Managed projects from establishing policy and procedure to fully integrated complex marketing campaigns for Wells Fargo Advisors.• Implemented and executed the first ever direct mail campaign for WFA called the Brand Standards campaign. Responses were to the Financial Advisor and estimated at 3.6%• Held the lead role in identifying and writing the business requirements for establishing the standardized reporting on lead generation activity including conversion and Assets under… Show more Managed projects from establishing policy and procedure to fully integrated complex marketing campaigns for Wells Fargo Advisors.• Implemented and executed the first ever direct mail campaign for WFA called the Brand Standards campaign. Responses were to the Financial Advisor and estimated at 3.6%• Held the lead role in identifying and writing the business requirements for establishing the standardized reporting on lead generation activity including conversion and Assets under management AUM by sales channel.• Executed Financial Advisor’s (FA) survey on lead flow, including compiling data from 500 Financial Advisors. Results included documented response for a lead-generation process.• Appointed as the Project Manager for multiple integrated programs including Deposits Cross Sell, Wells Trade and Referral Sweepstakes.• Designated program manager on multi-channel, multi-touch marketing campaigns including project management for multiple work streams. This included internal communications, Insights and Analytics, field delivery, internal systems and client communications to 213,000 clients. Responses to be computed in December of 2011. Show less

Marketing Consultant 2003 – 2009Oversaw enterprise-wide projects that effected business process analysis and implemented best practice improvement opportunities impacting customer experience in retention, sales promotions, VISA optional enhancements and features and benefits including automatic payment, authorized user, custom PIN and overdraft protection.• Launched training for the pilot program for Credit Defense Platinum for 230 CSR’s in the Des Moines facility. Sales reached the… Show more Marketing Consultant 2003 – 2009Oversaw enterprise-wide projects that effected business process analysis and implemented best practice improvement opportunities impacting customer experience in retention, sales promotions, VISA optional enhancements and features and benefits including automatic payment, authorized user, custom PIN and overdraft protection.• Launched training for the pilot program for Credit Defense Platinum for 230 CSR’s in the Des Moines facility. Sales reached the goal of 1 % transfer rate in less than 30 days rather than the estimated 60 day time frame set by the launch team.• Designed and delivered the promotional campaign for Credit Defense Platinum under budget by 66% and reached the goal for transfers in half the projected time.• Exceeded the 2009 annual plan for sales units in customer service for credit card products by 130% and exceeded the 2009 plan sales units including fee enhancement product by 147%.• Negotiated a 13% reduction in expense for the VISA optional enhancements for 2009 and a 5% reduction in the Travel and Accident coverage.• Consolidated promotions expense and implemented a calendar in all the sales channels to reduce expense by 8% and establish consistency in the channels • Implemented two new channels (Fraud and Credit Originations) for sales units increasing revenue and exceeding plan for fee enhancement by 11% in 2007• Selected to attend VISA Bank School competition and was a member of the winning team.• Re-engineered Reactive Retention process to add reduced rates offers and features in order to save every potentially profitable customer. Served a Co-Business manager on this 2007 Top Project. Long term results moved NIBT of saved account from $180 to $262. Served a Co-Business manager on this 2007 Top Project.• Chosen by peers to receive the 2004 “Heroes 100 Award”, Show less