SVP, VP Marketing Strategy
Orange County, California Area
SVP, VP Marketing Strategy
Orange County, California Area
(Marketing and Advertising industry)
November 2007 — Present (2 years 1 month)
CREDITREPORT.com - Interim CMO, Marketing / Business Strategy (Consultant)
• Strategy: Developed Marketing Plan, Loyalty Plan for Online Marketing Channels, planned budget in excess of $80 Million
• Agency Management: Media, Display and SEM / PPC Agency
• Managed Affiliate Program and Business Development function
• Revenue Generation: Lead Generation Program and Integration Plan
REOTrans.com (SaaS) - Vice President of Marketing (Consultant)
• Developed marketing and life cycle strategies for B2B, Mortgage and Real Estate Agent Channels.
• Provided revenue and analytic models for reaching target segments based on proposed marketing strategy
• Advised and Organized Marketing Structure, Products and Strategy
Consulting and Advisory Engagements:
ACCENTURE: Marketing Best Practices Adviser
• COMERICA BANK– Advise and Manage Multicultural B2B Marketing and Agency Procurement for small business banking products
• FIRST TENNESSEE BANK– Advise and Assist on Online Agency Search, Negotiation and Review
PMC MORTGAGE: Strategy Engagement – Wholesale, Retail and Telemarketing
• Formalized Marketing Strategy and Tactics, Lead Generation, Customer Acquisition and Retention Plan and Budget for Wholesale and Retail Origination Platform
(Public Company; HRB; Financial Services industry)
January 2007 — November 2007 (11 months)
The Senior Vice President of Marketing (SVP) is responsible for the marketing for all loan origination channels. These include: Wholesale Lending, National Accounts, Servicing, Customer Retention, and Emerging Markets.
Reporting to the Chief Sales Officer, the SVP of Marketing manages a team of 30 through five direct reports (Manager of Marketing (East/Media/National Sales), Manager of Marketing (West/CRM), Manager Data/CRM Projects, Trade Show Manager and Creative Services Manager).
Responsibilities include all aspects of marketing, advertising, and budgeting including brand platform and management, market research, product development, and collateral development to support a network of a national sales team of 1,000 associates.
• Directed the company’s advertising and brand repositioning and initiated the Organization’s Online Advertising and Email Marketing
Reason for change: H & R Block closed its mortgage origination unit and proceeded to layout the entire support staff and executive team.
(Public Company; 5001-10,000 employees; NEW; Financial Services industry)
August 2002 — January 2007 (4 years 6 months)
The Vice President of Marketing , reports to the President and Executive Vice President, Marketing. Managing a team of 105 retail and 40 wholesale through 12 direct reports
Responsibilities included : strategy, advertising, online marketing, direct marketing, lead generation and 100 million + P & L for the brand including. brand management, market/marketing research, sponsorship development, event planning, and collateral management for a network of 3500 U.S. based sales team operating through 230 branch locations and 35 wholesale locations.
Direct Marketing included generating & distributing 75K monthly leads, 900K annually to 100 branches across the U.S. Online marketing through portals, social networks, email and forums to generate high converting leads and awareness for mortgage, insurance and credit based products.
(Information Technology and Services industry)
January 2001 — August 2002 (1 year 8 months)
Reported to the President, FirstPoint Energy Corporation. Managed a team of three through three direct reports (Manager of National AMR Marketing; Manager of ASP Services; Manager; Marketing Coordinator). Responsibilities included: developing and executing business to business marketing plans; Product Management,; directing, planning, and managing advertising media plan; and directing, tracking, managing all direct marketing to multiple vertical markets, web site management and Internet strategy; creating, integrating, and managing corporate identity; directing and managing advertising agency relationship; and managing marketing collateral content, design, and production.
(Privately Held; 51-200 employees; Internet industry)
January 2000 — January 2001 (1 year 1 month)
Reported to the Director, business to business marketing. Managed a team of two (B2B Assistant Marketing Manager, B2B Coordinator). Responsibilities included analysis of site metrics, monetization of the business-to-business site, and B2B customer acquisition through channel market advertising and sales support. Recognized company-wide as an Outstanding Performer (President’s Club) in February 2000 and January 2001.
(Privately Held; Information Technology and Services industry)
May 1997 — January 2000 (2 years 9 months)
Reported to the Executive Vice President, Sales and Marketing. Responsibilities included marketing strategy and planning, new product/software development for AMR hardware and wireless devices and cross-functional project team management. Duties also included execution of primary research strategies and interpretation of secondary research. Managed and marketed technical product line of meter reading systems, installation, wireless devices hardware and software for the United States, Canada, and Mexico.
(Marketing and Advertising industry)
October 1993 — April 1997 (3 years 7 months)
Martial Arts, Interactive Advertising, Marketing, Management, Negotiation, Business Planning and operations, New Business Development, Building Business and Strategy for Small Organizations
American Marketing Association
The DMA
Marketing Association of America
American Management Association
The CMO Club
* MarketingExecutive.biz Recognized as one of the Most Influential Marketing Blogs and Podcasts - Ogilvy and Mather Advertising
* Volunteer of the Month, Manhattan Beach 2002
* President's Club -Bizrate.com
* President's Award - Teldata Solutions
* President's Club Award - New Century Financial 2003-2007