Lisa Rae Palmer Email and Phone Number

Developed and delivered marketing communications that increased brand awareness and retained millions of dollars in defined contribution (DC) and defined benefit (DB) plan assets for the firm. Executed marketing communications tactics in support of Your Financial Life, a direct-to-consumer (D2C) platform.• Developed turnkey marketing communications for DB lump sum opportunities, resulting in $1.4M in IRA rollover assets and the elimination of plan sponsor administrative expenses• Created marketing communication streams that increased plan participant awareness of their distribution options and the Transamerica Individual Retirement Account (IRA) by 35%, enabling the business to meet its $1.2B asset retention sales goal• Generated sales leads for the D2C channel Your Financial Life through cross-marketing partner efforts, educational webinars, and engaging web content, helping to drive $6M in annual sales.• Retained IRA customers through effective marketing efforts that encouraged product purchases, account consolidation, and annual contribution increases.• Targeted plan participants with marketing communications that encouraged consolidation of outside retirement assets into Transamerica accounts, helping to drive $1B in retained assets.

Managed and executed revenue-generating marketing campaigns and projects for the research division of a global life sciences organization, resulting in sales increases that enabled expansion of its product portfolio.• Oversaw the end-to-end development and production of marketing collateral in support of product launch activity and branding. Worked in a cross-functional capacity with product managers, graphic artists, production managers, and web developers as well with external vendors and agencies to achieve marketing objectives.• Managed the development of email marketing communications that included writing content, maintaining an editorial calendar, reviewing test emails, overseeing deployments, and evaluating success metrics.• Wrote persuasive and informative copy for the company’s e-commerce website, Twitter social media profile, as well as other electronic and print marketing materials.• Developed the company’s customer webinar program as an effective lead-generating tool through implementation of webinar best practices, resulting in increased registrations, higher attendance, and more qualified sales leads.• Managed the day-to-day administration of the BD Research Grant Program that supported new scientific breakthroughs and innovation. This included managing applications, coordinating with scientists who served on the judge panel, and developing marketing communications materials promoting the program.• Ensured successful resolution of regulatory and legal issues impacting marketing communication programs through consultation with senior management and internal legal advisers.

Managed various online and offline marketing communications projects for a national independent broker/dealer, resulting in an increase in advisor growth and firm revenue.• Created and produced marketing collateral used to target prospective advisors and build the corporate brand.• Successfully launched JoinLPL.com, a national advisor recruitment website, achieved in coordination with other internal project team members and external vendors.• Generated new sales opportunities and business connections through attendance at the company’s national conference and other industry events.• Influenced prospective advisors to join the firm through effective 1:1 marketing presentations. The majority of presentations resulted in a “yes” decision to join the firm.• Delivered corporate statistics and financial advisor information timely and accurately for publication in national trade magazines and business journals.• Tracked company’s media coverage and prepared PR reports for distribution to executive management.• Created and deployed a weekly electronic advisor newsletter sent to more than 15,000 subscribers.