Sector Experience
Consumer Goods
Financial Services
Healthcare
Life Sciences & Pharma
Languages
English
Mandarin
Notable Clients
Apple
Merck
Philips
Prudential Financial
TIAA
Experience
Bird Dog Insights, LLC
Management Consulting
Principal
6/2018 - Present
Independent marketing strategy consultant helping clients better understand their customers and how to go to market with products and solutions that meet the needs of target audiences.
Fidelity Investments
Marketing
VP, Segment Management
4/2014 - 6/2018
Led strategy development and creation of product and marketing solutions for millennial 401(k) plan participants, based on deep knowledge and insights of customer needs.
Fidelity Investments
Marketing
VP, Social Media
1/2011 - 3/2014
Created and implemented company’s social media strategy. Managed five-person team for daily operations on Facebook, Twitter, LinkedIn, and YouTube. Developed business case and implemented new social products and features for Fidelity.com.
Fidelity Investments
Corporate Strategy & Development
Director, Online Strategy
8/2005 - 12/2010
Responsible for developing new vision for customer experience on Fidelity.com.
The Monitor Company
Management Consulting
Consultant
6/2001 - 12/2004
Developed business and marketing strategies for clients in a variety of industries, including pharmaceuticals, medical devices, telecommunications, software, professional services, and construction materials.
AchieveGlobal
Other
Account Executive
4/1995 - 6/2000
Sold sales and management skills training to Fortune 500 companies in Hong Kong and China.