Steve Seid

Third-Year LDP Associate

Research Generation X and the Millenial Generation and develop recommendations for marketing to the next generation of financial advisors
Evaluate use of the iPad as a sales, marketing and efficiency tool for annuity wholesalers in bank, independent agent and broker dealer distribution channels
Lead a project to review technology needs of the business unit and build a plan for short and medium-term development
Research social media use in financial services and develop a utilization strategy for the marketing department

Led a cross-functional team of eighteen associates in the development of a business plan for the recently merged Wealth Management business unit which manages over $1billion in assets for high net worth individuals and small institutions
Initiated implementation of the business plan which included sections on marketing, investment process and strategy, business development, relationship management, financial, group structure and business strategy

Developed an approach for identifying companies to target for relocation or expansion to Cincinnati, based on key drivers of relocation
Completed a white paper on economic development covering the developed approach for target company identification, results of implementing the approach on a specific high-cost city, as well as economic development research findings and recommendations for the Greater Cincinnati Metropolitan Area
Assisted in the underwriting of mortgage loans including deal screening, tenant credit analysis, application drafting, lease reviews, visits to facilities associated with potential deals, and client calls
Led a project team in the design of an online screening and prioritization tool for the Mortgage Loan Department to help manage mortgage loan deal flow and improve customer service

Evaluated the product development process at Columbus Life and presented recommendations for ways to significantly increase the speed to market and competitiveness of new product offerings
Evaluated alternative fulfillment and straight through processing solutions for use within Columbus Life and the distribution channel
Worked with Marketing Research Group to oversee and develop an ongoing producer and end-consumer marketing research initiative that derives trends and needs that could impact product development efforts in current, new, niche, or specialty markets