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Q&A With Patricia Eckstrom

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Patricia Eckstrom
Senior Manager, Product Marketing, TIAA
Location: Lakewood Ranch, FL United States
Joined: Dec 7th, 2020

About (request update)

Education (request update)

Suny Col at Geneseo class of 1997

Undergrad Major: Economics

Experience

I currently work with TIAA as Senior Manager, Product Marketing
I have years of experience working in the Advertising/Marketing/Public Relations industry.

Senior Manager, Product Marketing | TIAA
From January 2017 to Current • 9 year(s)
Responsible for developing multi-channel acquisition and lead conversion efforts for Direct Investor Services segment generating over $2B annually. Successfully launched Personal Portfolio robo advisor and managed end-to-end marketing campaigns across multiple channels.

Consultant for TIAA | Pride Technologies
From January 2014 to January 2017 • 3 year(s)
Program Director responsible for strategy and development of Individual Advisory Services online channel to support Wealth Management Advisors. Managed bulk email program that surpassed annual impression goals by 13 times with 44% average open rate.

Director, Product Marketing | TIAA-CREF
From January 2005 to January 2012 • 7 year(s)
Developed acquisition, retention and segmentation strategies to drive revenue across core segment. Managed integrated multi-channel IRA campaign generating $154m incremental inflows and successfully launched Managed Accounts and Brokerage Services.

Vice President, Marketing Product Manager | Bank of America
From September 2002 to June 2005 • 3 year(s)
Developed and implemented sales strategies and programs for new and existing products and services. Created programs to drive asset growth and retain existing clients while working with product manufacturers to build marketing content.

Vice President, Channel Services Manager | Bank of America
From January 2000 to September 2002 • 2 year(s)
Partnered with BACAP marketing, sales and distribution teams to identify initiatives that improved organizational efficiency and promoted business development. Led CRM/Sales Reporting project implementation.

Vice President, Compliance Manager | Nations Bank
From March 1998 to January 2000 • 2 year(s)
Managed compliance functions for the organization.

Vice President, Compliance Officer | Bank of America
From January 1997 to January 2000 • 3 year(s)
Responsible for Fund Regulatory Compliance for proprietary products totaling more than $100 billion in assets under management. Supervised workflow of three compliance officers and performed oversight of third party vendors.

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