David Koplan Email & Phone Number

United States

TCB Advertising is the publisher of My Local Book and TCB Direct Mail. We are a local advertising and marketing solutions provider offering clients a full line of options that help businesses increase awareness, obtain new customers, focus on repeat business, and get profitable results. TCB Advertising brings local consumers together with local businesses.

Greater Boston Area

TCB Advertising is the publisher of My Local Book and TCB Direct Mail. We are a local advertising and marketing solutions provider offering clients a full line of options that help businesses increase awareness, obtain new customers, focus on repeat business, and get profitable results. TCB Advertising brings local consumers together with local businesses.

Hampstead, Nh & Wellesley, Ma

CAMP TEL NOAR, Hampstead, New Hampshire / Wellesley, MassachusettsA non-profit overnight summer camp owned by the Cohen Camps Foundation. Alumni Director▪ Created volunteer position with non-profit summer camp to support camp’s strategic plan and long-term goals.▪ Build and cultivate relationships with camp alumni to strengthen involvement and grow capital contributions.▪ Plan and implement alumni programs to strengthen community network and increase camper recruitment. ▪ Initiate and oversee communication with alumni using social media, newsletters, email, and direct call campaigns.

Henry Elliott & Company, Inc. is the leader in providing Caché, M (Mumps) and Healthcare Information Technology professionals on a contract consulting and direct permanent placement basis throughout the U.S. and Worldwide. We are the recognized leader in this highly specialized industry. Responsibilities:Expand Henry Elliott’s business by reaching out to new and existing clients. Develop new plans and strategies to grow its current business. This includes overseeing relationships with Henry Elliott’s clients and expanding business within the existing customers. Responsible for developing leads and new business within our niche industry. Also, respond to RFP's and involved in marketing and advertising efforts.

Founded and successfully launched an in-store high tech advertising company with a niche in local markets. Sold the business and worked post-sale on the transition through completion.Founder▪ Introduced innovative advertising approach for local businesses to reach customers by placing dynamic, full-motion video advertisements in high-traffic areas throughout the community.▪ Acquired sales within two months of launch, and grew sales to 30 locations with 40 independent advertisers at time of sale. ▪ Developed new client relationships by presenting proof of concept to local businesses. ▪ Created full-service website leveraging a Content Management System platform. ▪ Received positive coverage in Boston Globe (http://tiny.cc/rffqix) highlighting the unique concept and fast penetration of the marketplace.

STATE STREET CORPORATION, Boston, MassachusettsProvided vision and leadership to the world’s leading provider of financial services to institutional clients.Vice President, Defined Contribution Plans▪ Oversaw Self Managed Account retirement business. ▪ Aggressively solicited new business, developed and presented sales proposals, and negotiated client contracts.▪ Partnered with client benefits group to invest and manage risk of retirement offerings of 50,000 accounts totaling $4 billion in assets under management.▪ Managed strategic business relationships with institutional clients and expanded new and existing business.▪ Oversaw all marketing communications for clients to use with employees.▪ Led cross-functional teams to support high quality client service. ▪ Performed competitive market analysis to determine strategy, enhance procedures and improve controls. Increased profit margins by 40%.

ZEFER CORPORATION, Boston, MassachusettsProvided expertise to evaluate industry trends, and grow revenue and client base for a web consulting firm specializing in eBusiness and CRM solutions.Senior Business Strategist▪ Led eight-person team responsible for expanding client base and growing revenue for web consulting firm. ▪ Responsibilities included evaluating industry trends, conducting competitive analysis, assessing risk, identifying cost saving opportunities, and implementing new venture capital initiatives.▪ Consulted with clients’ executive management teams as relationship leader to target sales and new business opportunities through the implementation of e-Business strategies.▪ Reduced costs by $4.8 million through system assessments, cost benefit analysis, and restructuring workflows. ▪ Forged key client relationships through new client identification, proposal presentations, and negotiation assistance. Contributed to client proposal that lead to largest revenue generating partnership. ▪ Developed and defined cross selling opportunities, directed marketing campaigns, and increased customer service through a Siebel designed custom relationship prototype.

FIDELITY INVESTMENTS, Boston, MassachusettsPromoted progressively to more responsible client focused management positions for a global financial services investment company.Project Manager – Y2K▪ Selected by senior management to lead Y2K initiatives. ▪ Responsible for strategy, planning, implementation, and reporting for internal practices and institutional clients.▪ Managed testing and facilitated changes at top-tier client broker-dealers, banks, and other financial institutions.▪ Led company-wide communication to 1,500 employees via intranet and other marketing tools.Account Manager▪ Cultivated relationships with institutional clients to improve customer service and efficiency.▪ Led cross-functional teams to improve customer satisfaction, asset retention and sales generation.

Qualifier ▪ Assisted broker in targeting new potential clients using cold-calling techniques.▪ Advised clients in appropriate products based on investment objective and risk tolerance.

Executive Mba, Business Administration

Economics