Summary
Overview
Work History
Education
Skills
Software
Timeline
Generic

Matthew Terry

Lake Forest,CA

Summary

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

University of Phoenix

Bachelor of Science - Political Science & Music

Arizona State University