Frank Waugh
Bennington,NE
Summary
Capable and experienced leader in marketing technology and operations, data, analytics, and client relationship management. Through effective communication and interpersonal skills, I have developed and enhanced relationships with business partners, internal clients and teams I manage.
Overview
18
18
years of professional experience
3
3
Certifications
Work History
Senior Manager, Data Driven Communications
Charles Schwab
11.2023 - Current
- Creates and executes multi-channel marketing campaigns within Salesforce Marketing Cloud.
- Leads a team of high-performing senior managers.
- Evaluates employee performance and conveys constructive feedback to improve skills.
- Provides strong leadership to enhance team productivity and morale.
- Has strong relationships with internal clients and stakeholders, ensuring long-term partnerships.
Senior Manager, Client Interaction Management
TD Ameritrade
10.2017 - 11.2023
- Instrumental in communication efforts to clients during the integration with Charles Schwab.
- Executed multi-channel marketing campaigns within SAS Customer Intelligence Studio 360.
- Led a team of managers and their direct reports.
- Maintained a production calendar for email and direct mail marketing and regulatory/operational communications.
- Ran a weekly meeting with various business partners to ensure we were aligned on upcoming communications.
Various
TD Ameritrade
05.2006 - 10.2017
- Manager, Campaign Interaction (May 2014–Oct 2017)
- Senior Analyst, Database Marketing (Sept 2012–May 2014)
- Analyst II, Database Marketing (June 2011–Sept 2012)
- Assistant Team Manager - Self-directed Brokerage Services (Oct 2008–June 2011)
- Assistant Systems Manager - Back Office System (Sept 2007–Oct 2008)
- Senior Broker (March 2007–Sept 2007)
- Licensed Client Service Representative (May 2006–March 2007)
Education
Bachelor of Science - Finance, Computer Information Systems
Wayne State College
Wayne, NE05.2006
Skills
- Cross-Functional Collaboration
- Cross-functional Team Coordination
- Data Analytics
- Team Leadership
- Problem-Solving
- Team Development
- Employee Development
- Technical Proficiency
- Analytical Thinking
- Detail oriented
Certification
- 2006: FINRA Series 7 and 63 licenses
- 2008: FINRA Series 24 license
Technology Experience
Programming Languages
- Structured Query Language (SQL)
- SAS
Analytics Software Tools
- SAS (Base, Enterprise Guide)
- Tableau
CRM Platforms
- Epsilon-PeopleCloudMessaging
- SAS Customer Intelligence Studio 360
- Salesforce Marketing Cloud
Timeline
Senior Manager, Data Driven Communications
Charles Schwab
11.2023 - Current
Senior Manager, Client Interaction Management
TD Ameritrade
10.2017 - 11.2023
Various
TD Ameritrade
05.2006 - 10.2017
Bachelor of Science - Finance, Computer Information Systems
Wayne State College