Thomas Mullen Email & Phone Number

Leveraging three decades' experience to provide a range of marketing and business development services for select clients in and beyond the financial services spaceProvide strategic advice and guidance including market overviews and opportunity assessments for clients investing, entering, or expanding presence in the annuity/retirement space.Financial/Annuity clients include insurers, distributors, asset managers, private equity and other investment groups, fintech providers.Additionally, supporting go-to-market planning, content strategy and preparation for capital raise for a tech-based communication / messaging start-up.

Doubled sales volume 2015/2016, from $2.5 billion to $5+ billion, helping drive Athene to #2 position in the industry, by sales volume.Developed effective multi-channel marketing campaigns that helped shape and clarify the brand strategy; and supported successful sales and educational programs. Led a team of 36. Built new roles in product management, competitive intelligence, analytics, digital and channel marketing to help identify and capitalize on attractive opportunities, as well as provide key strategic insights to Senior Leadership.Supported business development efforts for Athene’s expansion into retail banking and broker/dealer distribution channels; hands-on in RFP planning and presentation. Sponsored ongoing digital strategy programs, website upgrade, vendor selection, etc.; collaborated on firm-wide steering teams to insure sales, operational, IT, legal coordination.

Waltham, Ma, Us

As Head of Marketing: Joined lean team in start-up mode to develop the firm’s initial marketing and brand-ing strategy after its spin-off from Sun Life Financial.Developed and implemented strategies and programs that drove awareness and results, achieving over $1 billion in total sales within 12 months, and expansion into the retail bank distribution channel.Contributed significant hands-on marketing, business development, and general management/problem-solving support while building out strategic talent acquisition plan, and agency / vendor relationships.

Boston, Ma, Us

Drove annual business unit sales to $11 billion, the highest in the firm’s history, by developing high-quality marketing plans supporting dozens of fund and product launches, branding and thought leadership programs; as well as through creation and development of digital and social platforms, and more.Executed successful national rebranding and integration campaigns pursuant to Manulife’s acquisition of John Hancock Financial Services. Championed cross-company digital initiatives that saved over $1.5 million annually, simultaneously enhancing company reputation, and sales & service effectiveness.Frequently presented sales and product education concepts to key external and in-ternal audiences at seminars, conferences, conference calls, webcasts, through trade press, and at Board meetings.Managed and developed team of 60 including remote and contractor/agency staff. Collaborated with global counterparts in Asia and Canada to export best practice sales and product development cultures.Effectively oversaw $15+ million budget. Member of Senior Steering Group providing strategy and oversight for 1000+ person business with $60+ million budget.

American Skandia was the US operating subsidiary of Skandia Insurance, a Swedish-based insurance and asset management company.- Developed and managed sales & marketing campaigns, product launches.

Wood Logan was an independent financial services distribution and marketing company concentrating on annuities and mutual funds, later acquired by Manulife Financial.- Marketing Director / Internal Sales Manager (1990-1994)- Internal Sales (1988-1989)

Bs, Finance

Digital Business Strategy

Digital Marketing Strategy