Kelly Doherty
Arlington,MA
Summary
Experienced senior vice president of marketing with demonstrated history of working in the financial services industry in various roles. Skilled at solving challenging problems while working well with others utilizing a flexible approach and collaborative nature. Built on a strong work ethic and a calm, diplomatic leadership style, maintain strong relationships at all levels, including senior leadership, direct reports, marketing teammates, agency partners and business stakeholders.
Overview
16
16
years of professional experience
Work History
Bank of America Corp
2007.12 - Current
SVP, Marketing Manager
Merrill and Bank of America Private Bank
2018.09 - Current
- Marketing lead supporting the Chief Investment Office that provides clients and financial advisors with strategies to help navigate today’s dynamic global financial marketplace and provide practical insights and solutions needed to pursue investment goals
- Identify and implement marketing opportunities that result in creating the latest thought leadership on the economy, market volatility, policy changes and geopolitical events
- Prior roles within Bank of America:
- Led various, strategic efforts to develop and execute comprehensive communication and training plans for marketing initiatives focused on advisor acquisition efforts, including:
- Development of a new client/prospect seminar program
- Introduction of new advisor and branch websites
- Creation of Resource Central, an internal site offering a better way for advisors to search, find and save information to best support their clients
- Design and implementation of live training focused on writing content for the human era – clear, simple language that improves the client experience through better content
- Delivered integrated marketing programs focused on different client segments including women, elders and same-sex couples
- Created innovative campaigns to educate clients and financial advisors on the importance of wealth planning, debt consolidation, taxes and education funding among other topics
- Developed sales support collateral to promote banking and credit solutions for Merrill and Private Bank clients.
VP, Marketing Manager
Evergreen Investments
VP, Marketing Manager
Liberty Funds Group
AVP, Marketing Communications Manager, DALBAR – Editor/Project Manager
Manulife Financial
Account Executive
American Student Assistance
Marketing Analyst
Keyport Life Insurance
Marketing Specialist
Putnam Investments
Education
Bachelor of Science - Business Administration, Marketing
Suffolk University
Boston, MASkills
- Marketing Strategy and Execution
- Integrated Marketing Campaigns
- Relationship Management
- Communications
- Project Management
Timeline
SVP, Marketing Manager
Merrill and Bank of America Private Bank
2018.09 - Current
Bank of America Corp
2007.12 - Current
VP, Marketing Manager
Evergreen Investments
VP, Marketing Manager
Liberty Funds Group
AVP, Marketing Communications Manager, DALBAR – Editor/Project Manager
Manulife Financial
Account Executive
American Student Assistance
Marketing Analyst
Keyport Life Insurance
Marketing Specialist
Putnam Investments
Bachelor of Science - Business Administration, Marketing
Suffolk University
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