Katherine Lee Email & Phone Number

United States

Stuttgart, Baden-Württemberg, De

Leading and shaping the marketing strategy for the U.S. through branding, digital marketing, social media, communications and media. Member of the U.S. Executive Management Team

• Constantly challenging ourselves to deliver more to our clients.• Providing executive level marketing services by leading vision, strategy and execution for financial institutions, emerging funds, FinTechs, startups, service providers to the investment fund industry and small businesses.

London, England, Gb

Headed marketing strategy, operational efficiency, streamlined branding and executed marketing campaigns for the Americas region. Gathered, analyzed and presented key metrics to executive leadership.• Re-branded the reputation of the Brand & Marketing team to trusted advisors to the business.• Reduced excessive spending of the regional marketing budget of USD$1.5M+• Modified and spearheaded marketing strategy to focus more on repositioning the bank as a subject matter expert. Executed several cross country thought leadership events, roundtables, seminars and forums resulting in long-term relationship development for the Transaction Banking group, as well as direct revenue generation with the Financial Markets team of USD$2M+. • Personally led monthly one-on-one meetings with executive leadership to identify opportunities for growth, establish milestones and tailor marketing strategy plans in accordance to the current economic environment.• Centralized all marketing needs and promoted collaboration and transparency across all business groups, improving marketing efficiency through the implementation of processes and procedures.• Collaborated with Head of Communications for all Public Relations and Press Release needs.• Coordinated with global marketing team for global marketing initiatives and campaigns.

Frankfurt Am Main, Hessen, De

Drive year-over-year business growth while leading strategic vision and long-range planning for Alternative Funds Services, Like-Kind Exchanges in the Americas; and Cash Management/Trade Finance for financial institutions for LATAM.• Identified opportunities and trends for the business in media, speaking engagements, and events resulting in a higher request from external partners for collaboration. • Instituted speaker programs with Deutsche Bank economist, senior executives and product specialists through forums, summits and webinars with 30-250+ attendees.• Coordinated marketing communications for brand awareness and services through advertisements, articles, brochures, email campaigns and mailings.• Overall planning, budgeting, coordination of marketing activities from idea generation and concept development, themes to materials development and production through execution and follow-up; leading to the contribution of the business AUM.• Liaised with Corporate Center Conferences & Events Team or external Destination Management Companies.• Collaborated with colleagues and vendors in London, Frankfurt and Singapore on global projects.

New York, Ny, Us

Recognized high producer with routine praise for quality of assistance to outside accounting firm. Sole member of staff to work with outside accountants. Offered opportunity to start a new team in Japan.• Primary lead for foreign exchanges gain/loss reports, and prepared monthly summary debit reports used by third party accounting firm.• Lead monthly meetings for sales team of over 30 personnel and prepared accounting FAQ, used globally, and trained staff on its use. Considered the “go to” person for all issues. • Served as member of Internal Control team; wrote six procedures, all posted on an internal website and used in offices in London, Hong Kong, Japan and Brazil. Standardized processes within a 3-month time frame, trained personnel, and watched as the ticketing system improved significantly and processing time was lowered. • Led global leadership committee for operational improvements to increase productivity, time management, quality control and to improve the work environment, smoothing the tie between client financial specialists and the sales team. Provided refresher course for sales team regarding billing questions and established monthly meetings between the groups, showing excellent results. Developed efficient procedure for incoming telephone calls and created user-friendly invoices.

• Coordinated events including luncheons, cocktail parties, dinners and road shows with budgets as large as $35K. Served as company liaison with venues, facilitating guest lists, catering and gifts. Events received outstanding feedback and generated considerable interest in the company’s hotels. • Assisted leads research for sales team, gaining valuable information for sales personnel and building file of data. Created attention-getting brochures, leave behinds, and invitations. Materials were designed to give the “feel” of 5-star luxury hotels and were uncluttered and crisply designed.• Resourced and negotiated with vendors, often in another city.• Updated and maintained client database using Maximizer software. Company was unaware of the software capabilities and I manipulated the software effectively to speed up processes for 2,000 client entries. Became the “go to” IT person in the office for all software issues.

Captured win-win contracts of exclusivity distribution rights in New York area for the Asian market including Meerstein coats and The Bridge leather collection, increasing sales revenues by the thousands. Assisted in beating the competition through savvy negotiations, volume buying, and careful price controls. Personally, introduced new products to clients through VIP events designed to interest them and show the store’s exclusivity.• Implemented co-op advertisements for numerous high premium fashion brands such as: Mont Blanc, Fendi, Versace, and Meerstein. Created a plan for using store windows as advertising space, generating buzz for the store and effectively bringing in new customers. • Obtained new accounts such as Fendi watches, Prada Sunglasses, Versace watches, encouraging companies to target the Asian market. • Coordinated sales development and operational communications with domestic and international Field Sales Representatives, effectively increasing sales.• Analyzed customer demographics regularly for optimal store profit, creating the buying atmosphere the customers demanded. Researched industry trends and followed up on new fashion leads and accounts, assuring successful inventory decisions.

Bachelor Of Science, Business Management; Business And Economics

Education record