fred shields

Support the cross section of information needs and technology enablement for a $30MM portfolio of major financial services and insurance providers. Identify, develop, and execute customer engagements addressing risk and compliance management, customer/supplier on-boarding (KYC/KYV), quantitative investment strategies, relationship intelligence/sales acceleration, digital/programmatic advertising, and master data management. Exceed revenue goals through six and seven figure client deals supporting a variety of customer acquisition, cross-sell, and retention initiatives.

* Responsible for supporting global customer relationship with a $150B diversified manufacturing company. * Designed and implemented value added solutions in the areas of master data management, sales and marketing, credit risk management, compliance, and supply chain management. * Accountable for all aspects of the client life-cycle, including sales, implementation, and service of data content and professional services. * Communicated targets and results upwards while utilizing SFDC to forecast pipeline progression. * Exceeded revenue targets in three of the four years in this role, averaging 11% over prior year sales in those three years.

Responsible for the development and execution of judgmental acquisition credit policies and procedures driving over 7% of Citi’s new account volume. Lead cross-functional team in the reengineering of Citi’s tactical approach to judgmental lending. Enhanced production model optimizes representative throughput and flexibility while improving the customer experience. Conducted comprehensive end-to-end assessment and developed subsequent credit policy documentation and robust MIS meeting management and compliance needs.

* Manage all reporting and analytical efforts supporting nationwide sales team with 40 * representatives and 2,000 * clients. Responsible for capacity planning, forecasting, and development and execution of sales compensation plans. Optimize sales and marketing initiatives through detailed market analyses and development of inventive segmentation models.

Directed all analytical aspects of a collections software as a service platform supporting both domestic and international clients across various industries. Leveraging customer segmentation and profiling, campaign results, and web site click-stream analytics, created dynamic client performance analyses detailing portfolio performance and cross-client benchmarking. Regularly reviewed analyses with clients making recommendations to improve program effectiveness while maximizing revenue opportunities. Supported senior executive team by creating data-driven materials for inclusion in sales and business presentations.

Senior-level contributor and member of 12 person team launching a venture-backed start-up financial services company. Responsible for strategy development and execution of direct marketing acquisition initiatives including third-party list purchasing, model development, lead targeting and segmentation, test design, campaign ROI optimization, and data warehousing. Designed and developed innovative operational and analytical infrastructure supporting $11MM direct mail, telemarketing, and online initiatives. Developed proprietary merge/purge algorithm and source code methodology used as foundation of marketing infrastructure. Extended capabilities of data warehouse through integration of robust data elements, including Census Bureau statistics, predictive risk indicators, and geographic and industry classifications. Established and manage key product fulfillment, activation, reporting, and compliance processes.

Affinity Sales Strategies - Developed and optimized sales strategies focused on cross-selling non-card products into the endorsed card portfolio. Determined incremental value attained through an enhanced, multi-product relationship.

Corporate Initiatives - Internal management consultant driving corporate and business unit strategic and tactical planning efforts. Devised cost-saving sourcing and reengineering opportunities utilizing best-demonstrated industry practices, framed recommendations, and presented business cases to senior management. Led initiatives to reduce unit cost across operational and technology areas identifying NPV of $5.5MM and $8.3MM, respectively. Engaged with senior management in post-acquisition restructuring planning and implementation. Utilizing system development and six-sigma methodologies, led effort to consolidate payment processing functions whose combined annual expense exceeded $47MM. Identified technical and procedural efficiencies to reduce operating expenses by 20%.

Database Marketing - Statistical analysis and modeling of customer and prospect databases (over 4K groups, 40MM customers, and 1B transactions) to drive high-performing, innovative marketing and product development initiatives. Developed and deployed acquisition, activation, spend-and-get, and x-sell campaigns via direct mail, e-mail, banner ads, and statement insert channels. Maintained testing governance to confirm statistical significance of incremental performance. Executed rigorous back-end performance measurement to establish tactical and strategic directions for portfolio optimization. Developed methodology and owned business process for Interchange Claim Reports generating $1.5MM annual incremental revenue.

Selected to participate in rotational development program enhancing managerial, communication, and leadership skills while gaining broad exposure to the company’s core operating areas.