STRATEGY │ SALES AND REVENUE GROWTHCLIENT ACQUISITION │ CLIENT DEEPENINGDIGITAL | PRODUCT | CONTACT CENTER AND MARKETING CHANNEL OPTIMIZATION

PRODUCT LEADERSHIP│STRATEGY DEVELOPMENT│DIGITAL EXECUTION AND DELIVERY♦ Developed and led the client digital strategy and product roadmaps related to the Relationship (Marketing, Collaboration, Advice) and Omni-channel (Alerts) portfolios, integrating within the broader end-to-end client digital experience to drive client satisfaction, flows, engagement and increase practice efficiencies.BUSINESS PLANNING│INVESTMENT FUNDING♦ Worked with the Executive Leadership Team, Finance and senior leaders across the company to create prioritized plans and funding requests for annual investment process, which ultimately secured $MM of dollars each year for innovation and product development. VENDOR MANAGEMENT│CONTRACT NEGOTIATION♦ Assessed digital products and vendor capabilities, negotiated contracts and managed partners for several multi-million, multi-year deals, including such areas as secure communications, SMS/text, app push, account aggregation, document management and digital advice/robo capabilities. DIGITAL AND PRODUCT TRANSFORMATION│CHANGE MANAGEMENT♦ Helped lead overall digital and product transformation within Interactive Marketing, including stand-up of product development teams and conversion from waterfall to agile methodologies.

CLIENT EXPERIENCE PRODUCT MANAGEMENT│CAPABILITY DELIVERY♦ Executed major components of the client digital strategy by driving key initiatives and partnering with contributors across business and technology units, with a focus on strategy, concepting, health, delivery and implementation of various products and capabilities within the online client experience (site, mobile apps, and omni-channel). CUSTOMER INSIGHT│CONSUMER JOURNEYS│ENGAGEMENT: ACCOUNT AGGREGATION♦ Effectively led and implemented the account aggregation product (Total View) within the online client experience, which improved upon client service, enhanced advisor workflow efficiency and increased wealth managed breadth by allowing clients to aggregate held away accounts into one consolidated view. PROJECT IMPLEMENTATION│PORTFOLIO HEALTH: DOCUMENT MANAGEMENT♦ Executed the end to end strategy and implementation for collaborative document management online, including additional features such as task management, eSignature, email notifications, alerts and notes. FINANCIAL MANAGEMENT│BUDGETING ♦ Managed $MM budget across Interactive Marketing, including template creation and management, investment tracking, forecast modeling and impact assessments, which resulted in YE figures often closing within 1% of forecast for 3 years running.

MARKETING PLANNING│SEGMENTATION♦ Drove marketing planning within the annual advisor business planning process for the 1,000+ employee advisors by creating advisor data profiles, training decks, marketing plan templates and communications. TRAINING MATERIALS ♦ Developed onboarding guides, tools, training and recommendations for Targeted Career Changer (TCC) and Experienced Advisor Recruit (EAR) hires, which outlined and defined strategic initiatives relating to value proposition messaging, marketing assessment, segmentation, prospecting, client acquisition and deepening. CLIENT ACQUISITION OPTIMIZATION ♦ Supported the optimization efforts of 80+ area offices across the country by providing thought leadership and recommendations relating to client acquisition and overall marketing execution at the office and advisor level.

STRATEGIC ALLIANCE MANAGEMENT│BUSINESS DEVELOPMENT│TRADITIONAL MARKETING♦ Managed the relationships of multiple Strategic Alliances – Delta Air Lines, Costco Wholesale, Life Time Fitness, Office Depot and Princess Cruises – which consisted of strategy, budget, analysis, consumer marketing, training, implementation, contract negotiation and end-to-end execution in an effort to acquire mass affluent clients.LOCAL MARKETING PROGRAM DEVELOPMENT♦ Led development of the local Community Connections client acquisition program across organization, which resulted in the creation and implementation of a highly visible and leveraged program with over 1,000 agreements generated with companies within the first formal year and a goal of over 500 clients acquired per year. TALENT ASSESSMENT│RECRUITMENT♦ Spearheaded undergraduate recruiting and full-time rotation program by effective promotion, evaluation and engagement with internal leadership as well as qualified candidates, which created a consistent pipeline of recommended talent to the organization.

STRATEGIC ALLIANCE SUPPORT♦ Managed and supported online, direct mail, seminar, tabling event, referral, advisor generated and advertising channels for Ameriprise financial advisors with the Costco relationship resulting in over 30,000 clients acquired.SEMINARS│EVENTS♦ Created and executed high-end seminar/event strategy in 2005 resulting in over 157 events held, 1.34% average response prate and 75% average show rate.