( Oversee omni-channel marketing strategy for two annuity product lines aligned to two distribution channels and $12b+ in annual sales.
Lead team of marketing professionals; coordinate cross-functional alignment with sales, compliance, legal, and product teams to ensure accurate, relevant messaging.
Managed a $1M marketing budget and optimized resource allocation to maximize ROI, achieving 6–10% annual cost savings through strategic spend management.
Optimize campaign performance using marketing analytics, audience segmentation and conversion insights; analyze and report on KPIs to validate and demonstrate success of marketing campaigns.
Coordinate vendor relationships, industry sponsorships and trade publications while maintaining budget constraints.
Director, Advisory & Strategic Accounts
Allianz LIfe
11.2019 - 07.2022
Directed cross-functional initiatives supporting broker-dealer and RIA distribution, including product launches, YOY sales growth and regulatory environment.
Managed priorities across distribution, sales support, and client service teams to improve operational consistency.
Partnered with stakeholders to resolve complex issues and maintain regulatory adherence across business functions.
Led team of junior account managers, providing sales and marketing support to key distribution partners.
Strategic Planning & Projects Manager
Allianz Life
05.2018 - 11.2019
Led project execution and annual planning directly supporting head of advisory and strategic accounts, aligning stakeholders timelines and deliverables with business objectives.
Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
Facilitated status meetings and executive updates, ensuring clear communication across teams.
Coordinated requirements gathering, translating business needs into actionable project tasks and priorities.
Business Operations Principal
Allianz LIfe
01.2016 - 05.2018
Coordinated high-priority deliverables across departments while maintaining quality and accountability.
Partnered with cross-functional teams to resolve complex business issues and improve service delivery.
Senior Internal Wholesaler
Allianz Life
04.2012 - 01.2016
Proactively built and maintained relationships with 200+ financial professionals representing an annuity book of over $300M.
Conducted weekly presentations and webinars with top producers to educate on products, financial solutions and sales strategies, as well as partnered with External Sales to achieve regional sales goals and targets.
Consistently exceeded individual performance goals on a weekly and monthly basis, resulting in a Top 3 placement on leader boards.
Recruiter
Adecco Group
2011 - 2012
Sales Representative / Account Manager
The Hershey Company
2009 - 2011
Education
Bachelor of Science - Criminology; Politics & Law, Public Relations
University of Northern Iowa
Cedar Falls, IA
12-2008
Skills
Project Management Professional (PMP)
Securities Registrations: Series 6 & 63
Timeline
Senior Marketing Director
Allianz Life
07.2022 - Current
Director, Advisory & Strategic Accounts
Allianz LIfe
11.2019 - 07.2022
Strategic Planning & Projects Manager
Allianz Life
05.2018 - 11.2019
Business Operations Principal
Allianz LIfe
01.2016 - 05.2018
Senior Internal Wholesaler
Allianz Life
04.2012 - 01.2016
Recruiter
Adecco Group
2011 - 2012
Sales Representative / Account Manager
The Hershey Company
2009 - 2011
Bachelor of Science - Criminology; Politics & Law, Public Relations
Technical Director and Group Director- Land and Water Infrastructure at Pettle Dellamore Partners (PDP)Technical Director and Group Director- Land and Water Infrastructure at Pettle Dellamore Partners (PDP)
Director, Technical Services and Computer Operations at Hanover Direct, Inc.Director, Technical Services and Computer Operations at Hanover Direct, Inc.