Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Dan Driadon

West Chester,PA

Summary

Experienced and innovative professional with expertise in Marketing, Finance, Client Services, managing my own personal work and achieving high level of success well before given deadlines, all while demonstrating resourcefulness, organizational ability, high level personal service and foresight. Advanced knowledge of how tasks performed by different departments, as well as interactions between various disciplines, affect one another. Ability to work within a diverse team and build positive relationships with both clients and colleagues in individual and group settings. Excellent interpersonal, written and verbal communication skills, works well in pressure and deadline situations and able to adjust priorities when necessary. Proven ability to manage my own work and make quick decisions to ensure results. Able to employ problem solving techniques to assist in logistics planning and decision making. Creative innovative thinker, with intuitive abilities using analytical thinking and logic. Ability to work with minimal direction and to communicate and network professionally, with all levels of colleagues, including senior management. Able to commune performance expectations and supply metrics to monitor company growth. Strong awareness of external business drivers, including economic indicators, distribution channels, and client feedback.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Senior Associate, Marketing Strategy

JP Morgan Chase Bank
2022.09 - Current
  • Own and manage all marketing email campaigns for our Ultimate Rewards loyalty program
  • Oversee 15-20 overall yearly campaigns, from initial strategy sessions through multiple execution phases, ensuring timely and accurate deployment of MRAs
  • Collaborate and partner with internal product teams and creative agencies to ensure only informative, impactful and pertinent content is being put to market
  • Partner regularly with D&A teams to obtain better insight into customer engagement, redemption and spend patterns, and overall effectiveness of each campaign
  • Strategize with multiple product teams to differentiate each campaign, better adhering to each teams OKRs, KPIs and stated goals
  • Identify both product and customer trends and create action plan to strengthen existing behaviors or attempt to encourage new tendencies, in alignment with current corporate direction
  • Modify content and targeting of each creative version to best align with the intended population, in attempt to maximize overall engagement, brand loyalty, and top of wallet spending behavior.

Vice President, Sr Client Service Associate

JP Morgan Private Bank
2012.09 - 2022.09
  • Direct point of contact with invite-only, ultra-high net worth Private Bank clients, with AUM in excess of Five Billion USD
  • Build effective working relationships with different departments including market managers, department heads, risk management, and regional bankers, to create a plan that will prove profitable for the company while remaining compliant and considering all associated risks
  • Meet directly with prospective clients and small business owners to sell our services as a firm, in an effort to house their assets and oversee all aspects of their daily banking, including credit issuance, domestic/international wire transfers, wealth management, deposits and tax preparation
  • Generated and delivered ad-hoc reports, such as excessive cash flows, account overdraft, and calls for capital, using Workstation and CONNECT database applications, in order to fund clients Private Investments, and target profitable financial opportunities in effort to grow relationship
  • Partnered with Treasury Services colleagues to set up business entities with services such as Positive Pay and dual control money movement capabilities in an effort to promote self-service
  • Analyzed portfolios for purpose of market performance reviews, providing clients detailed ROI figures and status of private investments and shadow postings.

Loan Specialist II

Wells Fargo Financial
2010.03 - 2012.09
  • Implement credit decision and loan terms quickly to capture business and achieve goals
  • Supports business objectives such as estimating, cost analysis through collecting and processing financial data
  • Conducted product definition analysis and supported the development and analysis of provisioning data, with the intent to target certain products to customers that have a need
  • Obtained copies of applicants' credit histories and reviewed paperwork and DTI to determine feasibility of granting loans.
  • Explained very technical financial information to applicants in easy to understand language.
  • Extract and analyze data in order to prepare daily reports measuring application quality, compliance, and cost efficiency
  • Use Root Cause Analysis when reviewing customers credit reports with underwriting
  • Integrate information from several sources to detect trends and determine loan options.

Field Marketing Representative

RedPeg Marketing
2009.06 - 2009.12
  • Worked alongside Regional Marketing Manager in obtaining new accounts along NJ shore points
  • Created, updated and maintained social media accounts, used to inform current and potential customers of upcoming events, specials and promotions
  • Established meetings with on and off premise accounts
  • Obtained blueprints and/or site measurements to determine which types of promotions to hold at different locations
  • Input customer information into database for further use in direct mail and marketing campaigns
  • Used estimation and cataloging processes to order new items from suppliers, which allowed us to target primary markets to increase brand awareness, loyalty and sales.

Licensed Senior Account Associate

Allstate Insurance
2007.06 - 2009.06

Licensed Insurance Account Representative

State Farm Insurance
2005.01 - 2007.06

Marketing Representative

The Borgata Hotel, Casino and Spa
2004.05 - 2005.01

Education

Bachelor of Science in Marketing -

West Chester University
West Chester, PA
05.2004

Skills

  • Marketing Strategy and Execution
  • Complex Problem Solving
  • Customer Relationship Management (CRM)
  • Performance Monitoring
  • Strategy Development
  • Customer Engagement
  • Multiple Priorities Management
  • Research Abilities
  • Metrics Tracking
  • Policy and Procedure Development
  • Project Management

Certification

FINRA Series 7 & 63 Licenses

Timeline

Senior Associate, Marketing Strategy

JP Morgan Chase Bank
2022.09 - Current

Vice President, Sr Client Service Associate

JP Morgan Private Bank
2012.09 - 2022.09

Loan Specialist II

Wells Fargo Financial
2010.03 - 2012.09

Field Marketing Representative

RedPeg Marketing
2009.06 - 2009.12

Licensed Senior Account Associate

Allstate Insurance
2007.06 - 2009.06

Licensed Insurance Account Representative

State Farm Insurance
2005.01 - 2007.06

Marketing Representative

The Borgata Hotel, Casino and Spa
2004.05 - 2005.01

Bachelor of Science in Marketing -

West Chester University

FINRA Series 7 & 63 Licenses

Dan Driadon