Shannon Lopez Email and Phone Number
wilmington, delaware, united states
Shannon Lopez's Location
Greater Philadelphia, United States
Shannon Lopez's Contact Details
Shannon Lopez work email
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Shannon Lopez personal email
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Shannon Lopez phone numbers
About Shannon Lopez
Loyalty, marketing, and analytics professional with a proven track record of improving processes, delivering results, and implementing new programs and solutions.Current work is focused on research and strategic consulting to financial institutions, creating new digital businesses, and working with top retail and financial services to implement ground breaking programs quickly and flawlessly.
Shannon Lopez's Current Company Details
Epic Research
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Managing Director, Strategic Operations at Epic Research
wilmington, delaware, united states
- Website:
- epicresearch.net
- Employees:
- 30
Shannon Lopez Work Experience Details
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Managing Director, Strategic OperationsEpic Research Mar 2012 - PresentGreater Philadelphia AreaManaging Director, Strategic OperationsManaging Director, NitroCollege.com, 2018Managing Director, Apple iPhone Upgrade Program, 2015-2022Chief Operating Officer, Sky Financial, 2015-2016Managing Partner, United MileagePlus Small Business Network, 2012-2014Specializing in loyalty marketing and financial services, bringing businesses to market independently or on behalf of Fortune 100 corporations. Consistently launching new products, divisions, and businesses with optimally designed operations, within required timeframes, with accompanying marketing, and under budget.Strategy & Research• Lead client engagements for competitive product and user experiences, new product design, and UX optimization• Conduct research to maintain current knowledge of neobank and fintech products and functionality• Field market research (both client and internal) to identify business, product, and customer usage trendsProduct Development• Launched multiple new product verticals for testing; managed successful tests to full implementation• Designed and implemented new financing solution for Apple iPhones in Apple stores: exceeded expected penetration by 10x• Developed and managed the first airline loyalty program for small businesses: reached 3mm+ small businesses with 30+ relevant loyalty offersStart-Up Design & Implementation• Built operational infrastructure and managed operations, partner on-boarding, and governance for start-up financial services company focused on partnership marketing• Created strategy, content, and framework for new financing and education tool• Designed ongoing working model to expand products into multiple new businessesBusiness Development• Negotiated partnerships with major service providers (e.g., UPS, Chase Paymentech) to small businesses• Conceived operational solutions to bring startup partnership and functionality to Top 10 credit card banks• Expanded developed products beyond initial intent by applying them to broader industries
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Managing DirectorNitro College (A Sub Of Epic Research) Jan 2018 - Jan 2019Wilmington, DeNitroCollege.com is a free website designed to help students and their families evaluate how to responsibly pay for their college education. Paying for a college education is a complicated decision that has lasting implications. It’s a huge responsibility on the shoulders of our teenagers that can have potentially negative effects on their financial future. Whether providing incoming freshmen and their parents with the tools needed to navigate college financing, steps to minimize debt, or providing scholarships to students in need, we are honored to guide students along their educational journeys.
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Senior ConsultantAdmit Advantage Jul 2013 - May 2016Greater Philadelphia AreaCoach MBA candidates on appropriate school selection, personal branding, and application approach. -
Evp, Partner OperationsSky Business Capital May 2015 - Jan 2016Greater Philadelphia AreaDesigning and implementing all operations for a start-up financial services company focused on marketing partnerships. Work includes company set-up, managing ongoing operations, partner on-boarding, governance, and general flexibility to dig in to whatever comes up in the life of a startup.
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Senior Director, Corporate DevelopmentEnergy Plus Company (Now Part Of Nrg Energy) Jan 2011 - Feb 2012Greater Philadelphia AreaEnergy Plus is a unique energy provider in that customers can earn loyalty miles/points for their energy consumption. The Corporate Development role was responsible for assessing new loyalty business opportunities and implementing as appropriate.- Launch CMO for Independence Energy, a multi-level marketing arm of the competitive energy supply business- Reviewed ~100 business ideas and applicability to the business model, focusing on 2-3 for contracts and implementation- Constructed the business case and implementation testing for NRG to enter the residential solar market -
Senior Director Of Customer ExperienceBarclays Jul 2010 - Dec 2010Wilmington, DeLed creation of Customer Experience Transformation for US business- Headed newly formed division within the US, collaborating with international regions of Barclaycard for best practices and consistent structure- Recruited direct team and created cross functional working groups to identify customer experience concerns, prioritize them, and fix them- Efficiently solved urgent partner and customer concerns while developing and implementing a roadmap for the optimal customer experience -
Barclaycard FreedomBarclaycard Nov 2008 - Jun 2010London, United KingdomLaunched Barclaycard Freedom, winner of 2010 International Cards Award for Best Innovation in a Loyalty Program.- First permanent team member selected for the program- Recruited and managed launch team for $30mm+ technology and marketing launch- Signed 95% of launch partners; designed and implemented ongoing management framework for these partners- Played management, business development, and marketing roles as part of an intrapreneurial team -
Senior Director - Airline & Petroleum PartnershipsBarclays Bank Delaware Mar 2005 - Oct 2008Wilmington, DeManaged portfolio growth and P&L performance for US Airline and Petroleum portfolios.Segment Performance Improvement• Overhauled Petroleum portfolio through new products, existing customer treatments, OpEx efficiencies, and risk strategies. Improved NIBT by $5mm in first year, turning portfolio profitable.• Directed Airline team; $1B+ in loans. Increased return by $20mm+ through negotiations, renewals, and growth. Strategic Initiatives• Led cross-functional team to reduce Technology implementation expense by 25% while improving quality.• Designed standardized attributes by Segment to reduce product production by 50% and lead time up to 60%.
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First Vice President (2002-2005); Vp (2000-2002); Mba Intern (1998)Mbna America Bank, N.A. Jun 2000 - Mar 2005Wilmington, DeLed project teams and strategic initiatives in Internet, Internal Consulting, and Existing Account Strategies for top monoline credit card issuer.Profitability & Performance Improvement• Developed targeted balance retention strategies: increased income by $40mm and balances by $200mm.• Collaborated with multiple departments to expand risk criteria: increased loans by $500mm; NIBT positive.• Aligned call center treatments with revenue initiatives to preserve over $100mm in income. Strategic Initiatives• Created an optimization algorithm to determine where/if the next marginal marketing dollar should be spent.• Revamped testing: reduced tests by 80%; maintained full testing benefits; achieved 100% test validity.• Improved call center efficiency in collections by reconfiguring teams based on risk and optimizing incentives.Customer Segmentation & Treatment• Launched behavior segment-based treatments for existing customers, including pricing and servicing levels.• Designed and implemented product features to increase account profitability based on global behavior.• Resolved inconsistent account treatments across business units to ensure a seamless customer experience. -
Associate (1998); Senior Analyst (1997-1998); Analyst (1995-1997).First Manhattan Consulting Group Aug 1995 - Jun 1998Greater New York City AreaManaged and supported client and consulting teams in the development and implementation of strategic solutions for financial services challenges.Sales and Marketing Strategy• Developed a sales targeting program for a leading insurance company, improving sales rates by over 50%.• Directed a market research firm in sampling and survey strategy, resulting in customer retention initiatives.Product Redesign• Led consulting team in redesigning checking products for a regional bank, increasing profit by $10mm.• Developed credit card product alternatives to revitalize the customer base for a major regional bank.Financial Analysis• Created models for evaluating small business banking markets, auto leasing, and net present value profitability.• Supported consulting team in a successful defense of a hostile takeover attempt of a national thrift. -
Admissions OfficerGeorgetown University Jun 1994 - Aug 1995Washington D.C. Metro AreaReviewed undergraduate applications for admissions, facilitated and advised the student-run admissions organization, and developed a strategic plan for attracting more science majors.
Shannon Lopez Skills
Analytics
Financial Services
Strategy
Credit Cards
Business Development
Strategic Planning
Segmentation
Business Strategy
Banking
Portfolio Management
Program Management
Business Analysis
Marketing
Product Management
Customer Acquisition
Start Ups
Business Process Improvement
Financial Analysis
Crm
Customer Experience
Strategic Partnerships
Financial Modeling
Vendor Management
Retail Banking
Relationship Management
Executive Management
Competitive Analysis
Advertorials
Management Consulting
Customer Relationship Management
Shannon Lopez Education Details
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Physics
Frequently Asked Questions about Shannon Lopez
What company does Shannon Lopez work for?
Shannon Lopez works for Epic Research
What is Shannon Lopez's role at the current company?
Shannon Lopez's current role is Managing Director, Strategic Operations at Epic Research.
What is Shannon Lopez's email address?
Shannon Lopez's email address is sh****@****ail.com
What is Shannon Lopez's direct phone number?
Shannon Lopez's direct phone number is +130252*****
What schools did Shannon Lopez attend?
Shannon Lopez attended Harvard Business School, Georgetown University.
What are some of Shannon Lopez's interests?
Shannon Lopez has interest in Children, Mobile, Clean Technology, All Markets, Education, Science And Technology, Consumer Internet, Health.
What skills is Shannon Lopez known for?
Shannon Lopez has skills like Analytics, Financial Services, Strategy, Credit Cards, Business Development, Strategic Planning, Segmentation, Business Strategy, Banking, Portfolio Management, Program Management, Business Analysis.
Who are Shannon Lopez's colleagues?
Shannon Lopez's colleagues are Casey Cervenak Norling, Heather Farber, Megan Basilio, Curt M. Fournier, William Brake, Bradley Cornforth, Kristen Leitzel.
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