Marketing and communications consulting for 401(k), 403(b), 401(a) and 457 retirement plan sponsors nationwide. Create and execute innovative and effective multi-channel campaigns for plan participants that result in successful retirement saving and investing outcomes. Expertise and skills include defined contribution and defined benefit plans, mutual funds, financial securities, targeting, segmentation, copywriting, messaging, editing, creative, analysis and client servicing. FINRA Series 7, Series 6 and 63 licenses.

Provide marketing & communications services to nonprofits and corporations including: business development, grant writing, fundraising, social media, research, proposals, creative, editing, marketing collateral development, and more.

Created marketing and communications for the association’s Defined Contribution, Defined Benefit and Deferred Compensation plans comprising over 900 cooperatives, $10 billion in assets and nearly 75,000 participants with a 90% participation rate.Led long-range planning, messaging, enrollment kits, investment newsletters, educational pieces, web content, direct mail, web seminars, presentations and promotions. Created and implemented a comprehensive and effective employee life-stage strategy that provides “new hire through retire” targeted education and communications. Revised the primary retirement planning newsletter to target participants in each life stage with relevant investment education. Instituted direct delivery to all employees. These enhancements resulted in a doubling of readership (to a 65% level) and a 20-minute average read time. These are extraordinary results for this channel.

Provided marketing consulting and contracting services including: business plans, fundraising, business case development, collateral/creative, outreach and more. Clients included a professional corporation, marketing intelligence firm and nonprofit.

Product Manager of the Investyles Wealth Rating System - the company’s premier individual investment capacity rating system and primary revenue source - generating over $6 million in sales annually.Led business-to-business (B2B) marketing, new business development, marketing strategy, positioning, collateral, product enhancement, client service and fulfillment.Co-led expansion into the banking sector, resulting in a 50% increase in revenue. Met or exceeded all internal business unit indicators and metrics.Created a highly successful and effective custom B2B evaluation program for prospective clients to evaluate IXI’s Wealth Rating and Segmentation systems that resulted in a 100% new business conversion rate. Revamped much of the company’s existing marketing collateral and created a suite of new and effective communication materials.Created new processes to stratify and target lead lists via the company’s segmentation systems that resulted in significant new revenue generation.

Created, staffed and led the company’s first database marketing and analytical group to provide marketing intelligence, input and assistance for strategic direction, competitive analysis, ROI and other key corporate business indicators to all levels of management.Implemented effective segmentation, migration, retention and LTV (Life Time Value) programs and statistical modeling capabilities to uncover high-net-worth clients.Introduced new analytical support tools (OLAP, GIS - Geographic Mapping). Created the company’s first intranet capability for dissemination of key business unit indicators and marketing intelligence to all levels of management.

Led the business-to-consumer (B2C) marketing all Vanguard Equity, Taxable Income, Tax-Free Income and Money Market Mutual Funds to three million retail investors and prospects including: branding, positioning, execution and measurement of results. Drove successful CRM (acquisition, cross-sell and up-sell) efforts including: multi-channel audience targeting, creative positioning, development and execution.Led the introduction of over 30 new Equity, Taxable Income, Tax-Free Income, Money Market and REIT mutual funds (representing one-third of the entire product line) while meeting or exceeding all asset generation goals. Successfully launched the company’s new interactive retirement planning tools.Supervised in-bound telephone Client Service/Marketing Representatives, including initial training and continuous development. Provided customer service. Series 6 licensed.Reviewed marketing, prospectuses and account forms for accuracy and compliance with SEC and FINRA requirements.Co-developed the company’s first investor representative workstation system (data and GUI) that was successfully deployed to over 300 customer service representatives.