Marketing Sales
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Name: Kate Duggan
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KATE DUGGAN
Silicon Valley / San Francisco kduggan @ pgnetwork.net
Marketing Executive
Innovative marketer with 15+ years experience in financial services, eCommerce/Internet
and consulting, whose programs at E*TRADE and Schwab have delivered $4B in new assets, 1MM
new customers and $500MM revenue.
Specializes in growth (market share, revenue, assets, customers, accounts) of medium-
sized to Fortune 500 firms
Excels at integrated marketing strategy & execution that resonates with audiences and
exceeds performance goals
Known for sharp business acumen, creative problem solving & operational excellence
(managed $40MM budget)
Proficient at creating highly effective B2B and B2C brand engagement, lead and demand
generation campaigns and integrating them across all relevant branding, advertising,
communications and promotional channels
Skilled at developing and leading high-performing partnerships, teams and agency
relationships
[ Experience ]
Social Enterprise Organizations
San Francisco Bay Area, CA '09 present
Marketing Consultant and Volunteer
Working with microfinance / poverty eradication, HIV/AIDS and environmental organizations
on field projects (Habitat for Humanity, Earthwatch Institute), and as a marketing
consultant (eBay's MicroPlace, Tacoma Lesotho Connection, Mama Hope, Women's Initiative)
developing channel, social media and branding strategies, teaching and mentoring.
Charles Schwab & Co., Inc
. San Francisco, CA '02 '09
Director of Marketing Communications
(1/06-4/09)
Responsible for strategy and execution of advertising and communications for national
sales force, as well as visual merchandising, messaging and a consistent client experience
in over 300 branch offices. Recipient of multiple Excellence In Service awards.
Played a pivotal role in rebranding and positioning 1,300 financial consultants from
transaction- to relationship-centric, following the launch of a major new retail business
model.
Developed program for 200K high net worth clients, using direct mail, email and video to
drive engagement and sales channel efficiency. Delivered $419MM in incremental assets in
less than a year.
Established strategy and led creative development and execution of signage, graphics and
messaging to extend the brand and award-winning Talk to Chuck campaign into a retail
environment. Expanded digital signage by 56%.
Defined high net worth client communication strategy and created a library of
personalized communications,
advertising and digital marketing that successfully supported relationship building,
acquisition and retention.
Saved over $1MM from process and staff efficiencies, and identified an additional $23MM
in print cost savings.
Created the vision and blueprint for the next generation of a differentiated One Schwab
branch experience.
Director of Field Marketing, Western U.S. (8/02-1/06)
Led turnaround of regional marketing function to drive acquisition and retention, and
build the brand in key markets, using print, radio, PR, sponsorships, direct mail and
events. Awarded a performance-based 3-year retention bonus.
Delivered more than $3.7 Billion in gross assets from marketing initiatives during
tenure.
Dramatically improved ROI, producing greater than $2.2MM in gross & converted assets per
$1,000 spent.
Partnered with multiple business enterprises to develop and execute relevant regional
market strategies, based on sales performance, competitive landscape and target segment
demographics.
Thunder Factory, Inc
. San Mateo, CA '01 '02Marketing Consultant
Selected by the founder and former Chief Communications Officer of E*TRADE to join this
integrated marketing firm to provide acquisition and retention strategies and plans for
clients Prudential Financial, Franklin Templeton and Visa.
E*TRADE Financial, Inc
. Menlo Park, CA '98 '00Marketing and Business Development, Strategic Alliances
Responsible for all aspects of strategic acquisition partnerships, including online and
offline marketing, creative and promotions, ongoing business development, relationship
management and overall performance.
Delivered $500MM in revenue from approximately 1MM new accounts in 2.5 years through
partnerships, creating company s largest acquisition channel and helping it achieve a
market share increase of 60%.
Selected partners, negotiated performance-based contracts and managed relationships with
industry leaders
including AOL, Yahoo, Microsoft, IBM, United Airlines, CNBC, CBS, CNN, ATT, Hilton and
Marriott.
Created new promotions (e.g.; free AOL, airline mileage) and led strategy and execution
of all partner-related
offline and online marketing, placing the firm in the top 5 Internet advertisers.
Managed marketing and business development staff and annual budgets in excess of $40MM.
Arnerich Massena Education, Inc
. Portland, OR 96 97
Business Development and Marketing, Western U.S.
Boutique retirement education firm and leading provider of participant communications &
consulting to plan sponsors.
Presented 401(k) education solutions to C-Suite and Executive Committees; closed sales
with Fortune 100 clients.
Designed new collateral, provided competitive and pricing analysis, conducted market
research, and managed B2B direct mail campaigns (response rate 8%, three times industry
average), contracts and negotiation.
International Small Business Consultant Frankfurt / Munich, Germany 93 95
Marketing & Business Development
Established a consultancy specializing in the development and implementation of marketing
plans and growth strategies for small foreign firms entering U.S. and new European
markets. Designed collateral, conducted market research and provided business translation
services.
M & T Bank, Inc
. Buffalo, NY 88 92
Senior Residential Mortgage Loan Officer
( 90- 92)
Residential Mortgage Correspondent Lender ( 88- 90)
M&T Bank Corporation is a Fortune 1000 company and one of the 20 largest US commercial
bank holding companies.
As a loan officer, generated $25MM in sales in a down market, while increasing territory
market share by ~ 35%.
Developed and implemented an expansion plan that doubled third-party loan volume to
$400MM in a year.
[ Education & Training ]
Harvard Business School Digital Marketing & Social Media course Cambridge, MA
Cornell University Johnson Graduate School of Management,
Executive Leadership Program
Ithaca, NY
Canisius College
B.Sc., Business Management and Marketing Buffalo, NY
Additional Training NASD Series 7, Six Sigma, 7 Habits of Highly Effective Managers,
Situational Leader- ship, Decker Communications Presentation, Influence Edge, Coaching for
Performance,
The Power of Small (communications), Enhancing the Agency-Marketing Relationship
Kate Duggan
kduggan @ pgnetwork.net
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