Manager Marketing

TAZ PEREIRA

New York, NY *****.********@*****.***

LinkedIn: linkedin.com/in/tazpereira

Samples upon request

Passionate marketing and communications professional with proven experience in brand activation and content development to promote products, programs, and corporate initiatives. Effectively develops, implements, and manages multi-channel marketing campaigns to maximize brand awareness and go-to-market effectiveness. Recent success in launching two major banking products, one resulting in over $1B in net-new-cash (NNC) generated in a 3-month period. CORE COMPETENCIES

● Vendor/SLA/KPI Management ● Brand Activation and Promotions ● Project/Program Management

● Product Launch Strategy and Execution ● Content Writing/Presentation Design ● Technology Deployment & Training

● Cross-functional collaboration ● Marketing Platforms Optimization ● Reporting & Analytics PROFESSIONAL EXPERIENCE

BANK OF AMERICA – New York, NY 1/2020 – Present

Marketing Project Manager (Contract)

Manage marketing rebranding projects for the Ultra High Net-Worth (UHNW) segments of Bank of America (Private Bank [previously

“U.S. Trust”] and Merrill Private Wealth Management [previously “PBIG”]).

• Manage projects related to the rebrand and enhancement of a variety of marketing materials, including digital and print.

• Support the management of a newly formed centralized project management model with a focus on creating efficiencies for a large number of efforts – identifying process improvements, reducing risk and managing scope. UBS – Weehawken, NJ 10/2018 – 10/2019

Product Marketing Manager (Contract)

Developed and executed marketing and communication plans, go-to-market strategies, and field engagement tactics related to new and existing banking products, including savings, commercial real estate financing, CDs, sweeps, and cash management services.

• Partnered with Product Management, IT, Marketing, Communications, and Legal/Compliance/P24 to successfully develop and execute multi-part project plans related to new and existing initiates launched by the Banking Group.

• Managed day-to-day activities related to the planning and campaign execution of direct-to-client tactics, including e-mails (using Adobe Experience), mail, inserts (printed), and splash pages.

• Developed and managed content for external and internal sites, sales enablement tools (print and digital collateral), case studies, videos, training materials, and internal communications in compliance with regulatory standards. Selected Achievements

Successfully managed various work streams related to the launch of UBS Core Savings that generated over $1B in NNC.

Led e-mail campaign for a product launch that resulted in over $79M in NNC – developed content, designed layout and e-mail properties, led AB testing to ensure e-mail engagement effectiveness, and

Supported the UBS CD program that raised over $4B in new money for the firm during 2019.

Managed various aspects of a multi-phase rollout of the Commercial Real Estate (CRE) Program to over 6000 Financial Advisors. BANK OF AMERICA – New York, NY 1/2017 – 8/2018

Marketing Project Manager (Contract)

Managed marketing projects with a focus on brand activation for the Ultra High Net-Worth (UHNW) segments of Bank of America

(U.S. Trust and Merrill Lynch’s Private Bank & Investment Group [“PBIG”]).

• Managed third-party and in-house agencies and other vendors, while motivating teams of cross-functional disciplines (strategy, design, and events) to achieve the desired project goals.

• Managed creation, maintenance, and compliance reviews of over 50 pieces of collateral, presentations and digital assets, including: creative, content development and operational delivery in compliance with regulatory standards.

• Managed external sponsorship events in collaboration with regional marketers and outside vendors.

• Explored marketing collateral architecture system and platforms for opportunities to deliver electronically. TARCIZIO PEREIRA PAGE 2 OF 2

LinkedIn: linkedin.com/in/tazpereira

*****.********@*****.***

• Support execution of internal marketing and communications designed to increase awareness of initiatives and information- sharing across teams.

Selected Achievements

Launched e-Greeting Card Program resulting in usage of over 20,000 times during 2017. Managed production and provided creative oversight. Partnered with Digital Marketing for distribution and performance measurement using Salesforce.

Led integration of a digital print on-demand program for PBIG top-tier sales collateral to provide efficiency in real-time content updates, eliminating waste of unused inventory and warehousing costs. AMERICAN INTERNATIONAL GROUP, INC. – New York, NY 6/2013 – 8/2016 Global Project Manager Promotional Products Program Manager Managed projects related to internal marketing and communications, intranet design, technology implementation and policy awareness. Created and maintained project plans and timelines to manage its components and deliverables.

• Reinvigorated the AIG Travel & Meetings brand and themes by developing aesthetically enhanced marketing and communications content, using various channels of communications to reach 60,000+ employees globally.

• Managed entire project lifecycle, including liaising with IT, business units, and outside resources to create, remodel, and launch various versions of the Global Travel Mobile App impacting 20,000+ travelers.

• Spearheaded the re-creation of the CAO intranet portal and all microsites using SharePoint Designer. Incorporated intuitive user interfacing accessible by the entire employee population – generated highly positive reviews from users.

• Managed the $1.5M-annual-spend Branded Merchandise Program, creating synergies with other departments to ensure high product demand, while optimizing service delivery by key vendors. Selected Achievements

Increased policy compliance by 15% by creating and executing highly successful marketing and engagement programs in three different languages, including the creation and execution of global traveler surveys.

Led successfully implemented projects with up to 90% user adoption of an OBT system, and third-party traveler profile platforms in 15 countries, overseeing ROI analysis, project implementation, timelines, launch, and communications. PARTSBASE, INC. – Boca Raton, FL 8/2009 – 5/2013

Regional Sales Manager Retention Manager

Drove revenue by developing B2B accounts for the Online Parts Locating System, focusing on both existing database and self- generated leads within the Aviation, Aerospace, and Defense industries. Managed a sales team of 5 offering a SaaS supply-chain solution to the aviation industry.

• Led a sales team that launched and relaunched the brand in 20 countries, managing all aspects of the sales cycle from prospect analysis, establishing relationships, developing sales strategies, and negotiating contracts to close.

• Retained 200+ key paid accounts with a 95% retention rate through the utilization of a Customer Relationship Management

(CRM) system to forecast, analyze data, and manage the retention lifecycle. KEY SOFTWARE

MS Office Suite (Word, Excel, Outlook, PowerPoint), MS Project, SharePoint Designer, Adobe Creative Suite, Adobe Experience, Adobe Campaign, Acrobat Pro, Salesforce CRM, Ariba, Tableau, SurveyMonkey, Concur Travel and Expense, Workfront, WordPress. LANGUAGES

Fluent: English Native: Portuguese Business: Spanish EDUCATION

City University of New York (CUNY), Bachelor of Science in Business Management (exp. 2021) Broward College, Associate of Arts Degree

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