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Colonial Mutual Funds, Boston MA
Managed sales support functions for $14 billion company. Developed and
directed strategic and tactical goals for marketing, telemarketing, field
support, finance, and computer systems. Created budgets, control systems and
compensation plans.
- Restructured wholesaler support and created information system to target
key customers resulting in sales increases from $800 million to $4+ billion
in 5 years
- Improved responsiveness to customer needs that helped reverse net
redemption situation and led to 100% increase in assets in 5 years
- Re-engineered departments and compensation plans to support corporate
goals resulting in improved productivity, reduced turnover, and greater
profits
- Negotiated joint venture for trust services to supplement mutual fund
product line
New England Financial, Boston, MA
Managed Corporate and Market Research Departments of $50 billion
insurance company. Analyzed customers and competitors of the Life, Group Health,
Annuity and Mutual Funds product lines. Evaluated field force needs and
performance. Supported the sales process with territory analyses, market
potential, and demographic profiles.
- Created executive information system to focus senior officers’
decision-making
- Implemented customer market segmentation to evaluate potential product
additions
- Represented industry position to legislature and with the media in
successfully fighting proposed pricing legislation
- Revised agent compensation package to support expansion of
product line to mutual fund sales
Other Professional Experience
- Massachusetts Division of Employment Security - Director, Bureau of Labor
Statistics research programs
- National Bureau of Economic Research - Managed computer systems & vendor
contracts
- Control Data Corporation - Designed U. S. Army personnel database
- John Hancock Mutual Life Insurance - Supervised Actuarial Research Department
Professional Activities
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Guest Lecturer & Industry Seminar
Speaker |
Member |
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Wellesley College
- Harvard University
- Northeastern University
- Investment
Company Institute
- American Council on Life Insurance
- Bureau of Labor Statistics
- American
Economics Association
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Civic Activities
- Trustees of Donations, Episcopal Diocese of Massachusetts -
Mutual Fund
Trustee
- R. F. Kennedy Action Corps for Children - Vice President - Board of Directors, Personnel
Practices Committee
- Brookline Town Meeting - Financial Advisory Board
- Brookline Improvement Council - Board of Directors for low income housing
- League of Women Voters - Board of Directors & Housing
Committee Chair
- United Way Chair, Colonial Mutual Funds - quadrupled contributions &
participants
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Making Things Work Better in the Financial Services Industry
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