Marketing Product Manager & Assistant Vice President @ Bank of America
Senior Client Service Associate @ Morgan Stanley Wealth Management
Client Service Associate @ Morgan Stanley Smith Barney
High School @
Notre Dame Academy, Hingham
Ambitious and energetic professional with Marketing, Strategy, and Financial Services experience over six-plus years. Demonstrates success with product management and development of new and existing products, competitive market analysis, channel strategy initiatives, brand marketing, and relationship management. Strong problem-solving, verbal and written communication skills towards achieving objectives. Consistently chosen throughout career for high-level projects, collaborating with business
Ambitious and energetic professional with Marketing, Strategy, and Financial Services experience over six-plus years. Demonstrates success with product management and development of new and existing products, competitive market analysis, channel strategy initiatives, brand marketing, and relationship management. Strong problem-solving, verbal and written communication skills towards achieving objectives. Consistently chosen throughout career for high-level projects, collaborating with business partners to achieve results and ultimately drive sales.
Marketing Product Manager & Assistant Vice President @ BofA Global Capital Management, the cash investment management division of Bank of America, offers liquidity investment solutions to retail, institutional and high net worth clients.
•Responsible for directing, developing and managing product, delivery, research, and channel strategies for a suite of cash products that offers liquidity solutions for institutional, retail and high net worth clients globally.
•Responsible for information on products, performance, portfolio positioning strategies, ongoing business support and liaison for portfolio managers, distribution partners, sales, clients and prospects, and consultants.
•Deliver analysis and reporting on assets under management, product characteristics, industry research and competitor reviews.
•Oversight of new and existing products from conceptualization through to the objection and approval stages.
•Manage production of marketing materials and presentations for ongoing strategy campaigns and initiatives to clients and prospects, including economic commentaries which engage clients and prospects on relevant economic trends.
•Proficient in Excel, Bloomberg, SharePoint, iMoneyNet.
Platinum Award recipient, 2014: Recognizes an associate who facilitates an extraordinary customer, associate or shareholder experience. Recipients significantly exceed expectations while strongly demonstrating Bank of America’s core values. Regarded as innovative, saves the company money, mitigates risk, helps generate substantial revenue or makes other long-term impacts. From June 2014 to Present (1 year 5 months) Greater Boston AreaSenior Client Service Associate @ Promotion in recognition of high performance in a Private Wealth Management team with exceptional growth. From January 2014 to June 2014 (6 months) Greater Boston AreaClient Service Associate @ •Provide support to Private Wealth Management teams, whose focus is to offer financial services and products to enhance sales and the wealth of consumers.
•Strong knowledge of asset management and products of the Financial Services Industry to market financial solutions to clients and prospects.
•Perform daily operations, including financial transactions along with preparation of financial plans and presentations.
•Superior interpersonal, organizational and multi-tasking skills exercised daily. From January 2011 to December 2013 (3 years) Greater Boston AreaDevelopment & Alumni Relations - Leadership Gifts @ •Lead in Boston University alumni events up to the Presidential level for donor gift of $100,000 to $10,000,000+.
•Prepare and market premier prospect events for Boston University alumni. Organize events of 25 to 250 attendees, including coordination and personal interaction with high value and celebrity attendees.
•Research, develop and execute cultivation strategies for alumni prospecting domestically and internationally to reach planned financial goals, optimize alumni involvement and measure success to increase leadership donations. From September 2009 to January 2011 (1 year 5 months) Greater Boston AreaBrand Marketing - Internship @ •Responsible on In-Shop Advertising for menu boards, including research and analysis to target our consumer perception and awareness of Dunkin’ Brands to ultimately drive sales.
•Responsible for implementing a shop-wide Digital Signage campaign, including the selection of digital vendors and product designing matching the needs of the Dunkin’ Brands marketing campaign.
•Chosen exclusively to pitch presentations to Brand Marketing executives at Dunkin’ Brands and advertising firm, Hill Holliday, to implement the Digital Signage campaign, ultimately tested and carried out in franchise stores. From May 2008 to August 2008 (4 months) Greater Boston AreaCitibank Marketing - Internship @ From June 2007 to August 2007 (3 months)
B.S., Business Administration and Marketing @ Saint Michael's College From 2005 to 2009 High School @ Notre Dame Academy, Hingham From 2001 to 2005 Caroline Viano is skilled in: CRM, Marketing, Market Research, Leadership, Sales, Advertising, Financial Services, Microsoft Office, Microsoft Excel, Asset Management, Retail, Event Planning, Fundraising, Public Speaking, Management, Finance, Investments, Analysis, Strategic Planning, Portfolio Management, Social Media Marketing, Customer Service, PowerPoint, Wealth Management, Strategy, Business Development, Financial Analysis, Research, Marketing Strategy
Looking for a different
Get an email address for anyone on LinkedIn with the ContactOut Chrome extension