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Key Services Offered:
Marketing Strategy, Product Development & Management,
Strategic Planning, Developing Service Strategies, Sales Management,
Managing Business Lines and Product Lines.
Core Experience of Principal:
Nearly 20 yrs. - Managing product lines (including
new product development) for a $10.5 billion national bank as
a Group Product Manager to maximize business profitability (including
mkt. research, product analysis & development, competitive
analysis, pricing, profitability, advertising & PR plans).
Started & managed 50+ person new division for bank to offer
mutual funds & annuities to bank customers. Marketing Director
for 2 years for an independent stockbrokerage firm. As President
& Co-owner, managed all aspects of a health club with heavy
emphasis on marketing a small business through efficient channels
(implemented sales & mkt tracking and reporting systems in
order to track effectiveness of strategies & refine to improve
results).
I am highly analytical & can break down a large amount of
information into its logical parts. I like the strategic planning
process of breaking companies down into their finest parts, optimizing
the strategies to make each part as effective as it can be; thereby
enhancing the overall effectiveness of the company. With my extensive
marketing background, I have been thoroughly conditioned to always
start with the "end user" or consumer first and work
backwards when developing strategies in order to maximize results.
I truly believe that the company that best meets the customer's
needs usually wins.
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Qualifications:
Accredited Associate, Institute
for Independent Business (AInstIB).
Industry Sectors worked in:
Extensive Corporate Marketing & Product Development
/ Mgt. experience with major banks Extensive Personal Financial
Planning experience (formally a CFP and General Securities Principal
(Series 24) & Gen. Sec. Rep (Series 7); also previously Life
& Health licensed. 7 years experience using effective marketing
and management strategies learned working in "big business"
and applying and refining those strategies to work in "small
business."
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