National PR Director focused on media relations, promotional campaigns, and advertising and social media management, aimed at financial professionals in the U.S. retirement industry. Key highlights include:Digital branding campaign with Los Angeles DodgersSocial media program integrated across LinkedIn, Twitter, and FacebookFinancial trade media relationsTraditional and digital advertising campaign management

Led global marketing for CBIS covering institutional strategies, U.S. commingled funds and Dublin-domiciled UCITS funds. Manage one marketing associate.Led marketing planning and development of traditional & digital media; instituted metrics-driven approach (Google Analytics) to build awareness and generate qualified leads.Highlighted competitive differentiators in expanded promotional efforts (webinars, enhanced WordPress website, revised SEO, and targeted email with up to 40% open rates and up to 15% click-thru).Developed P&I consultant ad campaign and rolled out refreshed LinkedIn program.Maintained consistent messaging & corporate branding aligned across distribution channels.Successful PR program with placements in P&I, CNBC and key client-focused publications.

Responsible for development and implementation of ETF marketing program, including coordination of brand marketing (ads, email, pay-per-click ads, website, landing pages, social media), public relations, collateral, webinar & video, tradeshow promotion, fulfillment, retail call center, compliance review and metrics. Assisted in development of CRM and segmentation efforts.- Delivered 20%+ open rates for national e-mail campaigns; 3% click-through- Integrated Twitter into brand effort, leveraging collateral, landing pages and email - Managed launch of 15 ETFs nationally for FlexShares product line; assets now over $6 bil

Handled wirehouse marketing projects, including webcast coordination, emails, territory announcements. Coordinated with sales and national accounts. Informal consulting activity.

Led intermediary marketing for Calamos mutual funds, SMAs and offshore funds; included writing and development for literature system, web and channel specific initiatives.Increased web traffic 10% with targeted monthly e-mail programs; featured highlight funds, conference calls, web links and promotional teasers in easy-to-read format.Consolidated marketing efforts and streamlined review process by hosting a monthly meeting with sales, national accounts and compliance. Developed web landing page concepts and content for fund initiatives tied in to product campaigns, e-mail programs, RSS feeds, blog entries, podcasts and other broker/dealer platform efforts.Launched Advisor Perspectives ad campaign resulting in average 20% open rate.

Led distribution team for the PathMaster Fund, a fund of ETFs, and its separate account sibling to Registered Investment Advisors and consultants. Managed marketing communications, dealer relations, fund administration, including Citibank and Gemini. Grew assets to $60 million.Reengineered literature system to better target customer and prospect segments. Wrote quarterly commentaries and annual report letters for senior management.Developed an ACT-based contact system using Discovery database for outbound calling and e-mail programs; mapped key contacts and centers-of-influence.Managed RFPs and consultant databases, including Morningstar and Rogers Casey/ InvestWorks.

Managing Director June, 2001 to April, 2006:Championed marketing’s mission to expand ABN AMRO’s brand presence within the United States- Supervised staff of 6 professionals.- Wrote and executed high-impact marketing copy & programs to promote mutual funds, managed accounts and institutional mandates. - Member of the global marketing team, representing the U.S.; developed annual plan; coordinated with counterparts in the US, Canada, Latin America, Asia & Europe. - Managed a budget of $2.5 million, including advertising, PR, literature, direct mail, and tradeshows. - Crafted collateral system, including profiles, e-mails, ads, sales ideas, and research papers to enhance sales efforts and product launches.- Increased unaided awareness level by 10% among independent advisors through implementation of ad campaign, brand tracking surveys and targeted communications.- Improved sales kit fulfillment speed by 3 days at reduced cost by integrating materials.- Increased website registrations by 200% over 3 years by redesigning website and content; named one of the Top 20 Advisor Sites for Smaller Firms by kasina in 2003 & 2004. - Developed and executed the PR strategy which generated significant national and local exposure through both broadcast and financial press.- Reduced overall costs by $100,000 by leveraging new technologies to automate processes.First Vice President, Product Manager June, 1995 to June, 2001:- Rebranded funds to ABN AMRO to take strategic advantage of global footprint. - Developed and launched 4 funds; one added $40 million the first year and was featured on CNBC.- Mutual fund coordinator for 401k program; managed provider relations, maximized fee arrangements.- Increased fund assets by 50% in 2 years leveraging new website & newsletter (circulation of 20,000 that was utilized as a key sales tool).- Re-engineered money funds to eliminate repo constraints & reduce fees - assets increased an average of 61% in the 4 products in first year.

For KEMPER FUNDS:- Developed multi-channel marketing plans, national campaigns, and rollouts. Served both as financial writer and Product Champion. Managed & tracked vendor relationships, inventory and $750,000 budget. - Recognized for creation of broker loyalty programs, including newsletters, sales collateral, direct mail packages, events and survey. Obtained a 25% average response on surveys.- Increased new product exposure by emphasizing promotion planning and direct mail; received 50,000 kit orders from the launch of International Target Maturity Fund. - Refocused sales efforts toward relationship marketing; produced segmentation analysis of broker base identifying key areas for reactivation, retention and cross-selling.For Kemper's SELECTED FUNDS:- Managed lead conversion including direct mail, follow-up, literature, public relations, and the media plan for Kemper’s subsidiary; supervised staff, assisted in lead generation (ads), developed board reports.- Designed and managed a multi-stage conversion program for target prospects which converted 10% of leads; integrated direct mail and inbound/outbound telemarketing. - Coordinated telemarketing program, wrote scripts, conducted training and monitored calls – covered 50,000 leads in two years; achieved 40% contact rate with qualified prospects over time.