Functional Skills
Customer Service
Wealth Management
Agile Software Development
Product Innovation
User Experience Design (UX)
IT Asset Management
Innovation Management
Digital Marketing / Advertising
Leadership Development
Communications
Real Estate Investing
Marketing Analytics
Software Skills
Salesforce
Marketo
Certifications
Series 7
Sector Experience
Business Services
Financial Services
Real Estate
Technology
Fortune 500
Experience
Franklin Resources
Product Management / Strategy
Director - Digital Client Experience (transition
1/2024 - 4/2024
• Led cross-functional business strategy and UX teams to manage Putnam's award-winning
VisualizerSuite™ of digital products, driving product innovation and enhancing the user experience to maintain its industry-leading position.
VisualizerSuite™ of digital products, driving product innovation and enhancing the user experience to maintain its industry-leading position.
Putnam Associates
Marketing
Vice President - Director Digital Marketing & Head of Mobile Strategy
5/2010 - 1/2024
• Modernized Putnam's global websites, leading cross-functional teams through a redesign that enhanced usability and significantly increased organic traffic.
• Created award-winning digital experiences, including FundVisualizer®, an AI-powered tool, resulting in a 25% year-over-year increase in client engagement.
• Designed omni-channel demand generation programs, increasing organic engagement by 400% through strategic use of social media, email campaigns, and targeted digital advertising.
• Redesigned accounts web portal, implementing advanced security feature and ACH transfer capabilities, leading to a 15% increase in shareholder usage and 20% fewer support requests.
• Launched Putnam's first mobile and wearable apps, including industry-first PriceCheck&Save,
influencing new retirement contributions.
• Spearheaded emerging tech initiatives that included AI, Google Glass, and Meta Quest, building prototypes that shaped company innovation efforts.
• Championed diversity and incl
• Created award-winning digital experiences, including FundVisualizer®, an AI-powered tool, resulting in a 25% year-over-year increase in client engagement.
• Designed omni-channel demand generation programs, increasing organic engagement by 400% through strategic use of social media, email campaigns, and targeted digital advertising.
• Redesigned accounts web portal, implementing advanced security feature and ACH transfer capabilities, leading to a 15% increase in shareholder usage and 20% fewer support requests.
• Launched Putnam's first mobile and wearable apps, including industry-first PriceCheck&Save,
influencing new retirement contributions.
• Spearheaded emerging tech initiatives that included AI, Google Glass, and Meta Quest, building prototypes that shaped company innovation efforts.
• Championed diversity and incl
Empower Retirement (Putnam sister company)
Marketing
Team Lead - Digital Marketing & User Experience
10/2014 - 6/2020
• Directed large-scale business strategy and UX teams to deliver award-winning experiences that positioned Empower into a top industry innovator, becoming the 2nd largest 401(k) recordkeeper.
• Created a lifetime income visualization experience that reshaped how the retirement industry addresses participant outcomes.
• Redesigned participant, advisor, and plan sponsor websites, which were recognized with industry awards.
• Launched first mobile app
● which holds a 4.8 out of 5 star rating on the Apple App Store.
• Created a lifetime income visualization experience that reshaped how the retirement industry addresses participant outcomes.
• Redesigned participant, advisor, and plan sponsor websites, which were recognized with industry awards.
• Launched first mobile app
● which holds a 4.8 out of 5 star rating on the Apple App Store.