Experienced forward-thinking leader, relationship builder, communicator and marketing expert. Deep retirement and insurance industry expertise. Innovative and resourceful with ability to identify opportunities and consistently achieve goals.
Overview
34
34
years of professional experience
1
1
Certification
Work History
VICE PRESIDENT, HEAD OF PRODUCT MARKETING
TIAA
11.2023 - Current
Define and execute product marketing strategies collaborating with senior leaders across the organization, analyzing industry trends and tracking competitor activities
Develop positioning and messaging, tell compelling stories, and take new products to market for TIAA's full suite of retirement business and wealth solutions including retirement plans, annuities, lifetime income, managed accounts, insurance and more across all audiences -individuals, plan sponsors, and intermediaries
Collaborate and lead cross-organizationally leveraging deep expertise to drive innovation and break-through strategies
Cultivate and build a high-performing team through transformation to reimagine and elevate positioning to demonstrate lifetime income leadership
Lean into a digital first content strategy with an eye on engagement and cost reduction
Introduced a prioritization framework driven by business goals and profitability
VICE PRESIDENT, ANNUITY MARKETING
TIAA
11.2020 - 10.2023
Led marketing and communications strategy, planning, marketing budget and execution for TIAA's industry-leading lifetime income suite of fixed and variable annuities
Effectively partnered with business leaders to drive innovative product positioning that delivers on business goals focused on providing our B2B2C clients with solutions that help them achieve a secure retirement
Built a strong team of marketers that executed multi-channel campaigns including awareness, thought leadership, lead generation, sales enablement, industry presence, communications, digital, social media, and PR
Developed strategic marketing and go-to-market plans including value propositions, positioning, message maps and naming/branding
Leveraged competitive intelligence and research to assess audience receptivity, guide market approaches, and inform strategic message maps
Increased new customers 10-fold with customer centric, more meaningful calls to action
Led marketing communications strategy and execution of retirement product marketing campaigns including product launches and pilots to assess marketability of innovative new solutions and partnerships
Extensive knowledge of retirement products with emphasis in the B2B space, especially lifetime income and annuities
Completed launch of next-gen lifetime income solutions for managed account and target date structures, including brand, awareness, thought leadership, lead generation, sales enablement, industry presence, PR/communications, digital, and social media
Partnered closely with business leaders to align with business objectives
Effectively managed annual budget and a marketing team
Led marketing team focused on new business, retention and building strong relationships with consultants
Launched sales collateral framework (slide library, capabilities, and white papers)
Directed multi-channel marketing programs for the consultant audience aligned with goals and business needs, including marketing plans, budget, and success measures
Led creation of new institutional sales presentation model focused on elevating the quality of our programs with over $6 billion in institutional sales were secured since rollout
Oversaw Finals Sales Training for 100+ sales representatives with industry-leading Richardson facilitation
Led perceptions and win/loss study for strategic planning and utilized research to increase content readership by 40% for consultant e-newsletter
Spearheaded launch of first-ever TIAA-hosted Consultant Summit to improve perceptions
SR DIRECTOR/DIRECTOR, MARKETING COMMUNICATIONS
TIAA
07.2005 - 04.2010
Established and led creative team to develop B2B2C marketing communications across all products and services (print, digital, direct response, multi-media, and transactional)
DIRECTOR, PENSION PRODUCT MARKETING STRATEGY
TIAA
11.2003 - 06.2005
Developed marketing and communications strategy and product positioning for annuities, mutual funds, and retirement income solutions
CORPORATE PROJECT MANAGER/MARKETING MANAGER
TIAA
04.1996 - 10.2003
Developed transactional communications plans and award-winning materials
Led major corporate project resulting in annual savings of $500,000 per year
FINANCIAL CONSULTANT/ASSOCIATE
TIAA
07.1991 - 03.1996
Advised plan participants and retail clients on retirement planning and investments
Conducted financial education presentations to educate, sell and cross-sell appropriate products and services
Education
MASTER OF BUSINESS ADMINISTRATION (MBA) - Finance/International Business
New York University - Leonard N. Stern School of Business