Do Lee Email & Phone Number

San Francisco, California, Us

Toronto, Ontario, Ca

Toronto, Ontario, Ca

- Managed weekly reporting for TD contact center performance measurement reporting- Managed TD contact center file transfer process to CIE (Customer Insight Engine) platform on a weekly basis - Updated and managed small business customer data sets in the CIE platform on a weekly basis- Analyzed current bank deposit customer data sets to identify cross-sell opportunities for other residential lending products such as mortgage and home equity- Analyzed solicitation (marketing campaign) data sets to identify optimal customer touch frequency by channels (mail vs. email)- Managed and updated weekly debit card usage, direct deposit, mobile app usage, and funding table queries

Toronto, Ontario, Ca

-Performed account attrition vintage analysis by different segments on the existing portfolio -Analyzed rates and fees on the existing portfolio and forecasted incremental revenue gain from rate increases to help leadership team to strategically plan their moves to increase growth of the business-Resolved inquires for all sales segments with goal to streamline and adjust approval and processes methods on an ongoing basis-Performed pass through rates and fees validation on active TD portfolios-Managed and updated pricing type information in the KPI tracker-Managed Merchant Pricing Agreement and Pricing Tool submission status report automation process-Analyzed and reviewed results to established plan, providing feedback and recommendations to SR management, maximizing profitability-Led on interchange tracking from networks-Performed analytics to determine P&L impact of product strategy changes-Performed strategic analysis to identify actionable opportunities and risks-Completed an account review process including automation to increase overall Segment profitability, execute on strategies and tactics to maximize key NIAT, Revenue/Customer, and Pricing/MDR

Perkasie, Pa, Us

-Led the bank's first data-driven Prospect Checking acquisition DM campaign with precision targeting strategies-Led the bank's first onboarding, product adoption, and anniversary trigger campaigns to improve customer experience-Led the utilization of corporation-wide CRM data mining and relationship management tool, including recommendations for staff training, system usage an access-Supported corporate direct mail programs, including prospect customer onboarding and stimulation programs. Coordinate with Marketing Manager on campaign support and ensure creative is in line with brand standards and campaign design. Responsible for establishing reporting and metrics-Supported the bank's CRA examination to achieve outstanding rate and help to meet the credit needs of its assessment area, including LMI neighborhoods-Conducted service (sticky products) utilization / adoption analysis by age groups and products to identify primary customers of the bank and increase customer loyalty-Used the CRM to help support strategic goals of the corporation to identify target segments that would be attracted to and benefit from new products or programs-Investigated standard reporting and customized reporting capabilities of the CRM and develop reporting, including reports utilized by customer contact staff to improve relationship management, retention measurement and cross sell efforts-Collaborated with Product manager on market research, including new corporate initiatives, cost benefit of service offerings, competitor product offerings, and other research as needed to support the company’s stated vision, mission, and financial goals-Identified and supported implementation of new research, demographic, mapping and other tools to enhance the Bank’s capabilities to utilize data to generate revenue and earnings

Jessup, Maryland, Us

- Conducted website traffic analysis to improve the website traffic volume organically- Oversaw the activities of workers; hire, train, and evaluate employees- Performed market analysis to strengthen the competitive advantage with other competitors- Conducted seasonal product sales analysis & predictive sales forecasts to predict the future purchase behavior of customers- Conducted P&L and cost analysis to optimize company expenses- Assessed the performance of each department or company against the business’s goals and plans- Supported marketing & advertising projects and make sure employees have the resources to complete their tasks

Toronto, Ontario, Ca

-Supported TD P2P product service launch social media campaign with targeting strategies and test ideas-Supported the bank’s first mass affluent Checking direct marketing campaign-Supported Savings Tax & Bonus email campaign: recommending targeting population and test ideas, analyzing campaign report, and creating business case. The campaign was the most successful savings campaign in terms of mROI improvement since 2009 -Supported and analyzed CRA initiatives. Increased marketable universe size by 60% to achieve the bank’s CRA loan account acquisition goals for 2017-Created campaign test designs (A/B tests, multivariate tests) and follow through with results-based targeting recommendations to improve future campaign performance-Created campaign business cases along with CPP, CPA, SVA, and mROI analyses-Provided analytical and program management support to build CRM capabilities and cross-sell programs-Developed and delivered insightful and proactive metrics, reporting and analysis on marketing campaign results to management and line of business / marketing partners-Created targeted measurement documents for checking, savings, small business, TDAmeritrade and TD wealth campaigns for the most effective targeting and optimization-Supported Customer Strategy projects and ongoing programs requiring coordination of deliverable from other project resources in retail distribution, direct channels, technology, finance, compliance/legal, and marketing-Identified, developed, and maintained key relationships with business partners including retail product management, retail distribution, Small Business, support services, and North American business partners such as TD Wealth Management and TDAmeritrade-Analyzed relevant data to identify and recommend initiatives that positively and materially impact the financial results of the company-Created targeting and sizing recommendations for Money-In and Small Business products to advise marketing planning and budgeting

Villanova, Pa, Us

-Analyzed a study that compares user performance of business intelligence (BI) tasks of varying complexity on different computing devices (IE: laptop, tablet, & computer) using cloud-based analytics software (SAP Lumira) and sentimental tools for market research-Designed the experimental protocol, administer the study at various corporate sites, and setup the master data file for the study.-Reported to the Director of Center for Business Analytics at the Villanova University School of Business -Participated a new BI software (Anaplan) experience study-Gave a presentation about user performance study in front of the Center for Business Analytics advisory council members-Retrieved and organized financial data (Bloomberg) for faculty class preparation -Assisted with research publication and journal

North Wales, Pennsylvania, Us

- Performed product sales trend analysis to provide future sales strategies to the leadership team- Prepared new product sales forecast, marketing plan, and financial plan - Used contribution margin (CM), Break-Even analysis, cost analysis, and others to prepare financial projection for the company's new product- Managed and analyzed warehouse inventory turnover rate- Managed the Amazon sales process & product analysis- Conducted sales team interviews

- Explained to customers how specific types of advertising will help promote their products or services in the most effective way possible- Maintained assigned accounts while developing new accounts for advertising services- Managed and scheduled daily advertising plans- Performed budget management and identified advertising opportunities- Monitored competitor activities and carried out market research to identify market trend for current and future products- Acquired 5-10 new clients and achieved sales quota every month. Company gained over 50 new accounts during 4 years and those new accounts generated more than $250,000 of revenue per year. Total company sales volume was increased by 30%

- Awarded top 3 and top 10 Sales Team Leader among 4,000 national sales reps & team leaders- Responsible for new client acquisitions- Maintained current relations between Fortune 500 clients and their customers in B2B setting- Managed a team of eight to ten people on various business trips as well as in office- Ran product campaigns and group meetings- Other responsibilities included recruiting and training of future leaders and managers.

- Provided guidance on matters of leadership, military justice, customs and courtesies- Planned and scheduled all training courses, specifically, for the retired soldiers- Made sure instructions were followed and tasks were completed

Master Of Business Administration (Mba), Strategic Management, Managament Information Systems (Mis), Summa Cum Laude

Bachelor Of Business Administration (B.B.A.), International Business / Hr