Jim Blankstein Email and Phone Number

My role blends cross-functional leadership, communications, and marketing expertise with critical thinking, rich appreciation for customer insights, market knowledge, and a drive to deliver communications that educate our customers during times of potential and actual uncertainty and vulnerability. Customers are interested in Fidelity’s opinion and perspective, particularly when we can provide insight into how certain events might impact their financial position. Working on behalf of, and with partners across the whole enterprise, I ensure readiness for predictable and unpredictable events that could impact our customers and associates.

As a member of Consumer Strategy & Segment Marketing team , I focus on growing and deepening our client base through highly relevant experiences and marketing fueled by consumer insights, behaviors, wants and needs.

I am responsible for Marketing’s impact on customer retention across all Senior Products as well as ensuring the timely and accurate delivery of mandatory/regulatory documents. In the role I am responsible for creating and implementing a multi-channel customer relationship management strategy and plan for multiple customer segments. Core responsibilities include developing and aligning the appropriate customer retention objectives, developing an annual customer relationship management marketing plan aligned to objectives, managing/participating in plan execution, driving analytic insights gained from campaigns, and ensuring an optimized investment of budget across the organization. • Execute/Manage planning, creation, and deployment/distribution of mandatory and regulatory documents through a deep understanding of the process, stakeholder involvement, and requirements.• Serve as department expert on regulatory guidelines as it relates to the development of Marketing assets.• Analyze and understand performance related data. • Work with business partners to determine key business levers and needs. • Develop business and marketing objectives by customer segment, ensuring alignment with senior management and cross-functional business partners. • Create and implement multi-channel customer relationship management strategies for multiple customer segments. • Design detailed integrated plans based on the customer segment including measurable objectives, contact strategy, campaign data specifications and creative mandatories.• Execute/Lead the day-to-day direct marketing activity utilizing expertise in strategy development and CRM plan execution. • Utilize insights gained through program/campaign performance, market/sales data, market/competitor research, to optimize business strategy and plans and redeploy marketing investment to high value areas.

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Promoted to lead the acquisition, promotional, and retention messaging strategy to engage new and existing shoppers, increase store traffic, and drive retail sales in CVS/Pharmacy stores across North America. With a focus on ROI, acquisition, and innovation, I partner with planning, merchandising, visual presentation, creative, external agencies, Category Managers, and the operations team to direct programs from strategy alignment to delivery/communication to the CVS field and customers.• Business case and marketing plan development: Collaborate with Business and Enterprise Partners on identifying challenges, opportunities, and value of new opportunities. Lead the development of learning agendas and identification of consumer insights required to determine addressable/attainable business opportunities. Collaborate with the business owners on marketing plans and contribute to the respective P&L and funding.• CX: Led organizational efforts in mapping the end-to-end customer experience lifecycle across all owned properties. • Innovation: Foster innovation from my team, their strategies, and tactics.• Strategic marketing briefs: Oversee the development and approval of all strategic marketing briefs.• Prioritization: Analyze the pipeline of new work, make decisions related to prioritization, and gain alignment from the business and marketing leadership. • Organizational alignment: Consolidate input from business partners and make final recommendations to inform the creative and media plans.• Talent development: Formulate a future-focused talent strategy that ensures engagement, retention, succession plans, and capabilities. Provide timely, ongoing, appreciative, and developmental feedback. • ROI: Play a leadership role in projects slated to reduce new and remodeled stores’ ramp-up period, with <$10K investment and expected $5M annual incremental revenue.

Developed and executed marketing strategies to grow sales and margin for assigned business units. • Developed a unique and rich understanding of the CVS Health customer’s needs and motivations as well as the complementary role CVS Health can serve in meeting their needs.• Provided Loyalty & Personalization and Merchandising leadership with key strategic customer and category insights that drive business decisions.• Launched catalog and new direct mail formats to reduce costs and increase ROI• Developed comprehensive front store customer evaluations with identification mapping of value pools and recommendations, utilizing category, brand, vendor, and customer priorities. • Analyzed weekly customer trends across segments and categories. Surfaced short- and long-term risks, opportunities, and insights as necessary.• Worked cross-functionally to develop hypothesis-driven customer and category growth strategies through the use of data, analytics, industry findings, and cross-functional partnerships.

In the summer of 2016 PEJE was part of a five-way merger with four North American Jewish day school intermediaries and is now part of Prizmah: Center for Jewish Day Schools.PEJE believes that day schools are essential for fostering an engaged Jewish people for an enduring future. PEJE is dedicated to impacting the day school field by offering knowledge and resources to foster financial sustainability and affordability. As the Vice President, Marketing, Communications, and Administration I am driving marketing and advocacy internally and externally.First as a consultant and then as the Director of Marketing, I am responsible for communications across all channels, web materials, social media, print, and in-person events. Successfully develop advocacy strategies for schools and communities. Provide general business council with the for- and non-profit perspectives. • Work with the Executive Director and other peers on the Leadership Team to develop and implement long-range strategic marketing plans that support the organization’s mission• Responsible for the planning, development, and implementation of all PEJE marketing and advocacy efforts• Develop ongoing scalable Jewish Day School advocacy campaigns for schools and communities• Direct and engage in market research to better define target audiences• Plan, establish, analyze and report on progress against goals• Developed a digital media strategy that identifies social media opportunities, SEO and content-rich deployment strategies and capabilities to reach new audiences and key constituency groups• Created and deployed a train-the-trainer Parent Ambassador program for schools • Coach senior managers on brand stewardship, marketing strategy development, and annual planning• Represent PEJE in public relations and in-person appearances Directed all marketing efforts of the 2013 and 2015 North American Jewish Day School Conferences• Managed transition from internal to external communications support

Delivered highly effective and actionable strategies to large and small businesses with an emphasis on companies with a retail presence. Strategies developed were frequently used to unite, guide, and inform client’s employees. Successfully partnered with senior executives, brand managers, long-standing vendors, and agencies-of-record to move projects forward. Deliverables for clients included but were not limited to:• Creating business strategies to acquire new customers, grow existing ones, and drive incremental sales from a database of inactive customers• Translating business goals into actionable retail strategies, including promotions, motivation programs, and vendor-sponsored retail events• Developing corporate logo guidelines and usage standards• Developing social media, e-commerce and loyalty strategies• Identifying, addressing, and resolving brand inconsistencies to satisfy all internal partners• Negotiating marketing funds and allocation with vendors• Guiding budget planning and forecasting for large and small marketing departments

Managed day-to-day operations of channel marketing group to realize the vision of the US Wholesale Group’s Enterprise Selling Model by creating a team of marketers whose partnership and consultation ensured that the brand was presented and reinforced in a dignified manner, enabled the “Bose Experience” through consistent, powerful presentations and delivered measurable business results.• Managed a team of 9 marketing professionals responsible for providing project management, marketing consultation and support to the diverse business units that comprise the US Wholesale Group’s distribution• Responsible for coaching, mentoring and developing a world-class marketing team, using formalized performance management tools and processes • Responsible for helping identify, create and/or support the processes and tools that allowed the team to continue to deliver reference-standard channel marketing • Championed the Bose “Retail Experience” as the method of bringing initiatives to market and ensured the desired consistent customer experience was achieved• Partnered with senior marketing, merchandising and buying teams across 80% of the top 25 consumer electronics retailers in the United States

Developed long-term strategies for acquisition, usage stimulation and retention programs while managing teams across multiple disciplines for clients including iDine/Transmedia and Monster.com. • Developed B-to-B and B-to-C long and short-term marketing strategies, including actionable plans for acquisition, usage stimulation and retention • Supervised marketing implementation ensuring full integration of all program components with overall program and brand strategy • Developed market research and identified research opportunities, including recommendations on research techniques, methodologies and approaches• Demonstrated an ability to identify the need for and implement operational efficiencies • Built strong, resilient relationships with senior and executive-level clients

Successfully managed an industry-leading team working on multiple, integrated relationship marketing programs both online and offline for “blue chip” companies. Responsibilities included:• Developed integrated branding programs, consumer direct mail, and digital initiatives as well as new product launches for a variety of clients, including American Express, AT&T, and General Motors• Helped clients understand, develop and implement offline and online programs and create measurement plans to determine their value • Identified and prioritized client business issues while building strong, resilient, pro-active relationships• Advised clients about testing strategies, test matrix development, statistical issues underlying testing and test results analysis • Provided insightful and constructive feedback on creative, recognized creative strengths/weaknesses based on client/program objectives, consumer focus groups and strategic impact• Ensured work for clients reflected Digitas’ strategic underpinnings• Oversaw team’s financial activities, including budget negotiation with clients and Digitas departments