Expert Details

Expert in Banking/Financial Marketing & Product Management, and the Brokerage Clearinghouse Industry

Expert ID: 732054 Florida, USA

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Expert is a Product Management and Strategic Marketing Consultant focused on the banking and financial services industries. In the realm of marketing communications, he served as Director of Marketing and Communications for a medium-sized brokerage firm. Through innovative approaches and sound strategy, Expert ensures companies can cost-effectively gain a competitive advantage in key growth markets. He directs cross-functional teams to buy, build or improve products and services to support business objectives and channel or segment-specific product and service opportunities. He develops and deploys the offer set and marshals resources for successful integrated marketing programs and personalized Big Data lead generation strategies. And he leads and empowers employees by coordinating business units to work together to produce delightful client experiences and compelling value propositions. Expert has expertise in turning around strategic growth products and services that have lost their way due to poor product design, marketing or both, designing and deploying new or improved products and services from concept to approval to rollout, developing and expanding new and existing markets for new and/or current product set, leveraging revenue increases and/or cost savings from existing products, and leading the creation and launch of integrated content, video and public relations (PR) marketing strategies. He has the product and industry knowledge in Securities Clearinghouse / Broker-Dealers / Registered Investment Advisors (RIAs), Bank-Affiliated Wealth Management and Insurance, Retail Banks: Product Management and Marketing, Cash Management Accounts (CMAs) / Asset Management Accounts (AMAs), Credit Cards, Debit and ATM Cards, Checking, Savings, CDs, Money Market Accounts (MMAs), Affluent Banking Strategy, Relationship Banking Accounts, Investments/Wealth Management and Insurance Marketing in Banks, Mortgage / Home Equity Marketing, and Product Line Simplification or Expansion through Line Extensions. Expert's key areas of expertise include Brand Strategy, Strategic Planning, Strategic Partnerships, Competitive Intelligence, Marketing Strategy, Vendor Management, Target Marketing, Marketing Segmentation, Big Data Strategies, Innovation, Direct Mail Marketing, Change Leadership, Product Management, Public Relations (PR) Strategy, Website Improvement, Matrix Management, Market Research & Testing, Integrated Marketing, Key Performance Indicators (KPIs), Forecasting and Learning Solutions Design, Client Experience.

Expert may consult nationally and internationally, and is also local to the following cities: Jacksonville, Florida - Tampa, Florida - Saint Petersburg, Florida - Orlando, Florida - Clearwater, Florida - Gainesville, Florida - Palm Bay, Florida - Lakeland, Florida - Melbourne, Florida - Deltona, Florida

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Education

Year Degree Subject Institution
Year: 1990 Degree: MBA Subject: Marketing Institution: University of Houston
Year: 1988 Degree: BBA Subject: Marketing Institution: University of Texas at Austin

Work History

Years Employer Title Department Responsibilities
Years: 2014 to Present Employer: Undisclosed Title: Financial Industry Consultant Department: Responsibilities: Consulted on several studies on financial industry strategy and product management with Gerson Lehrman Group (GLG), and participated in marketing research with two local firms, C3 Research and Product Insights.

Career Accomplishments

Associations / Societies
American Marketing Association (AMA)
Licenses / Certifications
FINRA Series 7

Fields of Expertise

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