With over 25 years of business management experience, a high-performing, creative, innovative and motivated marketing professional; with a uniquely broad and diverse skill set and proven track record. Highly accomplished in establishing and maintaining B2B market presence and brand value; with an energetic, personable approach and strong sense of results-oriented strategic vision, planning and execution.
Overview
19
19
years of professional experience
Work History
1st Vice President, Director of Marketing & Brand
Excel Bank (a Tradename Of EH National Bank)
02.2020 - Current
Responsible for direction and management of all of this financial institution's marketing initiatives and programs including advertising, brand management and overall public persona of bank.
Created content and promotional materials to drive engagement and conversions.
Developed and presented marketing plans and reports to CEO and shareholders.
Organized and executed robust, creative experiential marketing events.
Introduced automation tools into email marketing campaigns for higher open rates, click-throughs, and overall audience engagement levels.
Developed metrics and measured success in order to further penetrate marketplace.
Established, initiated and optimized business development strategies based on company targets, product specifications, market data, and budget factors.
Deployed well-coordinated campaigns, events and public relations strategies to promote brand.
Managed budget allocation and resource utilization to maximize marketing ROI.
Launched innovative experiential marketing campaigns that drove customer engagement and generated buzz around new products or services.
Managed cross-functional teams to execute successful marketing initiatives, enhancing company reputation and customer engagement.
Devised marketing plans using digital strategies, print advertising, and word of mouth tactics.
Created and managed social media campaigns to increase brand engagement.
Developed comprehensive marketing plans for product launches, resulting in increased sales and market share.
Oversaw preparation of marketing copy, images, videos, emails, and other collateral.
Collaborated closely with sales teams to develop effective marketing collateral that supported lead generation goals.
Devised content strategy to effectively engage target audiences.
Implemented data-driven strategies to optimize advertising spend, maximizing ROI across all channels.
Boosted brand awareness by implementing targeted marketing campaigns and strategic partnerships.
Spearheaded digital marketing efforts, including website redesign and social media strategy, driving significant growth in online traffic and conversions.
Wrote and distributed press releases to increase brand visibility.
Mentored local personnel on best practices and protocols to maximize productivity.
Coordinated with creative team to generate dynamic marketing content and communication tools for promotional campaigns.
Oversaw rebranding efforts that resulted in enhanced corporate identity and improved brand perception among stakeholders.
Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs.
Worked effectively in fast-paced environments.
Organized and detail-oriented with a strong work ethic.
Developed strong communication and organizational skills through working on group projects.
Worked on an 'in-house agency' marketing model to serve internal clients and work teams.
Vice President, Director of Marketing
Partners Bank Of California
05.2015 - 10.2019
Managed cross-functional teams to execute successful marketing initiatives, enhancing company reputation and customer engagement.
Created and managed social media campaigns to increase brand engagement.
Captured new customers by optimizing business strategies and launching products to diversify offerings.
Boosted brand awareness by implementing targeted marketing campaigns and strategic partnerships.
Devised marketing plans using digital strategies, print advertising, and word of mouth tactics.
Generated sponsorships with related and partnering entities to enhance marketing objectives.
Analyzed and reported on KPIs to validate and demonstrate success of marketing campaigns.
Developed and presented marketing plans and reports to CEO and shareholders.
Managed and coordinated shareholder relations and communications; including annual shareholder meetings and proxy voting.
Oversaw preparation of marketing copy, images, videos, emails, and other collateral.
Streamlined internal processes for greater efficiency within the marketing department, allowing for increased focus on strategic initiatives.
Principal, Marketing Consultant
Private Agency
01.2005 - 05.2015
Analyzed data to uncover insights and identify key opportunities to inform strategic decisions.
Boosted sales revenue through the implementation of innovative promotional strategies and events.
Increased brand awareness by developing and executing targeted marketing campaigns.
Assembled reports and presentations to share insights and recommendations with stakeholders.
Crafted persuasive copywriting for various channels including websites, advertisements, blog posts, and more.
Advertising creative, art direction and production for all of clients' promotional activity.
Education
CFMP (Certified Financial Marketing Professional)
American Bankers Association
Washington, DC (Professional Certifications)
11.2022
Bachelor of Science - Business Management & Marketing
University of Phoenix
Phoenix, AZ
01.1999
Bachelor of Science - Political Science & Music
Arizona State University
Tempe, AZ
12.1986
Skills
Marketing Industry Expertise
Branding Methodologies and Techniques
Advertising (Digital & Print)
Art Direction & Production
Product Design
Corporate and Client Communications
Public Relations
Graphic Design and Digital Design Software
Microsoft Office Suite
Social Media Management
Project Management
Consultative Management
Software
Adobe Creative Suite
Microsoft Office Suite
Social Media Marketing
Timeline
1st Vice President, Director of Marketing & Brand
Excel Bank (a Tradename Of EH National Bank)
02.2020 - Current
Vice President, Director of Marketing
Partners Bank Of California
05.2015 - 10.2019
Principal, Marketing Consultant
Private Agency
01.2005 - 05.2015
CFMP (Certified Financial Marketing Professional)
American Bankers Association
Bachelor of Science - Business Management & Marketing
Bank Secrecy Act Senior Specialist at Arrow Bank (formerly Glens Falls National Bank)Bank Secrecy Act Senior Specialist at Arrow Bank (formerly Glens Falls National Bank)