Marketing Professional eager to apply dyna
communication, relationship building and leadership skills toward actively
supporting the employer in opti mizing sales
and profits with focus on wealth management and high net worth investors.
Over 20 years of successful diverse business experience in the financial service sector.
Expertise in wealth management marketing.
Adept in events, sponsorships, promotion, direct mail and market material development.
Long-term service with present employer through multiple acquisitions.
Outstanding key player in success of merger/acquisition process.
Contribute to numerous projects serving multiple teams.
Strong capability in sourcing and executing large-scale sponsorships.
Highly motivated and dedicated individual with solid project management, strategic planning, forecasting and team leadership abilities.
Expertise in the development and maintenance of highly positive client relationships with high net worth individuals.
Record of progression to assignments of increasing authority and responsibility.
Proficient in customer service within team and individual environments.
Proven communications, role-modeling and team participation abilities.
Demonstrated capacity to develop rapid and effective client rapport.
Track record of consistent achievement/over-achievement of goals in competitive environments.
Strongly service-oriented with ability to meet critical needs.
Highly observant, detail-oriented individual able to evaluate people.
Well organized multi-tasker.
Excellent time management and presentation skill sets.
of America, Livonia,
2007 - Present
Program Development Manager
Tasked with critical responsibilities in client communications, business support and team integration upon LaSalle acquisition by Bank of America.
Member of the team handling client communications to existing LaSalle clients regarding the merger with Bank of America.
Global Wealth & Investment Management (GWIM) line of business including
clients in Private Wealth Management and Pre
Banking and Investments.
On the team that originated client newsletter with editions for various LOB's and focus on specific GWIM versions.
Team launched customer day one communication covering changes.
systems day one communication custo
mized to each
client explaining account changes.
manage the custo
mization of special
client communications for clients covering ETI's (Early Transition Items), a
special service aiding clients with specific accounts/services to be
discontinued or changed.
Effectively support GWIM LOB's in critical marketing efforts.
In this regard, coordinate direct mail, advertising, participated in key client events, rebranding marketing materials and relocating databases for Associate usage.
Worked with integrated transition teams to coordinate and synchronize transition activities.
Reviewed client communications and managed the review process client communications.
C October 2007
Successfully negotiated sponsorships with Lake Forest Showhouse and Art Chicago.
Assumed major duties related to group restructuring.
Coordinate and provide advisement to senior management.
Originate sales presentations for marketing teams.
Facilitate Marketing Group project planning and comprehensive budgeting.
Orchestrate special projects and events.
Directed Wealth Management Mortgage Communications Project that transferred mortgages to LaSalle Bank.
Executed Make the Connection Campaign, B2B referral cross-selling program, and oversaw commercial banking referrals.
Designed and executed multiple direct mail programs.
Support client retention, revenue generation and cross-selling activities.
National Bank, Farmi ngton
Hills, MI 1981
Section Leader, Securities Settlement (2000-2001)
Promoted to lead team facilitating domestic trade settlements, research and operational issues.
Ensured settlement of global custody trades, maintained currency balances and processed global custody payments.
Global Securities Specialist (1998-2000)
Advanced to ensure settlement of global custody trades for Trust customers.
Researched and resolved operational issues while supporting multiple business units, Investment Advisors, Brokers and vendors.
Investment Operations Analyst (1993-1998)
Tasked to produce trade settlements, facilitate planning/testing and implement products, systems and programs.
Monitored and oversaw 2600 securities holdings for 3257 safekeeping accounts.
National Bank as Senior Settlements Clerk, Foreign Exchange Settlements Clerk,
Supervisor, Re mittance
Processing Service, Re mittance
Processing Clerk and Proof Operator. In these assignments, built
outstanding financial service, transaction settlement, supervisory, scheduling
and operations skill sets.
Associate of Science, Business
Frontline Leadership Series
Breakthrough Service Performance
COVER LETTER TEXT
Hiring Agent Name
City, State Zip Code
I am currently seeking a
challenging career opportunity in a Financial Services Marketing capacity and
my resume for your review. In advance, I thank you for your time and
As demonstrated in the
accompanying resume, my professional qualifications include over 20 years of
highly successful experience in the banking sector. To complement this
background, I possess demonstrated expertise in marketing to high net worth
individuals, events, sponsorships, promotion and marketing material
development, as well as strong analytical, problem-solving and managerial capabilities.
As an employee, you will find me to be an enthusiastic and disciplined team
supporting you in achieving your objectives through superior performance.
I am confident that I could be a valuable asset to your firm, and look forward to interviewing with you in the near future to further discuss my areas of experience and expertise that would be a contribution to your organization.
Remember: Hire Us To Write YOUR New Resume
And We GUARANTEE That If You’re Not Working In 60 Days Or Less,
We’ll Revise Your Resume, Refund Your Money,
AND Give You $50 EXTRA!