
Financial Services Internet Guru
Greater Philadelphia Area

Financial Services Internet Guru
Greater Philadelphia Area
Results-oriented executive with demonstrated success in financial services strategy, product development and management, and online marketing. Proven track record of leading organizations and delivering profitable innovation.
eCommerce, Online/Internet Marketing, Direct Marketing, purchasing, project management, product management, product development,
(Privately Held; 201-500 employees; Internet industry)
January 2008 — Present (1 year 11 months)
(Public Company; 10,001 or more employees; JPM; Financial Services industry)
December 2004 — December 2007 (3 years 1 month)
Responsible for online marketing efforts to existing cardmembers. Manage staff of five that runs e-mail, banner ad efforts, and offline marketing that is designed to increase online enrollments, balance transfers, payments, fee-based services, and strategic business unit online campaigns. Successes during 2006 include: a 143% increase in the marketable e-mail address database; implementation of a comprehensive anti-phishing strategy adopted by all Chase Lines of Business; and over $2.8 billion in online balance transfers.
(Privately Held; 11-50 employees; Marketing and Advertising industry)
January 2003 — October 2004 (1 year 10 months)
Project Manager for a boutique marketing solutions firm that provides actionable customer segmentation strategies and the tools to implement them. Clients include the 2nd largest credit card issuer, the second largest wireless carrier, and the nation’s largest publicly held personal lines insurer.
(Public Company; 10,001 or more employees; CMA; Banking industry)
September 2000 — January 2003 (2 years 5 months)
Oversaw Internet initiatives associated with customer sales and servicing and web-enabled business functions. Managed the development of requirements and oversaw the implementation of initiatives. Project portfolio consisted of over ten projects and a capital budget in excess of $8 million.
• Project portfolio included: Personalization services; Electronic Response Management (including online ad campaign management); tools to help customers select among Comerica products; Triggers (event based e-mails and pager messages based on account position); Comerica Forms Engine (secure forms product inquiry and purchase engine); Account Aggregation <comericacentral.comerica.com>; and Internet-based account statements. Participated on the project teams for Cash Management system upgrade; Web Banking upgrade; Internet-based Letter of Credit system; online access to check image archive; and online Foreign Exchange.
(Public Company; 10,001 or more employees; CMA; Banking industry)
September 1997 — September 2000 (3 years 1 month)
Senior Product Manager responsible for fee-based products including online banking for small business customers, business debit cards, balance reporting by fax, payroll services, retirement products, and group insurance benefits. Product management functions include new product development; channel management and sales force support, pricing, and product promotion.
(Non-Profit; 51-200 employees; Banking industry)
January 1995 — September 1997 (2 years 9 months)
Managed BAI’s emerging issues research program. Research studies focused on issues of a strategic and policy-level nature and were conducted in concert with bank advisory groups and respected consulting partners including McKinsey & Company and the Boston Consulting Group.
• Responsible for recruiting Industry Advisory Group, leading research efforts, completing final report, marketing results to the industry, and conducting presentations of the findings.
• Research included: Unlocking Winning Strategies to Serve Small Businesses (1997), The Information Superhighway and Retail Banking (1995), and Building Better Banks (1996).
(Government Agency; 10,001 or more employees; Government Administration industry)
July 1991 — December 1994 (3 years 6 months)
Assisted senior Treasury officials in the development and execution of the Administration’s financial institutions policy:
• Worked on legislative initiatives including the Riegle-Neal Interstate Banking and Branching Efficiency Act of 1994, the Riegle Community Development and Regulatory Improvement Act of 1994, and the FDIC Improvement Act of 1991.
• Wrote congressional testimony for the Under Secretary for Domestic Finance on bank regulatory burden and credit availability for small businesses.
• Appointed into the excepted service under the Presidential Management Intern Program.
MPA , Master of Public Administration , 1989 — 1991
BS , Business Administration , 1985 — 1989