BACKGROUND:
Marketing expert focusing on banking to retail, B2B and private banking customers. Clear understanding of issues and challenges facing bank marketers. Developed marketing strategy and solutions for acquisition, cross-sell/up sell and retention. Supported distributed sales force for B2B and high net worth selling. Background of achievement in General Management, Sales/Marketing and Finance. Fortune 500 and entrepreneurial experience. Current position as Unit President. Top MBA School.
EDUCATION and CREDENTIALS
MBA – New York University, Stern School of Business, 1981
BS – Pennsylvania State University, 1976
Certificate in Direct Marketing – Virginia Commonwealth University, 2006
CPA – New York and Florida
EXPERIENCE:
Advertising Agency - FL 1992-Present
Executive level positions include:
President – Bank Marketing
· Skills: Decision making, strategy, marketing, product development, sales.
· Expert in developing marketing programs for bank prospects/customers to achieve maximum lifetime value.
· Customer segmentation and analytics.
· Customer lifecycle approach:
o Acquisition
o On-Boarding
o Growth
o Retention
· Developed programs for transfer customers from bank acquisition.
· Support programs for distributed sales force and branches.
· Solid understanding of ROI and metrics.
· Clients have included SunTrust, PNC, Citigroup, ABN Amro, Wells Fargo, JP Morgan, National City Bank as well as many medium size banks.
· Heavy consulting with Senior Banking Executives.
· Integrated Marketing Programs include:
- Marketing Strategy
- Analytics
- Creative Copy and Design
- Production:
o Variable Digital Print
o Offset Printing
o E-Mail Marketing
o Call Centers
o Video Production
· Responsible for Business Strategy, Business Development, Product Development, Customer Service and Creative Services.
COO – Responsibility for operations of $25 Million Company with 125 employees.
· Skills: Business analysis, organizational structure, personnel management.
· Direct reports managed in the areas of Sales, Client Services, Print Production, Electronic Media, Marketing, Creative Services, IT, Accounting, Human Resources
Accomplishments:
· Initiated new purchasing procedures resulting in 10% decrease in Cost of Sales.
· Restructured staffing to increase efficiency and find best use of personnel.
· Implemented Balanced Scorecard approach to management.
· Managed 20/70/10 Employee Evaluation System.
· Instituted Individual Development Plans for employee growth.
SVP Sales and Marketing – Responsible for 20 Sales Reps in three divisions.
· Skills: Sales planning and marketing lead development. Sales rep coaching, accountability and motivation. Customer-centric, needs focused.
· Sales to Fortune 1000 companies and regional accounts.
· Markets included Financial Services, Health Care, Cable & Wireless and Automotive.
· Increased sales to regional Automotive Dealers from $300,000 to $600,000 per year.
· Implemented new tracking system for First Marketing programs to prove results.
Business Unit Leader – Financial Services Marketing – Sales, Client Services and Creative
· Skills: Client relationship management, sales management
· Achieved 15% sales growth and 100% client retention.
· Worked with Insurance, Brokerage and Banking clients and prospects.
· Clients included: Farmers Insurance, AIG, Morgan Stanley, Merrill Lynch, Hilliard Lyons, Citigroup.
CFO
· Skills: Business evaluation, financial analysis, troubleshooting, control.
· M&A, investigated acquisitions and worked closely with VC and Investment Bankers.
· Turnaround of two related businesses, including international start-up.
· Restructured production workflow to accommodate client server system.
· Installed new Epicore accounting system.
· Managed IT and Human Resources.
Major Publisher - New York, NY 1990-1991
Director of Financial Planning and Analysis for Magazine Group
· $2 Billion Magazine Group.
· Analyzed and forecasted Joint Venture growth and profitability.
· Managed Budgeting.
Fortune 500 Company - New York, NY 1981-1990
· Executive level financial positions in:
o $250 million manufacturing division
o $750 million wholesale division
o Worked on expansion programs
o Financial analysis of operations
o Presentations to senior executives
Big 8 Accounting, New York 1976-1980
OTHER INVOLVEMENT
· Board Member: AVDA (Aid to Victims of Domestic Assault)
· Adjunct Professor of Finance: Lynn University |
