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Recent Performance Metrics and Results


  • Created and executed a comprehensive five year, Internet Strategy which included client segments, multiple channels, Internet branding, communications plan, marketing plan, and Technical Infrastructure elements
  • Designed, developed, deployed and managed 28 URLs, 15 Internet Sites across multiple channels with 1700 content pages, 2500 documents,6 Internet Applications and 6 Servers
  • 43% annual compound growth rate in number of Visitors
  • 57% annual compound growth rate in number of Page views
  • 25% annual compound growth rate in number of Downloads
  • 1.8 Million total visitors with 10.8 Million Page Views
  • Organic Search Results: 15+ core terms with a Google page rank <= 30, 10+ core terms with a Google page rank <= 10, all terms having Average results > 30 Million


  • Defined corporate CRM strategy within context of sales and marketing objectives
  • Provided thought leadership on issues related to the design, development, and deployment of CRM
  • Architect for numerous system models including email marketing, application integration, lead generation, relationship tracking and demographic profiling
  • Designed and deployed Pivotal Financial Services Customer Relationship Management System (CRM) for 15 Business Units, 350 Employees
  • Designed and deployed firm wide Opportunity Model resulting in the firms first ever sales pipeline
  • Managed data conversions for 28,000 companies, 24,000 contacts, 9,000 leads from multiple sources including ACT, Outlook and other data sources
  • Designed and deployed complex Access Control Security Model for entire business
  • Instituted Marketing-based data integrity rules
  • Defined and created executive level user adoption scorecards to measure adoption and user rates
  • Defined and created executive level data quality scorecard and processes to surpass established data quality standards
  • Identified needs for, designed, developed and deployed ETL (Extract, Transform, Load) applications
  • Designed integration process flows for use in daily intergation of 50,000 account based records
  • Analyzed and applied CRM data to Marketing Campaigns using Pivotal Query and MS SQL tools
  • Administrated Marketing Database

Professional Recognition

  • Member of Ziegler Senior Leaders Group
  • Received outstanding Performance Awards
  • Consistently exceeded performance expectations