Management Marketing

JOSEPH L. PETRELLI

**** ***** *****, ********, ** 43220 614-***-**** ******.********@*****.****.***

MARKETING BUSINESS STRATEGY LEADERSHIP

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Skilled and resourceful business leader with expertise providing business alignment and

strategy solutions within the financial services, healthcare and energy industries. Have

successfully applied leadership skills to deliver measurable results developing and

executing business plans, streamlining operations, as well as enhancing delivery and market

penetration. Track record and career focus on achieving profit-oriented results through

attention to the delivery of enhanced and superior client value. MBA graduate of Duke

University, Fuqua School of Business.

Profit and Productivity Focus:

Established tangible profitability and productivity improvements resulting in annual revenue growth

exceeding 20% per year. Results were achieved through attention to efficient management,

coordination and execution as well as strategic enhancement of client service offerings.

Corporate and Product Marketing:

Expanded penetration and sales by apply exceptional marketing skills and management capabilities

to design and deploy corporate and product-specific marketing strategies and campaigns.

Leadership and Project Management:

Strategically refined executive functions, organizational structure, as well as resource utilization and

coordination with applications of leadership and project management skills.

P ROFESSIONAL EXPERIENCE

DEMOTECH, INC.; Columbus, OH 2003 – Present

Actuarial consulting firm providing solvency assessments for the financial services industry.

Chief Operating Officer

Provided strategic management and direction related to corporate planning, marketing, service

delivery, as well as product management and development. Doubled corporate revenues by

refining organizational structure, expanding management and optimizing technology resources.

Corporate and Operational Achievements:

Productivity and project execution improvements achieved with a focus on competitive and

sustainable business practices, staff engagement and accountability.

Identified, negotiated and procured a new facility. Was responsible for design and renovation of the

corporate space, as well as for overall facility and tenant management. Development and renovation

efforts expanded leasable square footage and rental revenue by more than 15%.

Marketing and Business Strategy Achievements:

Business development efforts expanded and developed channels by refining service offering,

enhancing corporate communication and by successfully pursuing new market segments. Efforts led

to a revenue increase of more than $600k annually.

Refined marketing and communication into a cohesive corporate and service-oriented message,

delivered through the redesign of all traditional and electronic promotional materials. Efforts also

successfully distributed corporate material to client and 3rd party channels.

Nurtured client relationships with an emphasis on coordinated interaction and communication,

improving client cross-service adoption by 25%.

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JOSEPH L. PETRELLI

Product Development Achievements:

Managed all cross-functional responsibilities associated with the market assessment, acquisition,

development, refinement and annual production of an insurance industry publication.

Reduced annual development time by more than 30% by introducing systematic and automated

production solutions.

Exceeded profitability goals, achieving aggressive revenue growth through attention to quality,

pricing, promotion and subscriber retention.

Leveraged communication and account management practices to increased annual subscriber

retention by more than 350%.

Information Technology Achievements:

Managed the infrastructure and technology resources, improving reliability, capabilities, as well as

reducing overhead through centralizing coordination, procedures, deployment and reporting.

Managed vendor relationships, including IT and consultants, designers, developers, hosting services

as well as contractors and suppliers.

THE HARTFORD; Hartford, CT Summer 2002

MBA Internship – Personal Lines Marketing

Provided recommendations for tactical and strategic improvement of the agency business activity

using market analysis and forecasting models to accurately manage operations.

Achievements:

Facilitated state-level analysis of the agency personal insurance products, a $1 billion line of business,

by developing marketing plans and reporting standards.

DELOITTE CONSULTING; Cincinnati, OH 1997 – 2001

Provided Enterprise Resource Planning (ERP) consulting services to numerous organizations,

including Mutual of Omaha, CNA Insurance, Kaiser Permanente, Detroit Edison and Exelon Energy.

Experienced increased responsibilities in roles analyzing, designing, configuring and testing software

to meet client specifications and requirements.

Consultant 1999 – 2001

Enterprise Resource Planning System Implementation. Participated in systems integrations,

with concentration on General Ledger configuration, report development and cost allocation.

Activity-Based Costing Design. Supervised design efforts resulting in the client’s strategic

re-alignment and adoption of new systematic cost distribution methodologies.

Systems Analyst 1997 – 1999

Enterprise-Wide Software Selection. Assisted in software replacement selection for enterprise

systems, including General Ledger, Payroll, Benefits as well as Fleet Maintenance alternatives.

E DUCATION

DUKE UNIVERSITY, The Fuqua School of Business; Durham, NC 2001 – 2003

Master of Business Administration.

MIAMI UNIVERSITY; Oxford, OH 1993 – 1997

Bachelor of Science in Business. Degrees in Marketing and Decision Sciences.

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