Kay Dougherty

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					   summary page      KAY DOUGHERTY
                     146 Chandler Street, Boston, MA 02116  617/421-9954 

           profile   Senior Marketing executive, building brand visibility for ExcellerateHRO  led marketing of benefits
                     administration and retirement for Towers Perrin led research, product development, branding, and
                     relaunch for Fidelity’s advisor-sold retirement plans  operations and sales foundation in banking.

core competencies    Demand Creation
                     For ExcellerateHRO, an EDS/Towers Perrin joint venture, developed and implemented demand
                     creation and preference building programs and activities for end-to-end HRO sales  developed five
                     qualified leads in 10 months with total contract values projected to be $1.8B
                     Marketing Leadership
                     For Fidelity’s advisor-sold, defined contribution retirement business, created go-to-market strategy,
                     directed research, managed creative resources, trained sales forces, and led roll-outas retirement
                     assets under management tripled
                     For Towers Perrin’s HR Outsourcing business developed the core messaging and launched the firm’s
                     first line of business ad campaignraised market awareness by 23% in first year with minimal
                     advertising expense
                     Web Product Development
                     Leveraged Fidelity’s web architecture and content to create new Internet services and transactional
                     capabilities for sponsors and participants of advisor-sold retirement plans improved sales,
                     market share, and competitive positioning while reducing delivery cost .
                     Financial Services Operations
                     For T. Rowe Price’s retirement business, with 400 employees and one million participants, redefined
                     client services/business processes, upgraded systems, and reduced turnover improved
                     productivity as assets under management grew from $7B to $12B .

          career     EXCELLERATEHRO, Boston, MA/Plano, TX                                              2005-present
                     Joint venture of Towers Perrin and EDS launched in 2005.
                     Marketing Director
                     TOWERS PERRIN, Boston, MA                                                         2000-2005
                     Marketing Director, HR Administration Solutions and Retirement
                     FIDELITY INVESTMENTS INSTITUTIONAL SERVICES, Boston, MA                           1996-2000
                     VP, Retirement Product Development & Marketing
                     T. ROWE PRICE ASSOCIATES, INC., Baltimore, MD                                     1993-1996
                     VP, Client Administration
                     CITIBANK, Baltimore, MD, Washington, DC                                           1985-1993
                     VP, Retail Banking and Business & Professional Lending
                     FIRST VIRGINIA BANKS, INC., Falls Church, VA                                      1981-1985
                     VP 1985  Assistant VP 1983-1985  Systems Officer 1981-1983
                     1st AMERICAN BANK OF VIRGINIA, McLean, VA                                         1980-1981
                     Operations Officer
                     MELLON NATIONAL BANK, Pittsburgh, PA                                              1974-1979
                     Progressed to supervisory role in banking operations.

       education     Master of Science in Business, Information Technology, The Johns Hopkins University 1993
                     Bachelor of Science, Psychology, The University of Pittsburgh 1975
       experience       Kay Dougherty, page 2 of 3

                        EDS/EXCELLERATEHRO, Plano, TX                                                        2005-present
                        The jointly-owned global Human Resources Outsourcing provider of EDS and Towers Perrin.
                        Company was formed March 1, 2005: annual revenue in excess of $600M.
  Recruited to co-      Marketing Director
   lead launch of        Partnered   with EDS Marketing Director ― co-developed marketing strategy for new company.
 EDS and Towers
  Perrin strategic       Complemented     IT expertise of parent company ― contributed HR and benefits marketing expertise.
      partnership        Developed,   researched and articulated global value proposition ― launched successfully.
                         Targeted   senior female HR executive buyers ― implemented unique demand creation program.
                         Combined    expertise from TP/EDS contributors ― developed thought leadership series of articles.

                        TOWERS PERRIN, Boston, MA                                                           2000-2005
                        A global professional services firm focused primarily on Human Resources consulting, serving three
                        quarters of the world's 500 largest companies.
     Recruited to       Marketing Director, HR Services Administration Solutions
      create high
impact marketing
                        Responsible for defining and leading all marketing activities for the retirement practice and
   strategies and       then for the benefits outsourcing business. Oversaw internal/external relaunch of global
programs for new        brand with new visual identity system, messaging and value proposition. Created and
      and mature
  businesses in a
                        launched firm's first print advertising campaign for a line of business which raised
 segment leader.        unaided awareness of benefits outsourcing business by 23% in one year. Developed and
                        implemented media relations plan for both practice areas increasing national and trade press
                        editorial placements more than 40% in three years. Maintained market leadership of matured
                        actuarial business in a climate of decline for defined benefit plans. Designed, fielded and
                        analyzed primary research with buyer and user audiences ― determined interest in retirement
                        distribution products, benefits administration services and e-health initiatives
                        FIDELITY INVESTMENTS INSTITUTIONAL SERVICES, Boston, MA                                 1996-2000
                        The advisor-sold business of Fidelity, one of the world's largest providers of financial services
                        managing in excess of a trillion dollars
     Played a lead      VP, Retirement Product Development & Marketing
 marketing role in      Managed marketing of investor and plan sponsor communications, developed education program
tripling retirement
                        series, oversaw extensive primary research and usability testing for written and web materials and
 plan assets while
        FIIS’ market    restructured alliance supported products, pricing and services for 1500+ advisor-sold defined
   share improved       contribution retirement plans.
       from ninth to     Created and launched "Dream It, Live It," plan participant program with integrated print, video and
              fourth.    seminar-delivered investor education ― cited by FIIS Operating Committee for positive impact on
                         sales; equity allocations increased in excess of 50%.
                         Created program structure, provided content, materials and training for matrixed enrollment meeting
                         team to support high producing advisors; in first seven months ― conducted 558 meetings for 84
                         plans with 19,000 participants.
                         Redesigned  and relaunched plan sponsor website to increase preference and build loyalty
                         ―increased client satisfaction scores in excess of 60%, enhanced competitiveness of product in
                         finals presentations.
                      Kay Dougherty, page 3 of 3

                      T. ROWE PRICE ASSOCIATES, INC., Baltimore, MD                                         1993-1996
                      A global investment management firm for individual/institutional investors and financial intermediaries.
    Improved plan     VP, Client Administration
  operations and
 client service as    Managed client relationships and recordkeeping operations with staff of 400 supporting 800 defined
       participants   contribution plans with $12B in assets; controlled $8M budget.
     increased by      Developed  requirements for and implemented web-based ad hoc reporting tool for plan sponsors―
      300,000 and       improved turnaround from ten days to one; saved $1.5M per year in postage, paper and staff time
assets grew from
                       Automated production of participant statements ― cut cycle time 33% while reducing errors
  $7.5B to $12B.
                       Created package of bundled value-added services for plan sponsors ― increased retention and
                        reduced costs by enabling clients to outsource hardship withdrawals, paperless loans and QDROs.
                       Developed concept, oversaw creative and editorial for customized, plan-specific newsletters
                        ―increased customer satisfaction and increased competitiveness of product in marketplace.
                       Improved efficiency and reduced waste by using electronic retrieval to replace paper-based retrieval
                        ―eliminated over 9,000 hours of filing, cut retrieval time 70%, and saved $185K/yr. in paper costs.

                      CITIBANK, Baltimore, MD, Washington, DC                                               1985-1993
                      Preeminent financial institution in consumer, corporate, investment banking, and insurance.
Diverse leadership    VP, Retail Banking and Business & Professional Lending
       in banking.    Held positions in credit cards, branch management, mortgage settlement, deposit operations and
                      business and professional lending services. Classified as "High Potential" employee.
                       Developed processes, selected software/hardware, hired/trained staff for deposit operations of first de
                        novo Citibank prior to interstate banking ― created from "scratch" to opening to public in six months.
                       Managed flagship branch in Washington, D.C. ― exceeded all sales goals for six consecutive
                       Introduced training program for mortgage settlement staff ― improved borrower satisfaction rating
                        by 24% in five months, while increasing salability of loans in the secondary markets.
                       Managed Business and Professional lending operations during time of severely curtailed credit
                        capacity and high bankruptcies ― took over management of distressed properties and reduced
                        projected losses in excess of $35M.

                      FIRST VIRGINIA BANKS, INC., Falls Church, VA                                          1981-1985
                      A regional banking company serving Virginia, Maryland and Eastern Tennessee.
                      Vice President 1985  Assistant Vice President 1983-1985  Systems Officer 1981-1983
   Extensive back     Managed company-wide special projects, and back office and branch operations; developed and
  office operations   documented bank regulatory policies and procedures.
          exposure.   Summary - Overall project manager for initiative changing branch-based operations to regional
                      operating centers; ran parallel testing system, developed processes and converted to new operations
                      with no settlement discrepancies or customer visible impact.

                      1st AMERICAN BANK OF VIRGINIA, McLean, VA                                    1980-1981
                      Regional member of bank holding company with consumer and commercial products and services.
                      Operations Officer
                      Summary - Responsible for development and documentation of back office procedures.
                      MELLON NATIONAL BANK, Pittsburgh, PA                                                  1974-1979
                      Largest commercial/consumer bank in Pennsylvania.
                      Summary - Progressed to management of checking services for acquired bank; led 26 staff.

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