Diane Cullen Email & Phone Number

Boston, Massachusetts, United States

Boston, Ma

Led team of analysts responsible for expanding data-driven distribution to identify targeted sales and marketing opportunities, strengthen client engagement and retention, and align with business objectives.• Generated greater client intelligence and proactive sales ideas for more precise targeting of advisors and more customized client experience by developing advisor insight program. • Conducted in-depth evaluation of third-party information sources and communicated recommendations to top management, aligning resource usage with business goals. • Expanded advisor segmentation efforts through analysis and introduction of new data sources and collaboration with data science team.• Enhanced automation, lowered error rate, and generated time savings by implementing process improvements and workflow design changes.• Elected to Diversity and Inclusion committee to help increase diversity in hiring processes, execute new programs, and boost employee commitment.

Boston, Ma

Directed team of product analysts in development of competitive research and new financial solutions to engage distributors and advisors. • Augmented sales and assets by over $1B through development of 2 new multi-asset funds. • Created comprehensive capital markets program (as part of cross-functional team) used in sales process, disseminating firm’s views on markets and providing value-add for advisors. • Strengthened sales force knowledge by presenting industry trend updates and competitor analyses on monthly national sales calls.• Achieved multi-year cost savings through management of consultant and vendor relationships. • Elected Marketer of the Year for US marketing team in 2012 based on performance excellence.

Boston, Ma

Conducted competitor and industry trend research to drive investment product growth.• Developed in-depth competitive analyses and targeted sales ideas, increasing wholesaler-driven sales and platform placement. • Partnered with Marketing Communications team to create value-add deliverables for use in sales process.• Reduced turnaround time for standard monthly and quarterly reporting responsibilities 40% by increasing automation and introducing new applications.• Initiated analysis and recommendation of potential acquisition targets, leading to several transactions and additional product and scale.

Boston, Ma

• Directed national DALBAR 2000 Financial Professional Program, surveying financial professionals to provide product and service ratings of mutual fund companies.• Invented rating system for and supervised production of Canadian mutual fund guide.• Initiated monthly mutual fund trend analysis section of in-house trade publication.

Master Of Business Administration - Mba

Bachelor Of Science - Bs, Business Administration/Finance