Marketing Officer Vice President
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linkedin.com/in/peterdelehanty
PETER DELEHANTY
Chief Marketing Officer The Woodlands, TX 77382
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HIGH IMPACT MARKETING LEADER WHO BUILDS MARKET SHARE, BRAND, and PROFITBILITY Marketing Executive building growth, market share and bottom lines for product distribution companies. Leadership experience in change management, accustomed to P&L accountability, while working in different management structures with a mandate of increasing marketing ROI. Based on research data, create new marketing and distribution while delivering new messages for customers. Early adopter of marketing technologies including Salesforce, HubSpot, Facebook and You Tube as elements of social marketing in a fully integrated campaign. Marketing is structured on data and includes metrics for measure of return on investment. Executive management consists of employees, and customers. All provide insight on brand management, product positioning and external communications. Under my management, all areas including marketing, communications and business development have consistently exceeded established KPI’s. A passionate marketing executive who understands the customer experience and viewpoint, especially the customer’s view on distribution and manufacturing which has resulted in great relationships with customers and employees. Their feedback has improved bottom line results, opened new distribution opportunities, and provided input on brand management to reach new levels of success.
EDUCATION
University of Oregon, Eugene, OR
Bachelor of Science in Communications in Marketing EXPERIENCE
SIMPLICITY GROUP, HOUSTON, TX 2021-
ADVISOR DEVELOPMENT CONSULTANT
Consultant to licensed registered representatives and insurance agents in the positioning, marketing and sales of financial products to retail and institutional clients.
AMCAP HOME LOANS, Conroe, TX 2020 – 2021
Branch Relations Manager
Developed distribution and growth plans for the division. Integrated unique recruiting outlets which brought in 5,000 resumes over a six-month period. Worked on development of a customized CRM system that included an automated outbound dialer that resulted more leads. Moved into an outside business development role working with real estate agents Always Independent Consulting LLC, The Woodlands, TX 2019 - 2020 Marketing Consultant
Consult with small and midsized firms developing marketing strategy, social media and reviewing opportunities for distribution expansion. Consulting for AMCAP Home Loans resulted in a permanent fulltime position with AMCAP. NEXT FINANCIAL GROUP, Houston, TX 2015 – 2019
Chief Marketing Officer, SVP
Hand developed marketing and business support teams to cater 700 independent investment brokers. Introduced digital and social marketing capabilities, built customized individual representative websites. Transitioned the company from being a commission revenue broker-dealer, to a platform money management firm. Strategy Improved share value and FINRA compliance communication issues .Combined business development, recruiting, and customer retention teams into the marketing department. Driving cost efficiencies and establishing smooth end to end for the on-boarding process of new representatives. Nominated for 12 Investment News Marketing awards. NORTHSTAR MEMORIAL GROUP, Houston, TX 2012 – 2015
Director of Marketing
Developed marketing concepts for the funeral industry, including funeral homes and cemetery locations. Examples of implemented concepts led to websites. Community outreach improved the visibility for each institution in community activities. A sympathy store added to the websites improved location revenue, (flowers and food). Contact:
**************@***.***
linkedin.com/in/peterdelehanty
PETER DELEHANTY
Chief Marketing Officer The Woodlands, TX 77382
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Experience, Continued
Always Independent Consulting LLC, The Woodlands, TX 2011 – 2012 Marketing Consultant
Consult with small and midsized firms developing marketing strategy, social media and reviewing opportunities for distribution expansion. Consulting for NORTHSTAR Memorial Group resulted in a permanent fulltime position with NORTHSTAR. AMERICAN GENERAL INSURANCE, Houston, TX 2010
Senior Vice President, Product and Distribution Manager Product and Marketing responsibilities for all products distributed. Campaigns supported independent insurance agents,, who were responsible for being the frontline of the company’s sales efforts.. The company was severely restricted by the US Government as they had received TARP funds during the market correction. THE HARTFORD INSURANCE, Houston, TX 2006 – 2009
Chief Marketing Officer, Institutional Markets
Started an institutional distribution channel which included a sales and marketing team. The process netted $6 billion in assets in 5 years. Which became institutional assets for The Hartford. Provided a streamlined RFP response process. Introduced a salesforce CRM system, that helped monitor our sponsored PGA players for brand visibility. NATIONWIDE FINANCIAL, Columbus, OH 2000 – 2005
Vice President of Marketing. captive and independent agents Consolidated individual product marketing functions into one marketing department. Added a competitor war room to analyze the market’s competition of products and distribution methods. Implemented significant technological marketing tools to the department, which allowed the support of independent and captive agents. Complied with the inquisition to co-lead rebranding effort. Duties performed under the rebranding campaign included the naming rights of the sporting venue Nationwide Arena. As well as the Nationwide golf tour and it’s NASCAR sponsorship. FORTIS FINANCIAL GROUP, Saint Paul, MN 1998 – 1999 Senior Vice President, Product Manager and Sales
Created private placement annuities and life policies with distribution of products designed for family practice advisors or to High Net Worth individuals. Sold $500 million in the first year of distribution, before Fortis exited the US investment markets.
KEYSTONE INVESTMENT COMPANY, Boston, MA 1994 – 1997 Senior Vice President, Bank and Institutional Markets Started a new bank distribution channel. Recruited business development, regional wholesalers, customer service and marketing communications teams. That support of national distribution led to better performing funds. Provided bank clients with a regulatory education that demonstrated the financial benefits of product offerings. Opened additional distribution as the company started institutional and international (Japan) distribution. Average sales grew from $2 million per day to over $225 million a day.
WASHINGTON MUTUAL BANK, Seattle, WA 1987 – 1994
Senior Vice President of Marketing, Investments and Insurance Put investment brokers into bank branches, created a business development, marketing and communications team. Developed a “one-stop financial shop” which had growing financial impacts on customer profitability. The first bank to staff bank branches with registered representatives, WAMU encouraged the concept be implemented with other banks as part of the company’s expansion. Product communications had to be developed with a high degree of regulatory oversight. The bank was 2.5 billion in size when this initiative started and grew to 125 billion. Contact:
**************@***.***
linkedin.com/in/peterdelehanty
PETER DELEHANTY
Chief Marketing Officer The Woodlands, TX 77382
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Experience, Continued
FIRST TRUST OF INSURED UNIT INVESTMENT TRUST, Chicago, IL 1983 - 1987 Senior Vice President of Marketing, Western Division Manager Hired as the initial salesperson given marketing responsibility, educated the brokers and consumers. Sold over a Billion dollars in designated territory, before being promoted to western divisional manager. Recruited and staffed high performance sales team on a national basis. Leading to a promotion to SVP Western Division Manager. LICENSES & ASSOCIATIONS
FINRA Series 7 and 24 Licenses( lapsed) Investment Company Institute – Marketing Committee
LIMRA – Member American Management Association (AMA) - Member
American Writers & Artists Institute - Member American Financial Planning Association (AFPA) - Member
National Association of Variable Annuities – Member Banks Insurance and Securities Association (BISA) - Member STRENGTHS
The Predictive Index Assessment (Download PDF)
Achiever Determination to succeed – Strong internal motivation for successfully accomplishing goals and driving towards continuous growth.
Arranger Team architect – The ability to enlist the help of others in achieving success and multiply efforts, creating psychological “ownership” by getting others involved. Adaptability Flexible and resourceful – Continuously refining efforts and discovering solutions to problems while maximizing opportunities. Capable of managing disparate information while adapting current knowledge and skills in multiple situations.
Developer Coach, teacher, mentor – Naturally always seeking opportunities to develop, coach and mentor others while striving to improve the performance of people who thrive professionally as a result. Caring Supportive and inclusive – Defining success based on the cohesiveness and satisfaction of the team. WHAT OTHERS SAY ABOUT ME
~ Edward Cruz, AIF, CFF, Vice President, Regional Sales Manager, Frost Investment Services
“You would not find a more balanced leader than, Peter. Emotionally intelligent, caring, and always willing to listen.”
~ Tom Grogan, Vice President, Institutional Marketing, TIAA
“During my tenure at Nationwide Financial I was fortunate to have had the opportunity to work for Peter. He is an exceptionally talented marketing professional. He helped me sharpen my strategic marketing skills and improve my analytic thinking. To this day, I often ask his advice on ways to approach marketing projects.”
~ Bill Sweeney, Global Atlantic Consulting Program Director, Global Atlantic Financial Group
“Despite the heavy title of “Chief Marketing Officer” and all of the duties such a role encompasses, Peter Delehanty remains one of the most approachable senior leaders for whom I’ve ever worked.”
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