Scott Davidson Email & Phone Number

New York, United States

Greater New York City Area

• Led the optimization and the personalization program for all 4 wealth management websites within Bank of America• Built and managed 50+ campaigns––leading to a 40%+ increase in accounts openings and $5M+ in new annual revenue • Optimized sales funnel optimization while updating the Merrill sales account selection tool––generating 30% growth in accounts • Created a strategy by analyzing visitor data (Adobe Analytics) to identify low converting traffic and A/B testing to improve customer experience––resulting in a 20% increase in new accounts opened • Presented marketing executives with a 3-year strategy to realize full potential of the Adobe Product Suite at Merrill • Served as Product manager for the personalization program at Merrill Wealth Management ($2M project budget)• Launched multiple vendor products to improve customer experience on the company website (10M+ monthly visitors)• Created a system to streamline data tracking across a distributed and disconnected set of 25+ websites and web applications• Collaborated with internal application teams to implement event tracking and obtain a unified view of the user’s journey• Engaged with senior leaders to identify business goals and create a data tracking roadmap tailored to those objectives • Centralized the change management of the Adobe product suite, DoubleClick, and IBM Coremetrics using Tealium Tag Manager to ensure data tracking consistency across a large set of web applications

Irvine, California

• Served on the financial planning and accounting team to manage distribution revenue and costs for a semiconductor company • Oversaw monthly/quarterly reporting and audit of key inputs to financial KPIs––reported directly to Head of Distribution • Performed quarterly deep dive analyses on point of sale reported revenues from distributors, analyzing $1B+ in yearly revenue • Tracked and forecasted non-standard revenue shipments ($700M+ in revenue) ––providing quarterly forecasts to sales team• Created a custom report that analyzed monthly revenue discrepancies––implementing changes that reduced average variances from $10M to $50K while helping streamline system control processes• Prepared and analyzed quarterly trend reports of distribution revenue, shipments, and distributor margins for senior managers• Collaborated with key members of the external/internal audit teams to provide timely data and reports

Newport Beach, Ca

Member of the buy side research team specialized in indentifying and proposing growth investment targets for private equity and asset management clients

Supported daily operations for dividend related products to ensure that all funds and related instruments are properly and accurately processed

Provided support to financial advisors with $75MM in client assets under management