
Timeline
About me
Vice President Marketing at Fidelity Investments
Education

Xavier university
-MbaMBA

University of kentucky
-Bba marketing
Experience

Champion international
Jan 1992 - Jan 1998Managed new product line upon launch into the business to consumer channel. Participated on two governance teams to set the strategic direction for business units. Managed inventory, production planning and sales forecasting. Managed relationship with clients to profitably service accounts. Consistently received high client satisfaction ratings.
Product Marketing Manager
Jan 1995 - Jan 1998Senior Account Manager
Jan 1992 - Jan 1995

Schneider electric
Jan 1998 - Jan 2007Represented North America Sales and Marketing in global SAP implementation planning. Ensured systems and solutions supported Sales and Marketing business strategies and operating requirements. Managed business process excellence project; Developed and implemented ongoing communications and organizational change management strategies. Responsible for driving segment Marketing initiatives for eastern part of the United States. Represented Marketing on product governance team for $460 million product portfolio. Implemented marketing programs and drove execution with the sales organization. Product prioritization and forecasting. Management of price and profitability. Responsible for driving segment Marketing initiatives for Midwest sales area. Responsible for the management of a 20 million dollar product line. Facilitated strategic marketing alliances. Managed key projects for product enhancements and growth initiatives. Pricing and promotion. Designed and implemented product training for sales force.
Senior Business Analyst
Jan 2005 - Jan 2007Regional Marketing Manager
Jan 2002 - Jan 2005Area Marketing Manager
Jan 2000 - Jan 2002Product Manager
Jan 1998 - Jan 2000

Fidelity investments
Jan 2007 - nowLead client engagement team for Workplace Investing business. Develop innovative solutions with focus on transformation of core client engagements to maintain client retention, loyalty and revenue growth. Drive more relevancy and simplification through client automated journeys, Marketing lead for several cross-sell work streams. Developed the strategy and marketing approach through execution for client engagement programs to support retention, loyalty and revenue growth. Transformed client engagement through data driven personalized guidance programs, developed cross-sell campaigns for product solutions. Consistently achieved best in class engagement and client action rates. Developed acquisition strategy and marketing programs to improve sales organization effectiveness. Designed, implemented and managed the execution of programs, tools, positioning and results driven lead generation campaigns, generating $300M in leads. Leveraged technology to develop a scalable prospecting platform including customized client sites and sales tools, resulting in record win rates. Designed and executed new integrated sales and marketing model to maximize efficiency of the sales funnel from demand creation through commitment. Collaborated with Sales Management and Learning and Development team in development and rollout.
Vice President Marketing
Jan 2021 - nowSenior Marketing Director
Jan 2015 - Jan 2021Director of Client Engagement Marketing
Jan 2012 - Jan 2015Director of Acquisition Marketing
Jan 2009 - Jan 2012Senior Marketing Manager, Acquisition Marketing
Jan 2007 - Jan 2009
Licenses & Certifications
- View certificate

Unconscious bias
Lynda.comJul 2018
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