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I am at my best when I am working on creative solutions to complex problems. Tackling and successfully transforming the difficult sales and marketing challenges organizations face has been the common thread in any of the positions I’ve held in my career.Currently, I am working on an client deepening and acquisition program designed to help thousands of financial advisors execute educational events in their communities. These events will ensure our clients and prospects understand how we are uniquely positioned to help them in this difficult economic environment. I have successfully developed marketing programs and sales strategies that have helped over 10,000 financial advisors work through the challenge of acquiring new clients in bull and bear markets. I developed and executed customer loyalty programs at American Express, that helped deepen share of wallet and retain customers beyond the critical first year of card membership. I helped launch some of the most successful Early Engagement programs.As National Sales & Marketing Manager at The Quikpages/Innuity I developed sales strategies for acquiring new small business customers through telesales to small businesses for website development nationally. I never stop learning and my Executive MBA program was an experience that will continue to prepare me for whatever future challenges lie ahead.

Work experience

Oct 2005Present

Director, Marketing

Manage a team of eight marketing professionals responsible for designing and executing client acquisition programs that contribute to and support the acquisition of over 100,000 new clients to the firm through a field force over 10,000 financial advisors and leaders.Client Acquisition• Design and deliver turnkey seminar and event marketing programs that contribute to the acquisition of over 6500 new clients and over $45MM+ new assets to the firmMarketing Planning• Performed an in-depth market opportunity analysis and strategic plan for 9 major markets in Florida and Missouri and executed each plan according to the unique characteristics of each marketStrategic Alliances• Managed the development of key strategic alliance partnerships with major corporate clients such as Costco Wholesale, Delta Air Lines and Life Time Fitness

May 2005Mar 2007

Account Manager

ACI Telecentrics

Managed call center services sales accounts for clients suce as Cahners Publishing (Denver), NY Times, Bank One, Bank of NY.  Wrote telemarketing scripts and training materials for call center agents. 

Jan 2000Oct 2005

Director, Marketing

Led a team of up to five marketing professionals to develop customer loyalty and lead generation programs. Sales Skills Development• Partnered with industry expert (Bill Cates) on a referral marketing program in which over 1000 Franchise advisors participated resulting in a 47% improvement in incremental high value clients acquired per advisor (from 3.2 to 4.7 high-value clients acquiredLead Generation and Business Development• Initiated and led a lead conversion project which led to a 22% increase in conversion resulting in a projected 2700 incremental clients in 2003Loyalty Programs • Executed a cardmember deepening program that generated over 100,000 Blue cards in force sold to existing cardmembers in the first year of launching the card

Mar 1997Jan 2000

National Sales Manager

Quik Pages/ Innuity

Developed sales strategies for acquiring new small business customers through telesales to small businesses for website development nationally. Responsible for contract negotiation with call center vendors, establishing service level agreements, training development and delivery, and vendor management.






Loras College