
Experienced Online and Direct channel strategist
Greater New York City Area

Experienced Online and Direct channel strategist
Greater New York City Area
I have 20+ years experience in managing the strategic, business and tactical operational aspects of the Direct channels for a $21 billion organization - including Online, ATM/Debit and Call Center. My primary focus is on cost-effective sales and service innovation, with direct experience in new product and channel development; Call Center sales and service management, and increasing profitability from key systems refinement/conversions.
Online and Direct delivery/sales channel strategic management; project management, team leadership, vendor selection/negotiation; Debit/ATM operations, public speaking and presentation.
(Public Company; 1001-5000 employees; PBCT; Financial Services industry)
2007 — Present (2 years)
Same as at People's Bank - Promotion as well as Corporate Name change in 2007
(Public Company; 1001-5000 employees; Financial Services industry)
October 1985 — Present (23 years 4 months)
Responsible for strategic and ongoing management of all direct banking channels, including Bank marketing & transactional websites, Call Center, and ATM & Debit Card services. Currently managing a mix of over 120 professionals, developers and non-exempt staff.
Significant projects have included:
• Flawless conversion of 165,000 online users to a new online banking platform, including design and implementation of 97% effective customer communication plan - resulting in decreased TCO costs versus prior system and increased customer retention of 5% within 6 months.
• Outsourcing of ATM & Debit card processing resulting in decreased costs of $1 million annually.
Other projects of note include development and management of integrated Call Center, web and email marketing initiatives, video banking, kiosk self-service banking and other direct programs.
(Privately Held; 11-50 employees; Financial Services industry)
August 1983 — July 1985 (2 years)
Primary duties included research and analysis on a macroeconomic scale. Responsible for writing original topical economic analysis articles and investment strategy responses for executive and investment advisory newsletter
Masters, FInance, 1991 — 1993
BA, Economics, 1979 — 1983
NYCE Network Advisory Group, Black Rock Congregational Church,, Christian Heritage School
People’s Bank Excellence Award winner - second highest Quality award given by People’s, for overall management excellence of multiple strategic projects.