Professional Experience

MANAGER, e-STRATEGIES & SOLUTIONS - Merrill Lynch
e-MARKETING COMMUNICATIONS MANAGER - Merrill Lynch
e-MARKETING COMMUNICATIONS ASSOCIATE - Merrill Lynch
EDITOR & COMMUNICATIONS SPECIALIST - Merrill Lynch

2001 to 2002:

MANAGER, e-STRATEGIES & SOLUTIONS
The Merrill Lynch Center for Philanthropy & Nonprofit Management
Merrill Lynch Wealth Management Services, Princeton, New Jersey

Developed integrated digital marketing communications vision and strategies for delivering philanthropic and wealth management services to prospects, clients and sales force. Identified best practices, metrics, strategic partners and vendors to create and deploy B2C initiatives.

• Created plan for web-based newsletter, delivering highly actionable and sophisticated philanthropic sales strategies and tools for top 2% of firm's 15,000 financial advisors.
  
  
• Delivered series of targeted video teleconferences to Merrill Lynch's 600+ retail offices. At less than $1,000 per show — events provided cost-effective, productive climate for Merrill Lynch, external advisors and American Cancer Society (ACS) Gift Planning Officers to network and learn about latest legislation and techniques mutually beneficial to each group's sales objectives. This included nationwide expansion of firm's charitable gift annuity business with ACS.
  
  
• Introduced web conferencing services to group as cost-savings substitute for on-site training. Additional cost saving ventures included proposal creating "virtual" online press kit and CD-Rom to support ongoing media outreach efforts.
  
  
• Managed new co-branded relationship with online provider of objective, authoritative information on charitable gift planning in effort to position Merrill Lynch as a major thought leader in the delivery of philanthropic planning services.
  
  
• Designed CD-ROMs for clients attending group's various U.S. conferences. Disks contained conference presentation materials and business-building educational tools. Monetary savings achieved through 100% elimination of previously used hard copy binders, brochures and related printed materials.

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1998 to 2001:

e-MARKETING COMMUNICATIONS MANAGER
Merrill Lynch Trust Company/Nonprofit & Philanthropic Financial Services,
Merrill Lynch Wealth Management Services, Princeton, New Jersey

Identified, managed, communicated and delivered segment- and channel-appropriate web-based services and solutions to internal sales force, general employee population, prospects and clients.

• Secured services of prominent NYC consulting firm to create online, searchable database of personal profiles for Merrill Lynch Trust Company's sales professionals. Successfully negotiated below market rate at a time of rapidly escalating costs due to nationwide consultant shortage.
• Coordinated regularly televised media outreach appearances for management team members on closed-circuit daily news show for sales force.
• Worked with media services group to create high-end, professionally-designed and branded presentation templates and CD-ROMs for consulting team, management and sales force use in client meetings, seminars and conferences.
• Received President's Award (1999) for role in communicating and implementing new pricing and sales force compensation guidelines for Merrill Lynch Trust Company.

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1997 to 1998:

e-MARKETING COMMUNICATIONS ASSOCIATE
Merrill Lynch Next Generation Marketing, Princeton, New Jersey

Collaborated on all Internet marketing activities for new business unit focusing on tech-savvy, wealthy young investors aged 25-44.

RESULTS:
Used Internet as key channel for educating public on changes affecting Individual Retirement Accounts as introduced through 1997 Taxpayer Relief Act. Achieved through creation of special "IRA Center" on firm's public website. Produced online financial seminars, wrote marketing and promotional copy and collaborated on banner advertisements and special keyword buys on major online portals to heighten interest in IRAs and generate investor traffic to special site.

1990 to 1997:

EDITOR & COMMUNICATIONS SPECIALIST
Merrill Lynch National Services, Somerset, New Jersey

Managed, edited and authored print and online editions of Service Management Weekly — a firmwide client service information and support publication.

RESULTS:
1994-1996: Edited, managed, authored division-wide newsletter for 2,500 employees supporting group's United Way fund raising efforts. Realized 50% in cost savings over previous campaigns by utilizing in-house publishing facilities. Recipient of special achievement award all 3 years for contributions to firm's responsible citizenship core principle.

Internal semi-annual survey consistently ranked Service Management Weekly as number one internal publication for content accuracy, information timeliness and format.