Katherine Turner

San Diego, California, United States

linkedin.com/in/katherine-turner-8088a531

adirph@r.postjobfree.com 858-***-****

Summary

I have managed and contributed to over $100 million dollars in new portfolio assets for the companies I have worked for through direct B2B sales in the Finance, Media and Marketing, Real Estate, Mortgage and Auto industries over the last 25+ years. I am an innovative influencer, strategic and out of the box thinker, with experience and knowledge of NextGen trends in Social Media, Digital, Organic and Cause Marketing verticals. I am creative and collaborative force in the business community with many relationships with other key C-level decision makers across the Nation and in many different verticals. This plus my extensive B2B sales, operations, and marketing experience make me an outstanding asset to any dynamic leadership team and innovative organization. ATTRIBUTES

Influencer/Driver Proven Performer/Closer

Successful Relationship Builder / Manager

Strategic Thinker/ Strategic Account Development

Operationally Strong

Total Account Management Effective Problem Solver

Effective Change Manager

Energetic and Supportive Team Leader

Experience

Director of Marketing

Equitable Advisors

Jan 2020 - Present (8 months +)

Equitable Advisors is the brand name for AXA Advisors, LLC Director of Marketing

AXA Advisors, LLC

Sep 2019 - Jan 2020 (5 months)

As the Director of Branch Marketing I will play a key role for one of Southern California’s leading financial planning firm serving 400 advisors, 15 managers, over 150,000 households and $6 Billion in Assets Under Management. I will assist the Executives of the organization in building out a branch marketing and communications plan. Conduct individualized Marketing Plan strategy sessions with Financial Professionals to develop a customized marketing plan based on their business. Oversee the look and feel of the organizational web site and web presence. Assist Financial Professionals in the development of their brand identity and web/digital presence. Apply, manage and assist in developing digital marketing techniques to effectively attract audiences utilizing an appropriate mix of platforms. Understand, source and assist in defining Key Performance Indicators to measure campaign and resource performance and identify efforts for improving engagement, acquisition, and/or retention. Implement and insure branch level use of digital tools such as Salesforce, Asset Map, Riskalyze, Broadridge and other digital platforms supported by the company. Develop and deliver digital marketing training to build capabilities across offices and the enterprise. Organize and coordinate trade shows, seminars, advertising campaigns and other events that support branch and advisor growth. Oversee PR for the SoCal organization and organize and support branch recruiting initiatives Katherine Turner - page 1

leveraging the company LinkedIn partnership. Coordinate the organizational sponsorship of charitable and community affairs as well as promote the branch's image with community/civic groups, non-profit organizations and local constituencies in each of the 5 SoCal office locations. Assist in organization of branch events and meetings. Create brochures, newsletters, or other communications about the branch and organizational activities for internal and external distribution. Sr. Digital Marketing Consultant

Broadridge Advisor Solutions

May 2018 - Sep 2019 (1 year 5 months)

National Account Management from beginning to end. Work independently selling Broadridge Advisor Solutions via digital, email, direct mail and seminar products and services. Develop strategic sales plans, specific to individual clients, to find opportunities to grow pipeline and maximize revenue. Coordinate activities across Broadridge to ensure the successful and timely management of sales cycle to new clients. Be accountable for and take ownership of all objectives, deliverables and commitments to these clients. Monitor trends and competition while ensuring client satisfaction. Develop and nurture successful relationships with clients through best service practices and initiatives. Advise clients of current and planned development of Broadridge products. Manage internal resources to provide the necessary expertise and support during the sales process including legal, finance, product specialists, and senior management. Network, educate and train financial industry clients on Broadridge Advisor Solution platform and meet annual and monthly assigned sales quotas.

Lead Sales Executive

Bridgepoint Education

Nov 2015 - May 2018 (2 years 7 months)

Lead and developed a team of 10 Enrollment Advisors- providing best practice techniques for better efficiency, productivity, tracking and student retention. Reporting daily and weekly goals for my Team manager and lead daily Mini-Team Meetings for collaboration and goal setting. Expert in knowledge of all Title IV Funding and compliance measures used while enrolling students into school. *Achieved $500-600k in portfolio generation monthly

Senior Sales Executive

CBS Radio

Apr 2014 - Apr 2015 (1 year 1 month)

Conducted consultative needs analysis with new and existing clients to create integrated advertising schedules for radio and digital campaigns using CBS integrated marketing platforms. Managed large scale Agencies. Exceeded monthly revenue quota in digital, radio, and non-traditional revenue solutions. Self-generated leads by contacting prospective clients by telephone, cold calls, networking and industry events. Designed and developed sales proposals and presentations on product benefits. ROI analysis and maintained all sales databases necessary to report sales activity and

customer information. **Managed $500k in Agency accounts while generating $40k+ in new billing each month)

Accomplishments: Created successful signature Cause Marketing events for the 2014-2015 season in Palm Desert, CA and generating $10k in sponsorships and advertising revenue. Host of "Cruise in the Desert" Digital Broadcast Show CBS Radio

Dec 2012 - Apr 2015 (2 years 5 months)

Katherine Turner - page 2

Correspondent and Host of the online digital show covering events in the community as Katy Cruise

@CruisetheDesert to include El Paseo Fashion Week 2013, Phoenix Patriot Charity Golf Tournament 2013, and the Palm Springs International Short Film Festival 2013-2014.

*(See ez103.com under Katy Cruise and "Cruise in the Desert" segments!) Business Sales Executive

Spectrum Enterprise

Jul 2013 - Apr 2014 (10 months)

Understand the communication needs of small to large business customers and design solutions by conducting consultative needs analysis with prospective customers. Prepare and present sales proposals that align with client business goals and operational objectives. Responsible for achieving a monthly revenue quota in data, phone and video sales and maintain all sales databases. Report sales activity and customer information using Sales Force and work with the Account Management team to ensure timely handoff of most sold accounts for ongoing management and retention including with other business services support groups, including sales engineering, sales support and marketing personnel. Create successful relationships with Telecommunications Vendors.

**Averaged Exceeding Monthly goal of $30-50k billing ** Sales Executive

CBS Radio

Dec 2012 - Jun 2013 (7 months)

**Managed $200k monthly clientele list while generating $25-35k in new billing monthly** Regional Market Development Manager

Wells Fargo

2011 - 2012 (2 years)

Review, administer, review for legal verbiage and recommend approval or escalation to the legal department for all Mortgage Revenue Bond (BOND), Mortgage Credit Certificate (MCC) and Down Payment Assistance Programs (DAP) in the Western and Southwestern Region. Analyzed and determined compliance to Wells Fargo, Investor (Conventional Conforming and Home Opportunities) and Agency (FHA, VA and Rural Development) guidelines and restrictions while evaluating program risks and profitability to Wells Fargo. Serve as a liaison between Wells Fargo and the housing authorities for all approved programs and provide training of new Bond and MCC programs and

support to branch offices, sales and fulfillment sites. *Managed over 150 Housing Authorities in Territory* Financial Advisor

Keep Your Home California

Oct 2010 - Nov 2011 (1 year 2 months)

Counsel Homeowners on their current financial situation and review hardship to find best suitable program for Mortgage assistance. Obtain personal information such as income and employment information and calculate debt to income ratios and loan to value ratios to determine program eligibility in accordance with program guidelines. Ensure proper documentation of all details of hardship and mortgage information. Meet all Quality Assurance requirements and properly disclose program highlights and limitations based upon CALHFA and HUD counseling procedures. Project Management- Developed Outbound Calling strategy campaign using Six Sigma ideals. Developed action plan, scripting and procedures to successfully call previous clients to re- qualify using. New program guidelines. Generate business volume due to call-backs in all areas of business from Triage, Counseling, Processing and Eligibility.

**Six Sigma Project Lead: Created successful business workflow model to increase retention by 35% average** Katherine Turner - page 3

Management by developing outbound calling strategy campaign using Six Sigma ideals. Developed action plan, scripting and procedures to successfully call previous clients to re-qualify using New Program Guidelines. Generate business volume due to call backs in all areas of business from Triage, Counseling, Processing and Eligibility.

Wholesale Mortgage Sales Executive

Wells Fargo

Feb 2008 - Dec 2008 (11 months)

Solicit, develop, expand and retain new Broker base, through self-generated leads, and company referrals. Responsible for managing and maintaining loan volume/production goals in an 11- city territory. Commercial Mortgage review and pre-qualification analysis. Pro-actively sell mortgage finance products to brokers and provide product training to all staff through interactive training seminars and effectively managed broker base of 150-200 Offices

** Actively maintained avg. funding dollar volume of 3.5 million to 4.5 million monthly** Wholesale Mortgage and Correspondent Sales Executive Deustche Bank

May 2007 - Jan 2008 (9 months)

Responsible for managing and maintaining loan volume/production goals in an 11city territory, solicit, develop, expand and retain new Broker base, through self-generated leads, and company referrals and effectively managed broker base of 150-200 office. Correspondent Lending Liaison to Altura Credit Union and Provident Bank Wholesale Channel. Negotiating and setting business channel models for funding. Pro-actively sell mortgage finance products to brokers and provide product training to all staff through interactive training seminars.

**Developed monthly pipeline increasing sales from $2 million to $22 million in active approvals thru Correspondent Channel in 60 days of creating new agreement** Wholesale/Commerical Mortgage Sales Executive

GreenPoint Mortgage

Apr 2005 - May 2007 (2 years 2 months)

Solicit develop, expand and retain new Broker base, through self-gen-rated leads, and company referrals. Responsible for managing and maintaining loan volume/production goals in an 11-city territory. Pro-actively sell mortgage finance products to brokers and provide product training to all staff. Manage Broker Base of 200+ Offices.

** Actively maintained avg. funding dollar volume of 3.5 million to 6.5 million monthly** Sales and Account Manager

Desert Radio Group, a Morris Communications Company Jan 2004 - Mar 2005 (1 year 3 months)

“Peak Performance Award” May 2004-Highest Percentage of Sales to Goal (120%) Goal Buster Feb, Mar, April, May, June, July, Aug, Sept, Oct. 2005 and Jan-Mar 2006 (112% avg.) Sell Integrated Marketing Solutions with Radio and Internet for Multi-Channel Stations. Responsible for managing and maintaining personal sales in 6 city-territory. *Generated $25-35k in billing monthly*

Financial Sales Executive

Household Finance

May 2003 - Dec 2003 (8 months)

Generated new accounts for home mortgage refinance, home equity lines of credit, personal loans and sold integrated finance solutions including insurance products. Achieved Outstanding Producer July and Aug. 2003, and hit monthly goal achievement Sept, October, November of 2003. Katherine Turner - page 4

Regional Sales Manager

HSBC

1998 - Dec 2003 (6 years)

Automotive Finance Sales- Managed and maintained the Mid-Atlantic Region, while increasing funding dollar volume from $1 million to over $2.5 Million per month within a 90 days window, with average loan amount of

$16,000. Trained dealership finance staff in company finance programs and increased program participation from less than 10% to 100%.

Credit Officer

HSBC

Apr 1998 - 2003 (5 years 9 months)

Analyzed, structured, underwrote, priced and negotiated credit requests and fees based on overall risk. Decision, sell and capture all approved loans from dealership staff. **Increased funding dollar volume from $1 million to over $3.3 million per month within 90 days. (Mid-West Region) Avg. loan amount being $16k while maintaining monthly funding Average of $2.9 million in all other assigned regions** Audit Specialist

HSBC

1998 - 2003 (6 years)

Processed all loan funding packages utilizing knowledge of underwriting guidelines, processing criteria, funding verification including income and loan documentation for auto loans processed in State of California, Mississippi, and Louisiana.

Junior Achievement Volunteer

Junior Achievement USA

Jan 2000 - Jan 2001 (1 year 1 month)

Teach Business practices to youth.

Education

Ashford University/ Forbes School of Business

Bachelors of Arts in Business Administration, Business Administration and Management, General

2013 - 2017

University of Phoenix

Business Adminstration

1999 - 2001

Mira Mesa High school

Skills

Marketing • Sales • Advertising • Management • Social Media Marketing • Marketing Strategy • Account Management • New Business Development • Social Networking • Customer Service Katherine Turner - page 5

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