Daisy Ortiz-Berger

Digital, Strategic Marketing & Communications Executive| Doctorate of Business Administration| 1st Gen| College Educator

Role
Executive Director, Email Channel Strategy, Governance and Optimization at Wells Fargo
Location
Charlotte, NC, US
LinkedIn followers
500 followers

About Daisy Ortiz-Berger

Catalyst for digital marketing and omnichannel strategies in financial services (credit card, deposits, and mortgage products) accountable for data and insight-based digital growth and customer loyalty. • Lead marketing teams in developing integrated strategic plans, featuring roadmaps, creative strategy and communications through governance and measurement to build and sustain targeted growth. • Skilled presenter to Fortune 500 senior leaders (including C-Suite) and international audiences.• Extensive qualitative and quantitative research, synthesizing complex data sets into clear narratives.• Published two Academic articles: An Empirical Study of the Impact of Disruptive Technology in Banking; Is Disruptive Technology Driving Adoption and Use, Making Traditional Banking Obsolete? • Adjunct Marketing Lecturer: Business School at the City University of New York, Lehman College• Adjunct Marketing and Operations Lecturer: Business School at the University of North Carolina, Charlotte

Experience

  1. Executive Director, Email Channel Strategy, Governance and Optimization

    Wells Fargo

    Sep 2023 — Present · Charlotte, NC, US

    Develop and implement data-driven channel strategies, ensuring alignment across the organization, managing channel rules, contact frequency, email campaign monitoring, and prioritization to communicate industry trends/roadmaps, project updates, channel performance insights, and recommendations.• Define, track, and optimize channel, product, and consumer engagement KPIs. Deliver marketing impact aligned with business strategy and goals by identifying actionable insights from customer data to continuously improve channel efficacy.• Provide leadership to marketing and other lines of business stakeholders, championing marketing segmentation, customer centricity, channel governance, and analytical solutions as the foundation for successful marketing initiatives.

Education

  • The University of Texas at Austin - The Red McCombs School of Business

    Master of Business Administration (M.B.A.)

  • University of North Carolina at Charlotte

    Doctor of Business Administration

  • City University of New York-Herbert H. Lehman College

    BA

Skills

  • Management
  • Crm
  • Business Development
  • Online Marketing
  • Lead Generation
  • Customer Relationship Management (Crm)
  • Market Research
  • Integrated Marketing
  • Marketing
  • Advertising
  • Direct Marketing
  • Leadership
  • Strategic Planning
  • Strategy
  • Six Sigma
  • Analytics
  • Business Strategy
  • Project Planning
  • Cross-Functional Team Leadership
  • Marketing Strategy

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Daisy Ortiz-Berger — Executive Director, Email Channel Strategy, Governance and Optimization at Wells Fargo in Charlotte, NC, US | Unifers