Jenkintown, PA 19046
(215) 260-5701
Seeks position managing the development and implementation of communications, branding, and public relations strategy.
• Experienced
communications professional with extensive web background
• Skillful developer of integrated on/offline strategic
communications programs that exceed objectives
• In-depth program management experience from conception to
implementation through team development and leadership skills
• At ease with budget limitations, tight deadlines and high
pressure
• Strong ability to influence thinking, form strategic
alliances, and build consensus
Marketing and
Promotion
• Developed partnerships with third-party subject-matter
experts which positioned firm as a thought leader
• Worked closely with portfolio managers in developing accurate,
compelling investment sales stories
• Managed national quantitative public opinion research poll,
creating objectively compelling marketing rationale
• Conducted ongoing qualitative research program that ensured
appropriate marketing focus
• Leveraged proprietary research findings to establish
relationships with industry publications, resulting in favorable
national press for marketing programs
• Created program for regular interaction between writers and
sales teams that fostered consistency of message
• Developed unique high-ROI fundraising concept for national
nonprofit resulting in extensive local and national
publicity (unpaid volunteer activity)
Program Administration
• Conceived, developed and implemented MFS Heritage Planning,
the mutual fund industry's first value-add program for financial
advisors – 41% of advisors called Heritage Planning the #1 reason
for doing business with MFS, after product performance
• Created Delaware Decision Decade, a value-add program to
help financial advisors work with clients transitioning to retirement
• Developed the mutual fund industry's first website targeted
specifically to financial professionals
• Launched three new websites for Turner Investment Partners -
an advisor site, an employee site, and an alternative investments site,
including creation of all content
• Managed mission-critical vendors from selection through
day-to-day relationships, including periodic reviews that maintained
high quality deliverables and cost effectiveness
Leadership/Management
• Managed 25 person cross-functional team in creating financial
services
industry’s first advisor-focused website
• Hired/managed/coached various teams of 5-10 members
supporting editorial, project management, and marketing functions
• Presented extensively before industry groups including
Financial Planning Association, Mutual Fund Education Alliance,
National Association of Personal Financial Advisors, and others
• Running for mayor of Jenkintown, PA in 2009 elections to
improve communications between residents and government (unpaid
volunteer activity)
Editorial/Creative
• Wrote and edited corporate internal and external
communications, including employee communications and monthly news
publications directed to individual sales distribution channels
• Wrote numerous marketing collateral pieces, ranging from
investment commentary, to client educational materials, to a corporate
art catalog
• Planned advertising campaigns and wrote print, radio and
television copy
• Researched, wrote, and edited customer newsletters for
client financial institutions
• Researched and wrote various paid-circulation monthly
newsletters, primarily finance and healthcare
• Covered area crime, politics, courts, and lifestyle beats
for a daily newspaper
• Wrote website content
• Created educational materials in support of financial
advisors and their clients
Manage website tools and resources for BlackRock's third-party distribution venues.
E-Business Manager, Turner Investment Partners, Berwyn, PA
Direct content development, architecture and user interface for public and employee websites.
Directed content development, architecture and user interface for broker and investor websites.
• Created/managed Heritage Planning, a program of resources for advisors marketing to affluent investors
• Led a cross-functional team in creating the first MFS website
• Planned, wrote, and edited sales promotion fliers, brochures, and direct mail
• Wrote and edited MFS corporate internal and external communications
Planned campaigns and wrote print, radio and television.
Researched, wrote, and edited personalized customer newsletters for client financial institutions, primarily for their commercial banking and affluent customers. Managed client relationships.
Researched and wrote various paid-circulation monthly newsletters, primarily in the finance and healthcare fields.
Covered area crime, politics, courts, and lifestyle beats
Major: Journalism | Minor: Literature
