Led brand strategy, customer communications, analytics and marketing operations teams supporting Capital One Investing. Managed team of 17 with responsibility for the development and deployment of marketing programs designed to acquire and engage customers for two distinct business segments: online self-directed brokerage and full-service financial advisors.

Managed all marketing programs and communications supporting $250M/year revenue business unit that provides equity compensation management solutions to 1000+ companies and their 1M employees. Core member of cross-functional business leadership team with responsibility for developing business vision and growth strategy. Drove thought leadership initiatives and rebuilt division’s reputation after a period of decreased investment, resulting in 3 consecutive years of top scores in an independent industry survey.

Established Long-Term Investor marketing team to expand reach and grow market share within a key strategic customer segment.

*Responsible for engagement marketing campaigns targeting E*TRADE's stock plan clients and their employee-participants. *Built segment marketing team of 7 from the ground up.

*Launched integrated cash management account, now E*TRADE’s flagship brokerage account, converting more than 1 Million existing accounts.*Responsible for bank marketing programs, including promotion of checking, savings, and money market accounts.

Assumed positions of increasing responsibility in retail and institutional marketing. Developed and managed marketing programs for the acquisition and retention of targeted B2B and B2C segments. Managing editor for Women Investing Now, a comprehensive program designed to educate and inspirewomen investors. Created and produced website content, brochure series, semi-annual magazine andmonthly newsletter.Managed marketing efforts for Schwab Retirement Plan Services’ third-party administrator and softwaredivisions. Developed strategies to address the diverse needs of distinct customer groups. Worked withinternal service providers and third-party vendors to redesign fulfillment processes, resulting in reduced costs and improved quality control.

Ensured timely, accurate and cost-effective production of 6 million direct mail packages per year. Developed vendor relations, bid jobs, and negotiated contracts for printing, and mailhouse services