 |
Western & Southern Financial Group (3 months)
| • |
Formed project team with other LDP Associates to evaluate the attractiveness of
affinity marketing for Western & Southern Financial Group, explore partnerships with local
professional associations, and assess potential joint ventures to deliver financial products to
special interest groups.
|
| • |
The project team made strategic and tactical
recommendations to pursue these opportunities and is currently developing a
formal business plan to identify viable affinity partners, propose an
appropriate organizational design, and specify the necessary resources to
commence implementation in 2008.
|
Eagle Realty Group, LLC (7 months)
| • |
Conducted an assessment of potential market entry and positioning
strategies for the development of a real estate private equity business. |
| • |
Led the senior management team through the process of determining an
optimal corporate organizational, staffing, and development plan.
|
| • |
Authored and presented a business plan, accepted by W&SFG executive
management, detailing strategies and tactics with respect to product
management, growth, pricing, distribution, staffing, and client
service.
|
| • |
Developed a detailed business model, complete with dynamic and inter-linked
waterfall distribution and preferred return scenarios.
|
W&S Agency Group (6 months)
| • |
Led a team of senior business executives, managers,
and sales associates in the successful development of a new business
platform to jointly service and sell Western-Southern Life customers across the
company’s direct and agent distribution channels.
|
| • |
Led
and managed a cross-functional team of 20 company associates and a third-party vendor
in the consolidation of the company’s central switchboard
department into a centralized call center group. Worked with information technology and
telecommunications teams to define the technical requirements and design
for a new voice-enabled, automated telephone routing system.
|
| • |
Worked
with senior management to perfect the definition of the optimal business
model for selling, delivering, and servicing insurance products to the
middle-market consumer segment.
|
Columbus Life Insurance Company (7 months)
| • |
Designed a Client Building Program to provide
localized marketing services support to the company’s independent
producers (agents). This program included a unique marketing strategy development
and implementation process that could be customized for each agent.
|
| • |
Researched, interviewed, and selected seven vendors to
form a new partnership platform to provide best-in-class marketing, sales,
and branding services to agents.
|
| • |
Developed the financial model for the Client Building
Program, including pricing levels and subsidy structures.
|
| • |
Traveled
across multiple regions to meet with some of the company’s largest independent agents
to study their sales and marketing practices. |
Fort Washington Investment Advisors, Inc. (9 months)
| • |
Led a four-person team in the creation of a new
client services model, including business processes, personnel roles and
responsibilities, and scorecard metrics. This new model now impacts the delivery
of the firm’s client services to more than 50 institutional clients. |
| • |
Collaborated with the Managing Director,
Business Development & Client Services, to refine a majority of the firm’s
marketing and client service materials. |
| • |
Analyzed
the firm's future marketing and sales needs and identified key requirements to
structure and build a new marketing team. Reported directly to the CEO and
Managing Director, Business Development & Client Services to implement the
plan. Simultaneously created and solidified internal shared service
relationships to provide the appropriate levels of support in the areas of
marketing communications, Web development, and public relations. |
|
