Creating and Delivering Exceptional Marketing Outcomes.™

Marketing Branding Sales Communications Customer Acquisition Partner Management Product Innovation Consulting

PROFESSIONAL EXPERIENCE

Marketing Director, Client Acquisition, KeyBank, 2/2019 to Present

KeyBank is a mid-sized, full-service consumer and commercial bank in Cleveland, Ohio. I direct and enhance KeyBank’s #1 new customer acquisition direct marketing programs.

• Responsible to direct the new client acquisition program.

• Made aggressive marketing program enhancements that grew new customers by 41% year-over-year.

• Acquired more than 50,000 new customers in 2019 and 2020, both all-time records.

• Leverage SAS analytics software and seven response, balance-build and LTV models to acquire “the best customer at the best price.”

• 2019 customers will generate a Lifetime Value of $22.4 million.

• Create all-new testing concepts to drive continuous improvement in marketing results.

• Manage and optimize $9.6 million marketing budget.

• Ensure band equity is aligned and maximized in all communications.

• Adeptly navigate circuitous routes of collaboration, legal, compliance and senior management.

Director of Sales, Quez Media Marketing, 2/2014 to 1/2019 Quez Media is an integrated marketing agency near Cleveland, Ohio. Responsible for sales and marketing planning for small to mid-size clients in the manufacturing, non-profit and startup sectors.

EDUCATION

Master of Business Administration

John Carroll University

Bachelor of Science, cum laude

Marketing and Public Relations

Youngstown State University

VOLUNTEER + DONOR

Big Brothers Big Sisters

2021 to Present

College Now Greater Cleveland

2016 to Present

Hire Heroes USA

2020 to Present

Feed My Starving Children

2020

YSU Pete’s Pride

2015 to Present

Habitat for Humanity

2018 to Present

Board, Eliza Bryant Village

2005-2017

United Way Funding Committee

University Settlement

Ohio Reads Tutor

Meals on Wheels America

BRAND SAMPLING

• Increased non-profit client’s annual revenue by 50% over five years, from $14 million to $21 million.

• Rebranded organization, increasing initial consumer recall by 68%.

• Custom-built CRM database, reducing non-standardized addresses from 1.35 million to 450,000 targetable, deliverable names; Saving

$1 million+ in marketing expense.

• Extensive marketing research experience to pinpoint customer preferences and effective messaging directives.

• Grew paid membership from 42,400 to 54,712 (29%) over three years.

• Increased first-year member retention from 62% to 89%, increasing membership revenue by $620,000 annually.

Sales and Marketing Director, Brand Partnerships, Bank of America + MBNA Corporation, 2001 to 2013

Bank of America is the 2nd largest US bank by assets. MBNA was a boutique integrated marketing company specializing in branded

“affinity” products with 4,000 partners.

Key responsibilities included all aspects of the client lifecycle: Selling, negotiating, marketing, market research, product development, advertising, client retention and profit goals.

• Negotiated, directed and marketed brands with key college and university partners in the Big 10, Big 12, Big East and MAC Conferences. Also brands such as the PGA Tour, LPGA, the NHL, Detroit Red Wings, Chicago Blackhawks and Golf Digest

• Mentored, developed and promoted a team of regional account executives.

• Won 14 of 15 Request for Proposals (RFP) on high-stakes client acquisition and retention deals (93%!).

• 3X National Sales Award Winner.

MBNA was acquired by Bank of America on January 1, 2006.

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