
Strategy Execution via Culture Change - Innovator of Customer Engagement and Acquisition Programs
San Francisco Bay Area

Strategy Execution via Culture Change - Innovator of Customer Engagement and Acquisition Programs
San Francisco Bay Area
Execution of Strategic Change -- Aligning Culture with Business Direction -- Customer Engagement and Acquisition -- Merger/Acquisition Success -- Scenario-Based Strategic Planning -- Building Market Traction for New Ventures
(Financial Services industry)
August 2009 — Present (5 months)
Bernal Bucks is a local money pilot, highlighting the economic livelihood of the Bernal Heights neighborhood in San Francisco. The initiative provides bonuses for residents who buy local and lowers transaction fees for businesses. Bernal Bucks also help fund community projects.
(Marketing and Advertising industry)
2002 — Present (7 years )
Formulating and executing market strategies. Market entries. Re-positioning. Segmentation. Launches. Organic Growth. Mergers. Working with executives to manage culture change in strategic transformations. Clients include: Siemens, Texas Instruments, Wells Fargo, Union Bank, Guidant, Hitachi, Fireman’s Fund Insurance, Deutsche Telekom, Wachovia/FirstUnion, Commerzbank, Island Insurance, Telecom Italia, Intellectual Ventures, Memec Electronics, National Semiconductor.
(Privately Held; Banking industry)
April 2006 — March 2009 (3 years )
Leader of Product Management, Customer Experience Management, and Marketing to mass affluent, small business, and consumers. During these years, the bank's retail operation was chartered to transform itself from a focus on accounts to a customer-oriented organization. With a solid eye on customer needs, Union Bank (over $60bn in assets) has weathered the credit crisis better than its peers and has emerged in a stronger position.
(Management Consulting industry)
April 2003 — May 2006 (3 years 2 months)
(Public Company; 5001-10,000 employees; Computer Software industry)
2000 — 2001 (1 year )
(Public Company; 1001-5000 employees; Computer Software industry)
1999 — 2000 (1 year )
(Management Consulting industry)
1995 — 1999 (4 years )
(Public Company; Semiconductors industry)
1994 — 1995 (1 year )