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Click here or scroll down to respond to this candidate financial+planningCandidate's Name
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SUMMARYEnthusiastic and strategic relationship manager with extensive key account engagement experience, demonstrating a commitment to client service excellence and growth. Skilled in developing strong internal and external relationships, presenting proposals for relationship expansions, and strategically mitigating risks. Excited to leverage years of financial services background to contribute to growth. Passionate about aligning with a mission-driven company to deliver exceptional strategic consultation and operational efficiencies.EXPERIENCERetail Sales Group ConsultantVANGUARD2022 - Present PennsylvaniaInvestment company driven to take a stand for all investors and give them the best chance for investment success.Leverage broad financial acumen to educate prospective clients about Vanguard's investment philosophy, financial products, and advice services.Identify and manage service-to-sales advice opportunities for retail clients - consistently exceeding in team KPIs.EVP, Marketing ManagementFORTUNE BUILDERS INC2016 - 2021 San Diego New YorkInternational company providing B2B & B2C education, coaching. Actively investing, building, and transacting in both residential and commercial real estate - offering both Syndication & Reg-A Investments. Lead product marketing and revenue expansion from $80MM to$200MM on $50MM marketing spend.Drive customer acquisition strategy driving 30%+ lift in leads YOY. Own CRM from acquisition and performance/growth with direct oversight of client funnel optimization.Manage message, media, analytics, & creative teams to drive growth areas, campaign strategy & market penetration.Increased organic lead-growth by 20% YOY via influencer, micro- influencer, and content creator lead-acquisition strategies. Drive affiliate (Impact), influencer (Activate) & community (Nurture) activities. Drive key partnerships supporting marketing and engagement to support the company's media, content creation & growth objectives delivering 14% YOY rev growth.EVP, MarketingONLINE TRADING ACADEMY2013 - 2016 New YorkHead franchise-growth for US, APAC & EMEA investment education provider of investing and trading for any market or asset class-marketing a member-driven community and SaaS education trading tools. Oversee franchisee relationships, marketing, sales, and global channel strategy for $30MM+ spend, resulting in increases of 40% YOY prospect growth and 60%+ YOY sales run-rates, surpassing YOY lead expectations by 10-15+%.Lead product management & streaming platform development initiatives driving national international expansion and franchise sales.SKILLSBusiness StrategySales Process OptimizationConsultative SalesCustomer Relationship ManagementKey Account DevelopmentStrategic CommunicationsPartner DevelopmentProject ManagementMarket Research Analytics & DataInvestment & Sales Process AcumenCreative MessagingP&L Management Live EventsBrand & Performance MarketingMedia Development Media RelationsACHIEVEMENTSFINRA CertifiedSeries 7, 66, 65, 63, SIENew York StateLicensed Real Estate SalesNotable TV Show DevelopmentOptionsAction (CNBC),FlipThisHouse(HGTV CT teams
monetization)PublicationsPlanning for Retirement Distributions
Tax, Financial, and Personal AspectsAspen Publishers, Inc.Drop Shipping ExpertiseDeep drop-shipping mark-ops experience:w/ Shopify, Oberlo, AliExpress & relatedtech APIs - Built/Monetized 2 propertiesduring pandemicEq
ABCDEFEXPERIENCEPrincipal ConsultantLOGICAL DESIGN SOLUTIONS2011 - 2013 New YorkConsulting agency that applies strategic insight grounded in a user- centric philosophy to engineer intelligent, industry-leading online channel solutions for Fortune 500 corporations and government. Led client service teams hired by market leaders (Merck, Pfizer, BC/BS, Verizon, Marsh, NWM) to bring deep best practices and best- of-breed expertise to create and deliver online enterprise solutions. Managed key account to enable a client's most important relationships to occur successfully online, delivering significant business performance and brand value.Oversaw team projects & solutions that included portal development around SaaS platforms such as Salesforce.com, Workday and SuccessFactors.Vice PresidentTHINKORSWIM GROUP (sold to TDAmeritrade)2006 - 2010 New YorkManaged $50+MM marketing budget by using digital/mobile, direct marketing best practices and data-driven decisions from SAP, Omniture, and Google Analytics to identify growth for acquisition growth and contribution margin yielding $200MM revenue, $65MM income. Business owner for Marketing & BI SAP implementation working with Capgemini.Collaborated on financial service partner development and market research including related creative, focus groups, content strategy, and tactical execution. Lead channel planning and partnerships for TV, radio, direct mail, social media, e-mail, & SEO/SEM. Senior Vice President, DirectorCITIGROUP2004 - 2006 New YorkManaged Citicard identity theft market development initiatives for Expansion Markets, including ongoing ABM strategy, new customer acquisition, and existing payment partner management Managed a team to oversee ongoing fintech payment key account relationships, co-brand credit card portfolio and ongoing expansion of marketing channels. Account included: AT&T, AAA, AARP & Mastercard Identified and evaluated potential co-brand mobile and technology payment partnership opportunities.Delivered AOL client opportunity estimated more than $120MM ongoing EBIT.Vice President, Development & Strategic PlanningGREY ADVERTISING1999 - 2004 New YorkDrive sales development for new institutional and corporate relationships representing $50MM in sales and over 75% of total group revenue. Worked with B2B and B2C companies pitching solutions and leading teams. Led the strategic consulting, planning and management of IPO live events internationally, online project management and related communication efforts.Manage design teams and implementation of end-to-end business processes and solutions by identifying gaps between new business needs, existing systems and client processes.Manage client product lifecycle for web applications and mobile sites through conception, development and growth cycles to improve and enhance application utility.Industry experience including: banking, brokerage, insurance, CPG, pharma, cosmetics, automotive, entertainment,gaming, music/book publishing & manufacturing. Clients included: GSK, P&G, Goldman Sachs, Fox, Sony, Polo Ralph Lauren, AMEX and Revlon. MY TIMEFocused on the development of thosearound me, helping them recognize andgrow into their full potential by realizing thatnone of us is as smart as all of us.Listening, understanding, and doing what isneeded pivoting to provide what will makea difference.FamilyRunning (16X+ consecutive Marathoner)U of Illinois Urbana-Champaign Teaching:High-Tech Venture Marketing &Transforming Marketing w/ AIVolunteer & Boards (City Harvest, GodsLove, NYRR)EDUCATIONMBAUNIVERSITY OF VIRGINIA'S DARDENSCHOOL OF BUSINESSBS Computer Applications &Information Systems BSAccountingNEW YORK UNIVERSITY - STERNFinTech Start-up Advisor Fmr. Pres.NY Alumni Assoc:DARDEN SCHOOL OF BUSINESSClinical Professor: High-TechVenture Marketing TransformingMarketing w/ AI 2021 - PresentUNIVERSITY OF ILLINOIS URBANA-CHAMPAIGNABCDEF
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