Svp, Consumer Investments Segment Marketing
Responsible for the development and execution of client marketing programs to support Merrill Edge online investing business.
Mar 2011 - Dec 2021
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Lisa Weinberg Email & Phone Number
Senior Vice President at Bank of America
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Role
Senior Vice President at Bank of America
Location
Needham, Massachusetts, United States
Who is Lisa Weinberg? Overview
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Lisa Weinberg is listed as Senior Vice President at Bank of America based in Needham, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Lisa Weinberg.
Lisa Weinberg previously worked as SVP, Consumer Investments Segment Marketing at Bank Of America and Contractor, Direct Marketing at Citizens. Lisa Weinberg holds Bs, Business Management from Babson College.
Profile bio
About Lisa Weinberg
Highly motivated results driven marketing professional with extensive experience in the financial services industry (retail and institutional). Proven ability to work in a rapidly changing, fast paced environment - - both within agency and client settings. Experienced team leader with strong capacity to communicate goals, motivate employees, and build effective teams. Works collaboratively with individuals to drive decisions and resolve issues. Specialties:Marketing Communications; Customer Acquisition and Retention; Direct and Integrated Marketing Customer Relationship Management; Strategic Planning and Execution; Account / Project Management; Online Product and Channel Management; Program Analysis; Business Process Improvement; Budget Management
8 roles · 37 years
Lisa Weinberg work experience
A career timeline built from the work history available for this profile.
Contractor, Direct Marketing
Managed all phases of multi channel direct marketing communication programs, including business case development, planning, segmentation, implementation and analysis. Collaborated with Business Intelligence teams to develop pro formas and targeting requirements that support strategic plans. Worked with outside agency partners to ensure programs were implemented on time, on brand, on strategy, in compliance with regulatory guidelines and within budget.
Sep 2010 - Mar 2011
Director, Marketing Communications
Led marketing team in development and execution of Fidelity Advisor Funds product marketing communication plans, programs and campaigns to support financial advisors, investors and Fidelity wholesalers. FINRA Series 7 - General Securities Representative and Series 24 - General Securities Principal exams within six months of hire.
Dec 2006 - Feb 2009
Director Relationship Marketing, Global Wealth & Investment Management
Planned and managed integrated marketing programs to drive achievement of Mass Affluent and High Net Worth segment acquisition and relationship deepening goals. Managed and developed team of three direct marketing program managers. Completed competitive review, market and product gap analysis to inform the business strategy for Fleet’s Family Office product offering.
Apr 2004 - May 2006
Director Online Product Management, Fleet Private Clients Group
Drove strategic direction and managed execution of the Fleet Private Clients Group client portal and High Net Worth prospect web site. Established online content strategy and designed information architecture. Negotiated and managed third-party vendor content relationships—accountable for $1.5 million budget.
Sep 2000 - Apr 2004
Director, Internet Commerce Group
Accountable for the planning and implementation of product, sales, service and educational online programs for Fidelity’s Advisor web sites. Managed Internet Commerce Group web publishing and program management team. FINRA Series 6 and 63 Registered Representative; Series 26 Registered Principal
Apr 1998 - Sep 2000
Account Director, Fidelity Advertising Agency
Managed five-person account staff supporting online strategy, web development, and database driven direct mail acquisition/client retention programs for Fidelity Retail (mutual funds, self-directed brokerage), Institutional (401K, Advisor) and Fidelity Capital (World Trade Center, Seaport Hotel and Boston Coach).
1990 - 1998
~8 yrs
Account Executive, Direct Marketing
Acted as day to day account contact for two not-for-profit and three frequent traveler clients. Managed strategic development and execution of targeted acquisition direct marketing campaigns employing sophisticated database analysis and results measurement. .
Feb 1983 - Feb 1988
2 education records
Lisa Weinberg education
Bs, Business Management
Liberal Arts
FAQ
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What is Lisa Weinberg's role at their current company?
Lisa Weinberg is listed as Senior Vice President at Bank of America.
Where is Lisa Weinberg based?
Lisa Weinberg is based in Needham, Massachusetts, United States.
What companies has Lisa Weinberg worked for?
Lisa Weinberg has worked for Bank Of America, Citizens, Fidelity Investments, and Epsilon.
How can I contact Lisa Weinberg?
You can use AeroLeads to view verified contact signals for Lisa Weinberg, including work email, phone, and LinkedIn data when available.
What schools did Lisa Weinberg attend?
Lisa Weinberg holds Bs, Business Management from Babson College.
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