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Work Background
Director, Marketing
Guggenheim InvestmentsDirector, Marketing
Jun. 2015New York, United StatesI lead a dynamic marketing team, overseeing strategy and execution for multi-channel campaigns that have significantly increased client acquisition and retention. By implementing advanced MarTech solutions like Salesforce and Marketing Cloud, I streamlined marketing operations, improved efficiency, and drove alignment between marketing and sales objectives. I focus on enhancing customer segmentation and personalized experiences, leveraging data analytics to deliver impactful results. Through my leadership, I have improved operational processes, fostered cross-functional collaboration, and contributed to substantial business growth, reinforcing Guggenheim’s position as an industry leader.
Vice President, Marketing & Business Development
Transparent ValueVice President, Marketing & Business Development
Aug. 2012 - Jun. 2015New York, United StatesIn this role, I developed and executed innovative marketing and business development strategies that scaled the firm's assets under management by more than 900%. By leveraging data-driven insights and automation, I enhanced client acquisition and engagement while optimizing business operations to support growth. My ability to identify market opportunities and implement targeted strategies resulted in transformative business outcomes. I also provided mentorship and leadership to teams, driving operational excellence and ensuring the company was well-positioned for its successful acquisition.
Consultant
Lifeline Technology SolutionsConsultant
Jun. 2010 - Jul. 2012Cranford, New Jersey, United StatesI implemented CRM systems and strategies that streamlined processes, increased efficiency, and improved sales outcomes. Additionally, I led targeted email marketing efforts and fostered partnerships with local businesses, expanding market reach and building new revenue opportunities. My work consistently focused on integrating technology and strategy to enhance operations, improve client engagement, and support sustainable business growth.
Project Manager
JPMorgan ChaseProject Manager
Apr. 2008 - May. 2010New York, United StatesI managed operational improvements within the Securities Lending division, leading automation projects that increased efficiency and reduced costs. My role involved optimizing complex workflows, onboarding and managing vendors, and establishing reporting structures to support executive-level decision-making. These efforts improved accuracy, streamlined operations, and enabled the division to better align with business goals. This experience solidified my ability to build scalable processes that drive efficiency and enhance business performance.
Senior Project Coordinator
InsiteResearchSenior Project Coordinator
Dec. 2005 - Apr. 2008I managed client-facing projects, delivering customized CRM solutions for major healthcare clients and ensuring alignment with their strategic goals. I standardized internal processes for proposal submissions, which increased efficiency and improved success rates in securing new business. My ability to collaborate with cross-functional teams and deliver operational enhancements positioned the company as a trusted partner in the healthcare industry and contributed to sustained revenue growth.
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