Developed the overall marketing strategic and tactical plans to support mutual fund and variable annuity sales. Led development of product marketing collateral supporting 55 mutual funds and 64 variable annuity funds, as well as marketing strategy for fund launches and focus fund campaigns. Led a highly engaged team of marketing associates that achieved all departmental goals, objectives, and Key Performance Indicators (KPI).• Drove revenue by partnering cross-functionally with sales and channel marketing to execute campaigns tailored for Nationwide’s focus firms• Took the lead in researching, writing, and delivering Nationwide Fund marketing collateral, including brochures, flyers, presentations, commentaries, newsletters, podcasts, email campaigns, and web content• Effectively managed numerous internal resources and external stakeholders, including ad agencies, graphic designers, writers, web designers, and printers• Created project timelines, processes, Standard Operating Procedures (SOP), and project status reports, and presented personally to the Chief Marketing Officer (CMO)• Led mutual fund print and digital advertising, which achieved a #2 ranking in the In-Market AdPi, and a #4 ranking in Creative Potential by the Phoenix Group

Recognized throughout the organization as the department “idea generator”. Oversaw the creation from concept to launch of several value-added series.• Successfully researched and wrote marketing material supporting five Nuveen sub-brands, including brochures, product profiles, investment commentaries, newsletters, and web content• Developed the strategy and executing marketing campaigns showcasing products, services, and key industry themes, including the launch of the NWQ Small/Mid Cap Value product, which reached capacity in less than 12 months

Senior Writer, Institutional and Corporate Marketing (1998 – 2004)Portfolio Accountant, Fund Financial Services (1993 – 1998)Worked with senior management to write and develop special presentations, brochures, client marketing materials, and a wide range of marketing collateral. Researched and developed content for Vanguard’s intranet and external websites.• Managed the award-winning institutional client newsletter that attracted $200M in new sales in 2002.• As Portfolio Accountant, performed daily accounting functions and monthly/quarterly reporting, ensuring 100% compliance to all policies, procedures, and best practices.