Summary
Overview
Work History
Education
Skills
Timeline
Generic

Margaret M. McDonald

King of Prussia

Summary

Dynamic executive with a robust background in strategic leadership and operational excellence, consistently driving growth and optimizing processes across diverse sectors. Proven track record of fostering team collaboration and engagement, leading to enhanced productivity and innovation. Exceptional expertise in strategic planning, financial management, and stakeholder relations, ensuring alignment with organizational goals. Adaptable and reliable, consistently delivering high-impact results in fast-paced environments while navigating complex challenges.

Overview

18
18
years of professional experience

Work History

Vice President, Strategic Events – Merchant Services Commercialization

J.P. Morgan Chase
04.2025 - Current
  • Lead strategy and execution for a national portfolio of third-party industry conferences, regional field events, and proprietary J. P.Morgan events supporting Merchant Services growth.
  • Translate event investments into measurable commercial outcomes, driving lead generation, pipeline creation, and revenue influence in partnership with Sales.
  • Own all event performance metrics, including attendance, engagement, lead quality, pipeline attribution, and ROI.
  • Designed and implemented a scalable event tracking and attribution framework across multiple non-integrated CRM and reporting platforms.
  • Established standardized lead capture, data hygiene, and post-event handoff processes to improve conversion and follow-up effectiveness.
  • Partner cross-functionally with Marketing, Product, Sales, and Sales Operations to align event strategy, messaging, and go-to-market priorities.
  • Develop executive-level dashboards and reporting to inform investment decisions and optimize event portfolio performance.
  • Manage event budgets, vendors, and governance in compliance with J.P. Morgan's brand, risk, and control standards
  • Directed strategic initiatives to enhance client engagement and retention strategies across diverse financial products.

Vice President, Head of North America Industry and Engagement Marketing

J.P. Morgan Chase
07.2021 - 04.2025
  • Lead the end-to-end strategy and execution of J.P. Morgan's fully integrated activations and experiences at Tier 1 industry events across Healthcare, Trade, Public Sector, Merchant Services, and Fintech sectors.
  • Oversaw a $5M+ budget, ensuring financial discipline across sponsorships, memberships, event costs, and campaign planning to maximize return on investment.
  • Partner with cross-functional teams, agency partners, and external clients to deliver high-impact event experiences that drive business growth and brand visibility.
  • Strategically manage sponsorship marketing initiatives, including planning, execution, creative development, measurement, and reporting, ensuring alignment across key business units.
  • Manage project plans and timelines, orchestrating seamless collaboration between internal teams and external agency partners to execute world-class events and sponsorships.
  • Led cross-functional teams to develop and implement strategic initiatives, enhancing operational efficiency.

Senior Marketing Manager

InstaMed, a J.P. Morgan Company
04.2015 - 07.2021
  • Led and managed all healthcare events, overseeing event budgets, expenses, and quarterly reconciliations to ensure financial efficiency and strategic alignment.
  • Developed and executed all internal training programs for the Business Development team, enhancing knowledge retention and sales effectiveness.
  • Designed and launched the President's Club to recognize and reward top-performing Business Development professionals, driving motivation and performance.
  • Played a key role in the J.P. Morgan integration and transition post acquisition, ensuring a seamless alignment of marketing strategies, processes, and branding.
  • ·Lead budget planning, forecasting, and financial management. Oversee vendor management, invoice tracking, and quarterly close processes. Manage agencies to deliver materials on time and within budget.
  • Ensure all processes met compliance, legal, regulatory requirements

Medical Sales Representative/Account Manager

Exemplum Medical
11.2013 - 04.2015
  • Promote and sold topical analgesic product lines to physicians specializing in orthopedics surgery, neurology and pain management.
  • Supported accounts by educating staff on the benefits of topical medication versus oral medication.
  • Served as liaison between Physicians, Allied Health staff and the Compounding Pharmacy team in 2014.
  • Opened 7 new accounts in the Philadelphia market, produced over $500,000 in sales revenue and named Top Sales Representative in Philadelphia market.

Manager, The Review Group

Jobson Medical Information, LLC
03.2012 - 11.2013
  • Planned and implemented 175 national medical education programs for optometrists and ophthalmologists. Position included 85% national travel.
  • Prepared and managed $15 million in budget/program reconciliations for national educational courses.
  • Restructured programs, developed course evaluations, revised materials and prepared course syllabi.
  • Coordinated marketing plans to promote and improve attendance at educational programs.
  • Fostered relationships with corporate pharmaceutical partners. Assured accreditation with national associations.
  • Evaluate speakers and course instructors. Wrote educational grants and funding with pharmaceutical partners.
  • Adhered to ACCME, COPE accreditations and Sunshine Act. Managed onsite accommodations and tech needs.

Program Manager for Surgeon Spine Education

Globus Medical
01.2008 - 12.2011
  • Oversaw marketing, organizing and execution of education and training courses for the Domestic and International Market of Orthopedic Spine Surgeons and Neurosurgeons.
  • Created and improved course marketing materials, brochures and company website.
  • Directed 47 MERC Education Programs in 2011.
  • Managed meeting budgets and invoices for vendor management.
  • Implemented the Education Strategic Plan to train and educate surgeons, residents and operating room personnel with the use of Globus products.
  • Developed new branding for all MERC courses and training labs for 2011.
  • Created online registration for education department programs. Served as compliance director for FDA regulations and Advamed Code of Ethics.

Education

MBA -

West Chester University
West Chester, PA

Bachelor of Science - Marketing

King's College
Wilkes-Barre, PA

Skills

  • Team leadership
  • Relationship building
  • Decision-making
  • Strategic planning
  • Results-driven
  • Metrics tracking
  • OKRs/KPIs/KOLs
  • CRM software
  • Training and mentoring
  • Business development
  • Negotiation and persuasion
  • Budget oversight

Timeline

Vice President, Strategic Events – Merchant Services Commercialization

J.P. Morgan Chase
04.2025 - Current

Vice President, Head of North America Industry and Engagement Marketing

J.P. Morgan Chase
07.2021 - 04.2025

Senior Marketing Manager

InstaMed, a J.P. Morgan Company
04.2015 - 07.2021

Medical Sales Representative/Account Manager

Exemplum Medical
11.2013 - 04.2015

Manager, The Review Group

Jobson Medical Information, LLC
03.2012 - 11.2013

Program Manager for Surgeon Spine Education

Globus Medical
01.2008 - 12.2011

MBA -

West Chester University

Bachelor of Science - Marketing

King's College
Margaret M. McDonald