School Teacher Chase Bank

BARBARA HENNELLY

(M) 202-***-**** ********.*******@*****.***

EXECUTIVE PROFILE:

Marketing strategist with outstanding oral and written communication, interpersonal, project management and organizational skills. Experience with design, integration and execution of nomenclature, branding, email marketing, collateral development, sales coaching, and selection and oversight of creative and strategic agencies. Frequently recognized for consensus building across diverse internal groups and sustained ability to deliver desired results under tight deadlines. CORE COMPETENCIES:

• Strong research capabilities employing surveys, interviews, focus groups, competitive analysis, data metrics and market trends.

• Ability to connect the dots between disparate information and data points to bring clarity to issues and identify and implement solutions.

• Critical, independent thinker and resourceful problem solver.

• Focus on measurable client communications, high profile events planning, employee recruitment and development, and product research and development.

• High commitment to ensuring an excellent customer experience. EDUCATION:

COLUMBIA BUSINESS SCHOOL, Digital Marketing Certificate BOSTON UNIVERSITY, Bachelor of Science in Marketing Communications, Cum Laude THE NEW SCHOOL, Coursework in website development

CT Licensed Real Estate Salesperson

PROFESSIONAL EXPERIENCE:

CLIENT SERVICES COORDINATOR

BRIDGEWATER ASSOCIATES, WESTPORT, CT 1/20 – 9/20

• Synthesize and transcribe complicated, legalese into direct, easy to understand, well-crafted client correspondence.

• First line of contact for institutional investors and HNW clients;

• Responsible for ensuring timely and accurate responses to client requests involving Investment Analysis, Investment Strategy, Legal, Compliance, Research, Technology, Contract Management, Tax, Accounting, Reporting and Account Administration teams;

• Constantly shift daily priorities to optimize workload for Client Advisors and deliver a superlative experience to strategic clients.

PROPERTY INVESTOR/MNGR./ HOME STAGER/ REAL ESTATE SALESPERSON, COLD WELL BANKER, WESTPORT, CT 2013-2019

• Collaborate with senior sales personnel to obtain multi-million dollar listings, sell and rent homes, price, develop sales booklets, and prepare homes for resale;

• Purchased, remodeled and sold vacation home for 12% above asking price in buyers’ market. CAREER HIATUS, WESTPORT,CT 2006-2013

• Voluntary career hiatus to raise family;

• Spearheaded diverse community initiatives including: Girl Scout leader, PTO Communications Leader, Sunday school teacher, Fresh Air Fund host, Foreign Exchange student host, prepared and/or delivered meals for Homes for the Braves, numerous homeless shelters, Meals on Wheels, and provided pet therapy at nursing home/elder care facility. Barbara Hennelly 202-***-**** ********.*******@*****.*** page 2 WALL STREET MARKETING, CONSULTANT, WASHINGTON, DC 2004-2006

• Retained by previous manager to overhaul new employer’s branding strategy and facilitate development of company’s corporate strategy to effectively increase market share; offered full time position. CHEVY CHASE BANK, AVP, BETHESDA, MD 2002-2004

• Increased use of home equity loans and lines of credit to existing regional bank customers through effective email and direct mail campaigns;

• Collaborated with mortgage, personal loan, small business loan, and credit card divisions;

• Entrusted as the “voice” of Home Equity Division in enterprise wide modernization of online and ATM banking by connecting HELOC account to checking and overdraft accounts. COLLEGIATE FUNDING SERVICES, MARKETING DIRECTOR, FREDERICKSBERG, VA 2001-2002

• Directed/produced all internal and external B2B and B2C marketing communications functions including collateral materials, direct mailings, brand identity, sales lead list purchasing, public relations, advertisements, event sponsorships, telemarketing sales scripts, contracts with individual financial aid departments, employee recruiting, training, and retention;

• Directed PR agency resulting in more than 30 radio interviews,15 print and numerous online articles.

• Promoted from Manager to Director.

STANDARD & POOR’S,

GLOBAL DIR. OF STRATEGIC PLANNING AND MARKETING, NY, NY 1995-2001

• Led four product relaunches and two new product launches covering fixed income activity in the US, Canadian, European Union, Asian, Global Currency and Emerging Markets;

• Developed and updated all collateral materials on quarterly rotation;

• Managed vendor relationships at the production level;

• Wrote numerous standardized client communications for new CRM database;

• Spearheaded multi-division intranet team to streamline sales process of separate divisions into cohesive sales teams;

• Completed extensive white paper focused on online global fixed income news and analysis services, delivered via Bloomberg and Reuters. Assignment completed three months before deadline and used as basis to sell company in advance of industry decline;

• Organized, crafted and hosted annual Employee Recognition Awards.

• Promoted multiple times from regional to global responsibilities. CHASE SECURITIES, INC., AVP, MARKETING COMMUNICATIONS, NY,NY 1991-1995

• Facilitated cross marketing opportunities to expand new investment banking powers;

• Developed branded pitch books, managed PR agency activities, wrote press kits, contributed copy for Annual Report, and Financial Statements; wrote senior executive speeches; ran annual client golf event; ran division’s distribution of US Open Tennis tickets, ran bi-annual Energy Research Convention with $1M budget;

• Public relations management resulted in more than 50 articles and ads in highly respected, major print news outlets such as WSJ, NYT and Institutional Investor;

• Wrote and edited articles for weekly internal newsletter to broaden bank-wide knowledge of new underwriting and secondary market trading capabilities, and improve employee relations.

• Promoted multiple times with increasing responsibility. LEHMAN BROTHERS, FIXED INCOME SALESPERSON, NY, NY 1986-1991

• Sold government, asset backed and corporate debt instruments to institutional investors;

• Managed Guaranteed Investment Contacts between financing desk, custodian and municipalities totaling over $5B in mostly US government backed securities;

• Oversaw execution, delivery and maintenance of repurchase agreements and securities lending contracts.

• Promoted multiple times from paralegal.

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