TBK BANK, SSB | DALLAS, TX
SVP, Marketing & Communication, 01/2018 – present
VP, Marketing & Communication, 10/2014 – 01/2018
Manager, Corporate Communication, 06/2012 – 10/2014
Lead all marketing and communication activities for TBK Bank, SSB, a $4.5 billion community bank with 61 branches in six states. Concurrently oversee marketing and communication activities for the bank’s holding company, Triumph Bancorp, Inc. (Nasdaq: TBK) and subsidiaries including Triumph Commercial Finance, Triumph Insurance Group and Triumph Business Capital.
- Responsible for the development, implementation and oversight of marketing campaigns, including print and digital advertising, visual merchandising, website, email, social, direct mail, sales promotions, events, and SEO tactics
- Partner with strategic planning and project management, developing the marketing and communication strategies for new and existing products
- Direct public relations efforts, acting as the primary liaison with the media
- Develop marketing processes, procedures and policies, partnering with the bank’s risk management team to ensure alignment with compliance standards
- Recruit and select marketing team members, guiding day-to-day activities of 14-person team located in three states
- Member of senior leadership team, responsible for contributing to the development of the corporate strategic plan
- Member of Customer Experience, IT Steering, Compliance, Culture, and Philanthropy committees
Key accomplishments
- Successfully led the deployment of the bank’s customer relationship management system (Salesforce) and marketing automation programs (Pardot and Marketing Cloud)
- Orchestrated marketing and communication activities for the acquisition of seven banks over a six-year period
- Executed multiple rebranding and brand repositioning campaigns
PENSON WORLDWIDE, INC. | DALLAS, TX
Manager, Corporate Communication, 06/2006 – 06/2012
Marketing Specialist, 02/2004 – 06/2006
Led all marketing and communication activities for Penson Worldwide, Inc., a provider of brokerage, clearing and clearing-related operational and technology services through its subsidiaries Penson Financial Services, Penson Financial Services Canada, Penson Financial Futures, and Nexa Technologies.
- Created and executed the company’s communication and marketing plans, including development of brochures, leave behinds, advertisements, emails, websites, presentations, annual reports and newsletters
- Planned and implemented all advertising efforts
- Responsible for the production of employee and customer communication
- Actively managed relationships with the company’s external public relations and investor relations agencies, as well as various print vendors, web design agencies and freelance marketing professionals
- Conducted the company’s participation at more than 20 industry events annually, including sponsorships and trade shows
- Member of Policy, Conversion Communication, Employee Involvement and Global Charity committees
GALLOPADE INTERNATIONAL, INC. | PEACHTREE CITY, GA
Publicity & Advertising Specialist, 07/2002 – 12/2003
Public Relations Intern, 05/2002 – 07/2002
Responsible for the development of publicity and advertising campaigns for Gallopade International, an award-winning publisher of more than 15,000 education products.
Developed and executed the company’s advertising efforts
- Designed product promotions and contests in support of sales initiatives
- Arranged speaking engagements for executives and authors
- Produced exhibits and presentations for national trade shows