Sales Marketing

Robert Karwowski

* ********* *****, ******* ** **854

203-***-**** ( ****************@*****.***

Financial Services Marketing Professional

Talented Marketing Professional with 6 years of experience ranging from

branding transition to vendor relationship. Experienced in the management

of marketing collateral through multiple mediums both internal and

external. Continuously excelled in several positions which expanded my

competencies throughout the wide ranging world of marketing. Keen ability

to effectively analyze product representation issues and present viable

recommendations resulting in enhanced efficiency. Performance driven, with

proven skill in developing marketing initiatives and project management of

the initiatives. Possess an avid desire to learn and grow.

CORE COMPETENCIES

(Campaign Management (Vendor Relationship ( Problem Solving

(Financial Product Management (Rebranding (

Communication Skills

(Promotional Marketing (Budget Management ( Project

management

HIGHLIGHTED CAREER ACHIEVEMENTS

. Managed a month-long campaign promoting Royce & Associates in the

Smith Barney channel by creating specific promotional marketing

collateral, which resulted in positive fund flows

. Assisted in branding transition from Citigroup Asset Management to

Legg Mason by rebranding and realigning product specific marketing

collateral, ensuring accuracy and adherence to branding guidelines

. Strategically developed marketing initiatives for Legg Mason Funds,

Legg Mason Partners Funds and Royce Funds by analyzing fund flows,

fund performance and assets under management

PROFESSIONAL EXPERIENCE

Small Business Consultant, Norwalk CT July

2009 - Present

. Created and implemented full business marketing plans for various

small businesses including small hedge funds

. Researched demographics and sales tactics to ensure high rate of

return on investments

. Produced marketing materials and ideas that generate interest in the

small business such as advertising, website development, promotions

and media coverage

Legg Mason (formerly Citigroup Asset Management), Stamford, CT April

2004 - December 2008

AVP - Marketing Communications, 12/2006 to 12/2008

. Created effective marketing collateral and managed them through Legal,

Design, Production, and Distribution

. Managed the relationship between the central marketing unit within

Legg Mason and the Legg Mason subsidiary, Royce & Associates

. Attended various national sales meeting to meet with sales

professionals from the field to gain ideas for new marketing campaigns

. Successfully maintained a 1.5 million dollar budget for the marketing

communications team including budget management and vendor

relationship

. Collaborated with the web development team to successfully revamp and

restructure the company website. Worked with various business related

departments to identify best practices for the company website

. Directed project kickoff meetings with Legal, Graphics, Investment

Specialists, Channel Managers and Web Development to easily launch

each project, promote a smooth production process and create materials

that can be leveraged across all channels, enhancing efficiency

. Wrote quarterly effective marketing content such as portfolio manager

commentaries, product brochures, product presentations and sales ideas

. Collaborated with vendors of major financial magazines and newspaper

publications to distribute third party reprints and endorsements to

the sales force

. Communicated product changes to channel marketing personnel

. Monitored and quantified the efficacy of marketing collateral by

evaluating sales trends

. Ensured that quarterly updates are completed accurately and quickly

. Monitored the effects of marketing collateral on sales and reported

outcomes to senior management

. Created over forty reprints from major financial publications, to

promote sales of the featured product

Marketing Associate - Mutual Fund Product Marketing, 04/2004 to 12/2006

. Researched market competitors to learn about what other firms were

promoting.

. Worked with a team creating marketing campaigns for sales

. Created databases showing the use of marketing materials that were

created

. Learned important aspects of the Mutual Fund business by attending

sales meetings and other industry conferences

. Implemented various marketing campaigns by learning how the market was

performing and the types of mutual funds people needed for their

portfolios

Salomon Smith Barney (Citigroup), Stamford, CT April

2002 - April 2004

Operations Consultant

. Researched and reviewed client information using FCI and FCLinx,

databases and various system codes

. Trained staff to use File Tracker, a document tracking application,

and solved the problems encountered by various users

. Managed daily flow of client contracts and supporting account

documents

. Created effective management reports using Microsoft Software: Excel,

Word, Access, and PowerPoint

EDUCATION

Bachelor of Science in Business Administration/Marketing, Western

Connecticut State University, September 1999 - December 2003

PROFESSIONAL SKILLS

. Morningstar/Lipper/Wiesenberger/ Ibbotson

. Microsoft Office Suite

. Adobe Acrobat

. FCI/FCLinx

. Citigroup Volunteer Team

. File Transfer

. Proficient in Polish

References available upon request

Contact this candidate