Terry Keyes Email & Phone Number

United States

San Diego, California, US

Portland, Oregon, US

Managed strategic and tactical marketing initiatives for Wealth Management and Commercial Bank. Designed and executed KPIs against thought leadership, sales enablement, lead generation, and growth initiatives. Facilitated full spectrum, multi-phasic marketing tactics between stakeholders, partners, and executive leaders -- including budget and resource.

St. Louis, Missouri, US

• Develop, analyze, and prioritize MarCom, including comprehensive strategy and tactical opportunity. Define, articulate, and integrate framework for programs and events. Measure, forecast, and edit line-of-business.
• Relationship management: Established and moderated work streams, resulting in 25% increased collateral production with 10% enhanced efficiency.
• Messaging: MarCom advisor for M&A and (DOL) Fiduciary Rule rollout.
• Awareness: Reporting analyst and member of omni-model lead generation website. Co-managed accompanying advertising buy calendar. Increased impressions over 10%.
• Social media: Architect and advocate for firm's first end-to-end dual-representation media platform
• Digital strategy: Spearheaded format efficiency initiative that led to a 10% budget surplus and 30% subscription increase.

St. Louis, Missouri, US

• Cultivator acting to strengthen and advance department’s sales, revenue, and performance objectives. Partnered with Compliance to bolster risk protocols. Subject matter expert/presenter for conferences, VIP client.
• Account partner-consultant to Advice & Research teams, Financial Advisors, wealth management firms, and sales units. Wrote, refined, and reviewed sales and profile whitepapers, resulting in placement in over 15.
• Counselled asset management firms on synergistic opportunities and collateral execution to achieve platform integration goals.
• Designed B2B2C multi-generational cross-channel retirement marketing campaign that boosted end-user engagement, field opportunities, and vendor partner participation.
• Analyzed data to identify, translate, and present strategic opportunities to constituents -- then executing internal/external socialization strategy. Managed production of over two dozen firmwide lifecycle marketing.

St. Louis, Missouri, US

Socialized tactical opportunities while customizing response solutions and issue resolution techniques for firm’s suite of service and product offerings. Provided communications, project management, collateral awareness to clients and associated persons. Evaluated and presented communications and web content recommendations to leadership and executive.

Zurich, CH

Provided client account management and guidance, supported digital UX initiatives, marketed products/services, and managed response communications initiatives. Performed equity trading for Advisors, clients, and associated parties. Consulted with institutioal clients. - Lead associate for response communications solution & strategy team. - Regularly lead.

New and used vehicle sales associate responsible for prospect and existing client relationships. Jaguar, Ford, Hyundai, Subaru. Managed a book of business that grew 150% in 4 months. Upsell financial services. Partnered with internal stakeholders to cross sell features and tertiary services. Developed sales sheets and presentation plans.

Philadelphia, PA, US

Locally produced, edited, and formatted local and national radio programming and commercials while partnering with news and advertising staff. Managed board operations. -Acted as broadcast field liaison during the Lowe’s Motor Speedway bridge collapse.

Masters Track, Technical Communicaitons/Writing

Bs, Communications