Marketing / Communications Professional. Expertise in creating effective marketing and communications
solutions. Direct mail and consumer segmentation background. A quick study of new technology, concepts
and cultures. Skilled in contract negotiations, project management and creating best practices.
Professional who can provide vision, direction, leadership and motivation to organizations and individuals.
Characterized as energetic, collaborative and analytical with the unique ability to create or improve business results.
Over ••••• years of successful direct marketing and brand management experience in financial services
industry; hands-on approach to implementation of marketing and public relations plans with a track record of
highly successful results; creative and proactive approach to conceptualizing ideas and problem solving.
Over ••••• years of directing marketing aspects of public relations, advertising and brand communications to
accomplish team marketing goals.
Ten years technology application experience, including internet/intranet content management; electronic
publishing; desktop publishing design; creative graphic design; and video/multimedia production.
Over ten years of direct marketing development and utilization of consumer segmentation and metrics techniques.
Over ten years of experience managing teamsencourage trust, cooperation, and team spirit.
Marketing Communications Marketing Metrics Marketing Strategy Marketing Research
Brand Management Corporate Communications Public Relations Change Leadership
FORETHOUGHT FINANCIAL SERVICES, A PRIOR HILLENBRAND INDUSTRY (FORTUNE ••••• COMPANY SOLD TO GROUP OF PRIVATE INVESTORS).
Director of Marketing
Direct the planning, execution, and analysis of company marketing programs. Responsible for delivering brand distinction in driving marketing excellence for organizations defend, differentiate and distribution strategies. Responsible for maximizing marketing reach, effectiveness and efficiency by directing a four-team marketing structure.
1)Communications: Focused on business to business reach
2)Segment Marketing: Addressing channel partners consumer reach
3)Forethought University: Developing and implementing training effectiveness to sales organization and
4)Implementation: Establishing company-wide process and standards efficiency
*Created Forethoughts FastForward Marketing Team, a full-service marketing group that serves channel partners with everything from strategy development to campaign creative, design and implementation.
*Introduced Claritas research and consumer centric marketing techniques to help define target consumer segmentations for channel partners; develop consumer acquisition programs to attract appropriate cluster groups (improved segmented d/m control piece response rate from •••••% to 2%).
*Implemented tracking and marketing measurement programs that utilize data warehousing tools for program dashboards (segmented distribution partners experienced ••••• - •••••% more in revenue by using our lead and acquisition programs, versus those who did not incorporate our programs).
*Direct the development of new training and sales promotional programs for customers and sales reps, aligning production with results.
*Hired new staff members with enhanced skill sets and implemented new cost saving programs/processes that eliminated outsourcing to full-service ad agencies (cost savings of $•••••,•••••).
Job Description: Direct the planning, execution, and analysis of company marketing programs. Responsible for delivering brand distinction in driving marketing excellence for organizations defend, differentiate and distribution strategies. Responsible for maximizing marketing reach, effectiveness and efficiency by directing a four-team marketing structure.
1)Communications: Focused on business to business reach
2)Segment Marketing: Addressing funeral channel consumer reach
3)Forethought University: Developing and implementing training effectiveness to sales organization and channel partners
4)Implementation: Establishing company-wide process and standards efficiency.
PROTECTIVE LIFE INSURANCE COMPANY - BROKERAGE LIFE SERVICES.
2nd Vice President, National Marketing Director
Responsible for strategic planning of fixed and Variable Life product offering collateral. Develop and
implement short/long-term plans and measurements for product-specific direct mail, advertising and value-
added programs. Manage a team dedicated to creating web content, published communications, as well as
promotional efforts. Serve as air traffic controller and subject matter expert on key strategies and
initiatives in terms of communication timing and identification of cross impacts. Responsibility includes
bottom-line budget accountability.
*Directed the branding and promotional efforts of dedicated order entry site and variable universal life
*Spearheaded collaborative efforts necessary to develop a brand tracking system (insures tactical projects
are aligned with brand standards and strategies).
*Oversaw strategic direction & development of industrys first online insurance delivery system for UL/ VUL
*Directed the development efforts of online appointment process for independent brokers/agents.
••••• MARKETING SERVICES. Cincinnati, OH•••••
Independent Marketing Consultant
Developed and implemented short/long-term plans and measurements in building a companys brand
image; developed/enhanced communications using unified marketing messages (including published and
internet/intranet content); developed marketing materials including sales, advertising, promotions, and
public/media relations activities to achieve clients goals.
ASSOCIATION FOR FACILITIES ENGINEERING. Cincinnati, OH•••••
Director of Marketing and Communications
Developed and implemented short/long-term communication plans and measurements in building the
associations brand image in the business and general communities and enhancing communications with the
associations diverse constituency. Major Accomplishments:
*Directed the design and development of member portal and e-commerce website. (Cost savings: $•••••,•••••; possible staff reduction of two; non-dues revenue: $•••••,•••••).
*Developed and cultivated numerous partnering relationships and media trades; established vertical affinity relationships.
WEST SHELL REALTORS, INC., Cincinnati, OH•••••
Vice President, Director of Marketing
Development of short-and long-term transitional service plans for Coldwell Bankers Merger and Acquisition
of the company. Directed institutional advertising campaign for residential real estate division; properly
planned, organized, monitored and evaluated all strategies in the marketing department to effectively meet
*Introduced company to a mechanized ordering system using electronic data integration with outside
WESTERN-SOUTHERN LIFE INSURANCE COMPANY. Cincinnati, OH•••••
Manager, Marketing Communications
January ••••• - December •••••
*Saved $•••••,••••• by implementing electronic communications system between home office and ••••• district
*Implemented home office/sales organization communication program designed to create better awareness
between the two groups, identify their contributions to the organization and enhance service,
communications, and break down barriers.
Job Description: Planned, organized, monitored and evaluated all activities in the marketing communications
department to effectively meet the objectives of the marketing strategy for Western-Southern Life and six
November ••••• - December •••••
Position: Editor, Field Communications
*Introduced IBM Desktop publishing to the company•••••reducing production time by two weeks. Cost savings:
Job Description: Wrote and edited for corporate publications, direct mail and advertising materials and other
company publications. Developed/implemented a proactive media relations program including the cultivation
of relationships with editors and reporters at major trade journals.
June ••••• - October •••••
Position: Mechanized Functions Analyst
Major Accomplishment: Created automated production reports on LOTUS software. Cost savings: $•••••,•••••
Job Description: Analyzed department operations and the need for mechanization of procedures;
communicated operating area requirements to systems analysts.
January ••••• - May •••••
Major Accomplishment: Selected as Team Leader for implementation of an application tracking system. Job Description: Evaluated the financial risk of individuals applying for life, accident and health insurance.
Bowling Green State University. Bowling Green, OH. Business major. Ongoing training, including Marketing ROI, sales and marketing curriculum.
Life Office Management Association
Designation: Associate, Customer Service (ACS).
-Principles of Life and Health Insurance •••••-Operations of Life and Health Insurance
-Legal Aspects of Life and Health Insurance -Marketing Life and Health Insurance-Foundations of Customer Service
Professional licenses: NASD, Series 6 license & Ohio State Life, Health, and P&C licenses (expired)