Greg Millman, Mba Email & Phone Number

Tampa/St. Petersburg, Florida Area

Citi Global Wealth at Work tailors its services to the evolving needs of established professionals across the wealth continuum in the legal, consulting, accounting, and asset management industries. Services include investments management, financial planning, trust and estate planning, and banking and lending. Corporate advisory and institutional solutions are also provided.• Head of Content for Citi Global Wealth at Work• Developed messaging, materials and marketing strategy related to firm's "financial wellness" practice• Collaborated with Head of Institutional Sales, Private Bankers, and multiple other stakeholders on creation of a comprehensive suite of sales enablement tools and content that resulted in significant new business and clients• Directs all marketing efforts supporting Investments content, including thought leadership, investor education, products and capabilities, and more• Developed white paper, pitch deck, short-form narratives, and more in support of an ongoing "women's wealth" initiative• Responsible for multiple white papers on topics including financial wellness in law firms, peer benchmarking, financial planning for women, market timing, Adaptive Valuation Strategies, and more• Works closely with Digital Marketing team to develop and launch email and social media campaigns in support of new thought leadership, products, or target clients and industries• Recruited for special project that built content, messaging and positioning for the next generation of ultra-high-net-worth clients in order to retain assets within Citi Private Bank• Oversaw production and distribution of all traditional (non-Alts) investment performance materials (fact sheets, product decks, PM commentary, etc.); member of project team assigned to implementing automation solution

Carillon Tower Advisers, a wholly owned subsidiary of Raymond James Financial, provides institutional and individual investors with a broad array of equity and fixed income products designed to meet long-term goals.• Directed all marketing for Carillon Tower and its three affiliate asset management firms• Oversaw expansion of marketing responsibility from one brand to four along with double the number of products supported by campaigns, materials and research• Developed comprehensive annual marketing plans, dashboards and reports to track and measure effectiveness of initiatives for multiple distribution channels• Implemented campaigns that utilized email, value-add brochures and sales decks, webinars, portfolio manager commentary, whitepapers, conferences, videos, direct mail and wholesaler talking points• Team produced 100+ value-add flyers and brochures and managed hundreds of quarterly materials• Created a comprehensive tradeshow/conference playbook that addressed all aspects of show participation, including logistics, pre- and post-show communication, competitive intelligence and lead generation• Chaired bi-weekly meeting with sales executives to discuss new initiatives and marketing support• Supervised public relations efforts with PR firm; results included hundreds of pieces of coverage in broadcast and industry publications and an equivalent advertising value of more than $2 million• Launched a digital transformation including sophisticated marketing automation software (Eloqua), wholesale redesign of all affiliate websites (SiteCore) and an emphasis on content strategy• Directed all corporate-wide communications including acquisition announcements and talking points• Managed seven associates: two channel marketing managers, PR manager, content manager, webmaster, graphic designer and a digital strategistThe postings on this site are my own and do not represent Raymond James' positions, strategies, or opinions.

• Responsible for online marketing strategy, including corporate website and microsites• Directed the development of a new corporate website which included upgrades to: content, navigation, design, keywords, meta data and content management system• Website project required oversight of direct reports, web development vendor, copywriter and designer as well as interaction with AchieveGlobal executives, managers and subject matter experts• Managed search engine marketing function, both organic and pay-per-click• Involved with project team that implemented Eloqua into customer relationship management (CRM) system to enable better lead tracking for Sales team• Participated in new product development committees and partnered with multiple stakeholders during content creation and campaign launch phases

• Directed creation of annual Salary & Employment Guide; generated over 20,000 client visits• Developed the firm’s SEO strategy; responsible for increasing traffic, engagement and conversion• Organized a reconnect campaign to 400,000+ existing candidates; produced more than $600,000• Launched e-newsletter that was sent to 30,000+ recipients monthly• Guided effort to re-brand the $100M Government Solutions division• Managed multiple agencies with respect to design and creation of printed brochures, PPC landing pages, sell sheets, direct mail correspondence, marketing education materials, and more

• Hired by Founder/Chairman Emeritus to develop a marketing plan and create a marketing departmentManaged all marketing functions including advertising, direct mailings, lead purchases, coordination of literature creation, web site marketing initiatives and public relations• Developed a direct mail campaign that targeted existing brokerage customers; over 500 leads identified• Created print ads that generated $1.6M in unit sales and landed clients with aggregate net worth of $18M

• Created business plan by analyzing market demand and developing a marketing strategy• Continued relationships with many of the largest vehicle converters in the country• Launched new product initiatives; coordinated development of custom applications

Mba, Marketing And Commercial Real Estate

Activities and Societies: Joined a team that worked with a UF Incubator to judge the merits of new product submissions and advise.

B.S., Finance

Activities and Societies: Delta Upsilon Fraternity, Finance Club