Special Talents: Tackling challenging projects, juggling multiple initiatives confidently and with great success with little to no supervision, working across as well as with other teams within a complex matrix-driven organization

Financial Services Subject Matter Expert with knowledge of numerous products / offerings, including:

Managed Accounts, High Net Worth / Ultra High Net Worth Client Investment Advisory Accounts, Alternatives, Mutual Funds, Exchange Traded Funds, Equity / Fixed Income Products, Retirement Products, Commercial / Residential Mortgages, HELOC, Custom / Structured Lending / Bonds / Commodities

Significant working knowledge and experience with respect to B2B, B2C, Registered Investment Advisor, Broker / Dealer, Investor, Financial Advisor, Institutional, Retail and Clearing Channels, Investment Marketing, Capital Markets

Team Collaborator / Advisor: A “Jane-of-all-trades” financial marketing / communications / business projects manager with a low-ego, hands-on style who knows how to: thrive in a changing environment, maintain calm under pressure, and “hit the ground running” undeterred by ambiguity and uncertainty

Internal / External Communications

Robust, Results-Oriented Marketing Plans

Traditional, Digital & Event Marketing

Raise Awareness / Visibility Campaigns

Channel Marketing / Collateral / Library

CMS & CRM Systems

Concise, Unique Content / Messaging

Internet / Intranet / Microsites / ATMs

Streamlining & Process Improvement

Business / Product Initiatives

Extensive Print / Digital / Event Experience

Executive Dashboards & Project Updates

EXPERIENCE

NEW YORK LIFE INVESTMENTS – Jersey City, NJ

Marketing Consultant – Regulatory & Investment Marketing (September 2022 to June 2023)

Juggles complex, multiple projects for both Regulatory Marketing and Investment Marketing while documenting all processes

Projects include, but are not limited to: maintaining calendar/projects list, coordinating and creating sales communications (emails, reports, social posts), shareholder reports, various regulatory notices (19a, 30e-c, tax) as well as timely value-add and investment outlook pieces for the AAI and multi-asset teams

Use of: Seismic, SharePoint, Percolate, Adtrax/SMRU, Tableau, Internet/Intranet

Vendors: Quest (webinars), Toppan Merrill (printing/POD)

Reason for leaving: Contract completed

CREDIT SUISSE ASSET MANAGEMENT – New York, NY

Marketing Associate – RFPs (August 2021 to June 2022)

Responsible for streamlining RFP processes and RFP projects: responding to DDQs, RFPs, and sending out client reporting for several boutique businesses within CSAM.

Assists with podcasts, marketing profiles, presentations, and various marketing materials tailored to the Alternatives space.

Use of: Salesforce, Seismic, SharePoint, Workfront

Reason for leaving: Changed from remote to onsite

LAZARD ASSET MANAGEMENT – New York, NY

Central Marketing Production Consultant (July 2019 to May 2020) – Recruiter: Genesis10

Marketing Associate (May 2020 to August 2021)

Responsible for maintaining, updating, and enhancing new business and client service collateral / presentations for the following platforms: Global Listed Infrastructure, Discounted Assets, Global Convertibles, and Global Equity Franchise ($35 billion+ in AUM) – as well as other platforms as needed – working closely with portfolio managers

Trained new employees to a high standard on marketing, data and processes

Managed the production of manual mutual fund, SMA and strategy fact sheets and assist with other product materials as needed

Responsible for researching/retrieving data from multiple sources (different internal systems, directories, Bloomberg, etc.)

Reviewed, coordinated and tracked projects including any revisions working with Design, RFP, CMS team members, and data analysts

Worked closely with the VP, SVP and MD of Central Marketing on revisions/processes and new templates as needed

Proactively documented data sources and processes especially as it related to the implementation and use of Seismic and Salesforce, and reach out interdepartmentally when issues/questions arise. Use of Agile, Jira, Workfront, Bloomberg

Reason for leaving: Offered a job at CS

BANK OF AMERICA (GWIM) – New York, NY

Marketing Project Manager Consultant (May 2018 to November 2018) – Recruiter: Collabera

Coordinated and tracked projects for the following product lines: Structured/Custom Lending, Mortgages, HELOC

Secured approvals for marketing material collateral, updated intranet, proofed/edited materials

INGENIOUS IDEAS – West New York, NJ

Senior Marketing Manager (June 2017 to May 2018)

Involved in all aspects of organizing/running a small business centered around kitchen and medical device product projects

Filed patents and trademark applications and followed up on USPTO office actions

Created all marketing and communications relating to business/products/packaging, including social media (traditional to digital)

Conducted all sourcing for products, services (manufacturing, printing, etc.) and managed vendors

Organized trade shows, etc. (GNYDM Conference, Javits Center, Nov 2017)

Use of: Content UX writing, collateral library, Smartsheet, Workfront

Reason for leaving: Contract completed

CITIBANK (OMNI CHANNEL MARKETING GROUP) – Long Island City, NY

Senior Marketing Coordinator Consultant (August 2015 to June 2016) – Recruiter: Russell Tobin

Coordinated the execution of legal CAPS projects: mailings for commercial bank units

Assisted in the creation/execution of digital campaigns (calendar of collateral: emails, microsites, ATM screens)

Worked closely with vendors: Publicis, Razorfish

Reason for leaving: Contract completed

TIAA-CREF (PARTICIPANT ENGAGEMENT MARKETING) - Remote

Senior Marketing Coordinator Consultant (April 2014 to December 2014)- Recruiter: Accrue Partners

Worked closely with communication consultants offering marketing and coordinated support as it pertains to TIAA-CREF’s various marketing projects: campaigns and online games/virtual environments that help promote financial education

Maintained/updated Seismic presentations and collateral/content for intranet, and acted as backup for group’s webinars

Reason for leaving: Contract completed

UBS WEALTH MANAGEMENT (INVESTMENT ADVISORY) – Weehawken, NJ

Product Marketing & Communications Manager (Director) (May 2012 to February 2014)

Hired to help promote awareness of Investment Advisory, Portfolio Strategy Group and the Investment Management Research Group within the firm, primarily targeting the 13,000 financial advisors and their clients

Developed and implemented the internal brands for these three groups via marketing campaigns, communications and marketing pushes around new products and program enhancements

Headed a 3-group editorial board, and acted as editorial lead on the groups’ internal blogs as well as coordinator of “tours” via calls, webcasts, conferences, etc.

Maintained and updated the group’s intranet content using proprietary CMS, intellectual collateral library, and social media blogs (tracked hits and traction where possible)

Worked closely with Sales Desk on weekly pitch ideas for financial advisor calls

Helped organize/plan conferences/events and created pertinent marketing materials

Worked across various groups to create dynamic marketing collateral (including videos) and communications that are both compelling and concise for the HNW and UHNW sector

Heavy project management of campaigns, communications and relevant approvals

Devised online tracking mechanism/system for communications/approvals

Pitched in to create and streamline/improve RFP proposals

Use of: SharePoint, Seismic, proprietary CMS

Reason for leaving: Restructuring/received package

ADVISORS ASSET MANAGEMENT (SMA) – Berkeley Heights, NJ

Marketing Specialist (Associate Director) (June 2010 to May 2012)

Acted as dedicated Marketing/Project Manager for the Asset Management Distribution Group (primary client) reporting directly to the FVP, Director of Strategic Marketing

Developed and implemented marketing project plans for the program’s new and existing fixed income and equity strategies

Re-designed the new AAM brand giving it a new dynamic look and marketing collateral suite

Acted as the go-to communications writer for external and internal audiences, as well as project manager for all performance-related materials for the program’s investment strategies ensuring all projects were executed within strict deadlines

Created compelling collateral, web content, training materials and advertisements to support the firm's other growing product areas

Managed vendors, tracked expenditures and sourced services as required

Juggled multiple projects on a daily basis, including RFPs and the planning of events

Worked with outside agencies on press release distribution and design

AAM was named to Inc. 5000's list of fastest growing companies for 2009 and 2010

Reason for leaving: Opportunity to return to UBS

ELANCE (FREELANCE) – Verona, NJ

Content Developer/Marketing Manager (February 2009 to June 2012)

A top 10 provider of Web Content on the Elance platform

Worked as a SEO/UX writing consultant (rewriter using keywords) on large corporate websites

Worked directly with start-ups and established clients to custom-tailor services to their needs which included: branding, naming, positioning, digital/traditional marketing plans

Responsible for creating concise, engaging professional copy for: taglines, marketing collateral, web content, direct mail and email campaigns, company profiles, video scripts, speeches, sales letters, postcards, brochures, sell sheets, fee schedules, trade banners, event/conference invitations, RFPs, articles, proxy and investor communications, internal/external corporate communications, press releases, forms and non-traditional media across various industries

Also provided ancillary services such as branding, naming, market planning, SEO writing, proofreading, editing, and sourcing for web, graphic design, video creation and print services

Project managed the creation of websites in Joomla, PHP and Word Press

Content created for multiple e-commerce sites as well as:

Worked across various industries: Financial, Architecture/Engineering, Medical Devices, Pharma, Mining, Software, Start-ups

Reason for leaving: Opportunity to advance at AAM (manager was an ex-UBS employee who used to work at UBS Global AM)

UBS GLOBAL ASSET MANAGEMENT (MARKETING & COMMUNICATIONS) – New York, NY

Marketing/Project Manager (Associate Director) (January 2008 to February 2009)

Acted as dedicated Marketing/Project Manager to the Private Wealth Solutions Managed Accounts Group (primary client)

Assisted in developing and implementing marketing plans for the Program’s new and existing strategies (over 30) and measuring their effectiveness with FAs and wholesalers in the HNW and UHNW sectors

Developed and updated marketing collateral and communications for external and internal audiences, as well as project managed all performance-related materials for the Program’s investment strategies within strict deadlines

Trained contractors on products/projects to be undertaken as part of their responsibilities

Updated the firm’s intranet and internet webpage content as it pertained to the marketing of these strategies

Accomplishments: Saved the firm more than $250K per year by internalizing the production of PWS collateral; delivered PWS quarterly materials 2 weeks early on a consistent basis; launched 6 additional strategies on time (all within my first year in this role)

Project management of strategies and associated materials from inception to approval/dissemination

Worked closely with Sales Desk on pitch ideas for financial advisor calls

Use of: SharePoint, proprietary CMS

Reason for leaving: Restructuring/received package

PERSHING LLC (GLOBAL MARKETING AND COMMUNICATIONS) – JERSEY CITY, NJ

Marketing Manager (Assistant Vice President) (September 2005 to December 2007)

Acted as dedicated Marketing Communications Project Manager to Pershing Advisor Solutions (expansive B2B client base)

Coordinated and managed a flood of projects for new RIA entity (PAS) channel in coordination with the following groups: Product (development of a practice management series, marketing collateral), Sales (on-boarding presentations, fee schedules), Operations (disclosures, forms, account applications), Interactive Marketing (web site content, HTML e-mails), Events (invitations, conference updates), and Public Relations (letters)

Managed the client communication process (which included weekly meetings with PAS internal clients investigating new ways to improve workflow and communication with RIAs and end-clients) and was responsible for writing numerous B2B and B2C communications

Extensive work on legal changes to forms working closely with the Legal Department

Managed vendors: graphic designers, printers, writers

Reason for leaving: Opportunity at UBS Global AM

NATIONAL FINANCIAL SERVICES/CSC-PAINEWEBBER-UBS (PRODUCT DEVELOPMENT) – Jersey City, NJ

Marketing Project Manager (July 1999 to January 2005)

Acted as lead Program (Project) Manager on B2B initiatives involving product offerings and corresponding systems’ enhancements for the following product areas: Client Reporting (statements, confirmations, 1099’s, other mailings), Money Funds (LIR and RMA), Mutual Funds, Managed Accounts, Cash Management Accts, Retirement accounts

Heavy financial project/ program management: lead project development via cross-departmental teams, presenting out to upper management on large-scale initiative

Developed business requirement documents and manuals for medium to large-scale projects, created rollout plans as well as relevant internal/external communications (via wires, hardcopy bulletins, e-mail, portal) and marketing materials to firm/client base

Trained coworkers on products/managing projects/business initiatives

Project sampling: Developed an Annual Statement (quick cards, Q&As, How to Read Your Statement), transitioned trade confirmations from an external vendor to an internal one, created multi-transactional trade confirm format, implemented electronic delivery of confirms and statements with simultaneous hardcopy suppression

Reason for leaving: About 2001, CSC was sold to NFC and position (which remained the same) was relocated to Boston. Package to relocate offered. I took severance instead to remain in the area.

MORGAN STANLEY DEAN WITTER (FINANCIAL INSTITUTIONS GROUP) – New York, NY

Project Leader (December 1997 to July 1999)

Acted as liaison between bank clients and MSDW departments on RFPs, as well as between existing clients and various MSDW divisions, on any problems which related to, but was not limited to: marketing/private labeling, fire walls, national registration, workstation issues, comp, insurance, LANs, servers, systems access and data warehouse

Committees: Bank Support, Operations, SNA/Network, Software Distribution, Business Resumption, Grapevine Server/Workstation, and Entitlements

Reason for leaving: Merger. Department was eliminated

Other industry work\skills: Law (Records Management\Taxonomy\Contracts), Libraries (Taxonomy)

EDUCATION

Columbia University B.A. Cum Laude with honors in Literature/Writing

Cornell University Data-Driven Marketing Certificate

REGISTRATIONS

FINRA Series 7, 24, 66 (All have expired)

AWARDS

Pershing Power Award

COMMUNITY INVOLVEMENT

Takis Shelter (Animal Shelter in Greece)

The Asher House (Animal Sanctuary in Oregon, USA)

Cheyenne River Youth Project (Passion for Fashion)

RECOMMENDATIONS

Max Reynal

Marketing Associate at Credit Suisse

I knew Mary from Lazard and hired her to help our department get up to speed as we had gone through quite a bit of turnover. She has sharp writing and marketing skills, and she has a great eye for improvements. She assisted with manuals and achieving a better process. However, the commute has proven to be too long for her, and the company is requiring onsite time. I am sad to see her go, but I also know she will land on her feet.

April 7, 2022, Max worked with Mary E. at Credit Suisse

Donna Maietta

Marketing Associate at Lazard Asset Management

Mary’s strength to create seamless flow and organization out of chaos has been a major strength. She is my most senior member of those left, and a knowledgeable leader during hectic quarter ends.

August 4, 2021, Donna managed Mary E. at Lazard Asset Management

Victoria Ward

Marketing Associate at UBS Wealth Management

Mary Ellen is a very talented and creative marketing and communications professional within the financial services industry. I had the pleasure of partnering with her on numerous projects on key initiatives to grow the business. She always demonstrated a strong commitment to delivering high quality marketing collateral with a great eye for detail. Her creativity is one of her greatest strengths.

March 30, 2014, Victoria worked with Mary E. at UBS Wealth Management

Dan Archetti

Investment Management Research at UBS Wealth Management

Mary E. is extremely diligent and thorough in her role as a marketing professional. One of the many things that has impressed me about her is how she is able to stay current with the business needs of the organization as well as finding the most efficient ways of reaching out to clients. In addition, she is a great resource to bounce ideas off of and willing to help regardless of the effort that is needed.

March 29, 2014, Dan worked with Mary E. at UBS Wealth Management

Peter Knipe

Vice President at Advisors Asset Management, Inc.

Mary Ellen was a pleasure to work with at AAM. She was extremely efficient creating marketing pieces for our clients. She addressed issues quickly/timely and pays attention to the details which is a critical attribute for anyone marketing. She manages both the sales and compliance components of marketing which at times is difficult.

February 24, 2014, Peter worked with Mary E. at Advisors Asset Management, Inc.

Efren Cleofe

Director at Merrill Lynch

May Ellen is such a pleasure to work with. She is very smart, a hard worker and is passionate about the projects that she is assigned to. She is also very eager to learn what the Compliance component of the project is. She will always be an asset to whatever company she works for.

March 9, 2011, Efren worked with Mary E. at UBS Global Asset Management

Jacqueline Giaimo

Executive Director at J.P. Morgan Global Private Banking

From the day Mary Ellen started as a Marketing Manager for Private Wealth Solutions, a high net worth managed account platform, I found her to be extremely detail-oriented, client-focused and effective at gaining efficiencies. She was an asset to the team and organization.

December 1, 2010, Jacqueline managed Mary E. at UBS Global Asset Management

Salman Shaikh

Director, Tools & Capabilities at Coca-Cola Refreshments

May Ellen was key in driving many of the marketing initiatives in Private Wealth Solutions business area. She was key business owner whom I worked with closely to deliver well thought out and effective solutions. Her involvement always ensured success. Mary Ellen's drive and attention to detail set her apart from her counterparts. I would be delighted to have the opportunity to work with her in the future.

February 17, 2009, Salman worked with Mary E. at UBS Global Asset Management

Eric Nastri

Director, Deputy Program Manager - Portfolio Management Program (PMP) at UBS Wealth Management

Mary Ellen is thorough, creative and hard working. She not only produced high quality output, but she was did so under extremely tight deadlines consistently. She was instrumental in implementing many client experience enhancements to the PWS managed accounts platform. I highly recommend Mary Ellen and will be happy to discuss her work more if requested.

February 10, 2009, Eric managed Mary E. indirectly at UBS Global Asset Management

Jane Peruyero

Vice President, Marketing at Broadridge

Mary Ellen is an extremely bright financial services communications professional. She has the ability to multitask, pay attention to detail while keeping an eye on the big picture.

February 9, 2011, Jane managed Mary E. indirectly at Pershing

Beth Rothschild

CEO at Krieger Consulting

Mary Ellen and I both worked as Marketing Managers in the Marketing Communications Department at Pershing. Mary Ellen and I performed slightly different functions for the organizations as she worked primarily for PAS. She has great writing skills and was a pleasure to know. She is very bright and understands very quickly what needs to be done. She works very hard and accomplishes a great deal. She also worked at UBS when I was there, although in a different department. I heartily recommend her.

December 9, 2010, Beth worked directly with Mary E. at Pershing

Gary Lesslie

Senior Consultant at CBIZ Valuation Group, Inc.

I was involved in hiring Mary Ellen and worked with her daily. She was a highly competent worker and contributed greatly to our department. She was diligent in performing her work, effective in meeting deadlines and was willing to go "the extra mile" to accomplish the department's mission. Mary Ellen had a cheerful attitude and a good sense of humor. Additionally, she worked well with others in our department and throughout the organization. I would highly recommend her.

August 6, 2010, Gary managed Mary E. indirectly at Dean Witter

MARKETING & COMMUNICATIONS/ BUSINESS SIDE PROJECT MANAGEMENT

Specializing in Difficult Assignments/Contract Work, Knowledge of AI and How to Leverage.

MARY E. DIGAN

Millville, NJ 08332 adzuva@r.postjobfree.com 646-***-****

Contact this candidate