Ralph Rubio

Experience

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  Evergreen Investments

  Jan 1998 - Jan 2003

  Associate Marketing Manager, Institutional Trust Services

  Supported the Atlantic and Southern Institutional Sales Region in all facets of the sales process, from client management, product updates and inquiries, to lead generation under the direction of the regional sales officer or manager.

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  Wells Fargo

  Jan 2003 - Jan 2005

  Project Manager, Capital Management Group

  Worked as a contractor in the Securities Lending Division, performing long-term assignment under the supervision and guidance of the department’s managing director. Projects included monitoring and announcing upcoming corporate actions as well as logging daily commercial paper purchases under strict deadline. Partnered with sub-agents in tracking under collateralized accounts, and reporting monthly securities lending transaction fees.

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  Delaware Investments, a member of the Macquarie Group

  Jan 2005 - Jan 2014

  Senior Marketing Communications Manager, Marketing Communications

  Managed marketing communications support functions for mutual funds, separately managed accounts, and retirement product solutions, with combined assets under management totaling nearly $50 billion – representing 25% of the firm’s total AUM of more than $185 billion. Managed, at any given task, a three-to-four-member project team in updating quarterly marketing materials, creating new marketing collateral, managing campaign projects, developing web content, advertising, and promoting company brand standards. Show less

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  Ardent Credit Union

  Jan 2015 - Jan 2018

  Senior Marketing Manager, Marketing Department

  Oversaw, executed, and implemented the brand, marketing, public relations, media and communications plans of the Philadelphia-based credit union with more that $600 million in total member assets and a growing five-county membership of 31,000 plus - managing a creative team of in-house and freelance personnel, and agency partners to help grow, retain, and engage membership and brand equity.

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  Marketing Consultant

  Jan 2018 - now

  Independent Marketing Consultant

  Build up brands, marketing content, materials, campaigns, and execution strategies aligned with client vision, mission, and long-term objectives. Consult and appraise clients on a wide variety of industry trends, marketing roadmaps, and deliver progress reports; rendering data into clear, actionable strategies.