Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lorene Dziurda Branch

Berkley,MI

Summary

I am an experienced strategic problem solver and project manager with a special knack for bringing diverse viewpoints and different voices into consensus to deliver measurable results.


Personal superpowers: Intellectual curiosity, sense of humor, flexibility, and resilience.

Overview

30
30
years of professional experience

Work History

Marketing Manager, Financial Advisory Services

Capstone Partners
01.2021 - Current
  • Responsible for the strategic marketing and lead generation activities for the firm's Financial Advisory Services practice.
  • Developed brand messaging, collateral materials, engagement strategies, proposal materials, and thought leadership content.
  • Directed SEO, inbound marketing, email and social media, public relations, and event-based marketing activities for the practice.

Director of Marketing

Amherst Partners
08.2016 - 12.2020
  • Created comprehensive, strategic marketing program for boutique investment banking and consulting practices designed to identify and nurture relationships with top targets; defined metrics and measured progress over four-year period
  • Developed content marketing program that included articles, industry reports, webinars, social media posts, and two recurring podcast shows for the different lines of business, which I also recorded, edited, and published to various streaming platforms
  • Transitioned firm from contact management Excel worksheet to CRM system; served as system database administrator for approximately 25,000 contacts
  • Managed administrative staff and supervised relationship with managed IT partner
  • Served as the only non-partner member of the firm's leadership team.

Senior Marketing Consultant, Wealth Management and Institutional Investment Consulting

Plante Moran
02.2013 - 07.2016
  • Worked with firm leaders to establish integrated marketing plans for service areas including the firm's wealth management, employee benefit plan audit services, employee benefit plan consulting, and institutional investment consulting practices
  • Identified top targets and created customized pursuit plans to engage and nurture new business leads, resulting in measurable revenue results
  • Supported production of thought leadership content to showcase firm's expertise including articles, white papers, social media content, and website content
  • Provided executive coaching on brand and value proposition development to align leadership with marketing approach.

National Marketing Manager, Transaction Services

Grant Thornton
12.2008 - 01.2013
  • Implemented integrated marketing program for the Transaction Services Group (TSG), a 200+ person team located in multiple offices across the country which included diligence, corporate finance, and restructuring practices
  • Responsible for writing consistent messaging, supervising the production of collateral materials, and developing policies and communications to support the adoption and utilization of the national marketing programming
  • Developed internal intranet strategy and served as knowledge manager for two service lines during pilot of firm-wide KM initiative
  • Provided ongoing support to both the internal and client-facing sites for the Transaction Services Group
  • Provided writing, editorial, and production management services on numerous regular and special-use publications, with topics ranging from middle-market merger and acquisitions news to automotive platform and powertrain consolidation trends.

Manager of Special Projects

Stout Advisors
08.2002 - 11.2008
  • Launched first firm-wide intranet, consolidating operational information such as benefits and billing into a single corporate site
  • Participated in implementation of firm-wide, big box accounting system; designed web interface for users; developed training modules for general users and management users; trained 150 employees in three offices; primary liaison to vendor support team for resolution of any performance and technical issues
  • Supervised construction and relocation to new firm facilities in downtown Chicago and Cleveland; and suburban Detroit, and Washington D.C
  • Project sizes ranged from 6,000 to 38,000 square feet
  • Worked as on-site contact for architect, general contractor and subcontractors; selected all finishes and furniture and supervised installation; projects completed on time and within budget, with no disruption to business
  • Provided operational support during the creation of new business entity: a registered broker-dealer with the National Association of Securities Dealers; responsible for compliance documentation; development of policies and procedures; training and registration of upper-level staff, and general start-up activities.

Communications Manager

Sears, Roebuck and Co.
04.2000 - 02.2002
  • Created marketing program for the Sears corporate intranet that increased employee usage by more than 200 percent during a one-year period
  • Worked with Chief Information Officer and senior leaders to create annual internal and external communication strategy for the Information Technology organization
  • Transformed weekly newsletter for 7,000 employees to online publication that was the one of the most-visited sites on the corporate intranet
  • Reduced 10-hour production involving 10 people to a one-hour job for one person
  • Estimated return on investment from the online version was more than $100,000 per year
  • Developed intranet guide for distribution to more than 850 Sears stores across the country
  • Guide became the definitive training document for new users
  • Developed and managed promotional events attended by more than 8,000 employees, vendors, and guests.

Inventory Control Supervisor

Okun Bros. Shoes
09.1994 - 07.1998
  • Designed, implemented and maintained annual $3 million spending budget for a 75-year-old business which was, at the time, the largest single-location shoe retailer in Michigan
  • Developed inventory control policies and order approval process to prevent overspending
  • Personally approved all orders submitted by buying department
  • Initiated shipping consolidation program, reducing costs more than $100,000 in the first six months of implementation
  • Supervised design and production of international mail-order catalog
  • Compressed normal six-month production schedule into six weeks and transitioned from traditional production to desktop publishing format.

Education

B.A., English Literature -

Kalamazoo College
Kalamazoo, MI
06.1993

Skills

  • Marketing and Business Development Strategy
  • Internal Communications
  • Public Relations
  • Relationship Marketing
  • CRM Systems
  • Content Development
  • Social Media and Email Marketing
  • Website Development and Search Engine Optimization
  • Writing, Podcast Production
  • Event Management

Timeline

Marketing Manager, Financial Advisory Services

Capstone Partners
01.2021 - Current

Director of Marketing

Amherst Partners
08.2016 - 12.2020

Senior Marketing Consultant, Wealth Management and Institutional Investment Consulting

Plante Moran
02.2013 - 07.2016

National Marketing Manager, Transaction Services

Grant Thornton
12.2008 - 01.2013

Manager of Special Projects

Stout Advisors
08.2002 - 11.2008

Communications Manager

Sears, Roebuck and Co.
04.2000 - 02.2002

Inventory Control Supervisor

Okun Bros. Shoes
09.1994 - 07.1998

B.A., English Literature -

Kalamazoo College
Lorene Dziurda Branch