Claudia DeSantis

Experience

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  Traust Sollus Wealth Management

  Feb 2010 - Sept 2010

  Intern

  Created portfolio reconciliations and allocations utilizing TD Ameritrade's Morningstar Advisor Workstation to analyze equity holdings either as small, mid, or large cap value or growth stock.Collaborated with financial planning team to help generate potential clients by 5%.Identified fixed income holdings as taxable core, taxable satellite, tax-exempt core, tax-exempt satellite, alternatives, or liquid real assets for clients with an average of $2 million in assets.Assisted team in increasing individual clients' growth towards financial independence by 10%.Completed a Financial Summary after each client's Annual Meeting that analyzed the change in their net worth, portfolio allocation, and savings of wealth due to their retirement accounts. Show less

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  Prudential Financial

  Jul 2011 - Feb 2020

  Developed comprehensive market research insights and strategies to unlock growth for the organization. Analyzed market and competitive data to identify trends, opportunities, and best practices, and provide actionable recommendations on product positioning, product development, and marketing execution.•Convinced VP of Marketing on national rollout of Alliance for Lifetime Income content portal, socializing best practices across organization and increasing leads for key segments by 2%•Engineered large-scale promotional campaign to launch Alliance content portal by designing email communications and training programs for 5,000 employees nationwide•Increased email open rates 2% over benchmark by advising marketing partners on product positioning opportunities based on analysis of secondary market research on RIA attitudes •Led research to optimize 70 wireframe feature updates of annuity advisor portal by analyzing competitor websites and recommending best practices resulting in 35 new features •Optimized quarterly business review under guidance of VP to prepare Sr. Leadership Team presentations and scorecard KPIs by creating a new data gathering process over 7 NA teams Show less •Launched large-scale initiative revealing $2 billion of unidentified client assets in AUM by defining plan for collaboration with cross-functional teams, implementing new process •Developed P&L driver analysis through review of client contributions and withdrawals weekly to highlight FX impact, net flows and fees, identifying business trends for Sr. Leadership Team •Negotiated deadlines and terms with cross-functional partners to streamline reporting of flows by reframing gaps as opportunities reducing errors by $18M in $997B portfolio Show less

  • Senior Market Research Analyst

    Sept 2018 - Feb 2020

  • Planning & Analysis Specialist

    Aug 2017 - Sept 2018

  • Treasury Analyst

    Sept 2015 - Aug 2017

  • Senior Accounting Associate

    Mar 2013 - Sept 2015

  • Accounting Associate

    Jul 2011 - Mar 2013
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  AT&T

  Jul 2020 - Dec 2023

  Spearhead management of AT&T's largest key segment subscriber base following accelerated completion of the Leadership Development Program. Oversee $250M wireless business, achieving significant top-line and bottom-line expansion by implementing inventive customer and product lifecycle strategies.• Pioneered demand generation media strategies to capture share ahead of seasonal campaign periods, achieving 9% sales lift, 1.5x activations, and 55% improvement in spend YOY.• Achieved 3% reduction in churn within six-month period by mobilizing team of eight peers in the design and launch of a first-ever domestic retention program for a 5.5M customer base.• Implemented nationwide deployment of new benefit-oriented product messaging after 3 successful trials, resulting in an 18% lift in digital conversions over benchmark.• Directed a comprehensive end-to-end brand refresh for $500M wireless offering, overseeing research, asset creation, and launch across online platforms and 5K retail locations nationwide.• Successfully implemented an end-of-life plan to introduce a new co-marketed product, expediting sales by 51%.• Delivered 3% market share growth within six-month period by optimizing targeting within media, messaging and creative content across three national and local campaigns. Show less Revolutionized operational dynamics of 200+ member organization by introducing monthly professional development and open mic sessions, enhancing access to professional resources, and implementing structured system for recognizing employees. Expedited key initiatives within $650M 5-year transformation project through adept program management and communicated leadership updates to diverse audience of over 6,000 employees, Board of Directors, and CEO.• Reached 99% attendance rate by transforming monthly town hall meetings for workforce of 200 employees and incorporating dynamic peer panel discussions and quarterly recognition awards.• Secured $1.5M in funding for international incentive program and saved $4.5M in cost for transformation projects by using innovative approaches.• Enhanced roadmap reviews across 8 North American teams by standardizing leadership scorecards and stakeholder review process to prepare presentations for the Chief Technology Officer. Show less Motivated a team of 8-10 call center representatives within unionized setting to consistently surpass Voice of Customer (VOC) rankings for six consecutive months, impacting the entire call center operation positively. Orchestrated cross-functional teams to execute novel customer-centric process enhancements, create comprehensive training materials for representatives, develop new applications, and establish customer service excellence standards. Ensured the seamless integration of these improvements across three separate call centers.• Reduced $1.7M in costs by directing 15-member peer team in assessment of service levels across 10 international call centers.• Decreased customer wait time, leading to 5% improvement in customer satisfaction scores compared to baseline by overseeing implementation of novel end-to-end service model.• Generated substantial savings of $2.4M by providing guidance and coaching to eight-member team, effectively addressing intricate customer issues. Show less

  • Lead Product Marketing Manager

    Mar 2022 - Dec 2023

  • Chief Of Staff | Leadership Development Program at AT&T

    Jul 2021 - Mar 2022

  • Manager, Technical Services | Leadership Development Program at AT&T

    Jul 2020 - Jul 2021
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  Church & Dwight Co., Inc.

  Jan 2024 - now

  Senior Associate Brand Manager