Marketing Officer Senior

RICHARD KHALEEL

New York, NY 201-***-**** adwna4@r.postjobfree.com

C-SUITE EXECUTIVE GLOBAL CHIEF MARKETING OFFICER BUSINESS DEVELOPMENT Chief marketing and communications executive with a strong P&L orientation and deep experience across financial service platforms. Innovative leader across multiple firms as first ever senior marketing executive with track record of establishing enduring global brands, image, and reputation, resulting in increased revenue. Implements digital strategies to improve key business processes and realize strategic objectives. Builds successful, agile, global and integrated marketing teams. Increases the breadth and depth of client relationships. Enhances business insight with public and private company board member experience.

KEY COMPETENCIES

■ Marketing, Branding & Communication Leader. Applies a holistic, integrated, strategic approach to marketing programs, amplifying the firm's brand and market presence overall and in each of its major business units. Creates and delivers full suite of communication programs, including marketing, branding, thought leadership, PR, investor relations, and advertising needs.

■ C-suite Collaborator. Partners directly with company CEOs to solve firmwide business problems. Extensive experience leading CEOs and senior management successfully through complex reputational challenges and corporate transitions.

■ Financial Services Expertise. Deep and broad marketing program development experience across Advisory, Asset Management, and Capital Markets, including Investment Banking, Sales and Trading, and Wealth Management. Experienced at launching, relaunching, and modernizing brands. Maintains senior industry relationships, influencing best-practices and trends.

■ Business Development Partner. With multiple positions as firms’ first ever senior marketing executive, oversaw marketing efforts that resulted in almost tripling of revenue while at Jefferies, and significantly gaining market share at The Bank of New York and at AllianceBernstein.

■ Experienced Board Member. Guides and directs organizations on strategic business development efforts, including oversight of a financial service, customer-focused digital engagement platform. PROFESSIONAL EXPERIENCE

Axxes Capital Group, Coral Gables, FL 12/21 – Present Chief Marketing Officer

Lead the development of all marketing and communications for the launch of a new series of private equity funds designed to give retail investors access, for the first time, to some of the world’s top private investment managers

& timely strategies. Developed the name, brand, strategies and go-to-market integrated programs including traditional and digital media, lead gen, public relations, content marketing and conferences. Jefferies Group, New York, NY 1/11 – 11/21

Global Chief Marketing Officer

First ever Global CMO. Senior leader in world's largest independent global investment banking firm, with $6B in revenues and almost $7B in market cap providing financial solutions across Investment Banking, Sales and Trading, Commodities, Asset Management, and Wealth Management.

• Led the firm’s global marketing, branding, sales strategies, public relations, reputation management, investor relations, and all communications, aligning globally dispersed products and offices under one marketing umbrella.

• Provided strategic business/marketing recommendations to senior leadership based on market and competitive insights as a key advisor to senior management on opportunities to drive company growth.

• Developed “One Firm” marketing strategy that doubled revenues and market share by effectively cross selling its capabilities as a premium firm with a unified global brand.

• Spearheaded highly effective go-to-market business development programs for over 30 product and sector businesses, which deepened existing client relationships, attracted new clients, and grew market share.

• Created branding and thought leadership programs to generate awareness of and deepen learning about the firm’s capabilities among key decision-makers to further strengthen relationships.

• Developed innovative marketing programs utilizing social media, search, and digital and traditional advertising to generate leads and drive revenues.

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RICHARD KHALEEL 201-***-**** adwna4@r.postjobfree.com

The Nielsen Company, New York, NY 2008–2011

Executive Vice President, Financial & Insurance Sector Senior executive and leader of the Financial & Insurance Sector for The Nielsen Company, the leader in measuring and maximizing marketing and media effectiveness and ROI across TV, online, and mobile platforms. Responsibilities were business development, sales and account management, marketing, PR, and full P&L accountability.

• Developed strong, consultative relationships at the C-level with leading insurance marketers such as Allstate, Nationwide, Progressive, Liberty Mutual, and Aflac, as well as global financial services clients, including American Express, Citibank, Visa, Capital One, and JPMorgan Chase.

• Spearheaded the effort to launch the firm’s cross-media effectiveness measurement capabilities, helping clients to measure and analyze the marketing effectiveness of their TV, online, and mobile campaigns. Developed and defined industry success metrics.

• Successfully developed and engaged new and current clients in significant multiyear engagements. The Bank of New York, New York, NY 2004–2007

Executive Vice President & Chief Marketing Officer First ever CMO. Senior marketing executive for one of the world’s leading global financial services companies, with

$12B in revenues and $50B, in market cap providing financial solutions across its three basic businesses: Institutional Securities Servicing; Institutional Asset Management; and Retail Banking and Private Client Services.

• Created and implemented programs that grew the Institutional Asset Management business from $90B to

$130B by marketing hedge funds, alternative fixed income, and private equity to institutional clients.

• Repositioned and reinvigorated the retail banking business, reversing years of lagging performance and resulting in #1 ranking as Fortune’s “Most Admired Superregional Bank” for 2005 and 2006.

• Originated a separate and powerful brand and image for The Private Bank in the wake of selling the retail banking business to JPMorgan Chase, minimizing attrition and attracting new customers. Awarded prestigious “Campaign of the Year” honors by Private Wealth magazine.

• Rebranded entire global enterprise including all positioning, strategy, advertising, promotion, and sales training. This effort spanned 24,000 employees and over 100,000 clients in 32 countries worldwide. Worked closely with lines of business leaders to develop innovative solutions to support marketing and sales initiatives as well as business processes.

• Spearheaded global campaigns which greatly increased the Bank’s awareness and reputation as a thought leader by creating pioneering global studies on key industry issues, including: o Institutional Demand for Hedge Funds

o The New Paradigm for Risk Management

• Developed and executed a global digital strategy to support sales and lead generation and enhanced the customer experience.

AllianceBernstein L.P., New York, NY 1996–2004

Chief Creative Marketing Officer

Responsible for all branding, product marketing, and customer-based segmentation programs for one of the world’s largest and most successful money management firms, with $500B in assets under management.

• Led all marketing and communications programs for institutional and retail businesses, which grew assets from $150B to more than $500B.

• Spearheaded the global rebranding of Alliance Capital to AllianceBernstein, including all marketing and communications programs for institutional, sub-advisory, and retail channels.

• Broadened product offerings into the target maturity and lifestyle space by launching the innovative AllianceBernstein Wealth Strategies series to both institutional and retail channels.

• Developed, positioned, and launched CollegeBoundFund 529 college savings campaign, growing it to more than $4B. Created and executed integrated marketing strategies, selling programs, and CRM initiatives resulting in robust growth in funds sales over a seven-year period. 3

RICHARD KHALEEL 201-***-**** adwna4@r.postjobfree.com

PRIOR PROFESSIONAL EXPERIENCE

Senior executive roles at CNBC and Scholastic as well as at global advertising agencies and marketing companies for existing brands and new product launches for firms including JPMorgan Chase, Bristol-Myers, Procter & Gamble, Johnson & Johnson, and General Foods.

EDUCATION

Master of Business Administration, Finance, New York University, New York, NY Bachelor of Arts, Political Science, Princeton University, Princeton, NJ BOARD MEMBERSHIP

Leadfusion Inc., Board Member 2007–Present

Leadfusion’s CUSTOMERfirst® platform increases revenue for financial institutions by engaging consumers across channels and devices in the critical stages leading up to conversion. Gulf Resources Inc., Board Member 2007–2011

Gulf Resources (GURE) engages in the manufacture of chemical products. Jade Art Group Inc., Board Member 2007–2010

Founded in 2005, Jade Art Group (JADA) is engaged in the business of selling and distributing raw jade in China.

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