Manager Marketing

JAMES M. CARINGI

*** *** ***** ***., ******* Palisades, CA. 90272

Phone: 310-***-****, E-mail: *******@*****.***

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SUMMARY

A Senior Marketing and Product Management professional with more than 20 years of experience with a concentration in the financial services and consumer products industries encompassing both corporate (B2B) and retail products and services. A proven strategic and innovative thinker that can consistently develop effective marketing campaigns and strategies that generate revenue growth and increase profits. A senior manager able to manage all aspects of marketing independently or as a leader of a marketing team with the day-to-day understanding, administrative abilities, and project management depth to implement product and marketing strategies at the tactical level across multiple channel (electronic & traditional) platforms.

• Merger & Acquisition Branding/Integration

• Sales Training & Incentive Programs

• Multi-Channel Campaigns & Strategies

• Enterprise Software Marketing

• Client Demographic Analytics

• Print and Electronic (web) Design

• Vendor Management/Public Relations

• Cross-Selling & Product Penetration

• Strategic Planning

• Product Management

PROFESSIONAL EXPERIENCE

Collabrus/M-Squared, Inc. 2010 to Present

Senior Marketing Manager

Senior marketing manager providing new media and traditional marketing, product management and client relationship management consulting for consumer products, enterprise software, and financial services companies.

• Develop, implement, and manage all types of brand/product marketing including print, electronic/new media (web, mobile, tablet), sales tools, and client communications.

• Design and deploy client cross-selling programs which included product training, incentive plan design, and results report tracking that fostered improved employee involvement.

• Create and launch strategic and tactical level marketing programs that target new client/account acquisition, market-share penetration and improve ROI, utilizing both new media channels (web, mobile, smart-phone, tablet, etc.) and traditional print (direct mail, brochures, events, etc.).

Wells Fargo Bank 2011 to 2012

Senior Marketing Manager (12 month consulting assignment through Collabrus-M-Squared)

Senior marketing manager providing new media (web, tablet, mobile) and traditional marketing, product management and client relationship management consulting for Small Business Deposits Division.

o Design and deploy client cross-selling programs which included product training, incentive plan design, and results report tracking that fostered improved employee involvement.

o Create and launch strategic and tactical level marketing programs utilizing data analytics (multiple data platforms) that target new client/account acquisition, market-share penetration and improve ROI, utilizing both new media channels (web, mobile, smart-phone, tablet, etc.) and traditional print (direct mail, brochures, events, etc.).

First Private Bank & Trust (FPB) 2006 to 2010

Senior Marketing Manager, Director of Marketing

Supervised marketing team and managed all aspects of marketing (traditional & electronic) for Los Angeles based banking affiliate of Boston Private Financial Holding.

• Completed client demographic analysis and established new client target parameters increasing per client product penetration from 1.3 to 2.2 and improving overall new client growth rate by 9%.

• Developed client cross-selling program which included product training, incentive plan design, and results report tracking that fostered improved employee participation from 7% to nearly 60%.

James Caringi 310-***-**** Page 2

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• Created marketing programs that targeted private & business banking, and wealth management clients enabling the bank to achieve a 34% increase in total DDA deposits in two years.

Vertis Inc. 2004 to 2006

National Senior Account Executive

Sold targeted advertising, fulfillment software, media and marketing plan solutions to multi-billion dollar financial services companies in the Western United States.

• Devised marketing plans for companies that utilized consumer research and creative services in conjunction with direct mail, interactive marketing, packaging solutions, and digital one-to-one platforms facilitating a 90% corporate client retention rate.

• Established the marketing tools and tracking parameters that evaluated key consumer markets helping corporate clients expand their customer base, grow revenue and manage ROI effectively allowing corporate clients to verify nearly 100% of marketing campaigns effectiveness.

The Bank of New York Mellon 2002 to 2004

Vice President, National Brand & Marketing Manager - Mellon Investor Services

Directed national marketing and request for proposal (RFP) teams for a division of a global financial service company with over $2.7 trillion in assets.

• Generated new business development tools, participant web services, and marketing plans that targeted corporate equity, stock transaction, and employee financial products and services for nine product suites enabling each product group to increase sales 11% sales over a 20 month period.

• Implemented a restructured request for proposal (RFP) team improving proposal response time by 30% and increasing proposal production from 7 to 35 per month utilizing only a three-member team and improved enterprise software solutions.

E*TRADE Financial Corporation 1998 to 2002

Senior Marketing Manager - E*TRADE Business Solutions Group

Oversaw a nine-member marketing team & directed marketing program development that covered all print collateral, direct mail, lead generation, web-site development, and training material design& implementation.

• Oversaw the management of internal and external communications, branding, marketing campaign development & coordination with retail financial and enterprise software product groups that represented a $2 billion corporation. This included all aspects of brand and marketing management for corporate services which culminated in the successful launch of a new B2B division (E*TRADE Business Solutions).

• Worked with a $1-3 million annual budget and developed sales campaign pricing, profitability, and impact analysis, tradeshow and user conference participation and event coordination for corporate service product lines driving business to increase five-fold (from 100,000 individual brokerage trading accounts to over 500,000 & enterprise software clients from 280 to 1,000) in four years.

BankAmerica Corporation 1985 to 1998

Vice President, National Retirement Programs Marketing & Product Manager

Managed a five-member product management and marketing team for a division of a $1.2 trillion national banking concern.

• Directed product development, pricing, product training, profitability analysis, procedures, sales and marketing program design/implementation for new plan retirement service product program.

EDUCATION

Pacific Coast Banking School, University of Washington- Graduate Professional Certificate Program

Macomb County College. AA- Business Administration & Fine Arts

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