as an SME on data marketing, payment solutions, and customer loyalty programs, earning respect and trust for thought leadership in the development and delivery of strategic marketing initiatives.
Columbus, Ohio, Us
★ Served as an integral member of the sales and marketing organization, facilitating client-facing functions while providing diligent support of internal needs, and engaging in field-based activities to review and validate program compliance. ★ Maintained an organized and efficient sales environment, scheduling and coordinating client meetings, organizing and distributing business and market data, and providing follow-up on priorities and action plans. Participated in store visits to review program deployment, identify opportunities for continuous improvement, and maintain field-based touchpoints. Transitioned into marketing role to generate novel ideas and create innovative marketing programs to meet clients’ targets.➥ Achieved leading-edge awareness of emerging market practices and industry trends, leveraging resources to provide the sales organization with the insider intelligence critical to fueling data-driven and evidence-based decision making.➥ Conceptualized, developed, and implemented high-impact marketing plans and programs, analyzed effectiveness and outcomes, and ensured programs were executed in accordance with corporate directives.
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Denise Mathias works for Edward Jones.
Denise Mathias is listed as Financial Advisor | Creative problem solver at Edward Jones.
AeroLeads has found 1 work email signal at @edwardjones.com for Denise Mathias at Edward Jones.
Denise Mathias is based in Columbus, Ohio Metropolitan Area, United States while working with Edward Jones.
Denise Mathias has worked for Edward Jones and Alliance Data.
You can use AeroLeads to view verified contact signals for Denise Mathias at Edward Jones, including work email, phone, and LinkedIn data when available.
Denise Mathias holds Innovation Practice 10-Week Program from The Ohio State University Fisher College Of Business.
Denise Mathias is listed with skills including Management, Creative Problem Solving, Strategy, Leadership, Direct Marketing, Facilitator, Strategic Planning And Execution, and Technical Project Leadership.
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