Brian has 20 years of experience in the financial services industry with breadth of experience on the client and agency sides of the business. He possesses an expertise in a variety of lines of business including deposits, card products, consumer lending and investments & retirement. His specialties with direct hands-on experience include the following areas: multichannel CRM database marketing (leveraging and optimizing targeted online and offline media), marcom marketing communications, product development and management, loyalty marketing and payments.
Prior to joining Merkle, Brian spent several years in direct marketing leadership roles at Bank of America, GE Capital, Washington Mutual and JPMorgan Chase. Brian currently works on the Industry Vertical Strategy team at Merkle focused on deploying data-driven integrated marketing acquisition and CRM strategies for financial services clients. Merkle clients directly strategically engaged with include American Express, Citizens Bank and PNC Bank.
Brian holds a BS in Accounting from Hampton University. He lives in Washington, DC and enjoys international travel during his free time.
Brian's Articles, Blog Posts, Webinars and More
Acquiring the New Segments in Retail Banking
As banks improve their products and services online and customers become more comfortable using digital channels, the Branch Traditionalist segment will decline and the Multi-channel and Online Only segments will grow. Here's what retail banks must do to take advantage of this trend.
Topics:
Financial Services
Marketing Insights: Wealth Management
In this 2015 edition of Marketing Insights Wealth Management, we examine the change in one of the most attractive sectors within financial services. Investments and wealth management offerings are essential to attracting and retaining high-quality, profitable retail bank customers.
Topics:
Wealth Management
Marketing Insights: Savings & Deposits
In this edition of Marketing Insights: Savings & Deposits, we continue to see many familiar themes around innovation, technology and relationship banking. Alternative banks are definitely here to stay and pushing innovation by providing money management options that align with the digital customer.
Topics:
Financial Services
