EXECUTIVE PROFILE
Top business development professional with 17 years of progressive experience, ready to apply strong business acumen to your organization’s strategic goals. You will benefit from a leader with a proven track record of managing relationships, improving brand recognition and contributing to firm revenue year after year.
PROFESSIONAL HISTORY
Dechert, LLP Global Marketing and Business Development Manager
2016 – Present
Responsibilities:
Identify key prospective clients and develop strategic marketing initiatives to acquire additional business for the firm.
Strategically manage and implement marketing budget of over $300,000 annually.
Identify opportunities for collaboration within the firm that ensure partners are collaborating globally to respond to client needs and maximize cross selling potential.
Draft and maintain compelling marketing materials such as digital content, award submissions, pursuit materials, and attorney biographies.
Manage the global communications initiatives to maximize press exposure, public relations opportunities and increase overall brand exposure.
Develop and implement client events by managing internal and external events managers.
Lead legal directory submissions process and contribute to league tables.
Manage CRM participation growth throughout the practice group to increase its business development utility and ability to showcase return on investment
Key accomplishments:
Rebranded the global finance practice group and refreshed all marketing collateral, increasing practice groups visibility and competitive edge in the marketplace.
Developed firm wide report to capture and internally showcase significant practice group success.
Won multiple industry awards for the firm, practice group and attorneys through compelling award submissions.
Strategically maximized overall marketing budget and continuously measure and report return on investments.
Hosted client receptions with over 400 prospective and current clients, converting networking opportunities into new transactions.
PricewaterhouseCoopers (PwC) National Marketing & Sales Senior Manager
2011 – 2016
Responsibilities:
Listen to clients’ needs and work to provide tangible solutions that exceed expectations.
Function as an internal consultant of audit teams targeting prospects with annual audit fees over $1 million.
Serve as day-to-day manager in presenting the company’s services to grow business opportunities.
Identify, prioritize and target prospective new business, prospects and key decision makers.
Coach senior leadership on building relationships, sales strategy analysis, and business development planning.
Conceptualize and manage the creation of marketing materials for multiple print and digital mediums.
Create and track national marketing campaign budgets to ensure highest levels of return on investment.
Mentor junior marketing & sales personnel by sharing insight from successful national programs and providing partnership opportunities for more accountability.
Key accomplishments:
Five years of “Big Four” accounting firm marketing & sales experience, including successful leadership of large domestic and global sales campaigns, in the Fortune 500 and Fortune 1000 space.
Managed multiple winning opportunities, totaling over $12 million in annual audit fees in FY2016 alone.
Developed and implemented customized project plans that effectively managed people, actions, timelines and perspectives to keep senior management ahead of client needs.
Shared best practices for creating a marketing and communications plan with local teams throughout the country, ensuring brand and regulatory compliance.
Provided direct feedback to over 250 partners on oral presentation skills.
Served as a member of PwC Philadelphia Market Advisory Council for Internal Firm Services creating educational and professional development programs for 250 Philly metro market professionals.
T. Rowe Price Senior Marketing Manager
2003 – 2011
Responsibilities:
Manage and develop a 10 associate team to support US sales initiatives with dynamic proposals.
Oversee an internal network of 50 professionals (including sales, product teams, legal, compliance, HR, and operations) to approach large market business opportunities.
Create concise content promoting the firm’s approach to investing for retirement to institutional clients, retirement plan consultants and financial advisors.
Monitor and continuously improve corporate brand, value propositions, and targeted marketing materials for the retirement plan services division.
Establish, manage and continuously improve on internal quality service standards.
Evaluate marketing campaigns (television, online, print and more), to reach the target demographic while using our resources effectively.
Ensure all marketing materials are 100% complaint with regulatory, and SEC standards before public exposure.
Key accomplishments:
Successfully completed 250 requests for proposal responses in 2010, representing over $36.1 billion in total plan assets and nearly one million retirement plan participants – 100% on-time with high win rate.
Provided training programs for proposal specialists to improve project management, effectively prioritize work streams, maintain a high level of accuracy, and manage internal relationships.
Implemented a streamlined organizational structure focused on addressing increased sales activity and managing high production volumes.
Created, maximized and managed my team’s annual marketing budget during challenging economic times.
Represented the firm at over 25 US industry conferences and trade shows as industry expert presenter.
Maxim Healthcare Services Marketing & Proposal Coordinator
2001 – 2003
Responsibilities:
Create marketing materials and raise brand recognition related to medical staffing services to support business development and relationship management.
Manage relationships with leadership and sales teams across 250 national offices and four lines of business.
Key accomplishments:
Supervised proposal activity to effectively respond to over 350 annual RFIs and RFPs.
Organized national public relations efforts to raise awareness for immunization services.
Produced internal communications including in-house quarterly newsletter.
EDUCATION
University of Maryland – Bachelor of Arts in Communications
PROFESSIONAL AFFILIATIONS
Legal Marketing Association:
o Current Northeast Region /Philadelphia Chapter Member
University of Pennsylvania – Penn Center for Innovation
o Guest lecturer and presenter “The Perfect Pitch”
American Marketing Association:
o Current Philadelphia Chapter Member
Professional Association for Investment Communications Resources (PAICR):
PAICR is a non-profit group dedicated to investment management marketing and communications professionals, providing education and networking opportunities for members to connect with their peers by sharing best practices, benchmarking surveys, and industry trends/tools.
o Chairman of the Board – 2013
o Board Member 2010-2013
o Member and Annual Conference Presenter – 2006-2013
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