• Led the integration and management of martech stack, including CRM, marketing automation platforms, analytics tools, and data visualization suite.• Built and deployed a unified view of customer data and marketing performance.• Designed and implemented automated workflows for digital marketing, lead nurturing,and customer engagement.• Developed scalable campaign processes for launch, reporting, and optimization.• Drove CRM adoption and usage across the organization, ensuring data accuracy and effective segmentation.• Aligned CRM strategies with revenue goals and led pipeline optimization.• Implemented AI-powered tools for personalized user experiences.• Drove search marketing through AI optimization and content algorithms.

• Created Marketing Analytics Center of Excellence, enhancing data-driven decision-making across the organization. Introduced advanced analytical models for over 80 funds, including predictive analytics that provide purchase propensity lift of 240%-630% in up-sell, cross-sell, and acquisition, 12 behavioral segmentation cohorts, attribution analysis, and customer lifetime value analysis identifying 5 target populations for reactivation, concierge service, or online-only. • Implemented real-time data visualization platform for executive dashboards, tracking success metrics and KPIs for 7 separate market segments, covering nearly 100 KPIs monitored by Sales, Product Management, Finance, and Compliance. • Conducted comprehensive vendor evaluations, implementation, and management, securing multi-year contracts totaling over $5 million annually: golden-copy marketing database with identity resolution for 600,000+ unique IDs, multiple Email Service Provider (ESP) migrations, customer demographic data enrichment, SAS-based analytics solutions providing industry-best fund attractiveness scoring, online personalization tools by firm and individual, and search retargeting processes for over 100,000 opt-outs. • Designed and deployed an integrated multi-channel marketing automation system, driving substantial improvements in targeting and personalization. Developed and executed 5 lights-out, 3 triggered, and dozens of ad hoc go-to-market (GTM) campaigns, aligned with revenue objectives and ROI analysis, leading to measurable increases in sales productivity. • Implemented sales enablement tools reducing time-to-market for sales literature from 14 days to 48 hours. Combined enablement with document automation to eliminate 2 redundant positions and outside vendor costs of over $500,000. • Recruited and led a high-performing team, fostering cross-departmental collaboration and alignment with corporate goals, significantly boosting marketing effectiveness and efficiency.

• Developed end-to-end UI/UX for multiple online properties: award-winning VisualizerSuite(tm) tools that displaced market leader Morningstar in mutual fund comparison space; differentiating retirement income planning experience that led 401k business to second in overall market share with over 12,000,000 participants; modular 401k plan sponsor experience with drag & drop reporting, fiduciary wellness check, and 'how does my plan compare;' consumer-facing price check & save mobile app, connecting spending behavior directly to 401k savings.

• Led online branding and communication strategies for a leading institutional retirement services provider, significantly enhancing digital presence and engagement, including launch of Total HRO business, serving over 2,500,000 employees. • Directed comprehensive online advertising campaigns, including search engine marketing, rich media, and targeted e-communications, achieving notable increases in customer acquisition and brand awareness. • Managed relationships with creative agencies and market research firms to deliver high-impact marketing campaigns, consistently aligning with brand goals and market trends. • Oversaw the legal and marketing compliance framework, ensuring all campaigns adhered to industry regulations and company standards. • Administered a $15 million budget for professional services and promotional activities, optimizing resource allocation to maximize ROI and meet strategic objectives. • Developed and implemented staffing strategies and a succession planning roadmap, strengthening team capabilities and ensuring continuity in leadership and expertise.

• Recruited and led Fidelity Investments’ first-ever integrated online marketing team, comprising content creators, UI/UX designers, back-end developers, and project managers.• Developed and implemented innovative go-to-market e-strategies across multiple customer verticals, significantly enhancing targeted marketing efforts and customer engagement.• Established dedicated competencies in critical digital marketing areas, including online advertising, paid search, email marketing, and the optimization of landing zones, which drove increased digital traffic and improved conversion rates.