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<pre>Array ( [var] => cut_url ) </pre> Resume for Jeff K. for Advertising / Marketing / PR in Park City, Utah. Search More Resumes for Advertising / Marketing / PR on #PNDGVRFXG

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Resume for Jeff K. for Advertising / Marketing / PR in Park City, Utah

Occupation: Advertising / Marketing / PR Industry:
Country: United States City: Park City
State: Utah ZIP: 84098

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Jeffrey L K.      ◊ .. or ..

                       Resident of Park City, UT. Willing to relocate and travel.




Leading Strategic Marketer, Thought Leader, Team Builder, Product Management Pioneer,

Program Executor and Outcome Reporter for companies seeking to costefficiently

penetrate markets and gain a competitive advantage.

Strategic Product Development & Management, Marketing Promotion and Programs


Senior marketing leader with proven success acquiring, crossselling and retaining profitable banking and financial services clients. Directs crossfunctional teams to support major business objectives and channel or segmentspecific opportunities. Develops and deploys complex, integrated marketing programs and personalized CRMbased lead generation strategies. Empowers employees and coordinates business units to work together to meet formidable sales and referral goals. Extensive experience in product management and marketing communications. Creative thinker with ability to develop unexpected but strategically sound solutions. Resourceful selfstarter with strong work ethic, high energy level, and solid team, thought leadership and consultative skills. Expertise in: 

Strategic Planning Online & Social Marketing Strategic Partnerships Competitive Intelligence
Market Segmentation Email Marketing Vendor Management Benchmarking/Dashboarding
Target Marketing CRM/Database Marketing Team Development Innovation/Entrepreneurship
Direct Marketing SEO/SEM Strategies Change Leadership Product Management
Public Relations PR Strategies Website Improvement Matrix Management Market Research & Testing
Integrated Marketing Forecasting/Reporting Design of Learning Solutions Marketing Strategy


Recipient of “Innovative Partner of the Year Award” from Affinion Group 

  • Implemented and directed integrated communications efforts to achieve a % retention rate in top two client tiers during market collapse at Zions Bancorp/Contango Advisors.
  • Marketing and communications drove acquisitions to exceed budget and goals by % for the first half of .
  • Produced a % mailing response rate for a business lunchtime investment seminar and a % ROI for a trust mailing to attorneys and accountants. 

  • Grew investment unit assets under management from $MM to over $.B at Chevy Chase Bank. Increased annual investment sales from $ million to $ million, a % lift.
  • Architected an online and directmarketed insurance and affinity products business from a tiny subsidiary into a thriving multiline business with over , bank customers and $, in net annual fee income.
  • As affluent segment manager, drove complex marketing programs which resulted in record sales and profits. One such campaign in resulted in , new checking accounts, a % lift in home equity applications and % increase in quarterly investment sales volume over a week period.
  • Led strategy, implementation task force and marketing promotion for the Home Loan Express fastdecision mortgage offering, yielding $MM in annual loan volume in a declining market.


    / Present STRATEGIC MARKETING CONSULTANT                                                                        Park City UT

                Homebased freelance strategic work pursuant to permanent employment                            


    Performed various services including: SEO/PPC site and competitor analysis, website and sales presentation improvement, direct marketing and communications planning, marcom process development and general strategic marketing consultation. Consulted to several companies, including:  a midsized Texasbased direct marketing agency, a major regional bank based in the Southeast, a growing community bank based in Northern VA and a Health Savings Account HSA provider based in the Western US.


    Scope of Activities:

  • Researched and contributed to a direct marketing plan for new checking household acquisition and home mortgage acquisition/crosssell for a major regional bank.
  • Conducted an SEO website and competitor analysis for a Northern VAbased community bank.
  • Delivered a full website review and SEO analysis for a leading supplier of Health Savings Accounts.
  • Identified ways to increase HSA account balances and improve profitability through education and access to automated savings programs, implementation of a tiered fees and by purging low balance accounts.
  • Suggested lowcost ways to promote sales of a book through a combination of PR, SEO and PPC marketing.
  • Outlined a process of how to produce case study sales support materials ontime and onbudget in days.


                Zions Bancorporation Contango Capital Advisors & Western National Trust Co   Salt Lake City UT

                $B Investment Advisory & Trust Divs of top US bank with $B in deposits in States


    In this senior strategic position, reporting to the President, the mission was to guide these firms into and through their growth phases. Developed and executed marketing plans, promotions and communications programs.  Researched segments and target markets and developed and implemented cohesive messaging. Led team of , consisting of an external PR Manager and two Marketing Communications Managers. Supported client development by leading the production and updating of pitchbooks, presentations, brochures, fact sheets, white papers, banker educational modules and other collateral and media. Oversaw firm’s electronic marketing efforts, including supervision of design and maintenance of firm’s banker, client and public websites. Work product accessible at .  

    “Jeff was a solid contributor to the Senior Management team at Contango. Jeff put all he had into each project and initiative.

    Jeff would be an asset to any organization.”

    Travis Grimm, Chief Operations Officer, Zions Bancorp/Contango Capital Advisors 


  • Efforts guided firm to record run for first half of , placing revenues % ahead of budget and goal. 
  • Realized an exceptional % retention rate in the top two client tiers with regular client communications.
  • Developed and deployed BtoB and BtoC direct marketing programs to drive sales and revenue. Trust mailing resulted in over a x return over mailing cost. piece event invitation and followup resulted in HNW clients attending. 
  • Led development and deployment of published media articles, newsletters, press releases and web assets across the Bancorp’s decentralized operating structure. Mailed newsletter to , clients and prospects.
  • Cultivated audio, video and press articles generated from PR and principals’ speaking engagements and posted press wins to company website, client portal and bank publications. Added media to blog and email program to over million Wall Street Journal subscribers. See press archive at .
  • Formulated and implemented private label brand conversion program to adopt local bank names to improve brand recognition.
  • Created an integrated client referral program to provide advisors with % bonus compensation for sourcing prospects from existing clients.

                Chevy Chase Bank & Chevy Chase Financial Services, now a div. of Capital One            Bethesda MD

                 US bank with $B in assets & offices; in mortgages & top in home equity


    Originally hired by Bank to transform a small inhouse brokerage into a premier, fullline provider of investment advisory, financial planning, brokerage and insurance services. Acted as key product management builder of brand, strategy, promotion, crosssales, training and communication to drive investments and insurance businesses growth in excess of % per annum. Increased scope and became key architect and change leader to acquire, crosssell and retain customers across all bank lines of business, with particular focus on the affluent market segment. Led team of three and matrix teams to implement strategic marketing initiatives and segmented promotions. 

    “Through your continued work to develop marketing strategies and programs to increase awareness and interest in our

    investment and insurance offerings and drive referrals to Financial Advisors, you made important contributions

    to delivering on the breadth of products and services dimension of the Chevy Chase Bank brand.”

    Terry Cole, as SVP and Marketing Director, Chevy Chase Bank recognizing Jeff K. 


  • As affluent segment manager, installed groundbreaking market segmentation approach to focus resources to better serve the banking, borrowing and investing needs of the upscale Washington DC metro market.
  • Managed several yearend marketing promotions to acquire, crosssell and retain affluent subsegments. Generated over K checking accounts over weeks, a % lift in home equity applications and % increase in quarterly investment sales volume in . Key element was management of sales prompts.
  • Advised senior management on deposit product strategy and the need for a bumprate CD product and
  • directmarketed checking acquisition program. This product accounted for % of total CD sales volume.

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