Patrick Ferguson Email & Phone Number

Richardson, Tx

Develop repeatable, measurable marketing processes to drive sales and improve customer engagement and retention. Key Accomplishments:• Developed first automated email campaigns to engage new clients, reducing churn by 31% in first 4 months of purchasing our product• Reconstructed all of our website pages, including automating various forms and processes to streamline sales cycle• Leveraged multiple channels to expand our marketing reach: Google Ads, Facebook, LinkedIn, in-app… Show more Develop repeatable, measurable marketing processes to drive sales and improve customer engagement and retention. Key Accomplishments:• Developed first automated email campaigns to engage new clients, reducing churn by 31% in first 4 months of purchasing our product• Reconstructed all of our website pages, including automating various forms and processes to streamline sales cycle• Leveraged multiple channels to expand our marketing reach: Google Ads, Facebook, LinkedIn, in-app ads and Capterra• Certified Scrum Master in the Agile project management methodology Show less

Grapevine, Tx

Develop key analytics/reporting to drive improved metrics for sales and marketing functions. Create strategy to utilize new Business Development Representatives to qualify leads to pass to Sales team. Key Accomplishments:* Managed the development and execution of defi’s first account-based marketing campaign; campaign leveraged multiple channels using persona-specific messaging to engage targeted companies (successfully established 2-way communications for 57% of target companies… Show more Develop key analytics/reporting to drive improved metrics for sales and marketing functions. Create strategy to utilize new Business Development Representatives to qualify leads to pass to Sales team. Key Accomplishments:* Managed the development and execution of defi’s first account-based marketing campaign; campaign leveraged multiple channels using persona-specific messaging to engage targeted companies (successfully established 2-way communications for 57% of target companies after 6th touch)* Created numerous marketing / sales reports and dashboards to track efforts and identify bottlenecks* Researched non-traditional, external resources to segment our market to ensure efforts were focused on qualified companies (TAM of 13,300 companies down to 650 targets) Show less

Irving, Tx

Develop products and services to engage customers (consumers and dealers) to improve loyalty and increase business. Develop new business opportunities to grow loan portfolio. Key Accomplishments:* Launched pass-through programs with Hyundai Capital and SunTrust bank; negotiated program terms, contracts, developed joint marketing strategy and collateral* Sourced vendors, negotiated contracts, created and distributed marketing collateral for consumer products/services: financial… Show more Develop products and services to engage customers (consumers and dealers) to improve loyalty and increase business. Develop new business opportunities to grow loan portfolio. Key Accomplishments:* Launched pass-through programs with Hyundai Capital and SunTrust bank; negotiated program terms, contracts, developed joint marketing strategy and collateral* Sourced vendors, negotiated contracts, created and distributed marketing collateral for consumer products/services: financial literacy, vehicle service contracts, roadside assistance* Exceeded 2016 loan production target by implementing successful marketing strategies and campaigns to improve dealer engagement Show less

Conceptualize, orchestrate and manage the innovative marketing strategies of insurance and non-insurance products to Citi Cards and affiliates. Coordinate internal and external resources (legal / compliance, operations, retention, finance, channel management) to develop compelling offers, operational processes and controls for new marketing campaigns. Analyze market conditions, customer demographics and channel metrics to improve marketing effectiveness and increase profitability.… Show more Conceptualize, orchestrate and manage the innovative marketing strategies of insurance and non-insurance products to Citi Cards and affiliates. Coordinate internal and external resources (legal / compliance, operations, retention, finance, channel management) to develop compelling offers, operational processes and controls for new marketing campaigns. Analyze market conditions, customer demographics and channel metrics to improve marketing effectiveness and increase profitability. Key Accomplishment:* Managed a $125million revenue portfolio, consisting of 50+ programs/products* Generated $9.6million in first year profit by developing and successfully launching new third party-sourced protection product* Developed campaigns and coordinated resources to introduce three internal products to four Citi affiliates and ten channels in one year* Combined strong communication and interpersonal skills to nurture and maintain relationships for four Citi affiliates, five SBU partners and the largest product service provider to Citi Cards* Managed the sale and data conversion of $81million product portfolio, converting over 650,000 members to a 3rd party buyer Show less

Directed all financial support for a $10.8 billion mortgage banking division that includes four sales channels. Oversight included creation of annual budget, reforecast and monthly financial analysis on all lines of the Profit and Loss Statement. Responsible for the month-end close process; including maintaining the general ledger, journal entries and accruals for multiple companies within the portfolio.Key Accomplishments: * Developed and monitored key financial metrics to include… Show more Directed all financial support for a $10.8 billion mortgage banking division that includes four sales channels. Oversight included creation of annual budget, reforecast and monthly financial analysis on all lines of the Profit and Loss Statement. Responsible for the month-end close process; including maintaining the general ledger, journal entries and accruals for multiple companies within the portfolio.Key Accomplishments: * Developed and monitored key financial metrics to include in daily dashboard report distributed to executive management* Developed and formally documented premium recapture process including controls to mitigate financial risks Show less

Conceptualize, orchestrate and manage the innovative marketing strategies of supplemental insurance products to Citi Cards. Coordinate internal and external resources (legal / compliance, operations, retention, policy filings, finance, actuarial, channel management) to develop compelling offers, operational processes and controls for new marketing campaigns. Key Accomplishments:* Introduced Citi Assurance Services’ first supplemental insurance product spanning multiple marketing… Show more Conceptualize, orchestrate and manage the innovative marketing strategies of supplemental insurance products to Citi Cards. Coordinate internal and external resources (legal / compliance, operations, retention, policy filings, finance, actuarial, channel management) to develop compelling offers, operational processes and controls for new marketing campaigns. Key Accomplishments:* Introduced Citi Assurance Services’ first supplemental insurance product spanning multiple marketing channels (inbound/outbound phones, direct mail, statements) Show less

Managed the overall performance and profitability of a $350 million Sport, Leisure & Entertainment book of business. In addition to P&L responsibility, position required constant analysis of market conditions to shift exposures to improve profitability. Coordinated marketing efforts and underwriting guidelines / templates with our third party broker.Key Accomplishments:* Succeeded in meeting production and pricing goals while implementing new controls to significantly improving the… Show more Managed the overall performance and profitability of a $350 million Sport, Leisure & Entertainment book of business. In addition to P&L responsibility, position required constant analysis of market conditions to shift exposures to improve profitability. Coordinated marketing efforts and underwriting guidelines / templates with our third party broker.Key Accomplishments:* Succeeded in meeting production and pricing goals while implementing new controls to significantly improving the quality of underwriting as measured by periodic audits* Exercised exceptional negotiating talents to administer multi-million dollar insurance policies as well as reinsurance and collateral contracts. Key accounts included the National Basketball Association, NASCAR, Major League Baseball* Developed automated tools (MS Access / Excel) to identify overpayment of commissions and ceded reinsurance premiums Show less

Directed all financial support for a $250 million division that included ten professional liability programs and a construction program. Oversight included creation of annual budget, reforecasts and monthly financial variance analysis on all lines of the Profit and Loss Statement. Key Accomplishments:* Developed a new corporate budget process for 2000, reducing dedicated staff by 75% while delivering final product in record time* Spearheaded financial due diligence for seven… Show more Directed all financial support for a $250 million division that included ten professional liability programs and a construction program. Oversight included creation of annual budget, reforecasts and monthly financial variance analysis on all lines of the Profit and Loss Statement. Key Accomplishments:* Developed a new corporate budget process for 2000, reducing dedicated staff by 75% while delivering final product in record time* Spearheaded financial due diligence for seven new multi-million dollar programs. Analysis included discounted cash flow and profit share calculations to determine potential profitability* Strengthened profitability for TIG by meticulously analyzing program rates of return to identify problems and swiftly devise solutions to bring marginal programs back to profitability* Developed a variable-cost pricing model (MS Access) to charge claim operations overhead to a program level, based on monthly claim volume Show less

Performed extensive operational analysis of various departments to determine the adequacy, effectiveness and efficiencies of internal controls and procedures. Formulated and proposed recommendations for improvements of controls and operational inefficiencies.* Developed national audit programs and budgets. Coordinated a team effort in order to meet budget and overall audit objectives* Authored national audit reports to senior-level management, summarizing testwork performed… Show more Performed extensive operational analysis of various departments to determine the adequacy, effectiveness and efficiencies of internal controls and procedures. Formulated and proposed recommendations for improvements of controls and operational inefficiencies.* Developed national audit programs and budgets. Coordinated a team effort in order to meet budget and overall audit objectives* Authored national audit reports to senior-level management, summarizing testwork performed, observations made and conclusions reached Show less

Mba, General Studies

Finance