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Senior level Marketing Officer for leading firms in Financial Services sector.Proven record of building teams, products, and business in both B2B and B2C markets.Specialties include Marketing Leadership, Strategic Planning, Budget Management, Internal/External Communications, People/Vendor Management, Acquisition/Retention Marketing, Event Management, Collateral Development, Customer Service and Product Development.

Work experience


Director – Manager of the Marketing Resource Desk

UBS Wealth Management
  • Manage 21 employees.
  • Reporting groups include MRD, FA Web, and MRD Studio.
  • Fulfill the marketing needs of 8,000 Financial Advisors (FA).
  • Develop procedures to manage volume and achieve service deliverables.
  • Create marketing plans to promote materials to FAs.
  • MRD achieved #1 ranking of all Desks surveyed in the firm with 90% satisfaction rating.
  • Reduced print costs by 50%.
  • Production time reduced by 60%.
  • Created “product of the month” program to promote high visibility marketing tools.
  • Developed communication plans for newly introduced collateral and programs.
  • Implemented Marketing Express, a state-of-the-art online portal designed to expedite service and reduce cost.
  • Improved quality of work produced with new procedures.
  • Integrated ISC (India Service Center) into design workflow saving 75% in design costs plus increasing studio capacity.
  • Instituted best practices procedures to insure the marketing tools with the best success rate were being utilized firmwide.
  • Captured FA needs and designed marketing tools and programs to address those needs.

Vice President – Head of Marketing

  • Set overall marketing direction for MortgageIT.
  • Manage marketing priorities for multiple internal clients — Wholesale, Correspondent, Retail and Cross-Border Lending.
  • Worked with channel heads to develop strategic marketing plans and budgets.
  • Developed marketing programs to drive in business.
  • Managed a group of marketing professionals located around the country


  • Improved support and organization of tradeshows. Instituted best practices procedures and policies to insure a professional message was delivered to our clients.
  • Developed tradeshow creative for the year.  Created the message being delivered to our clients and tied in with all forms of marketing communications for consistency.
  • Supported the creation of a new business line — Cross-Border Lending through extensive marketing support. Involved creating presentations, flyers, folders, ads, signage, direct mail and PR.
  • Moved the company to one vendor for printing and premium ordering creating cost savings of 25% across all business lines while upgrading the quality of work.
  • Developed online ordering system for business cards while standardizing their look. Resulted in production and time cost savings of 75%.
  • Implemented Marketing Best Practices and design standards to improve capabilities.
  • Led the development and launch of the Cross-Border Lending website.
  • Led redesign of Wholesale website
  • Supported Wholesale, Retail and Correspondent channels with direct mail, ads and flyers.
  • Improved professionalism and reputation of marketing department with clients.
  • Expanded internal creative abilities to include online expertise and webmaster capabilities.

Vice President – B2B Marketing

  • Led B2B and Creative Corporate Marketing teams. 
  • Managed marketing priorities for multiple internal clients — Wholesale, Correspondent, Retail, Servicing, and Corporate.
  • Worked with channel heads to develop strategic marketing plans and budgets.
  • Developed marketing programs to drive in business. 


  • Developed internal agency capability.  Reduced creative costs by 75% while maintaining brand standards.
  • Implemented email marketing plan.  New business projected at $68MM
  • Launched both image and product advertising.  Exceeded goals by $10MM
  • Led redesign of Wholesale/Correspondent websites and tied in with overarching image campaign.
  • Implemented internet banner advertising.  Resulted in $15MM in business from a previously unused marketing channel.
  • Created internal tradeshow/Mortgage Champions event support.  Achieved savings of 80% while expanding capabilities.
  • Supported various new product introductions with comprehensive marketing campaigns.
  • Developed sales collateral materials — laminates, flyers, brochures and presentations.
  • Raised direct mail response rate from .25% to .75%-1.00%.
  • Increased direct mail quantities from 50,000 pieces every other month to 650,000 telemarketing/direct mail pieces a month.  Exceeded projections for new business by 10%.
  • Diversified Internet lead providers from 2 to 12 effectively diluting risk.
  • Shifted lead mix from 90% Internet to 50/50 split Internet and telemarketing/direct mail expanding a cheaper source of leads.

Director of Marketing/Business Development/Consultant

XL Group

Director of Marketing/Senior Marketing Manager

Prime Bank/Summit Bank

Director of Marketing/Business Development/Consultant

XL Group

Director, Group Marketing

The Prudential Home Mortgage Company

Director of Mortgage Banking Marketing

The Dime Savings Bank of New York

Group Product Manager – Credit/Deposit Products

The Bank of New York

Senior Product Manager – Time/Savings/Retirement Products

The Chase Manhattan Bank, N.A.


BS Marketing

University of Maryland