Donald Wolf Email & Phone Number

Charlotte, Nc, Us

Data, digital & global marketing team Consumer Investments lead responsible for driving the management and optimization of the digital sales strategy across the Merrill Lynch & Bank of America Private Bank web properties, 3rd party paid media, SEO, email and mobile. Identify issues to eliminate risk as well as opportunities for enhancements to the client experience. Manage the digital sales funnel.

Digital marketing strategy, including social media and influencer marketing, content creation and content management. Specializing in the financial services and banking industry with fintech experience.

New York, Ny, Us

Led strategy and execution to enhance/expand the relationship with our institutional retirement plan participants via our fintech offering. Managed tools, customer experiences and sales funnels including 1 minute retirement checkup, lifetime income calculator, retirement advisor, FeeX. Developed and managed digital products including Robo Advice and managed accounts. Additional products offered includes IRA, Brokerage, TIAA Bank and Life Insurance. $18M budget with P&L management responsibilities, B2B2C, B2B, B2C. ▪ Managed early stage development of digital sales platform that is now producing over $570M in new assets. ▪ Developed and launched managed account product for middle market. ▪ Created coming soon campaign to develop initial interest and prospect data file, social and influencer campaigns to create interest and generate new accounts. ▪ Achieved 50% improvement in converting visits over the past year. ▪ Developed client onboarding experience to build loyalty, retention and advocacy utilizing personalization across engagement channels.

New York, Ny, Us

Digital marketing | Distribution | Relationship Management of California's 529 College Savings Program - Scholarshare.com, a $9 billion direct-sold college savings fund with 300k+ accounts. Oversaw significant growth over 5 years from acquisition of plan with 240K accounts and $3B in assets to over 300K accounts and $8B (267% growth)in assets. Managed a team of 12 associates, 3 agencies, a 12M marketing budget with P&L management responsibilities-Developed social media platforms from inception to national recognition -Established annual 529 Day promotion that generated 1,623 new accounts in 24 hours with over $1.9M in contributions.-First to market with a Gift of College gift card-Founded ScholarShare Speaks to promote the sharing of knowledge and covering important topics in education, health and parenting.-Created a one of a kind in the industry, 529 asset rollover program with a bonus

Developed chain of retail office supply stores in the northern CA market-Named #1 franchisee of the year -Developed B2B marketing business model

Sacramento, California, Us

Developed and managed strategic digital marketing program and calendar involving TV, radio, digital ads, direct marketing, promotions and special events. Full P/L responsibilities, b2b marketing. -Developed outside sales team for the CA and NV markets responsible for 4.5M in sales-Online sales grew from 16M to 34M during my tenure -National trade program began with 750 accounts, grew to 22K+ over 21 months and produced 7.5M in sales in 2011 -Sponsored the 2011 Dwell Magazine Home of the Future event in Los Angeles, CA and Elle Décor show house in San Francisco, CA

Marketing and business development role that encompassed the western US territory (22 states) for one of the largest life settlement providers/funders in the industry. Negotiated life settlement contracts and built portfolios for Deutsche Bank, Bear Sterns, Mizuho Bank and JP Morgan as well as other private equity funds.-Developed a strategic marketing plan to support company efforts to expand channel nationwide-responsible for website, landing pages, marketing collateral and webinar materials -Relationship Manager for 5 largest accounts -Generated over 5M in fees in 2008 which was a record for the firm

New York, Ny, Us

Responsible for distribution and account management for MetLife’s retail field offices overseeing Wealth Advisors, RIA and broker sales channels while achieving annual sales and revenue goals. Created strategic marketing plans to cross-sell opportunities through institutional partners and existing client base. -Developed institutional lead generation opportunities/program that was replicated across the country to drive new customer acquisition -Achieved record sales results that moved our standing in the company from #47 to #8 in annual revenue/sales

Boston, Ma, Us

Responsible for distribution and account management for John Hancock’s retail field offices overseeing Wealth Advisors, RIA and broker sales channels while achieving annual sales and revenue goals. Developed Long Term Care fast start program for new financial advisors that was pivotal to company success.