Responsibilities include: management of $110MM marketing budget, strategy development for 11 business lines, budget development and management, branch merchandising, execution of 1-to-1 direct marketing.- Developed integrated marketing plan, strategic roadmap, and instilled a test and learn ROI driven culture.- Developed and launched Simply Right product platform. Decreased core consumer deposit product from 27 to 8. Changes in products, sales process and materials have led to a 15% YOY increase in new to bank DDA sales.- Implemented new market driven targeting strategies. - Managed direct marketing team implementing new CRM system. Mapped out all of the touch points in the ideal customer lifecycle. New process flows increased branch calling effectiveness by 11%.- Developed prospect mailing and digital programs for checking, cards, and Mortgage.

- Managed creation, development and execution of the three-year strategic plan for the consumer business.- Served as Chief-of-Staff to head of the retail bank.- Managed $30MM marketing budget and $600MM revenue budget.- Managed the governance and prioritization of retail programs and campaigns across all customer channels.- Defined the customer “rules of engagement” across all distribution and direct channels - Designed strategies to drive traffic to the appropriate channels to achieve optimal response - Launched new multi-channel on-boarding program for Consumer and Small Business to optimize activation of new customer checking accounts. Reduced early tenure attrition by 11% and increased cross-sell by 20%.

- Managed strategy and pricing for $23 billion dollars in savings, money markets and CD products - Grew savings category by 17% through a combination of new products and promotions.- Managed a working team of 30 people to develop and bring to market the innovative Save and Invest CD product. Derivative based structured CD. Sold over $800MM in six months and increased the spread on CD portfolio by 25%.- Developed and launched Triple Your Interest Savings product. Exceed sales targets by 45%.

- Grew the small business deposit segment by an annualized rate of 10%.- Revised product set and fee structure. Recognized an annualized income increase of $15MM.- Managed strategy and pricing for checking products, money market accounts and CDs.- Analyzed and migrated grandfathered product sets. - Rolled out small business information and reporting products.

Responsibilities included: strategy development, product management customer experience, budget development/management, product pricing/ALCO, branch merchandising, execution of 1-to-1 marketing programs, merger integration management, and the management of customer service functions and training department.- Developed a new value proposition for the retail business and rebranded the bank to appeal to a more diverse population across the Boston MSA.- Developed service standards. Customer satisfaction increased by 25% and grew the customer base by 6%.- Developed lead generation programs for Commercial Lending(Real Estate) and Equipment financing.- Successfully managed the first retail bank acquisition in the Brookline Bank’s history.

Responsibilities included: product management, database management, direct marketing, and marketing analytics.- Developed and built the business case for overhauling the product set and introducing a free checking product.- Developed segmented lifecycle approach to the customer base (acquisition, cross-sell, at risk retention). - Developed a direct contact model for the Home Equity business line. Increased bookings by 25%.- Managed the product mapping and integration communications for the acquisition of Falmouth Bank.

Responsibilities included: management reporting, database management, direct marketing, and marketing analytics.- Developed database marketing strategies to generate leads, acquire new customers, maximize customer profitability, increase retention, and improve customer loyalty.- Responsible for pricing management for Consumer Deposits and Lending.- Developed sequential matrix mailing programs, event triggered programs, and retention programs.- Built calling programs for Small Business and Commercial Banking that drove a 10% increase in appointments

Provided sales support for the leasing team. Territory covered was eastern United States

Managed a team of 25 supervisors in the customer contact center.