Wow check out my cousin's son's Work Experience and Resume. lol. Isn't this you guys' dream resume? lol.
wouldn't you love to have a resume like this too? lol. Do you guys see what I mean now when I say that Asians tend to be 100 percent materialistic and are only interested in making money? Only WHITE people are interested in Eastern spirituality/philosophy, but Asians are only interested in making money. This cousin is an example. Why am I the only one that sees the obvious?
do you think you would vibe with this guy? lol. At least he's been in a Chinese Christian church before (see the last credit below) so at least he believes in something even though it's cliched.
Head of Endurance Marketing, Financial Advisor ServicesHead of Endurance Marketing, Financial Advisor Services
Vanguard · Full-timeVanguard · Full-time
May 2023 - Present · 7 mosMay 2023 - Present · 7 mos
Malvern, Pennsylvania, United States · HybridMalvern, Pennsylvania, United States · Hybrid
TD logo
TDTD
4 yrs 3 mos4 yrs 3 mos
SVP, Merger Integration Lead, MarketingSVP, Merger Integration Lead, Marketing
Full-timeFull-time
Jun 2022 - May 2023 · 1 yrJun 2022 - May 2023 · 1 yr
Selected to lead marketing integration for First Horizon Bank acquisition. Built strategic plan outlining key phases from deal close to brand conversion, across community engagement, sponsorship efforts, brand strategy, customer conversion and performance marketing. Specific focus in customer communications, growth/retention, data and marketing technology integration.Selected to lead marketing integration for First Horizon Bank acquisition. Built strategic plan outlining key phases from deal close to brand conversion, across community engagement, sponsorship efforts, brand strategy, customer conversion and performance marketing. Specific focus in customer communications, growth/retention, data and marketing technology integration.
SVP, Head of Customer and Retail MarketingSVP, Head of Customer and Retail Marketing
Full-timeFull-time
Jun 2021 - Sep 2022 · 1 yr 4 mosJun 2021 - Sep 2022 · 1 yr 4 mos
Lead all retail channel marketing and customer initiatives. Led cross functional effort for launch of our new flagship branch in Manhattan, new integrated regional strategy for Florida market. Spearhead evolution of working models from centralized resource allocation models to pilot end to end marketing pods, accelerating the move towards full agile marketing teams.Lead all retail channel marketing and customer initiatives. Led cross functional effort for launch of our new flagship branch in Manhattan, new integrated regional strategy for Florida market. Spearhead evolution of working models from centralized resource allocation models to pilot end to end marketing pods, accelerating the move towards full agile marketing teams.
SVP, Head of Customer, Lending, & Wealth Product MarketingSVP, Head of Customer, Lending, & Wealth Product Marketing
Full-timeFull-time
Jul 2020 - Jun 2021 · 1 yrJul 2020 - Jun 2021 · 1 yr
Led majority of all customer communications, across all lending, wealth, and customer, and emergency response initiatives. Team included product marketers, channel marketers, marketing technology leads, and customer marketers. Led launch of TD Double Up, our new flagship consumer credit card, with a cross functional effort to deliver the largest, fully integrated, full funnel marketing marketing campaign to date. Results to date have exceeded expectations by >25%, with additional brand lift study results showing 40% reduction in cost per lifted user. Led retention efforts after divestiture of TD Ameritrade business, leading to no significant attrition impacts. Led significant evolution of our customer marketing capabilities, launching a new Salesforce Marketing Cloud Instance, the first SFMC Journey Implementation for the enterprise, the first test of personalized 1:1 video in direct marketing, and first mutlivariate creative and copy test in the US. Results to date include 2.5x lift in email engagement, a 50% reduction in cost per funded unsecured loan, and double digit millions in contribution margin.Led majority of all customer communications, across all lending, wealth, and customer, and emergency response initiatives. Team included product marketers, channel marketers, marketing technology leads, and customer marketers. Led launch of TD Double Up, our new flagship consumer credit card, with a cross functional effort to deliver the largest, fully integrated, full funnel marketing marketing campaign to date. Results to date have exceeded expectations by >25%, with additional brand lift study results showing 40% reduction in cost per lifted user. Led retention efforts after divestiture of TD Ameritrade business, leading to no significant attrition impacts. Led significant evolution of our customer marketing capabilities, launching a new Salesforce Marketing Cloud Instance, the first SFMC Journey Implementation for the enterprise, the first test of personalized 1:1 video in direct marketing, and first mutlivariate creative and copy test in the US. Results to date include 2.5x lift in email engagement, a 50% reduction in cost per funded unsecured loan, and double digit millions in contribution margin.
SVP, Head of Customer MarketingSVP, Head of Customer Marketing
Full-timeFull-time
Nov 2019 - Jul 2020 · 9 mosNov 2019 - Jul 2020 · 9 mos
End to end ownership of Customer Marketing across strategy and execution. Led cross functional COVID response team, developing customer insight strategies to respond to our customers' greatest needs, standing up new working models and routines to reduce execution time to days instead of months, and led strategy development for our eventual return to marketing plan. As interim Digital Marketing lead, hired new SVP and key senior managers to take assume leadership of team. Led cross functional employee engagement committee, leading to year over year improvement of engagement stats despite the pandemic.End to end ownership of Customer Marketing across strategy and execution. Led cross functional COVID response team, developing customer insight strategies to respond to our customers' greatest needs, standing up new working models and routines to reduce execution time to days instead of months, and led strategy development for our eventual return to marketing plan. As interim Digital Marketing lead, hired new SVP and key senior managers to take assume leadership of team. Led cross functional employee engagement committee, leading to year over year improvement of engagement stats despite the pandemic.
Head of Customer Marketing StrategyHead of Customer Marketing Strategy
Mar 2019 - Nov 2019 · 9 mosMar 2019 - Nov 2019 · 9 mos
Led roadmap and implementation of multichannel personalization strategy. Introduced Agile ways of working, launched multi touch, multi channel onboarding journey for retail checking.Led roadmap and implementation of multichannel personalization strategy. Introduced Agile ways of working, launched multi touch, multi channel onboarding journey for retail checking.
Neustar, Inc. logo
Principal, Marketing Advisory ServicesPrincipal, Marketing Advisory Services
Neustar, Inc.Neustar, Inc.
Aug 2017 - Feb 2019 · 1 yr 7 mosAug 2017 - Feb 2019 · 1 yr 7 mos
Greater Philadelphia AreaGreater Philadelphia Area
Engagement Lead for Neustar marketing solutions, across measurement and attribution (Media Mix Modeling and Multi Touch Attribution), marketing technology (Data Management Platform, site customization solutions), and custom customer segmentation analysis for Fortune 500 clients. Drive alignment and discovery conversations, direct cross functional implementation teams, and deliver strategic insights and recommendations to client executive leadership.
• Identified significant overstatement of display marketing lift (70% client result vs 15% Neustar analysis) through multi touch attribution analysis for top 10 financial services company. Validated results via placebo testing and recommended budget shift to lower funnel performance marketing channels to improve marketing efficiency.
• Developed unified measurement solution (MMM + MTA) for multi banner retailer to uncover previous blind spots in traditional media effectiveness, connect offline and online conversions to calculate total marketing lift, and identify areas to renegotiate contracts such as Affiliate marketing, where last touch measurement vastly overstated conversion lift.
• Created strategic testing and change management roadmap for new marketing technology adoption for a large regional bank. Led implementation of Data Management Platform, development of customer segmentation analysis, and ran organizational best practices conversations with the CMO.
• Designed cross channel marketing tests and backward looking analyses to determine incremental lift of additional marketing touchpoints. Identified previous flaws in measurement framework and built new test strategy for clients to optimize across both channels and segments.
Engagement Lead for Neustar marketing solutions, across measurement and attribution (Media Mix Modeling and Multi Touch Attribution), marketing technology (Data Management Platform, site customization solutions), and custom customer segmentation analysis for Fortune 500 clients. Drive alignment and discovery conversations, direct cross functional implementation teams, and deliver strategic insights and recommendations to client executive leadership. • Identified significant overstatement of display marketing lift (70% client result vs 15% Neustar analysis) through multi touch attribution analysis for top 10 financial services company. Validated results via placebo testing and recommended budget shift to lower funnel performance marketing channels to improve marketing efficiency. • Developed unified measurement solution (MMM + MTA) for multi banner retailer to uncover previous blind spots in traditional media effectiveness, connect offline and online conversions to calculate total marketing lift, and identify areas to renegotiate contracts such as Affiliate marketing, where last touch measurement vastly overstated conversion lift. • Created strategic testing and change management roadmap for new marketing technology adoption for a large regional bank. Led implementation of Data Management Platform, development of customer segmentation analysis, and ran organizational best practices conversations with the CMO. • Designed cross channel marketing tests and backward looking analyses to determine incremental lift of additional marketing touchpoints. Identified previous flaws in measurement framework and built new test strategy for clients to optimize across both channels and segments.
Capital One logo
Capital OneCapital One
3 yrs 10 mos3 yrs 10 mos
Director, Deposit Growth MarketingDirector, Deposit Growth Marketing
Oct 2015 - May 2017 · 1 yr 8 mosOct 2015 - May 2017 · 1 yr 8 mos
Greater Philadelphia AreaGreater Philadelphia Area
Lead integrated marketing strategy for nation's 8th largest bank and largest direct bank.
Manage $60M budget to drive deposit growth across all branch and direct products, via consumer led marketing initiatives in Mass Media, Digital, and Direct channels.
Lead cross functional team of passionate marketers, from data scientists to business analysts and brand strategists, delivering strategic initiatives from concept completely through execution.
Delivered 600% lift in marketing driven deposits growth since pivot back to deposits in 2015
Drive implementation of Agile/Scrum working methodology across two marketing pods, delivering step change business results while significantly increasing efficiency and generating leading employee engagement and adoption scores
Build relentless testing and innovation agenda across all aspects of marketing, including data segmentation automation and targeting, customer level creative testing, app fallout retargeting, and full funnel analytics implementationLead integrated marketing strategy for nation's 8th largest bank and largest direct bank. Manage $60M budget to drive deposit growth across all branch and direct products, via consumer led marketing initiatives in Mass Media, Digital, and Direct channels. Lead cross functional team of passionate marketers, from data scientists to business analysts and brand strategists, delivering strategic initiatives from concept completely through execution. Delivered 600% lift in marketing driven deposits growth since pivot back to deposits in 2015 Drive implementation of Agile/Scrum working methodology across two marketing pods, delivering step change business results while significantly increasing efficiency and generating leading employee engagement and adoption scores Build relentless testing and innovation agenda across all aspects of marketing, including data segmentation automation and targeting, customer level creative testing, app fallout retargeting, and full funnel analytics implementation
Director of Acquisitions and Digital Marketing, Consumer BankDirector of Acquisitions and Digital Marketing, Consumer Bank
Jan 2015 - Oct 2015 · 10 mosJan 2015 - Oct 2015 · 10 mos
Wilmington, DelawareWilmington, Delaware
• Own Consumer Bank marketing strategy for prospect acquisitions and card cross sell marketing, through the Onboarding of those customers, utilizing all digital and offline direct response channels
• Deliver 6X in new deposit growth via an aggressive test and learn strategy, balancing BAU NPV+ initiatives with continued investment in strategic initiatives and a robust innovation agenda.
• Led transformation of decision making criteria from a growth and account maximization to a profitability driven framework.
• Developed offer strategy learning agenda and framework to understand impacts to account growth and quality, testing across interest rates, cash incentives, and creative formats.
• Drove innovation in Digital Marketing efforts, through SEO improvements that drove organic search results to first page rankings, utilizing MCA/retargeting/pixel tracking to customize messaging in display and social network marketing, and optimizing our affiliate program to balance scalability with account quality.• Own Consumer Bank marketing strategy for prospect acquisitions and card cross sell marketing, through the Onboarding of those customers, utilizing all digital and offline direct response channels • Deliver 6X in new deposit growth via an aggressive test and learn strategy, balancing BAU NPV+ initiatives with continued investment in strategic initiatives and a robust innovation agenda. • Led transformation of decision making criteria from a growth and account maximization to a profitability driven framework. • Developed offer strategy learning agenda and framework to understand impacts to account growth and quality, testing across interest rates, cash incentives, and creative formats. • Drove innovation in Digital Marketing efforts, through SEO improvements that drove organic search results to first page rankings, utilizing MCA/retargeting/pixel tracking to customize messaging in display and social network marketing, and optimizing our affiliate program to balance scalability with account quality.
Director of Customer Marketing, Consumer BankDirector of Customer Marketing, Consumer Bank
Jun 2014 - Dec 2014 · 7 mosJun 2014 - Dec 2014 · 7 mos
Wilmington, DEWilmington, DE
• Led Customer Marketing Strategy for combined 9MM customers of Capital One 360 and legacy Capital One Bank.
• Managed $13MM budget and developed multi-channel integrated marketing plans to drive a 33% increase in self service/digital adoption, 20% of annual checking production in a 8 day period, and doubled cross sell response year over year.
• Initiated and launched campaigns for local branch marketing, including customer level offer development, branch collateral, and a brand new local Refer A Friend program across 800 branches that drove 15-20% of all new account bookings.
• Developed Integrated Mobile Deposit campaigns that lifted transactions 2X over previous run rates• Led Customer Marketing Strategy for combined 9MM customers of Capital One 360 and legacy Capital One Bank. • Managed $13MM budget and developed multi-channel integrated marketing plans to drive a 33% increase in self service/digital adoption, 20% of annual checking production in a 8 day period, and doubled cross sell response year over year. • Initiated and launched campaigns for local branch marketing, including customer level offer development, branch collateral, and a brand new local Refer A Friend program across 800 branches that drove 15-20% of all new account bookings. • Developed Integrated Mobile Deposit campaigns that lifted transactions 2X over previous run rates
Director of Customer Management, Capital One 360Director of Customer Management, Capital One 360
Aug 2013 - May 2014 · 10 mosAug 2013 - May 2014 · 10 mos
Wilmington, DEWilmington, DE
• Revamped new customer onboarding program, from data exploration and KPI identification, through developing our customer research agenda and leading to a holistic strategy governing early communications strategy with our customer base.
• Created a customer level segmentation to drive our marketing efforts across customer life stages, engagement levels, and profitability.
• Led our Black Friday Sale and Financial Independence Days Sale strategy, which produced 25% of our total annual account production over a 7 day period, produced 300MM PR impressions, and more than 140K entries in our Customer Love promotion.
• Built robust Customer Love program, ranging from surprise and delight moments in our social platforms and call center, to brand defining programmatic contests and sweepstakes.
• Improved Marketing efficiency and Net Promoter Score metrics 3x back to pre brand change levels after rebrand of ING Direct to Capital One 360.• Revamped new customer onboarding program, from data exploration and KPI identification, through developing our customer research agenda and leading to a holistic strategy governing early communications strategy with our customer base. • Created a customer level segmentation to drive our marketing efforts across customer life stages, engagement levels, and profitability. • Led our Black Friday Sale and Financial Independence Days Sale strategy, which produced 25% of our total annual account production over a 7 day period, produced 300MM PR impressions, and more than 140K entries in our Customer Love promotion. • Built robust Customer Love program, ranging from surprise and delight moments in our social platforms and call center, to brand defining programmatic contests and sweepstakes. • Improved Marketing efficiency and Net Promoter Score metrics 3x back to pre brand change levels after rebrand of ING Direct to Capital One 360.
ING DIRECTING DIRECT
5 yrs 10 mos5 yrs 10 mos
Senior Manager of Customer EngagementSenior Manager of Customer Engagement
Feb 2012 - Jul 2013 · 1 yr 6 mosFeb 2012 - Jul 2013 · 1 yr 6 mos
Wilmington, DEWilmington, DE
• Developed a data driven strategy to manage the engagement and profitability of 7.5M fiercely loyal customers that make up the largest digital bank in the country. Created a customer segmentation strategy to drive our marketing efforts across customer life stages, engagement levels, and profitability.
• Determined optimal marketing mix and optimized campaigns to drive the cross sell, upsell, and engagement strategy across digital, print, and mobile channels.
• Utilized SAS and various Business Intelligence tools to identify the key drivers of customer behavior, and subsequently developed a test and learn strategy to tease out the levers of engagement.
• Built individual level predictive models to forecast digital engagement, mobile adoption, and optimal channel mix.• Developed a data driven strategy to manage the engagement and profitability of 7.5M fiercely loyal customers that make up the largest digital bank in the country. Created a customer segmentation strategy to drive our marketing efforts across customer life stages, engagement levels, and profitability. • Determined optimal marketing mix and optimized campaigns to drive the cross sell, upsell, and engagement strategy across digital, print, and mobile channels. • Utilized SAS and various Business Intelligence tools to identify the key drivers of customer behavior, and subsequently developed a test and learn strategy to tease out the levers of engagement. • Built individual level predictive models to forecast digital engagement, mobile adoption, and optimal channel mix.
Database Marketing & Customer EngagementDatabase Marketing & Customer Engagement
Sep 2010 - Sep 2012 · 2 yrs 1 moSep 2010 - Sep 2012 · 2 yrs 1 mo
Wilmington, DEWilmington, DE
• Created detailed campaign reporting, customer lifetime value models, and other net present value models to evaluate past and future campaigns using both quantity and quality metrics.
• Utilize SAS and SQL to extract and analyze customer behavioral data.• Created detailed campaign reporting, customer lifetime value models, and other net present value models to evaluate past and future campaigns using both quantity and quality metrics. • Utilize SAS and SQL to extract and analyze customer behavioral data.
Senior Financial AnalystSenior Financial Analyst
Apr 2010 - Sep 2010 · 6 mosApr 2010 - Sep 2010 · 6 mos
• Responsible for providing key financial analysis and support for executive management and business leaders by creating advanced Excel models, utilizing IBM Cognos data warehouse applications, as well as comprehensive PowerPoint presentations.
• Developed detailed product and customer level profitability analyses. Led quarterly meetings with executive management to review outputs, outlining key variances to budget and identifying potential profitability improvements.
• Collaborated with Planning and Forecasting teams to create detailed monthly forecasting analysis.
• Created ad hoc reports and analyses as required, e.g. presentations for board meetings, comparative analysis of global ING Direct units.• Responsible for providing key financial analysis and support for executive management and business leaders by creating advanced Excel models, utilizing IBM Cognos data warehouse applications, as well as comprehensive PowerPoint presentations. • Developed detailed product and customer level profitability analyses. Led quarterly meetings with executive management to review outputs, outlining key variances to budget and identifying potential profitability improvements. • Collaborated with Planning and Forecasting teams to create detailed monthly forecasting analysis. • Created ad hoc reports and analyses as required, e.g. presentations for board meetings, comparative analysis of global ING Direct units.
AnalystAnalyst
Oct 2007 - Mar 2010 · 2 yrs 6 mosOct 2007 - Mar 2010 · 2 yrs 6 mos
• Created comprehensive quarterly industry analysis and board packages comparing ING Direct to all major competitors. Identified key metrics to measure success and strengths as well as areas for improvement.
• Developed RAROC, Embedded Value, and Product Profitability reporting for ING Direct Head Office.• Created comprehensive quarterly industry analysis and board packages comparing ING Direct to all major competitors. Identified key metrics to measure success and strengths as well as areas for improvement. • Developed RAROC, Embedded Value, and Product Profitability reporting for ING Direct Head Office.
ATX Communications logo
Manager of Corporate DevelopmentManager of Corporate Development
ATX CommunicationsATX Communications
May 2003 - Oct 2007 · 4 yrs 6 mosMay 2003 - Oct 2007 · 4 yrs 6 mos
• Led group responsible for cost reductions, profitability improvements and corporate strategy recommendations.
• Initiated and managed projects resulting in $6 million annualized cost savings and over $1 million in one time credits. Conducted initial analysis by creating financial and operational models, led vendor selection, and coordinated internal teams and external vendors to implement project.
• Developed detailed financial models and projects plans for potential mergers and acquisition targets, strategic scenario modeling to improve our unprofitable divisions, and operational plans to combat challenges in the regulatory environment.
• Identified opportunities for both revenue improvements and cost reductions by harnessing the power of our database and business intelligence solutions.• Led group responsible for cost reductions, profitability improvements and corporate strategy recommendations. • Initiated and managed projects resulting in $6 million annualized cost savings and over $1 million in one time credits. Conducted initial analysis by creating financial and operational models, led vendor selection, and coordinated internal teams and external vendors to implement project. • Developed detailed financial models and projects plans for potential mergers and acquisition targets, strategic scenario modeling to improve our unprofitable divisions, and operational plans to combat challenges in the regulatory environment. • Identified opportunities for both revenue improvements and cost reductions by harnessing the power of our database and business intelligence solutions.
After School Program CoordinatorAfter School Program Coordinator
Chinese Christian Church and CenterChinese Christian Church and Center
Sep 2002 - May 2003 · 9 mos