Financial Services

Financial Services Industry

Set the foundation for introducing an integrated marketing program for a $300 million diversified financial services company.

  • Hired, trained and motivated staff to develop and manage marketing campaigns for five major business units covering mortgage loans, credit unions, insurance, investment services, employee benefits and professional employer organizations (PEO).
  • Worked with a diversified financial services company to launch social media and online marketing compaigns.
  • And, set up the foundation for integrated marketing campaigns covering print, radio, television, display, and search marketing advertising.
  • Designed and created landing pages, set up umbrella marketing campaigns focused on the life-cycle of companies and life-events of consumers.
  • Designed and launched an updated version of the companies Sharepoint intranet platform.