Lara Knudsen

Senior Marketing Consultant at Hartford Funds

Location
Greater Philadelphia Area
Industry
Financial Services

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Lara Knudsen's Overview

Current
  • Senior Marketing Consultant at Hartford Funds
  • Community Volunteer at Women's Resource Center
Past
  • National Sales Development Project Manager at Wells Fargo
  • Branch Manager at Wells Fargo Bank
  • Sales Development Consultant at Wells Fargo Financial
Education
Connections

337 connections

Lara Knudsen's Summary

Talented and accomplished project management and operations professional with expertise in process improvement, marketing, and relationship management. Regularly promoted and recognized throughout career. Proven abilities in strategic planning, problem solving, and team motivating resulting in on-time and on-budget project completion. Effective management of timelines, budgets, and resources utilizing Microsoft Project and SharePoint. Strong leadership, communication, and delegation skills have guided project teams to successful project implementation.

√ Leadership, Training, and Teambuilding
√ Results-Oriented Performance Management
√ Developing and Delivering Stakeholder Presentations
√ Performance Trend Analysis
√ Motivational Management of Project Teams
√ Designing Marketing Communications Plans
√ Maintaining Brand Awareness
√ Event Planning and Management

Lara Knudsen's Experience

Senior Marketing Consultant

Hartford Funds

Public Company; 501-1000 employees; Financial Services industry

2013Present (1 year)

Responsible for developing and implementing marketing campaign strategies for target segments to drive brand awareness, financial advisor engagement, lead generation, and cross-sell initiatives. Utilize Salesforce.com and Exact Target to analyze and interpret market information to increase program effectiveness. Partner with Strategic Relationship Management, Content, Design, Research, Legal, and Sales.

• Project lead for creation of website and video for national sales campaign
• Increased audience distribution size by 25% within two quarters
• Increased advisor engagement by 85% within first 6 months in role

Community Volunteer

Women's Resource Center

2013Present (1 year)

Marketing Committee: Member of committee responsible for developing and implementing a marketing plan that identifies the needs of the Women's Resource Center. Creating strategies that encourage consumer involvement and investment in the organization's mission.

Leadership Luncheon Committee: Member of committee responsible for planning and organizing Women's Resource Center's Annual Leadership Luncheon, an event designed to celebrate and honor women who are on the forefront of helping other women and families. Designed project plan tracking document to capture action item completion.

National Sales Development Project Manager

Wells Fargo

Public Company; 10,001+ employees; WFC; Financial Services industry

February 2012April 2013 (1 year 3 months) Philadelphia, PA

National Affluent Sales Development Project Manager (2012-2013), Wells Fargo Bank
Responsible for managing project life-cycles and the ongoing success of Wells Fargo’s Affluent Customer Segment initiatives to increase investment referral and sales performances. Planning, coordinating, and managing business activities and resources to deliver project solutions on-time and on-budget. Tracking and reporting project and budget status to stakeholders. Recognizing project and production issues. Identifying resources and implementing business practices to provide resolution and avoid project delays. Analyzing performance trends and identifying developmental needs for improved program efficiency.

•Increased sales effectiveness in the Affluent Customer Segment by leading project teams across multiple business channels and cultivating strategic partnerships.
•Developed and organized national sales coaches’ conferences. Post-conference survey resulted in 99% participant and 100% leadership satisfaction.
•Designed national licensed banker recognition program supported by executive leadership. Partnered with senior leaders across business lines to define qualifications, construct critical technology, and implement program.
•Improved business efficiency and best practice collaboration by establishing advisory council consisting of select group of high performing leaders.
•Designed company-wide quick reference guides to communicate sales and system updates.

Branch Manager

Wells Fargo Bank

Public Company; 10,001+ employees; WFC; Financial Services industry

January 2011February 2012 (1 year 2 months) Baltimore, MD

Responsible for the sales, service, and operations of retail bank branch. Developed and administered budgets, business development goals and objectives, staffing models, schedules, and performance standards. Managed employee utilization and controlled daily branch operations to improve revenue, decrease expenses, and ensure regulatory compliance. Hired, supervised, and developed sales and service team to serve clients’ financial needs and increase profitability within the market. Coached employees to maximize consumer and business product cross-sell and ensure client satisfaction. Cultivated strategic partnerships with department leaders.

•Led sales and service team effectively through Wachovia to Wells Fargo Bank conversion; increased client satisfaction scores during conversion by 20%, to 92%.
•Built, mentored, and managed highly engaged team resulting in 100% retention of staff.
•Consistently achieved over 100% of sales goals and exceeded service expectations of 80%.

Sales Development Consultant

Wells Fargo Financial

Public Company; 10,001+ employees; WFC; Financial Services industry

January 2009January 2011 (2 years 1 month) Baltimore, MD

Provided sales coaching and credit product training for 400 employees within a six state region. Evaluated effectiveness of programs and provided feedback and recommendations to senior management. Communicated and implemented regional sales initiatives within all production levels. Analyzed performance trends and identified developmental needs to improve sales performance.

•Developed new or redesigned existing coaching protocols to meet and exceed business objectives and improve business efficiency.
•Increased the sale of financial products and services by delivering tools and resources to sales team.
•Personally selected by senior leadership for the Sales Development Consultant role.
•Oversaw credit insurance sales production for 55 stores in 2009; increased penetration 173% from 2008.
•Established new employee training sessions; reduced turnover by 37% and decreased on-boarding time by 50% from 2010-2011.

Senior Branch Manager

Wells Fargo Financial

Public Company; 10,001+ employees; WFC; Financial Services industry

August 2005January 2009 (3 years 6 months) Raleigh, NC

Responsible for the sales, service, and operations of an $80 million financial services branch. Controlled daily branch operations to improve revenue and decrease expenses. Hired, supervised, and developed sales team of 10 employees. Solicited current and former clients to effectively cross-sell loan products, including FHA and non-prime mortgage loans, automobile refinance loans, credit cards, and applicable credit insurances. Managed client relationships and communicated effectively to keep clients informed throughout the process. Qualified clients for loan products by credit and income analysis. Prepared and executed loan documents.

•Increased branch receivables by $23 million, 165% above plan.
•Promoted 12 team members to advanced positions as a result of identifying, assessing and mentoring emerging leaders.
•Exceeded personal and branch sales goals consistently. Recognized as top sales manager in region and as a member of the top sales force in district 2005-2009.

Assistant Manager/Credit Manager

Wells Fargo

Public Company; 10,001+ employees; WFC; Financial Services industry

June 2003August 2005 (2 years 3 months) Annapolis, MD

Responsible for assessing the financial needs of current and former clients to effectively cross-sell all available loan products, including mortgage loans, automobile refinance loans, credit cards, and applicable credit insurances. Qualified clients for loan products by credit and income analysis. Prepared and executed loan documents.

•Exceeded all sales goals.
•Qualified for company-wide top performer conference in 2005.
•Invited to regional top performers’ conference 2004-2005.
•Held regional record for monthly mortgage sales 2004-2011.
•Selected as a member of a three employee team to open and operate a new Wells Fargo Financial branch.

Lara Knudsen's Certifications

  • Series 6

  • Series 63

Lara Knudsen's Skills & Expertise

  1. Coaching
  2. Financial Services
  3. Team Building
  4. Relationship Management
  5. Process Improvement
  6. Project Management
  7. Leadership
  8. Credit
  9. Mortgage Lending
  10. Business Development
  11. CRM
  12. Training

Lara Knudsen's Education

Gettysburg College

Bachelor of Arts (BA), Economics

19992003

Activities and Societies: Track & Field: Captain 2001-2003, Chi Omega Fraternity, Omicron Delta Epsilon - Economics Honor Society

Gettysburg College

Bachelor of Arts (BA), Business Management

19992003

Lancaster University

20022002

study abroad program

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