Heidi Humphrey Email & Phone Number

Owings Mills, Maryland, Us

Westlake, Texas, Us

Minneapolis, Mn, Us

Led the Private Wealth Experience, a business-wide strategy to create a consistent, world-class experience for high-net-worth clients at U.S. Bank. Reporting to senior management, consult with and design programs for leaders of client advisor teams to expand and enhance client relationships while supporting achievement of revenue and sales goals. Partner with the U.S. Bank Voice of the Customer office to execute the annual client loyalty study and advise leaders on ways to use the data and results to improve advisor impact and overall business performance. CREATED STRATEGY FOR IMPLEMENTING AND INCREASING A CLIENT-CENTRIC EXPERIENCE• Created resources and tools for the front office field based on industry insights and focus groups feedback. • Reduced client attrition by 5%.• Increased client loyalty and satisfaction by 10% over a 4-year period. TRUSTED PARTNER ADVISING ON MARKETING AND CLIENT ENGAGEMENT STRATEGIES• Served as a trusted partner to provide marketing, digital, operations, and product enhancement guidance. Scope included building awareness and increasing adoption of technology, such as MoneyGuidePro, a goals-based financial planning software, Salesforce, the contact management system. CREATED EMPLOYEE ENGAGEMENT STRATEGY TO DRIVE SATISFACTION SCORES•Served as a wealth management champion for the company-wide all employee surveym "Talk to US". Created strategy, interpreted and communicated results to leadership, and recommended actions plans to increase employee engagement. • Resulted in increase scores of 80%.

Minneapolis, Mn, Us

Led team of five marketing professionals. Grew team from two to five marketing specialists and expanded number of client events from 100 to 400 annually. Hired by department head of Private Wealth Management to increase perception that U.S. Bank is formidable competitor in the investment management and client advisory arena. LED MARKETING, COMMUNICATIONS AND BRAND AWARENESS STRATEGIES FOR WEALTH MANAGEMENT • Developed strategic business development plans with 15 market leaders located throughout the U.S. to increase visibility, generate awareness and build sales momentum. • Advised leadership on internal communication strategies, and supported the development of a leadership conference to fuel positive cultural momentum. • Tracked results from client engagements and demonstrated a strong correlation between marketing activity and sales. Managed team budget.

Us

Marketing Manager for The Resource Companies, a privately held firm that served 350 high-net-worth families with approximately $4 billion in assets under management. Led brand management, sales collateral development, events and client communications. Led team of four marketing professionalsLED MARKETING, BRANDING, PR AND COMMUNICATIONS STRATEGY• Successfully navigated the integration of a The Resource Companies into U.S. Trust which had a public company culture, and new brand for our client and employees.• Advised leadership on strategies to retain the local client base when the 2 businesses merged.• Due to the care, sensitivity and careful orchestration of communication and planning approximately 100% of clients stayed with the company.• Lead the marketing and communications efforts reporting to local senior leadership while serving as a liaison to headquarters in New York to ensure alignment of communications, community involvement and brand consistency. • Managed the marketing budget and outside agencies to support local marketing.• Promoted to a strategic marketing leader after Bank of America acquired U.S. Trust in 2006, managing events and sponsorships in the upper Midwest, including Chicago, Kansas City and Texas.• Lead a team of 3 marketing managers and contractors as needed.In 2002, New York-based U.S. Trust Company, N.A. acquired The Resource Companies, I was promoted to the marketing manager for the combined organization in Minneapolis and St. Paul.

Eagan, Minnesota, Us

Development Director, led fund-raising efforts, raised $1 million dollars annually. Recruited, hired and evaluated a team of 5 professional fund-raisers and a support associate. Identified potential donors for legacy giving. Special Event Director, 1995 – 1997. Managed 2 special event coordinators and over 100 volunteers. Executed over 50 special events annually including the first Relay for Life. Negotiated financial and in-kind sponsorships to cover costs.

B.A., History And Communications

Coursework In Business Communications