Highlights:- A Senior Lead of Field Marketing and Sales training support across all banking and brokerage packages of emerging and affluent segments (Citigold, Citi Priority and Citi Personal Wealth Management). - Digital capabilities (Sprinklr, Salesforce Lightning and Marketing Cloud), oversight of social and email engagement on behalf of Citi Personal Wealth Management and U.S. Citigold.- Site Manager of intranet web-pages and marketinsights.citi.com- Strategic campaign coordinator and analyst of executive MIS reporting.- External and internal organizational field communications (noteworthy industry accolades/awards, focused channel initiatives).

An accomplished Senior Product Marketer with a comprehensive industry, product and subject matter expertise garnered through close to 20 years of financial services experience, covering multiple asset classes and investment vehicles across: Separately Managed Accounts (SMA)529 College Savings Plan Mutual FundsCollective Investment Funds (CIF)Asset Allocation /Multi StrategiesSummary:• Excellent reputation and builds lasting relationships with credibility, integrity, and professionalism. • Adept at creating successful, workable marketing and branding solutions in extremely competitive, fast-paced marketplaces.• Extensive experience maximizing profitability and productivity in complex cross-functional team environments.• Demonstrated executive leadership, decision making, and operations management skill at the highest organizational levels, with proven results and profitability.Accomplishments:• Led marketing efforts for the Separately Managed Accounts (SMA) business with over $70B in assets.• Managed multi-million marketing fiscal budget.• Facilitated national digital brand advertising.• Defined selling systems, managing collateral expectations and strategically prioritization marketing support.Competencies:• Product and value content positioning• Development of product focused brochures, emails, video, social media, web-features• Advertising and PR efforts• Strategic integrated marketing and sales planning• SalesForce• Market Segmentation• Promotional campaigns• Project Management• Omnichannel UX• KPI and ROI measurements• SEO Implementation and evaluation• Data analysis and automation • Tactical collateral maintenance • On-boarding and supervision of associates• Managing substantial marketing budget• Strong understanding of FINRA regulatory requirementsAwards:• Silver for Consumer 529 Conference Collateral Campaign – Financial Communications Society (2015)• Silver for B2B 529 Direct Mail Campaign – FCS (2012)

Product Marketing - VP Manager• Separately Managed Accounts (SMA)• 529 College Savings Plan • Mutual Funds• Collective Investment Funds (CIF)/ Target Date Funds• Variable Annuities• Asset Allocation /Multi StrategiesMarketing Communications & Data - VP Manager• Separately Managed Accounts (SMA)• Presentation/fact sheet automation• Data Automation• GIPS compliant performance endnotes• Hypothetical asset allocation performance reporting

Summary:• Pioneered marketing and data automation efforts of fact sheets, presentations, and internal performance data reports ensuring real-time and accurate updates.• Oversaw the quarterly collateral updates for timely distribution • Provided training and continuous professional development to associates• Managed the performance reporting for firm’s customized asset allocation business, in running tailored hypothetical data blends that were illustrated within personalized presentations.• Coordinated with performance and legal teams on developing GIPS performance endnotes.• Dramatically reduced time-to-market on quarterly materials through lean process improvements and technology enhancements.

Separately Managed Accounts (SMA) Marketing Operations