Brad Edward Thomas

623-A Olmsted Park Place Telephone: (704) 609-6557Charlotte, NC 28203 bradthomas11@gmail.com

SUMMARY

Marketing Manager with expertise in program development and tactical delivery for banking, insurance, professional services, and consulting industries, involving strategic planning and tactical implementation of marketing programs. A pivotal team player experienced in generating revenue growth through direct mail, web based marketing coupled with sales training support. Success in the following areas:

Marketing Campaign Development and ROI Analysis

Internet/Website Marketing Deliveries Targeted Direct Mail Marketing Programs Customer Database Segmentation and Analytics

Salesforce.com Campaigns and Tracking Marketing, Sales & Training Material Creation Lead Generation and Customer Retention Competitive Analysis & Benchmarking Client site visit event planning and project

management

PROFESSIONAL EXPERIENCE

TIAA-CREF, Charlotte, NC 2009 - CurrentParticipant Engagement Marketing Team:Currently manage the communication plans and campaigns for employees and participants in TIAA-CREF retirement plans at universities and other non-profit organizations. Support the Plan Administrators at our client institutions in development of communication plans to deliver and engage their employees in retirement planning. Projects involve initiation of new clients and major vendor consolidations at existing clients, ensuring that all participants and employees are engaged through direct mail, web and digital marketing, email and other integrated marketing communications. Projects involve developing campaigns and working with Marketing’s database resources to pull lists of plan participants for mailings; also work with Creative Services team (writers, editors, graphic designers, proofreaders, compliance, etc.) to produce marketing pieces delivered to employees of the institutions. In my current role I assist with: Strategic plan development for increasing employee enrollment in retirement investment plans. Analysis of annuities-based retirement plans and our pursuit of new business in this market. Competitive research to understand key differentiators, communicating through integrated marketing communications. Business-to-business industry segment marketing research and data analysis. Major project planning and cross-functional team management – Database, Creative Services, Web Marketing, Print.

Acquisition Marketing Team: Managed Communication, Education and Advice program communications through RFP responses, finalist presentations and client and consultant site visits. Worked with Sales team and our Relationship Managers on RFP responses and finalist presentations to develop new business with existing institutional clients and new prospects. Managed creation of sales materials through internal Creative Services team and outside agencies / vendors, involving multi-channel approach (collateral, in-person meetings and digital / web).

Global Compliance, Inc., Charlotte, NC 2005-2009Manager, Marketing ProgramsDeveloped, managed and tracked marketing programs, working with sales team for the development of new business for ethics & compliance consulting services. Involved in RFP response and proposal writing process. Programs involved promoting suite of products/services to industry segments and cross-selling to clients, through direct mail and email campaigns, website applications, and marketing materials. Global Compliance provided full-service employee reporting programs, compliance tracking software, and online HR training modules for

employees. Services are outsourced to Global Compliance by half the Fortune 100 and over 1/3 of the Fortune 1000. Provided the up-front analysis on each industry environment to identify trends and applications for products/services. Created, developed and produced marketing materials targeted to individual industries and developed/implemented

integrated Marketing plans involving direct mail and email campaigns, website applications, direct sales training and advertising.

Managed projects related to website and email marketing efforts through pay-per-click programs, search engine optimization and overall promotion of the company brand and products/services through the various company websites.

Trained and managed sales force for each industry program, and used Salesforce.com to track all sales activity and develop management reports.

Managed competitive research and benchmarking for the company, provided positioning strategy relative to competitors. Wrote industry and product application promotions for company website and for trade show and conference materials. Developed and managed program of industry peer benchmarking for client companies. Worked with client services to develop cross-selling and client retention campaigns for current clients.

PricewaterhouseCoopers, Charlotte, NC 2003-2005Sales and Business Development ManagerManaged marketing team in the development of new business for accounting and consulting services in the Carolinas marketplace. Managed proposal response process including development of proposal documents, as well as marketing material development, event planning, sales team support and client relationship development. Responsible for responding to client and target company requests-for-proposal through management of marketing

document/proposal development and client meeting/presentation preparation. Managed multiple proposals at any given time, requiring organization of teams and complex project management.

Developed target planning programs for all offices and markets in the Carolinas (Charlotte, as well as Greensboro, Spartanburg and Raleigh satellite offices), involving research of target companies, market segmentation and positioning of the PwC Brand in the marketplace.

Development of proactive marketing materials for use in promoting line of services (tax, audit, healthcare consulting, risk management/compliance consulting, human resources consulting). Managed target development programs for top companies in our market involving ongoing client relationship development, direct mailings and organization of internal target teams and yearly program planning.

Support of Business Development Executives (sales team) in their active calling programs with clients. Assisted with their development of presentation materials to use in client and target meetings.

Planned events and entertainment for current clients and for targets to continually develop relationships and promote our Brand throughout the market (involves sporting events, speaker events, training events, etc.).

Wachovia Corporation / First Union National Bank, Charlotte, NC 2000-2003Assistant Vice President - Marketing Business AnalystManaged Marketing Analysis team for First Union Insurance Group, supporting a banking industry leader in Life Insurance and Annuity sales. Directed the Market and Industry Research function for the division and led Marketing campaign analysis, customer analytics, lead generation projects and sales support for the national sales force. Created marketing and training materials for insurance and annuity products, driving revenue by increasing sales

production through customer generation and retention programs. Executed and managed the profit/loss analysis of current marketing campaigns for insurance and annuity products and

recommended resource allocation improvements on new campaigns, increasing profit contribution of products by improving marketing efficiency.

Managed primary and secondary market research and analysis program for the division, providing key competitive benchmarking and customer profile data to upper management for strategic planning.

Provided customer database reporting for market segmentation and improvements in accurate customer targeting for campaigns while establishing customer data models for consumer purchase behavior related to our products.

Provided Sales Training and Marketing support for national sales force during time of severe marketing budget cutbacks. Increased sales revenue and sales force operating efficiency.

Managed Lead Generation cross-sell programs working with large bank customer databases to provide sales force with current, qualified customer prospects based on market conditions and target demographic data.

Transamerica Corporation 1997-2000Product Marketing Analyst, Los Angeles, CA 1999-2000Led Marketing Analysis and Sales Reporting efforts in the Variable Life Insurance and Variable Annuities business unit introducing new products through multiple channels. Provided marketing material and sales force support, competitive benchmarking, formal sales reports and market research supporting division management strategic planning.

Developed new Variable Life Insurance Products and marketing campaign plans after conducting background customer and competitive research, driving revenue creation in a start-up department of the company.

Developed sales and training materials for the wholesaling force and for banking, broker/dealer and general agency distribution channels, supporting sales efforts throughout the domestic marketplace.

Provided mutual fund analysis for investment products and recommended product pricing and fee alterations based on customer targeting and competitive benchmarking.

Managed sales and profit margin reporting resulting in marketing resource allocation changes improving profitability of all products and providing upper-management with data for pricing decisions.

Marketing Research Analyst, (Reinsurance Division), Charlotte, NC 1997-1999Managed primary and secondary market research projects involving questionnaire design and industry research supporting sales efforts and marketing campaign development. Designed strategic market assessments resulting in sales resource allocation decisions for the division and providing

regional tactical planning and client target assessment. Created and managed the Client and Competitor Information Facility (CCIF) marketing database used in conjunction

with Microsoft Access to develop customer target and direct mailing lists. Directed primary and secondary market research projects for entire division resulting in increased sales through

improved knowledge of customers and competitors.

McCann-Erickson Worldwide, New York, NY 1996MBA Advertising Management InternshipAssisted the Lysol account team in media planning, budgeting and other marketing efforts related to the launch of a brand image re-shaping advertising campaign. Conducted analysis of media spending and advertising strategy of the competitors of the Lysol Brand.

Nuclear Energy Consultants, Raleigh, NC and Pittsburgh, PA 1993-1995Public Utility Company Project SpecialistSupervised client litigation projects and solicited consulting business for the company. Organized and managed a production project at Westinghouse in Pittsburgh, PA, which entailed hiring and supervising local employees and acting as liaison between the Westinghouse staff, the home office and the client utility company.

Carolina Power & Light, Public Utility Company, Raleigh, NC 1991-1993Legal Specialist and Project SupervisorManaged corporate litigation projects and summarized legal documents and depositions for legal department for a litigation project related to Westinghouse Corp. and a nuclear power plant.

The News and Observer, Publishing Company, Raleigh, NC 1990 - 1991Classified Advertising Account RepresentativeSold and designed commercial display advertisements for business clients.

EDUCATION

MBA, Wake Forest University-Babcock Graduate School of Management Winston-Salem, NC(Full-time program) Concentration: Marketing 1997

Bachelor of Arts, University of North Carolina at Chapel Hill Chapel Hill, NC1988

SKILLS/AFFILIATIONS

Proficient in Microsoft Excel, Word, Powerpoint and Access

Salesforce.com campaign development, tracking and reporting