Empower acquired Prudential's Retirement business on 4/1/2022

Established Prudential Retirement’s terminated participant program and retail engagement strategy where none had existed previously.Key Accomplishments:• More than doubled marketing generated terminated participant leads to retail sales year-over-year.• Developed a turnkey engagement strategy for time-sensitive retention opportunities, resulting in 11% of IRA sales in 2021.• Expanded Prudential’s marketing channel mix to include an authenticated interstitial.

Led ETRADE’s customer and prospect cross-sell and up-sell strategy.Key Accomplishments:• Generated $2.4B assets under management in 1+ year through strategizing and implementing an ‘always on’ customer promotions campaign.• Designed prospect and customer offers to drive new accounts, net new assets, and trades.• Lead migration marketing plan for 1M+ customers acquired from Capital One Investing.

Designed contact management strategy for ETRADE’s marketing generated customer campaigns. Key Accomplishments:• Enhanced the customer experience through creating a monthly campaign calendar framework; resulted in improved project planning and resource management.• Garnered $1.5B assets under management in less than a year through strategizing and launching customer offer campaigns.• Developed marketing plan for launch of new managed account product.

Helped design and implement multi-channel campaign to acquire new Retirement accounts and assets.Key Accomplishments:• Brought in ~$700M in net new Retirement assets between 10/01/2014 and 04/15/2015.• Increased awareness of important deadlines and tax saving strategies for key customer segments.

Developed $4M online advertising plan for 6 of Fidelity Investments products.Key Accomplishments:• Reduced Fidelity’s customer acquisition cost through optimizing media campaign.• Managed 2 Assistant Media Planners.

Contributed to development, launch, and management of online advertising campaigns for Fidelity Investments, Panasonic, and Certified Financial Planners.Key Accomplishments:• Expanded portfolio of Panasonic products the agency serviced.