Giovanni Torre

Experience

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  Franklin Templeton

  Jan 1993 - Jan 1999

  Senior Product Manager

  - Created new 401(k) brand image and key concepts resulting in 105% increase in sales in 1997.- Implemented new brand image and style into existing marketing flagship pieces for both financial advisor and client use.- Coordinated national rollout for 401(k) product.- Assisted with yearly marketing plans for 8 retirement products representing $17 billion in assets.- Implemented 2 company-wide focused marketing campaigns, including the Roth IRA campaign resulting in 18,000 new accounts.- Spearheaded 3 new product launches, including the SIMPLE and Roth IRAs.- Managed technical and graphical entities to create and successfully launch 2 Retirement Internet sites.- Built Product Management Department Intranet site serving as a department communication platform for 8 product lines.- Developed and managed the company’s first in-house software program for the Roth IRA product used by brokers to increase sales. Show less

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  Charles Schwab

  Apr 1999 - Apr 2000

  Technical Product Developer

  - Responsible for the launch of over 20 email alert products.- Product managed and implemented the first wireless securities alerts in the brokerage industry.- Oversaw all vendor relationships for the product line.

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  Zaplet (acq by MetricStream)

  Jan 2000 - Jan 2001

  Product Manager

  - Managed beta program for enterprise software application, directing 8-person cross-functional team to ensure readiness for timely launch. Included overseeing the completion of product development, sales demos, contracts, trial agreements, service level agreements and marketing collateral.- Designed original software deployment methodology for cloud and hosted models by leveraging input from 3-person cross-functional team to complete design in less than 3 weeks. Methodology was used successfully in all customer deployments.- Lead deep-dive market strategy project to research various market segments as a means to determine company focus. Results included comprehensive report to CEO and decision to pursue entry into this market.- Created targeted presentations for prospective eBusiness partners and customers resulting in successful close of 3 deals. Show less

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  Charles Schwab

  Jan 2001 - Jan 2005

  Senior Product Manager, Web Product Management and eCommunications

  - Managed multiple enterprises to launch national rollout for Personal Choice Advice product offering to all Schwab clients.- Product manager for regulatory paperless products which account for overall corporate cost savings of over $1 million.- Launched first Fixed-Income Alert product by project managing the development process, and mapping out product roll-out with marketing and customer support. - Directed successful in-house launch of secure email platform, a competitive edge allowing Schwab Advisors the ability to send account sensitive data securely via email. Owned product by creating a valid business case and requirements, and managing cross-functional teams, including vendor, through development process. - Managed the redesign of internal email infrastructure to increase sending capacity by 200%. Show less

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  Schwab Institutional

  Jan 2005 - Oct 2010

  Senior Product Manager, Alternative Investments

  - Led strategic analysis and provided recommendation on in-house vs. third-party solution for custody of Alternative Investments for all organizations at Schwab. - Developed and formalized process for adding new funds to Schwab’s sponsored Alternative Investment platforms.- Responsible for all internal and external communications for Alternative Investment platforms.

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  Charles Schwab

  Oct 2010 - Aug 2019

  Senior Product Manager, Mutual Funds & ETFs 3rd Party Products Platform

  - Responsible for overall B2B and retail product management and marketing communications for the Mutual Fund and ETF marketplace platforms- Manage online tools and web/mobile experience for both retail and institutional clients as well as asset managers- Redesigned Salesforce implementation and maintained administration for the portal- Business strategy- Platform pricing analysis

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  Wells Fargo

  Aug 2019 - now

  • Lead Digital Product Manager

    Mar 2022 - now

  • Senior Digital Product Manager

    Aug 2019 - Mar 2022
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  Sterne School

  Aug 2024 - now

  Board Member