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Work Background
Menchie's Frozen YogurtFranchise Owner - Silent Partner
May. 2023Duluth, Georgia, United StatesAdvise on operations as needed, including operational processes, hiring, inventory management, and marketing strategy. • Developed strong supplier/vendor relationships to ensure timely and cost-effective inventory procurement. • Implemented performance management strategies to optimize team productivity and customer satisfaction.
Morgan StanleyVice President, Business Management & Operations
Feb. 2022 - Jul. 2023
Morgan StanleyVice President, Business Management & Operations
Feb. 2022 - Jul. 2023
Morgan StanleyVice President of B2B Digital Content and Social Strategy
Jan. 2021 - Feb. 2022Alpharetta, Georgia, United States
Morgan StanleyVice President of B2B Digital Content and Social Strategy
Jan. 2021 - Feb. 2022Alpharetta, Georgia, United States
E*TRADE Financial Corporation (now Morgan Stanley)Head of B2B Marketing
Aug. 2014 - Jan. 2021Alpharetta, GA■ Develop and execute comprehensive B2B marketing strategies while developing and managing overall Corporate Services Marketing budget ■ Lead marketing strategy and execution of key industry events as well as our core annual client event – including developing and influencing overall strategy, driving marketing/branding awareness through booth design and presence, creating and delivering the conference app, and providing on-site leadership to ensure conference success ■ Form strategy to overhaul current collateral program ■ Create and deliver messaging for printed collateral and web content, incorporating value proposition to drive differentiation and support Corporate Services sales goals ■ Build relationships with and effectively lead cross functional teams to deliver clear and precise communications, collateral, and advertising accurately and on time – including managing internal reviews from the line of business, Ad Review, Legal and Compliance ■ Responsible for B2B marketing communications planning and functions ■ Evaluate, select and manage vendors to deliver on key line of business initiatives
EquifaxSr Director, Product Management
Oct. 2011 - Aug. 2014Atlanta, Georgia■ Collaborated with Commercial Sales, Product, Marketing, and Technology to deliver Commercial data assets through an online tool built on Salesforce.com – the strategic business process enablement tool targeting Non FI customers for Commercial BU ■ Integrated all core risk data assets into the strategic decisioning tool, including Commercial and Consumer data for US and Canada; focused on expanding to include Marketing and key Analytics ■ Effectively developed internal relationships and established cross-functional teams to focus on driving growth in new business acquisition utilizing our go-to-market technology platform ■ Successfully managed vendor relationships covering 3rd party partners ■ Engaged customers and sales ongoing to establish better voice of customer and competitive insight and to drive increased sales activity ■ Launched new platform for Commercial customers allowing one point of access to US, Canada and global data through the Equifax UK bureau – includes go-to-market planning and strategy development, sales training, communications
SHL Group (formerly PreVisor)Marketing Events Manager
Jan. 2009 - Dec. 2011■ Manage and execute on annual client appreciation event, including management of internal and external resources as well as extensive vendor management ■ Lead strategy and development of all other marketing events in a business-to-business market to include tradeshows, speaking engagements, and webcasts to drive maximum leads for sales channels ■ Develop all event communications to publicize each event and work directly with the sales teams to raise awareness and drive high levels of attendance and participation by targeted audience ■ Provide coordination and detailed project management to ensure success of each event
PreVisorSenior Product Marketing Manager
Jun. 2007 - Apr. 2009■ Created product launch and go-to-market process – led quarterly software releases and product launches by developing and delivering sales training, developing marketing and customer-facing collateral, and creating all customer communications ■ Produced go-to-market kit and partnered with product management, software licensing, client solutions and sales operations in effectively launching new products ■ Initiated 2008 corporate strategy to simplify the product portfolio as well as identified key market to target for 2008 – leading development of buyer personas, new packaging strategy ■ Built relationships with analysts to obtain key market and competitive information to develop annual competitive deep dive and semi-annual SWOT analysis for the executive team ■ Developed and communicated competitive/industry analysis to support sales in obtaining new business ■ Established win/loss program to gain better understanding of the sales process from the customer’s perspective, which led to key improvements to the overall process
AT&TSr. Product Marketing Manager - Wireless
Jan. 2007 - Jun. 2007■ Leading development of wireline/wireless integration strategy ■ Responsible for all aspects of developing, managing and executing the go-to-market strategy and lifecycle management for wireless and mobile solutions products/offers ■ Partner with product/offer management, channel management, sales and Cingular management teams to execute the introduction and management of offerings ■ Continue developing competitive advantage through ongoing research and study of the market – maintaining up-to-date competitive roadmaps and trends ■ Establishing marketing tools for successful offerings through creation of clear messages, technical marketing and communication documents ■ Provide required input into segment marketing teams to ensure the full communication mix (promotions, PR, events, training, etc.) is being utilized and supports the business goals
BellSouthSr. Product/Marketing Manager - Broadband Services
Feb. 2005 - Dec. 2006■ Developed marketing plan and strategy to deploy a messaging solution in the enterprise and small business marketplace ■ Developed marketing plan and strategy to launch several network security applications in the small business market ■ Directed implementation of 5 new products to ensure customer needs and sales channel needs were met ■ Developed and delivered training documentation related to the launch of the messaging solution and network security application tailored specifically to each Small Business channel ■ Integrated introduction of new business applications into all customer communications and sales channel communications utilizing multiple media – i.e., online, public relations, direct mail, product collateral, etc. ■ Responsible for ongoing product life cycle management of security/messaging applications ■ Effectively established and managed ongoing relationship between marketing, sales channels, sales operations and Product Management
BellSouthSr. Product/Marketing Manager - Long Distance Services
Jun. 2003 - Jan. 2005■ Managed product portfolio of long distance services driving $170M in revenue which equaled a 194% growth over the previous year ■ Decreased Long Distance product/customer churn by 22% by developing and implementing competitive and effective offers/new plans for Core Long Distance Services ■ Continually analyzed the product portfolio to grow retention and reacquisition Long Distance revenue ■ Developed and delivered training documentation related to Long Distance services with all Small Business channels ■ Developed customer communications and sales channel communications associated with all product offers ■ Directed relationship between marketing, sales channels, sales operations and BellSouth Long Distance
BellSouthSr. Marketing Manager - Strategic Planning
Jan. 2001 - Jun. 2003■ Led Quarterly Business Reviews for Small Business Services ■ Provided quarterly operations review analysis ■ Performed business development and planning across all small business products ■ Conducted financial analysis, budgeting and forecasting for Small Business Marketing organization ■ Developed Small Business competitive intelligence ■ Managed special projects as designated including mergers and acquisitions in the small business marketplace
BellSouth (now AT&T)Marketing, Finance
Jan. 1998 - Dec. 2007
Cox EnterprisesAccounting Manager
Jan. 1993 - Dec. 1998
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