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Sales Management

New York, New York, 10023, United States
May 25, 2010

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*** **** **** ******, *** York, NY 10023



Marketing strategist with extensive experience in strategic

planning, marketing communications, market research, business

development, and sales. Strong background in technology and

financial industries.


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


. Chosen by senior management to participate in Strobel Honors

Accounting & Management Information Systems program


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



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


Master of Business Administration, 2003 - With Honors


Focus: Global Marketing and Global Strategic Management

Bachelor of Science, Marketing, 1997 - Minor: Computer

Information Systems


Honors: Dean's List, Honors Internship Program

Jeff Chisholm

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