Professional Experience
CHARTIS INSURANCE, A DIVISION OF AIG (New York, NY) 2002 – Present
Vice President
Product Development Group (2009 – Present)
Lead product development for Global Marine & Energy and Private Client Group divisions.
· Developed business case and currently managing implementation of new product line expected to reach $100 million in five years; launch targeted for second quarter 2010
· Completed competitive benchmarking to support growth strategy for multinational accounts, energy, marine, and consumer lines
· Outlined segmented product strategy to increase customer penetration in the high net worth market; currently implementing new products for homeowners and personal umbrella lines
Private Client Group (2006 – 2009)
Led marketing efforts to target wealthy individuals through industry associations, credit card companies, law firms, and financial advisors. Implemented national programs from strategy through execution and tracking of direct mail, advertising, print collateral, and editorial coverage.
· Exceeded individual production goal of $3 million per year
· Initiated and managed strategic alliances with large companies and industry associations
· One of 25 people chosen as part of corporate initiative to cross sell insurance and investments
· Developed company-wide segment strategy and marketing plan to target high net worth segment
Accident & Health Division (2002 – 2006)
Headed team of five professionals and held P&L responsibility for alternative distribution of accident and health coverage through the property and casualty businesses. Led strategy and implementation of underwriting, actuarial, state filing, field and broker training, marketing, and claims for both admitted and surplus lines products. Developed customized products for Fortune 500 and middle market companies.
· Managed department during period when revenues grew by over 400% and achieved pre-investment profit of approximately 50%
· Launched product enhancements with Lexington (general liability), WorldSource (Defense Based Act, foreign voluntary workers compensation), Environmental (general liability), Construction (general liability), and AIG Direct (auto). Developed innovative employee benefits for WorldSource clients that became the industry standard in the expatriate contractors market.
SULLIVAN & COMPANY (New York, NY) 2001 – 2002
Senior Vice President
Responsible for account management for a marketing consulting and communications firm. Services included print materials, web sites, and point of sale merchandising.
· Developed marketing strategy, communications framework, and creative guidelines for John Hancock Financial Services, Fidelity Investments Retirement Services Company, and OppenheimerFunds
· Led development of regional web sites for Natural Resources Development Council (NRDC), including www.nrdc.org/greengate
JP MORGAN CHASE (New York, NY) 1992 - 2001
Vice President
Internet Marketing Group (1999 – 2001)
Managed Internet sales strategy and business planning across retail and middle market division, including online banking, online trading, credit card, mortgage, insurance, auto finance, student loans, and small business.
· Led strategy, project planning, and vendor selection for online customer relationship management (CRM)
· Launched bank’s first outbound email marketing platform and campaign management systems
Mortgage Corporation (1997 – 1999)
Led direct-to-consumer and broker marketing for subprime first and second mortgages, including advertising, direct mail, telemarketing, and web. Member of executive management team of $1 billion division.
· Established and managed marketing department of six professionals during period when revenues grew by over 50%; opened up direct-to-consumer channel, including direct mail and telemarketing
· Developed Chase subprime positioning and brand identity
· Managed business planning process and reported monthly results to corporate management
Community Development Group (1994 – 1997)
Managed all consumer and small business programs targeting African Americans, Asian Americans, Latinos, and low-income households for the retail bank. Managed planning, advertising, public relations, sponsorships, events, print materials and direct mail.
· Launched bank’s first co-branded ethnic promotion (Cathay Pacific Airlines)
· Managed promotion fulfillment through multilingual call center
· Developed and executed Chase-Chemical merger communications for the target markets
· Represented bank to regulators in support of the Community Reinvestment Act (CRA) and the Fair Lending Act; helped Chase earn its first “Outstanding” CRA rating
Private Bank (1992 – 1994)
Managed marketing research, analysis, and business planning for the US private bank.
· Led research and planning to develop new market segments, including entrepreneurs, professionals, and wealthy retirees
· Headed consulting team that developed innovative model to size and segment US wealth market
· Initiated global customer satisfaction survey and led quality team to improve client service
CITIBANK (Queens, NY) 1990 – 1992
Manager
Hired as Management Associate to manage marketing programs for the New York regional bank.
· Managed product development and launch promotion for region’s first tiered money market account
· Managed local branch programs to target affluent consumers in Westchester and Long Island
· Developed revenue model and customer communications for market-leading deposit product repricing
Education
Yale School of Management, MBA
· First recipient, Jesse Morrow Johns Memorial Scholarship in Marketing
Harvard University, AB
· Full four-year scholarship
Licensed property & casualty broker (New York State) |
