Robert Gee-Kee Email and Phone Number

Led product marketing efforts for variable annuity and registered index-linked annuity campaigns targeting financial advisors.- Leadership & Team Management: Directed a cross-functional marketing team to design, implement, and optimize campaigns, achieving significant sales goals.- Campaign Strategy: Developed integrated marketing strategies (email, digital media, direct mail, webinars) that drove over $500 million in sales within the first year of launching a new registered index-linked annuity product.- Lead Generation: Designed and executed a lead generation program, encompassing email, direct mail, webinars, that secured high-value sales meetings and increasing completion rates to nearly 90%.- Brand Awareness: Worked closely with sales teams to improve product awareness and drive adoption, resulting in an increase in sales volume and engagement.- Customer Journeys: Improved advisor engagement, optimizing financial advisor journeys via automated email marketing and proactive outbound call efforts to nurture relationships.

Led a dynamic product marketing team in planning and executing strategic campaigns designed to enhance brand awareness and drive revenue growth for key sectors within Corporate & Investment Banking. Focused efforts on engaging corporate C-level executives and institutional investors with high-impact marketing.- Cross-functional Leadership: Managed marketing teams in the planning and execution of large-scale campaigns to enhance brand awareness and drive revenue growth.- Campaign Optimization: Delivered a 625% marketing ROI by launching a targeted direct mail program to drive lead generation and increase brand visibility.- Sales Strategy: Developed and implemented strategies, in collaboration with sales teams, that led to significant business acquisitions and cross-sell opportunities across diverse financial products.- Relationship Management: Built strong relationships with senior sales leadership, legal, compliance, product, marketing partners.

Led a high-performing product marketing team in executing strategic campaigns to boost brand and product awareness across Commercial Banking (B2B) lines of business. This encompassed commercial cards, commercial lending, cash management solutions, fixed income, commercial real estate lending, global trade, foreign exchange. Target audiences included C-level executives of vertical industries including manufacturing, construction, agribusiness, real estate, public/government, and financial services.- Marketing Strategy: Managed a multi-million dollar marketing budget to drive key business objectives through strategic, integrated marketing plans, resulting in impactful brand advertising campaigns and relationship-building programs targeting C-level executives across 14 business units.- Research: Conducted comprehensive client research (quantitative & qualitative) to refine marketing communications, optimize sales strategies, and enhance product positioning.- Brand Awareness: Developed and executed media plans across print, digital, TV, and social media (e.g., CNBC, WSJ, LinkedIn) to boost brand awareness of commercial banking capabilities, achieving a 100% increase in recognition among C-level executives.- Sales Strategy: Led the creation of marketing collateral for treasury management, fixed income investments, equipment finance, foreign exchange, global trade, and commercial real estate.- Thought Leadership: Created the Executive Insight Event, a high-impact content-driven initiative that enhanced client relationships and drove a 67% increase in sales opportunities.- Content Marketing: Launched the Financial View™ eNewsletter, achieving a 40% unique email open rate, driving significant engagement with financial content.- Program Management: Introduced a private-label commercial card program with co-marketing initiatives for partner businesses, resulting in over $10 million in average monthly spend within the first 90 days.

Led a successful product marketing team to implement marketing strategies targeting financial advisors in both domestic and global markets.- Growth Marketing: Managed campaigns that drove year-over-year growth in new advisors and asset inflows, surpassing KPIs with lead generation strategies (email, direct mail, conference calls, events).- Thought Leadership: Launched a high-impact thought-leadership eNewsletter, featuring portfolio manager commentary, that resulted in a 55% open rate, significantly improving advisor engagement.- Data Analytics: Built a robust marketing data analytics infrastructure to track and refine campaign performance, improving lead generation and conversions.

Directed a marketing team specializing in retirement solutions to launch integrated marketing campaigns targeting financial professionals and their clients.- Growth Marketing: Developed and executed integrated go-to-market campaigns (email, direct mail, print, events) that boosted advisor engagement and increased sales across retirement product lines.- Campaign Management: Led a team in delivering high-impact marketing programs that exceeded business goals for new financial advisors and product inflows.- Relationship Management: Built strong relationships with senior sales leadership, legal, compliance, product, marketing partners.

Managed retail banking team of FINRA licensed banking representatives focused on providing securities investment, insurance, mortgage and banking products to consumers.• Successful 40% growth of Financial Center sales revenue via strategic business plan, expert P&L management.• Developed sales and marketing strategies to increase sales of offered products including consumer and small business loans, deposit accounts, life insurance and mutual fund investments.• Coached banking team members daily to reach their full sales potential while emphasizing a positive customer service experience.

Additional Experience• Marketing Manager (B2C wealth management marketing), Charles Schwab & Co., San Francisco, CA