Resumes
Resumes
Vp, Director Of Client Marketing
View pageLocation:
380 Potomac Dr, Basking Ridge, NJ 07920
Industry:
Financial Services
Work:
UBS since Mar 2006
Executive Director
Advest, Inc 2003 - 2004
Vice President, Annuity Sales and Marketing
Citigroup Asset Management 1999 - 2002
Vice President
Prudential Financial 1997 - 1999
Director, Sales Strategy, Mutual Funds & Annuities
Executive Director
Advest, Inc 2003 - 2004
Vice President, Annuity Sales and Marketing
Citigroup Asset Management 1999 - 2002
Vice President
Prudential Financial 1997 - 1999
Director, Sales Strategy, Mutual Funds & Annuities
Education:
Seton Hall University 1986 - 1989
BS in Business, Marketing, Spanish The Wharton School
SIFMA - Securities Industry Institute, 2012
BS in Business, Marketing, Spanish The Wharton School
SIFMA - Securities Industry Institute, 2012
Skills:
Wealth Management
Alternative Investments
Mutual Funds
Marketing Strategy
Marketing Management
Relationship Management
Fixed Income
Equities
Asset Allocation
Marketing
Securities
Fixed Annuities
Financial Advisory
Hedge Funds
Investment Advisory
Brand Ambassadors
Series 63
Content Management
Series 7
Social Media Marketing
Securities Regulation
Leadership
Integrated Marketing
Business Transformation
Change Management
Field Marketing
Alternative Investments
Mutual Funds
Marketing Strategy
Marketing Management
Relationship Management
Fixed Income
Equities
Asset Allocation
Marketing
Securities
Fixed Annuities
Financial Advisory
Hedge Funds
Investment Advisory
Brand Ambassadors
Series 63
Content Management
Series 7
Social Media Marketing
Securities Regulation
Leadership
Integrated Marketing
Business Transformation
Change Management
Field Marketing
Languages:
Spanish
English
English
Certifications:
Series 6, 7, 24, & 63
Finra
Series 6
Series 7
Series 24
Series 63
Finra
Series 6
Series 7
Series 24
Series 63
Ondina Purcell Basking Ridge, NJ
View pageWork:
UBS FINANCIAL
Apr 2010 to 2000
Executive Director, Advisory Marketing
UBS FINANCIAL
Jan 2008 to Mar 2010
Executive Director, Head of Sales Strategy & Communication
UBS FINANCIAL
Mar 2006 to Dec 2007
Director, Marketing Manager
ADVEST, INC
Hartford, CT
May 2003 to Apr 2004
Vice President, Annuity Sales and Marketing
CITIGROUP ASSET MANAGEMENT
Stamford, CT
Apr 2000 to Dec 2002
Vice President, Senior Product Manager - Product Development
PRUDENTIAL INVESTMENTS
Newark, NJ
May 1997 to Apr 2000
Director, Sales Strategy, Mutual Funds & Annuities - National Sales
ADVEST INC
Far Hills, NJ
Apr 1994 to May 1997
Marketing Manager - Mutual Funds
CIGNA
Bloomfield, CT
Sep 1993 to Apr 1994
Group Benefits Underwriter
PRUDENTIAL MUTUAL FUND SERVICES
Edison, NJ
Mar 1990 to May 1992
Account Administrator - Mutual Funds
Apr 2010 to 2000
Executive Director, Advisory Marketing
UBS FINANCIAL
Jan 2008 to Mar 2010
Executive Director, Head of Sales Strategy & Communication
UBS FINANCIAL
Mar 2006 to Dec 2007
Director, Marketing Manager
ADVEST, INC
Hartford, CT
May 2003 to Apr 2004
Vice President, Annuity Sales and Marketing
CITIGROUP ASSET MANAGEMENT
Stamford, CT
Apr 2000 to Dec 2002
Vice President, Senior Product Manager - Product Development
PRUDENTIAL INVESTMENTS
Newark, NJ
May 1997 to Apr 2000
Director, Sales Strategy, Mutual Funds & Annuities - National Sales
ADVEST INC
Far Hills, NJ
Apr 1994 to May 1997
Marketing Manager - Mutual Funds
CIGNA
Bloomfield, CT
Sep 1993 to Apr 1994
Group Benefits Underwriter
PRUDENTIAL MUTUAL FUND SERVICES
Edison, NJ
Mar 1990 to May 1992
Account Administrator - Mutual Funds
Education:
SETON HALL UNIVERSITY
South Orange, NJ
Jan 1986 to Jan 1989
B.S. in Marketing
South Orange, NJ
Jan 1986 to Jan 1989
B.S. in Marketing