Executive leadership accountable for member growth and engagement, deposit products, digital banking, and communications

Digital and Global Marketing executive accountable for defining and delivering the Bank of America Private Bank value proposition, building brand awareness and consideration, supporting referral and revenue growth, along with cross-line of business integration. I lead the Private Bank segment team in digital experience evolution, content marketing, and engagement efforts across paid, owned, and earned platforms.

Lead internal, agency, and partner teams in the strategic planning and choreographed omni channel delivery of enterprise-wide brand and ESG program activations. Oversee planning and delivery of local marketing and advertising campaigns across 93 individual markets and paid, owned and earned support of our ongoing commitments to Racial Equality and Economic Opportunity, including our award-winning free financial education platform — Better Money Habits.

Lead brand planning, advertising, earned media and multi-channel marketing and sponsorship programs for Bank of America's Private Wealth Services group, including U.S. Trust and Merrill Lynch Private Banking and Investment Group. Investments and strategies focused on building brand, reputation and multi-faceted revenue building from existing and new clients of the bank.

Spearheaded digital consumer transformation to provide higher education institutions, students, and families with comprehensive education financing counsel and educational debt management solutions. Led a team of 55 Marketing, Product Development, Digital, and Content delivery professionals.* Established a new consumer brand (SALT) and digital consumer experience * Developed multi-channel user experience (including mobile apps)* Led consumer and partner marketing teams in the acquisition of school / corporate partnerships and the purchase and ongoing CRM engagement of student members* Developed social media strategy and content* Oversaw public relations and co-marketing partnerships

Professional services practice leader for this strategic marketing consultancy. Responsible for developing new business, managing strategy, and integrated marketing engagements for a diverse portfolio of financial services and technology clients. Marketing engagements included: Intuit Financial Services B2B2C market launch of FinanceWorks online financial management suite, strategic evolution of Bank of America's global commercial banking lead cultivation model, and Sallie Mae's partner marketing launch for the Smart Option private student loan.

Provided e-Business and social-media strategy counsel and project management oversight to support Johnson & Johnson / DePuy Global Master Brand enterprise-wide digital platform implementation. Liaised with subject matter experts across five operating companies to choreograph the provision of original content, architecture, and marketing insights to inform platform development and delivery. Ensured voice-of-customer was represented throughout development and user experience best practices were followed by all agency partners and developed social media strategy for creating and expanding patient and medical professional communities.

Led marketing strategy, territory sales acceleration, and brand evolution efforts for this wealth-management firm serving ultra-high net-worth clients

Oversaw strategy and execution of integrated multi-channel B-to-B and consumer marketing campaigns on behalf of multiple bank and student affinity group partners. Managed a $100M+ budget across TV advertising, social and digital media, direct mail, and viral marketing campaigns and assisted in developing new optimized client experiences.

Spearheaded product development, customer segmentation, client experience, and marketing programs for two parallel online retail investment offerings (BrownCo and JPMorgan Invest). Managed a team of 23 marketing and product development professionals.* Significantly improved BrownCo business metrics, increasing customer acquisition rates by 300% over three years and boosting collective account value by 800% over five years. Client tenure and profitability were rated as best performing by J.D. Powers* Developed active trader segmentation and pricing program * Developed JPMorgan Invest consumer investing experience and multi-channel approach to 401K rollover enrollment and communications* Established a new brand and integrated marketing launch for JPMorgan Invest* Negotiated and managed third-party agency and technology alliances

Directed product development, marketing, and product communications programs for web-based product portfolios targeted to financial intermediaries (RIAs, Brokers/Dealers, and TPAs). Orchestrated successful product launches for Advisor Channel and Streetscape platforms. Managed strategic alliances with third-party trading technology, portfolio management, and content partners.

Managed global brand development, revenue expansion, and new product launch for Electronic Settlements Group (now Omgeo). Effectively onboarded early adopter clients (institutional investment managers, broker-dealers, and custodian banks) and ran global client advisory boards to develop a connected value community to drive global revenue growth.