JEFFREY P. CHISHOLM
*** **** **** ******, *** York, NY 10023
abmf0j@r.postjobfree.com
Summary
Marketing strategist with extensive experience in strategic
planning, marketing communications, market research, business
development, and sales. Strong background in technology and
financial industries.
Experience
BANK OF NEW YORK MELLON; New York, NY 2006-2010
Vice President - Global Strategic Sales
Supported internal marketing efforts of six lines of business
accounting for over $3 billion in revenue
. Identified catalysts for potential company-wide sales campaigns,
developed internal talking points, outlined key prospect profile
and coordinated prospect identification for each line of
business; led monthly campaign status meetings with management,
and developed campaign reporting materials.
. Organized and led cross-sell roundtable discussions with the
heads of sales of numerous lines of business to identify
potential internal cross-sell initiatives
. Proactively identified and developed internal cross-sell
marketing material distributed to entire client-facing staff of
over 10,000 employees
. Developed all of division's marketing materials including:
glossy brochures, selected website content, and quarterly
"highlights" mailings
. Recruited by senior management to participate in major post-
merger company-wide strategy projects. These include: Global
Client Management restructuring / reductions in force, key
segment identification and opportunity quantification, post-
merger revenue synergy identification, quantification, and
tracking
. Chosen by senior management to participate in Strobel Honors
Accounting & Management Information Systems program
DIAMONDCLUSTER INTERNATIONAL; New York, NY 2005-2006
Strategy Consultant - Business & Analytics
Assisted client organizations in developing and implementing growth
strategies, identify emerging markets, and lead change management
projects. Projects included extensive stratic planning and
financial modeling. Project work included:
. Fidelity Investments - Worked directly with the SR VP of Sales &
Marketing advising them on how to best capitalize on the growth
in Health Savings Accounts (HSA). Performed competitive analysis
of existing capabilities in the industry, identified pent-up
demand areas, and developed a financial model to analyze
potential offerings.
. Guardian Insurance - Worked in a cross-functional team managing
business analysts within Marketing, IT, Operations, and New
Product Development, overseeing and directing change management
initiative surrounding $100M+ technology deployment. Developed
frameworks and methodologies, and led client team in execution
of organizational readiness assessment, impact assessment, risk
analysis & mitigation, communication plan, and training plan
across all affected & interested stakeholders.
. Allstate Insurance - Worked with the SR VP of Customer
Experience (CE), advising them on ways to improve CE across all
offerings. Performed competitive analysis to determine
capability gaps vs. industry parity, ran focus groups with
internal employees, brokers, and clients to determine service
lapse areas, and recommended specific areas for improvement,
resulting in a 3-year $50+ million corporate investment.
. Morgan Stanley - Working with the Law & Compliance department,
managed and coordinated numerous internal projects to address
SEC regulatory concerns, including strict documentation of tasks
and project management milestones.
. Catalina Marketing - Working with the sales & marketing
department, advising them on the potential of the Health Savings
Account Market and how to best leverage their infrastructure to
partner with members of the HSA value chain and help target
consumers directly. Developed the partnership message to
numerous healthcare and financial companies, communicated with
senior management of those companies.
SANFORD C. BERNSTEIN, LLC; New York, NY 2003-2004
Vice President, Institutional Sales
Communicated Bernstein's industry-leading equity research to Large
Cap portfolio managers and hedge funds
. Recommended outperforming sectors and securities to some of the
largest asset managers in the industry
. Developed and distributed the firm's "focus list" of key stock
ideas, including specifically choosing which stocks were deemed
attractive based on Bernstein's view of current valuation,
fundamentals, and upcoming catalysts
DIMENSION DATA GROUP; Framingham, MA
1997-2001
Team Leader - Service Providers (1999-2001)
Led team in developing strategic focus for emerging client segment
. Named #1 national account executive for FY2000 out of
approximately 150 account executives based in North America,
with over $1.5 million in gross profit (150% of quota)
. Acted as business development liaison between team and our
manufacturers' local management
. Ran company-wide internal sales training to teach best practices
in targeting and positioning
Account Manager - THE RE/COM GROUP (1997-1999)
Individual sales contributor, responsible for prospecting, cold-
calling, and closing sales
. Earned "Rookie of the Year" in 1998 with 270% of quota achieved,
top Account Manager in 1999 with 300% of quota achieved, and
First "Million-Dollar Man" in company history
. Generated 15% of the 50-employee company's revenues in the year
RE/COM was purchased by Dimension Data for $45MM
Education
Master of Business Administration, 2003 - With Honors
BABSON COLLEGE, OLIN GRADUATE SCHOOL OF BUSINESS; Wellesley, MA
Focus: Global Marketing and Global Strategic Management
Bachelor of Science, Marketing, 1997 - Minor: Computer
Information Systems
BENTLEY UNIVERSITY; Waltham, MA
Honors: Dean's List, Honors Internship Program
Jeff Chisholm abmf0j@r.postjobfree.com
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