• Develop strategies, leveraging data insights to drive client awareness and engagement • Create client retention program that provides a seamless client experience• Represent firm as a member of the Marketing Integration Team, with a focus on budget and operations, and core integration team to ensure successful integration planning

• Created strategic marketing plans based on client insights and business goals to drive awareness and engagement of TDA’s retirement and cash products, including rollovers/IRAs, annuities, Small Business retirement, Fixed Income, 529s, the TDA Client Rewards credit card and Online Cash Services• Assisted in development of the 401k fee analyzer tool powered by FeeX, providing client insights and data to contribute to a successful tool launch and marketing campaign, driving rollover accounts and assets• Revamped entire marketing approach for Small Business Retirement and launched multi-channel campaign, resulting in a higher awareness of TDA’s offering and increased engagement among existing Small Business clients• Leveraged data to modify the TDA Credit Card targeting, resulting in reaching higher qualified clients and increased application rates • Optimized process for marketing Fixed Income New Issues, reducing turnaround time from 8 weeks to 2 days, allowing clients to receive information in near-real time, and improved targeting, resulting in a 40% reduced target population with zero impact to overall purchase rate• Oversaw direct reports’ management of marketing campaigns for various digital platforms and partnerships, including Apple Business Chat, WeChat, Apple Pay, Amazon Alexa skills for TDA, and TDA Mobile

• Confidante and advisor to Denise Karkos, Chief Marketing Officer, focused on providing support and guidance to ensure strategic objectives of department were communicated and executed upon successfully• Offered ideas and recommendations on processes and strategic decisions, to help create a more effective and successful Marketing Department• Aided retaining CMO’s brand by identifying and vetting speaking engagement opportunities with various financial service and industry leading organizations • Directed strategy and planning of annual Marketing Dept. event, including content and logistics for 250+ Associates• Developed reports and presentations to represent Marketing for C-Suite level and Board of Director meetings