Wendy O'Connor Email & Phone Number

Drive national and regional marketing and communications efforts for the firm’s financial services industry group. Work closely with the group leadership team to identify and develop innovative tactics and partnerships to grow business and strengthen market position. Oversee all marketing, advertising and promotional activities for the industry group and establish marketing strategies to meet organizational objectives. Work closely with marketing and industry leadership to increase brand awareness for Moss Adams and drive client acquisition/development within industry segment. Manage a cohesive content marketing strategy and optimized website structure in order to educate and engage by providing e-mail, articles, events, and webcasts.

Oversaw the marketing implementation process for Financial Advisors in Southern California through a consulting relationship to acquire clients utilizing relationship marketing, public relations, advertising and event marketing. Responsible for driving growth and improving sales performance by creating and driving strategic marketing plans. Worked to create new business, secure customer loyalty and form strong relationships with both internal and external partners.

Designed, executed and managed qualitative and quantitative research projects for the Land Rover brand. Collected and analyzed research data, reported findings and provided actionable recommendations to assist in business decisions made throughout the organization. Partnered with brand and product teams to drive product strategy through effective communication of customer insights that represented the ‘voice of the consumer’. Interfaced with internal research team and research suppliers in the US and UK on research projects involving focus groups, surveys, in-depth interviews, usability testing and drive events.

Cross functional lead responsible for supporting the development of strategies to achieve product volume, revenue and profit objectives for vehicles in the Mercury lineup at the national market and dealer level. Designed a detailed launch plan for new vehicle introduction. Created and executed an effective exit strategy for discontinued models to maximize sales and customer retention. Collected data and developed reports to gain a comprehensive understanding of the customer, purchase behavior and competitive strategies. Researched market competition including current and future product actions to identify trends and market opportunities.

Forecasted volume to provide an accurate snapshot of current production and future trends. Analyzed competitive data and volume projections to support the development of monthly marketing programs and products to achieve short-term and long-term objectives. Reviewed marketing programs to determine effectiveness and reporting of results. Managed project interface with internal departments and vendor relationships.(Promoted from Marketing Specialist and Marketing Analyst).