Jon Beam Email & Phone Number

Winston-Salem, Nc, Us

Charlotte, Nc, Us

Charlotte, Nc, Us

San Francisco, California, Us

I lead a team that provides marketing measurement and strategy support to consumer lending products.

San Francisco, California, Us

Identifying new marketing opportunities: •Highlighted opportunities for senior leaders to improve mortgage strategy within Wells Fargo customer segments•Detected key drivers within a widely-used customer assessment that are correlated with future mortgage transactions using data modeling and partnered with business line to drive changes in banker/mortgage consultant training•Partnering across marketing business lines to create a comprehensive view of mortgage leads to assist senior leaders in determining where incremental investments should be placed to maximize ROIAssessing impacts of regulatory and product changes:•Employed regression models to forecast the impact of product pricing changes on total mortgage volume•Created mortgage product and program reporting infrastructure to allow product managers to assess how product changes may impact mortgage pipeline•Used mortgage industry data to determine how much volume Wells Fargo could capture with shifts in product eligibility and credit requirements

San Francisco, California, Us

Maximizing marketing effectiveness through continuous testing and learning:•Developed annual plan for Test & Learn strategies for Mortgage Acquisition Campaigns that coordinates and prioritizes desired learning objectives from business partners•Improved Acquisition campaign results to 100% of campaigns showing statistically significant application lift in 2012 through improvements in campaign design and targetingAnalyzing data sources and building data models to improve customer targeting:•Constructed two logistic Net Lift models for Acquisition campaigns to target customers more likely to respond to marketing outreach upon presenting a plan and receiving buy-in from program management•Completed a thorough analysis of third-party vendor data to more fully understand the strengths and weaknesses of data provided by two different vendors

San Francisco, California, Us

• Developed and managed award-winning personalized participant marketing campaign product• Managed 401(k) plan sponsor reporting product tracking plan statistics and campaign results• Partnered with Morningstar and internal stakeholders to build Managed Investing Projection Statements• Designed and implemented new communication cost tracking / forecasting application• Presented participant communication technology for sales presentations with outside firms• Trained hundreds of employees on product strategy and operations• Awarded 2010 Service Excellence Award / 2008 Teammate of the Year Award / 2007 Team Excellence Award

Raleigh, Nc, Us

• Trained over 15 new personnel in administering transactions and customer relations• Assisted in daily branch balancing and identified errors in teller transactions• Handled member transactions totaling $15,000-$20,000 daily

Raleigh, Nc, Us

• Researched and prepared forecasting models for Fiscal Research staff showing the effect of policy changes on the North Carolina state budget• Developed agenda, partnered with legislators, and prepared resources for House Finance Committee meetings• Communicated with and resolved issues for constituents of House Finance Committee Chair

Mba, Finance

Bachelor Of Science, Mathematical Economics