Resume May 2018

1. KATHRYN A. RABORN
10 Mills Court, Flemington, New Jersey 08822 | 908.892.8552 | 908.806.8654
kathy_raborn@comcast.net
PROFESSIONAL PROFILE:
 Results oriented, financial services professional with extensive experience managing people, resources and analytics to achieve
success in marketing, client relationship management, strategic planning and operations.
 Strong communications and interpersonal skills have proven successful in developing highly effective teams, building and
managing client relationships and delivering engaging presentations.
 Blends innovation with diverse corporate experience to consistently achieve meaningful improvements in business results with
significant cost reductions and infrastructure efficiency.
 Elected Board of Education representative, Hunterdon Central Regional High School, Flemington, N.J.
SKILLS:
 Managing start-up and turnaround situations  Employee development and mentoring
 Team and consensus building  Relationship management
 Agency and vendor management
WORK EXPERIENCE AND RESULTS:
BANK OF AMERICA - PENNINGTON, NEW JERSEY
DIRECTOR – GLOBAL MARKETING & CORPORATE AFFAIRS CONTENT MARKETING CENTER OF EXCELLENCE | MAY 2016 - PRESENT
 Contributed to successful launch of Content Marketing Center of Excellence delivering more innovative, efficient approach to
marketing content creation for several enterprise marketing websites, including Merrill Lynch, Merrill Edge, Better Money
Habits and the Benefits OnLine Education Center.
 Collaborate with internal and agency partners to develop annual Content Marketing plans supporting Merrill Lynch, Merrill
Edge and Institutional Retirement. Identify relevant topics and themes for each audience and develop strategy to increase
audience utilization of existing content and improve efficiencies in content development and deployment.
 Provide strategic support, manage deployment and ongoing measurement of content marketing initiatives in various formats
(online, newsletter, webcast, etc.)
 Identify and implement improvements that contribute to organizational effectiveness and associate satisfaction.
DIRECTOR – GLOBAL MARKETING & CORPORATE AFFAIRS – PARTICIPANT COMMUNICATIONS STRATEGY |FEB 2011 - MAY 2016
 Managed a team of experienced marketing professionals responsible for creation and ongoing assessment of multi-channel
employee benefit and financial wellness communications for employees and plan participants.
 Partnered with internal and external resources to deploy relevant client centric solutions while delivering against
organizational goals and priorities. Measured success through client satisfaction and utilization, industry recognition and brand
awareness, as well as organic plan growth, client retention and cross sell opportunities.
 Implemented new process for annual renewal of core collateral to address compliance requirements, content and design
relevance, and distribution channels.
 Developed online library consisting of 400+ proprietary, ready to use 401(k), equity, non-qualified plan and financial wellness
participant communications. Enabled clients, financial advisors and internal associates to review, self-print and deliver
collateral in an on-demand environment.
 Re-launched “participate” and “save more” targeted campaigns from semi-annual to monthly format and developed a new
production process and email delivery solution with unprecedented 200% increase in employee response. Reduced ongoing
annual expenses by 75% (~$500K) vs. legacy budget.
 Developed ongoing partnership with enterprise channel partners, enhancing collaboration to enable utilization of relevant
audience appropriate content and improving exposure to retail products and services.
 Successfully improved relevance and readership of legacy participant e-newsletter. Introduced new design and online
format. Implemented interactive reader tools, responsive capabilities, metrics and email distribution to ~900K participants.

2. MERRILL LYNCH - PENNINGTON, NEW JERSEY
DIRECTOR – RETIREMENT PLAN SERVICES - PRODUCT DEVELOPMENT: MERRILL@WORK | MAY 2006 – FEB 2011
 Partnered directly with key internal stakeholders to define, develop and pilot the introduction of Merrill Lynch retail services
to institutional clients and prospects.
 Developed and implemented business strategy, including value proposition, client experience, pricing, sales/financial models,
as well as ongoing infrastructure, processes and communications.
 Early program adopters included DuPont, PWC, KPMG, Deloitte and American Psychiatric Association.
DIRECTOR - RETIREMENT PLAN SERVICES - DEPARTMENT MANAGER | MAY 1999 – MAY 2006
 Managed a department of 150 employees, in 3 sites, responsible for 401(k), NQ, Equity and DB plan implementation, plan
enhancements and compliance administration. Additional responsibility for processing, supervisory oversight and branch
office support for the IRA, 529, Health Savings and personal retirement products.
 Achieved industry best in class rankings for ADP/ACP compliance testing and 5500 processing from Plan Sponsor Magazine
annual survey and annual Greenwich Retirement Survey.
 Employed Six Sigma methodologies to restructure organization to optimize efficiency and service quality. Reduced operational
costs while improving branch office satisfaction from 78% to 92% and employee satisfaction from 68% to 87%
VP - GROUP EMPLOYEE SERVICES DAILY (K) CLIENT SERVICE MANAGER | MAY 1997 – MAY 1999
 Managed 50 individuals responsible for the ongoing relationship management of ~2,000 401(k) accounts. Focused on business
development and product profitability through ongoing initiatives to reengineer operations and services.
 Daily engagement with Corporate Plan Sponsors, Financial Consultants, Marketing Managers, Human Resources Professionals,
and Industry Consultants to establish client expectations and resolve account-related problems.
 Supported Financial Advisors, internal sales and marketing managers, and client relationship managers in presentations to
prospects and existing clients.
MERRILL LYNCH - FINANCIAL SERVICES OPERATIONS & SYSTEMS – SOMERSET, NEW JERSEY
VICE PRESIDENT - PLANNING AND ADMINISTRATION MANAGER | MAY 1992 – MAY 1997
 Prepared Senior Vice President’s speeches, presentations, and correspondence, in addition to weekly updates for Executive
Committee Meetings. Developed annual Operating Plan and Critical Business Objectives. Created all associated administrative
reports, including mid-year and annual Performance Review.
 Coordinated conferences and special events. Managed Employee Services activities for New Jersey locations.
VP –MERRILL LYNCH TRUST COMPANY PERSONAL TRUST NEW BUSINESS MANAGER | MAY 1988 – MAY 1992
 Assessed suitability of potential business generated through five regional Trust Companies, leading to acquisition and
establishment of new personal trust, investment management and IRA Rollover relationships. Managed Estate Planning
Hotline and Technical Reference phone line.
 Sat on Trust Committee for all Regional Trust Companies, maintaining voting privileges on new business approval and
discretionary distributions. Interfaced with Corporate Audit and State Banking Examiners.
MERRILL LYNCH TRUST COMPANY PERSONAL TRUST OFFICER | MAY 1987– MAY 1988
 Ongoing Fiduciary Administration of 150 Personal Trust Accounts. Knowledge of estate planning techniques and well versed
in interpretation of legal documents. Daily contact with high net worth clients, attorneys, investment managers, and financial
advisors.
MERRILL LYNCH TRUST COMPANY EMPLOYEE BENEFIT TRUST NEW PRODUCT DEVELOPMENT | MAY 1986 – MAY 1987
 Partnered with Systems, Marketing and Benefits Administration to develop technology and processes required for MLTC's
entry into the 401(k) marketplace. Had extensive contact with plan sponsors, recordkeepers and proxy services.
MERRILL LYNCH PIERCE FENNER AND SMITH – PRIOR POSITIONS | MAY 1982 – MAY 1986
 CMA Customer Processing Group | NYSE/AMEX Operations Department
EDUCATION:
UNIVERSITY OF DELAWARE, LERNER COLLEGE OF BUSINESS & ECONOMICS |NEWARK, DELAWARE | M.B.A. IN PROGRESS - 2020 COMPLETION | DEAN’S
MERIT SCHOLARSHIP RECIPIENT
RUTGERS UNIVERSITY, RUTGERS COLLEGE |NEW BRUNSWICK, NEW JERSEY | B.A. ECONOMICS AND ENGLISH – 1983 | M.A. COUNSELING PSYCHOLOGY
- 8 CREDITS COMPLETED