Tracie Hatt
Salem,CT
Summary
Results-driven business leader with over 25 years of experience in managing cross-functional teams and driving growth through strategic marketing and product management. Expertise in digital investment strategies and regulatory compliance. Proven ability to enhance operational efficiency and competitiveness through innovative solutions.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Vice President, Wealth Strategy and Analytics
Wilmington Trust (M&T Bank)
, CT
04.2022 - 11.2024
- Developed and implemented digital investment advice solutions, enhancing client services.
- Led the conversion of People's United Advisors and People's Securities to Wilmington Trust, ensuring seamless integration and compliance with regulatory standards.
- Led cross-functional teams to implement regulatory changes from the SEC and FINRA.
- Provided leadership support for the transition of the brokerage business to LPL.
Vice President, Product Revenue and Administration, People’s Securities, Inc. & People’s United Advisors
People’s United Bank
Bridgeport, CT
10.2017 - 03.2022
- Developed and executed Mass Affluent strategy for investment, insurance, and wealth divisions.
- Implemented a digital investment advice solution to enhance client engagement.
- Managed brokerage acquisitions and conversions through comprehensive project oversight.
- Directed conversion processes from self-clearing to a fully disclosed brokerage model.
- Chaired the Oversight Committee for all Managed Money products, ensuring compliance and performance.
- Led the Product Review Committee for Mutual Funds, Annuities, and Insurance, overseeing partnerships and due diligence.
- Rolled out new products, overseeing setup and training initiatives.
- Established operational procedures to improve the efficiency and accuracy of advisor data.
Vice President, Director of Marketing & Product Management, People’s Securities, Inc.
People’s United Bank
Bridgeport, CT
09.2001 - 01.2017
- Executed strategic and business planning to align marketing objectives with corporate goals.
- Created ongoing customer communication strategies to enhance satisfaction levels.
- Oversaw content creation and management of all Internet and Intranet pages.
- Directed marketing and branding initiatives across various channels, ensuring timely execution of promotional campaigns.
- Led product development efforts to expand and diversify the product mix.
- Managed relationships with fund companies to leverage their experience and improve results.
Acquisitions & Portfolio Marketing Manager, National Product Marketing
People’s United Bank
Bridgeport, CT
11.1999 - 08.2001
- Managed credit card, consumer loan, and home equity acquisition campaigns effectively.
- Developed strategic acquisition plans and testing methodologies to enhance performance.
- Created and launched new products while overseeing all loyalty and value-added marketing initiatives to drive customer engagement.
Cash Access Program Manager, Portfolio Maximization
Wachovia Bank Card Services
Atlanta, GA
09.1996 - 10.1999
- Managed and forecasted $12 million portfolio marketing budget to optimize resource allocation.
- Developed and executed strategic direct mail and telemarketing campaigns for targeted outreach.
- Conducted statistical analysis on retention, activation, and cash programs to drive improvements.
- Oversaw vendor relationships with creative agencies, production vendors, and database consultants to ensure program compliance with timelines and budgets.
Education
Masters of Business Administration - Concentration in Marketing
Sacred Heart University
Fairfield, CT01.2005
Bachelor of Arts - Communication
Georgia State University
Atlanta, GA01.1997
Skills
- Microsoft Office proficiency
- Creative design software expertise
- Digital investment strategies
- Project management
- Regulatory compliance
- Operational procedure design
- Product development
- Strategic marketing
- Effective communication skills
- Cross-functional collaboration
- Data-driven decision making
- Performance analysis
- HTML and Java programming
Certification
- Series 6, 7, 24, 63, 65 Licenses, Life and Health Licenses, Project Management Certification
Timeline
Vice President, Wealth Strategy and Analytics
Wilmington Trust (M&T Bank)
04.2022 - 11.2024
Vice President, Product Revenue and Administration, People’s Securities, Inc. & People’s United Advisors
People’s United Bank
10.2017 - 03.2022
Vice President, Director of Marketing & Product Management, People’s Securities, Inc.
People’s United Bank
09.2001 - 01.2017
Acquisitions & Portfolio Marketing Manager, National Product Marketing
People’s United Bank
11.1999 - 08.2001
Cash Access Program Manager, Portfolio Maximization
Wachovia Bank Card Services
09.1996 - 10.1999
Masters of Business Administration - Concentration in Marketing
Sacred Heart University
Bachelor of Arts - Communication
Georgia State University
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