MAUREEN P. HOLTZ
*** **** **** ******; #**S • New York, NY, 10016
*************@*****.***
Core Competencies Specializing in executing elements across the entire marketing mix to institutional financial services clients and C-level executive audiences, tight project management, precise attention to detail, ROI, timelines, strategy, creativity and professionalism are overlaid to deliver top-quality projects, often ahead of deadlines and under budget, adhering to defined metrics and measures of success.
Professional
2008 to present Susan de Weil Jewelry
Freelance projects
Marketing materials and strategy; go-to-market positioning development and marketing plan implementation for fashion-forward jewelry company specializing in artisanal precious and semi-precious pieces. Second generation website development underway. Content development, site navigation and related promotional plans utilizing social media, PR and direct email campaign support are in development (launch currently on hold).
2008 Sungard Trading
(Brands - Brass: OMS, EMS, Liquidity Services; Protegent: Compliance Suite; MicroHedge: Options; Assent: Brokerage Services, LLC)
Jersey City, NJ
Marketing Director
Directly managed and mentored team of three marketing professionals across the trading segment. Created integrated collateral pieces (print, web and electronic) for C-level executives, optimized for cross-sales initiatives. Developed senior management sales messaging, presentation decks, value propositions, budgets and marketing plans for new products and enhancement launches to existing and new customer segments. Key strategic member of multiple cross-functional management teams representing segment marketing. Managed all aspects of the marketing mix and resource allocation across internal and external teams. Implemented best practices and brand standards for press and analyst relations (liaised with corporate owners); print/web vendor selection and management; client and external conferences, thought leadership events/webinars and advertising/sponsorship ops. Developed an interactive, online trading game to creatively demonstrate to clients and prospects SG’s suite of trading products supporting the entire trade lifecycle.
2006 – 2007 BNY ConvergEx Group, LLC (formerly BNY Securities Group, A Bank of New York Co.)
New York, NY
Assistant Vice President, Marketing Manager
Re-launched traditional print client newsletter to global audience via e-newsletter distribution, responsible for $70K+ savings annually. Prepared, wrote, edited and managed development and distribution of monthly, internal e-newsletter. Offered marketing support for all internal and external project teams, including highly technical electronic trading and related new and existing products (technical writing for product sheets, presentations and legal mailings/notifications; editorial roundtables – internal and external; trade advertising; brochures; client materials; conference appearances) to C-level global institutional asset owner clients.
Maintained tight brand controls and relationships with Bank of NY during merger and acquisition activity.
2000 – 2001 Merrill Lynch & Co., (acquired by Bank of America, 2008)
New York, NY
Assistant Vice President, Brand Advertising
Partnered with management in corporate, investment banking and investment management businesses to develop product- and business-level advertising against a set strategy, message and tonality. Managed simultaneous day-to-day advertising projects for B2B segments, recruiting, philanthropic (campaigns and one-off assignments). Worked with agency-of-record to launch ML global brand campaigns – print, TV, and outdoor in trade and mass media print publications, with internal communications and web support. Promoted key campaigns and advertising initiatives to relevant internal/external audiences via presentation decks distributed to global teams and various electronic tools. Worked with internal teams and vendors to develop and launch ML Global Advertising Website (Intranet), July 2001. Maintained data on primary worldwide competitors, managing related U.S. and European vendor relationships. Managed top-line budget reports and related project documentation.
1997 – 2000 Donaldson, Lufkin & Jenrette Securities Corp. (acquired by Credit Suisse, 2000)
New York, NY
Advertising Associate
Managed, planned and executed all day-to-day advertising activities in the U.S, Europe, Latin America and Asia to C-level executives in trade and mass media publications. Initiated industry-specific corporate campaigns achieving efficient visibility in core vertical titles. Implemented corporate branding of new-issue ads in key print publications globally, in compliance with jurisdictional legal regulations and requirements. Managed the approval process of advertising materials for DLJ, DLJdirect and related budgets. Managed the day-to-day relationship with the firm’s agency-of-record (U.S., U.K.) and website vendor for dlj.com. Managed the April, 1999 re-launch of dlj.com.
1996 – 1997 Dauphin Deposit Corporation
Harrisburg, PA
Regional Communications Manager
Planned, budgeted, developed and executed in store and de novo branch promo¬tional activities (including direct mail, FSIs, special events and advertising). Worked with agency-of-record and DDC management teams to launch corporate brand campaign.
Education
2004 – 2005 (various) Introduction to spoken Mandarin Chinese
ABC Language Exchange, New York, NY
2004 M.A. Communication Arts and Sciences, summa cum laude, 4.0
Marywood University, Scranton, PA
1993 B.A. Advertising and public relations, cum laude
Marywood College, Scranton, PA
Academic Awards
Kappa Gamma Pi; Gold Key award, PRSSA; Delta Epsilon Sigma; Alpha Delta Sigma
Activities and Affiliations
1997 to present Financial Communications Association, NY, affiliation
2008 to present International Advertising Association, NY, affiliation
2009 Global Marketing Summit, committee member
2011 Global Marketing Summit, volunteer
2004 – 2005 Author (unpublished), In Sickness and In Health: A patient’s guide to choosing a doctor