Work history
Senior Marketing Manager
tags:
marketing
• product management and promotion
• relationship management
• product & solution marketing
• sales support
• marketing & business development
How would you describe your time at Charles Schwab?
Received highest annual performance rating possible last two years running. Received the 2004 Chairman's award, the company's highest annual honor.
Motivated and managed internal teams from all areas of the company and collaborated with Schwab clients to enable the successful delivery of the following products:
A revolutionary communication tool that has changed the way Schwab communicates with clients. This product reduced account opening issues by 70% and continues to facilitate effective and efficient client relationship-building, a critical piece of the company's recent turnaround, in all areas of the company.
A unique web site feature that generated a new stream of 5,200 high potential, "warm" new business leads annually while decreasing costs by $120K per year.
Personalized corporate "gateways" to schwab.com; resulted in a 26% increase in client logins and helped add over 6,200 new accounts over a six-month period.
Investor education workshops, including the schwab.com WebShop??, all of which are programs that help clients take a proactive approach to their portfolios and included instructions on online tools to save for college and retirement, and conduct estate planning and active trading. Created the content, trained the sales force, and facilitated the distribution of these workshops which had the following impacts:- 78% increase in trading revenues from schwab.com WebShops??- Introduced the ability to reach clients located far from branches through the launch of online seminars
60% trading lift for all 53,000 attendees of an Active Trader branch pilot seminar... 
Manager
tags:
project management
• relationship management
How would you describe your time at c.w. Costello & Associates?
Outside of day-to-day responsibilities (enumerated below):
Increased revenue at one client by 20% through active cross-selling of consultant services.
Acquired a new corporate client including the placement of two consultants.
As a consultant, repeatedly secured follow-on contracts with several clients:
Putnam Investments - Quincy, MA:
Worked with representatives from Datek (now TD Ameritrade) to establish an entirely new co-branded brokerage Rollover IRA product - a first for Putnam - allowing Putnam to gain market share in the job changer segment.
Worked with employees of a stock-trading desk to automate a trading process and ultimately lower costs for Putnam.John Hancock Life - Boston, MA:
Increased efficiencies of the customer phone service experience for John Hancock Life by listening to customer service representatives, ghosting on client phone calls, and implementing cross-functional system enhancements.
NYNEX (now Verizon) - Boston, MA:
Facilitated the establishment of a Digital Subscriber Line (DSL) standard between all regional Bell companies and several technology firms. Successfully gained consensus among these internal and external partners. DSL has become one of the core revenue streams for telecommunications providers today....
Financial Analyst
tags:
financial analysis
• relationship management
How would you describe your time at Blue Cross Blue Shield of M...?
Interviewed co-workers to document and analyze business processes; identified opportunities for automation and process improvement and worked with them to become proponents of the changes.
Maximized investable cash through in-depth analysis of provider receivables base.
Fostered trusting relationships with Boston-area hospitals while recouping over $10 million....
Education
Certificate, Personal Financial Planning
