AeroLeads people directory · profile
Simon Walsh Email & Phone Number
Principal
at
ClickSpeedCRM
1 work email found
@newyorklife.com
4 phones found area 516, 212, and 800
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Principal
Location
New York City Metropolitan Area, United States, United States
Who is Simon Walsh? Overview
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Quick answer
Simon Walsh is listed as Principal at ClickSpeedCRM, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at newyorklife.com, phone signal with area code 516, 212, 800, and a matched LinkedIn profile for Simon Walsh.
Simon Walsh previously worked as Head of CRM, Retirement Solutions at Tiaa and Chief Operating Officer, Retail Annuities | Salesforce CRM Strategist | Customer Service Lead at New York Life Insurance Company. Simon Walsh holds B.A., History from Yale University.
Company email context
Email format at ClickSpeedCRM
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{first}_{last}@newyorklife.com
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AeroLeads found 1 current-domain work email signal for Simon Walsh. Compare company email patterns before reaching out.
Profile bio
About Simon Walsh
I love making things easier with technology. In 2022 we closed a record $13.2B in sales - more than double 2021 - while reducing staff (with no layoffs). That was the result of 8 years of technology upgrades, process improvements and moving people to better work with brighter futures.As COO for New York Life’s annuity business I link marketing, sales and service on Salesforce and other low-code CRM platforms. I also lead customer service and our distribution network of 300 banks and broker-dealers. My 20+ year career at NYL, UBS and E*TRADE includes COO and CMO roles, P&L oversight, a background as a journalist and floor trader, and broad experience in a range of critical functions: digital transformation, marketing, sales, service, P&L management, CRM, Salesforce, cloud-based integrations, process improvement, customer experience, product development, and team building. I'd love to add connections interested in promoting tech careers to under-represented groups.
Listed skills include Strategy, Start Ups, Direct Marketing, Management, and 61 others.
Current workplace
Simon Walsh's current company
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9 roles
Simon Walsh work experience
A career timeline built from the work history available for this profile.
Head Of Crm, Retirement Solutions
CurrentHead of Salesforce and CRM for TIAA's retirement business.
Oct 2023 - Present
Chief Operating Officer, Retail Annuities | Salesforce Crm Strategist | Customer Service Lead
Lead a team of CRM and service professionals linking marketing, sales and service on Salesforce, Eloqua, and other digital platforms. We also manage service and operations for 300 banks and broker-dealers. Over the years we've cut processing times more than 50% via workflow changes and process automations. #1 annuity seller in 2022. #1 in J.D. Power.
Jan 2016 - Sep 2023
Managing Director, Annuity Customer Experience | Customer Service Lead
Managed New York Life’s annuity customer experience group: launched Salesforce and a new customer web site, and managed our application-processing group and operations for our third-party sellers.
Nov 2013 - Dec 2015
Director, Annuity Marketing | Digital Marketing
Ran web strategy, data analytics and research for New York Life’s annuity business.
Sep 2012 - Oct 2013
Vp, Sales & Marketing | Sales & Marketing Head | Product Developer
Led sales, marketing and product development for General Sentiment, a media-measurement firm that helped big companies gauge online sentiment for their brands. Clients included Toyota, Audi, NBC Universal, Bravo, AMC, Warner Brothers, Farmers Insurance, Gallup and the NHL. I also implemented Pardot's multi-touch marketing automation system to drive leads.
Jan 2011 - Sep 2012
Executive Director, Credit Cards | P&L Manager
Led UBS’s credit and debit card business from losses to profits. Along the way I more than tripled card spend to $1.2 billion and cut annual expenses by more than $14 million as client satisfaction rose from 69% to a high of 85%. This gave me lots of experience serving high-net-worth clients.
Apr 2006 - Mar 2010
Chief Marketing Officer | Direct Marketing Strategist | Customer Service Lead
Jefferson National Life Insurance Company, Inc.
Directed marketing, product development and operations at Jefferson National, a financial services start-up offering a revolutionary low-cost annuity that guarantees income in retirement. Launched the nation’s first “flat fee” annuity, a consumer-friendly retirement product with a “flat” charge of $20 a month. #1-recommended annuity among independent.
Jul 2002 - Feb 2006
Chief Marketing Officer, E*Trade Bank | Direct Marketing Strategist | P&L Manager
Managed product development and held P&L responsibility for E*TRADE Bank’s $50 million annual ad spend, including DRTV, radio, print, direct mail, and online. I used digital and direct marketing to double deposits from $4 billion to $8 billion. Net interest income rose from $100 million to $160 million. Fun fact: I produced a Super Bowl ad that won 2nd.
Aug 1999 - Oct 2001
2 education records
Simon Walsh education
B.A., History
Yale University
Irg100 Leadership Program 2020-2021
Institute For Real Growth
FAQ
Frequently asked questions about Simon Walsh
Quick answers generated from the profile data available on this page.
What company does Simon Walsh work for?
Simon Walsh works for ClickSpeedCRM.
What is Simon Walsh's role at ClickSpeedCRM?
Simon Walsh is listed as Principal at ClickSpeedCRM.
What is Simon Walsh's email address?
AeroLeads has found 1 work email signal at @newyorklife.com for Simon Walsh at ClickSpeedCRM.
What is Simon Walsh's phone number?
AeroLeads has found 4 phone signal(s) with area code 516, 212, 800 for Simon Walsh at ClickSpeedCRM.
Where is Simon Walsh based?
Simon Walsh is based in New York City Metropolitan Area, United States, United States while working with ClickSpeedCRM.
What companies has Simon Walsh worked for?
Simon Walsh has worked for Clickspeedcrm, Tiaa, New York Life Insurance Company, General Sentiment, Inc., and Ubs Wealth Management.
How can I contact Simon Walsh?
You can use AeroLeads to view verified contact signals for Simon Walsh at ClickSpeedCRM, including work email, phone, and LinkedIn data when available.
What schools did Simon Walsh attend?
Simon Walsh holds B.A., History from Yale University.
What skills is Simon Walsh known for?
Simon Walsh is listed with skills including Strategy, Start Ups, Direct Marketing, Management, Leadership, Product Development, Financial Services, and Social Media.
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