Led multiple teams ranging from 3 - 100 individuals consisting of internal direct reports, interdepartmental collaborations, sales staff, vendors, agencies, and trade unions.

Created a unique sales platform that generated $7.2MM in revenue by cross-selling existing vertical wholesale clients into Fifth Third Private Bank.  The program averaged 77% year over year growth.

Partnered with corporate sales teams to launch a retention program set to retain 90% of the top 20% ultra-high net worth client base within the existing book of business.  The program leverages CRM software, customized collateral, scheduled communications, and experiential marketing tactics.

Fostered corporate sponsorships and community reinvestment contributions into successful commercial banking relationships that produce over $500K in annual revenue, while providing unique customer experience opportunities for affluent clients and prospects.

Demonstrated decisive decision-making skills by adhering the strategic alignment of the brand to marquee non-profits within the Chicagoland and Northern Indiana markets. The initiative increased reputation and awareness scores by 33% over a three-year period.

Collaborated with finance and analytics teams to efficiently utilize strategic data to monitor competitive market trends, client conversion, regional penetration levels, campaign effectiveness, and Key Performance Indicators of financial products and services.  

Diligently maintained a marketing budget of $3MM, by leveraging negotiating and contract skills to maximize sponsorship investments and traditional media buys.

Acted as a steward for the brand by committing to strict corporate governance in regard to the creation of collateral, content, and external communications, to ensure compliance of marketing policies, regulations and guidelines.