Results-driven Product Marketing and Marketing Operations professional with over 10 years of experience managing enterprise marketing initiatives and product launches. Skilled in optimizing marketing operations and aligning business strategies with customer-focused campaigns to enhance engagement and drive business growth. Collaborates effectively with cross-functional teams to execute complex initiatives from concept through launch.
Work History
Marketing Strategy Associate / Delivery Manager
2 Years 10 Months
J.P. Morgan & Chase | 09.2023 - Current
Directed approximately 296 marketing initiatives in 2025, including 58 product launches, 22 compliance recertifications, and 216 creative refreshes, ensuring regulatory compliance and on-time execution.
Managed a $1.7 million third-party marketing vendor budget, improving forecasting, accelerating budget utilization, and reducing year-end financial risk through proactive planning.
Managed $1.7 million third-party marketing vendor budget, enhancing forecasting and accelerating budget utilization through proactive planning.
Designed and launched Chase Marketing Central user experiences for Retail Home Lending Advisors and Client Care Specialists, streamlining workflows and ensuring compliance.
Expanded multilingual marketing assets and collateral libraries, enhancing personalization and outreach across diverse customer segments.
Built enterprise reporting tools to forecast budgets, monitor collateral utilization, and identify operational improvements supporting executive decision-making.
Led recurring strategy meetings and vendor governance sessions to align priorities, resolve issues proactively, and improve project execution.
Led delivery and lifecycle management for Chase Marketing Central, supporting enterprise marketing operations for Home Lending Advisors nationwide.
Associate Sales Strategy Support Analyst
3 Years 3 Months
J.P. Morgan & Chase | 05.2020 - 08.2023
Oversaw the implementation of a new Long-Term Work-From-Home Program by managing and auditing our participating employees’ required documentation, and partnered with our Sales Effectiveness Team to ensure our employees’ home offices annually met company guidelines
Managed implementation of Long-Term Work-From-Home Program by auditing required documentation and partnering with Sales Effectiveness Team to ensure compliance with home office guidelines
Analyzed Servicing Complaint data throughout 2021, and streamlined a new process for the customer inquiries to be re-routed directly to our Proactive Outreach partners allowing for a 67% faster speed-to-lead contact to those customers and a 37% reduction in cases worked by our Servicing Case Managers, enabling them to greater focus on actual customer complaints
Supported company-wide migration to new telephony system, eliminating unnecessary phone extensions for bankers and enhancing customer experience
Drafted simplified Uniform Guide for Home Lending Advisors joining social media platform Sprinklr to streamline onboarding process
Home Lending Advisor
3 Years 9 Months
J.P. Morgan & Chase | 07.2016 - 04.2020
Educated and consulted customers on home lending needs, originating sales for first and second mortgages, converting inbound and outbound customer leads through E-Commerce channel
Built relationships within the Operations Department to ensure initial client handoff calls were always completed timely and that all new applications were sufficiently notated to set my Loan Processor teammates up for success, which held to increasing my overall customer satisfaction scores year over year as a Home Lending Advisor
Designed an Earnings Calculator in Excel for both refinance and purchase Home Lending Advisors to be able to measure their weekly and monthly sales goals as a means of maintaining an ideal annual income throughout the year
Created training guides to streamline Home Equity Pilot program, providing simplified resource for over 60 Home Lending Advisors, reducing time spent on new applications by over 50%
District Sales Manager
2 Years 9 Months
LIDS Sports Group | 08.2013 - 05.2016
Corporate executive that led and managed a 14-member team across a $10 million, two-state territory with over 130 employees
Increased Kentucky football game day sales 30% in 2015 and home game day sales 75% through customer service training, improved product displays, and relaying in-market requests to buyers
Achieved 16% sales gain in Comparable Stores in 2014, exceeding $6.5 million, by enhancing staff recruitment and improving in-store operational standards
Developed a plan for District Manager-In-Training candidate, one of four in a region of over 730 employees, who later became my successor
Store Manager
2 Years
The Buckeye Corner | 08.2011 - 08.2013
Led 16-member team to achieve $2.7 million in gross annual sales, ranking seventh in company for overall sales
Drove 10% sales growth for two consecutive years (2011-2013) by creating core training program emphasizing customer service, operational excellence, and employee professional growth
Led daily operations to enhance customer satisfaction and store performance.
Developed and implemented training programs for staff to improve service quality.
Analyzed sales data to identify trends and adjust inventory accordingly.
Education
Bachelor of Sport Administration - Sport Management, Business Administration
Ohio University | Athens, Ohio | 06-2009
Skills
Microsoft Office (Word
PowerPoint
Excel
Outlook)
Data analytics
Infrastructure management
Reporting tools
Distribution coordination
Project management
Graphic Design (Adobe Photoshop)
Video Production (Final Cut Pro)
Timeline
Marketing Strategy Associate / Delivery Manager
J.P. Morgan & Chase
09.2023 - CurrentRead More
Associate Sales Strategy Support Analyst
J.P. Morgan & Chase
05.2020 - 08.2023Read More
Home Lending Advisor
J.P. Morgan & Chase
07.2016 - 04.2020Read More
District Sales Manager
LIDS Sports Group
08.2013 - 05.2016Read More
Store Manager
The Buckeye Corner
08.2011 - 08.2013Read More
Ohio University
Bachelor of Sport Administration from Sport Management, Business Administration