With over fifteen years of marketing and technology development in the financial services vertical, I currently lead Mechanics Bank's online and mobile channel strategy and evangelize bank 2.0 and engagement banking. I help develop and implement the bank's client facing technology roadmap and social media/community engagement strategy. I foster key strategic partnerships designed to improve the overall user experience and develop deeper client relationships. Prior to the bank, I spent 6 years leading marketing and technology teams in the credit union industry and 9 years working with big data in direct marketing at the insurance division of Fortune 500 Cendant (formerly CUC International, now part of Affinion) where I focused on database marketing, analytics, and technology development. Working with over 6,500 financial clients and their databases, my primary focus was optimizing ROI for marketing efforts through data modeling for Chase, Bank of America, Citibank, Wells Fargo, and other top 50 national and super-regional financial institutions. My background includes development of long term strategic marketing and technology planning, online and mobile application / content development, social media planning and integration, user experience research, collaboration strategies, brand development, product management, database marketing and analytics. I am a huge proponent of engagement banking that is focused on using technology to enhance relationships by building real and virtual communities. I am also very involved in the next iteration of mobile, tablet, and browser based banking, and the constant evolution of payment and uses of big data. I write and speak about banking, web development and technology trends, and am an active contributor and banking technology proponent across several channels in social media. More on my background in my resume/cv (opens PDF): http://db.tt/37Zc6B7 Specialties Engagement Banking, Bank 2.0, Financial Technology, Financial Applications, Web Development/Analytics, Social Channel Integration & Planning, Collaboration Technology, Customer Experience, Customer Acquisition, Marketing Research & Analytics, Strategic Planningread more ...read less ...
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Berkeley - Walter A. Haas School Of Business
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