Paul O'Connell Jr.
Wilmington,MA
Summary
Experienced digital marketing executive with a 30-year track record of bringing innovative tools and experiences to financial services that deliver measurable business results. Focused on creating a collaborative environment that increases customer engagement with meaningful digital interactions that enrich the data used to improve predictive insights and increase bottom-line profitability. Organized and systematic with natural relationship-building and leadership talents.
Overview
31
31
years of professional experience
1
1
Certification
Work History
Director Digital Marketing and Analytics
Putnam Investments
Boston, MA
04.2000 - Current
- Lead team responsible for digital experience across retail, institutional and retirement channels
- Create award-winning tools and experiences to engage clients
- Design and optimize omni-channel demand generation programs through paid and organic search, social media, email, and digital advertising
- Implement industry-leading predictive analytics resulting in measurable sales lift
- Partner with leadership from Sales, Investments, Technology, and Marketing to improve and leverage digital intelligence
Head of User Experience and Digital Strategy
Empower Retirement
BOSTON, MA
10.2014 - 06.2020
- Created industries first client experience primarily focused on retirement income
- Oversaw complete redesign of participant, advisor, and intermediary websites
- Participated in sales finals and ongoing updates for largest relationships
- Worked across Sales, Marketing, Operations, and Technology to prioritize and deliver on project roadmaps
- Delivered online experiences that positioned Empower as an innovator, resulting in them becoming the second largest recordkeeper in the retirement industry
AVP - Operations and Development
Evergreen Funds/First Union
BOSTON, MA
10.1998 - 03.2000
- Managed transfer agency conversions for acquired mutual fund companies
- Oversaw systems and process enhancements for operations
- Migrated recordkeeping system from PFPC to DST
Operations Manager
Putnam Investments
BOSTON, MA
11.1992 - 10.1998
- Provided transfer agency services for several external fund companies
- Created first secure transactional web sites in the mutual fund industry
- Managed processing and phone organizations
Education
Bachelor of Arts - Economics
University of Massachusetts
Amherst, MA05-1991
Skills
- Digital marketing
- Demand generation
- SEO/SEM
- Social media
- User experience
- Analytics and measurement
- Predictive analytics
- Innovation
- Content marketing
- Strategic planning
Certification
- FINRA Series 6, 7, 63, and 24
- Patent US 13/307,451 Method and system for fund visualization
- Patent US 19/900,978 Lifetime income analysis tool
Timeline
Head of User Experience and Digital Strategy
Empower Retirement
10.2014 - 06.2020
Director Digital Marketing and Analytics
Putnam Investments
04.2000 - Current
AVP - Operations and Development
Evergreen Funds/First Union
10.1998 - 03.2000
Operations Manager
Putnam Investments
11.1992 - 10.1998
Bachelor of Arts - Economics
University of Massachusetts
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