Kristen Chapel is an experienced marketing manager in the financial industry with a proven track record of developing marketing plans and strategies that increase revenue. She has successfully launched several major products for Merrill Lynch, earning multiple promotions and awards for her contributions. She has expertise in creating promotional materials, developing training tools, and managing marketing budgets and processes while ensuring regulatory compliance. Her career highlights include fast tracking through positions at Merrill Lynch, developing marketing for a $15M budget, and creating materials for a flagship financial product.

1. KRISTEN CHAPEL
Charlestown, RI ! (609) 577-5247 ! Kchapel3@gmail.com
MARKETING MANAGER – FINANCIAL INDUSTRY
Strategic Planning | Creative Marketing | Marketing Communications | Product
Promotion Product Training | Presentations | Compliance | Project Management |
Budget Management
Award-winning performer:A highly regarded,“Just get it done” marketing manager. Driven marketing
manager with proven record in developing marketing plans and promotional strategies to
increase product usage — and revenue generation — of new financial products, successfully
launching several cornerstone products for Merrill Lynch.Trusted business partner; a quick study
who is highly effective in understanding complex information and translating it into language that
is easily embraced by target audiences.
Signature Skills
Developing and implementing marketing plans, building sound strategies to
effectively promote financial products.
Creating promotional materials, finding the right voice to resonate with target
audiences.
Developing product training tools, delivering educational presentations to support new
product launches and promote sales.
Managing marketing processes, developing effective marketing pieces — incorporating
the right industry-compliant language — to drive results in regulated environments.
Creating/managing marketing budgets, providing meticulous oversight to control
costs.
SELECT CAREER HIGHLIGHTS
Performance Excellence – Merrill Lynch
Fast tracked through positions of increasing responsibility within Merrill Lynch, earning 3
promotions in 6 years while providing marketing support to launch major products across
multiple areas.
Hired into new group with no prior marketing experience, stepped up to learn product line and
develop marketing materials to promote cornerstone product. Earned 1st of 3 President Awards
for contributions.
Created and managed $15 million marketing budget for new group, garnering 2nd President’s
Award – and promotion to AVP – for taking on new challenge.
Recruited to another group, quickly gained mastery of IRA rules to become key resource in
tapping into next generation assets. Developed tools and provided product training to help
financial advisors promote products and services.Won 3rd President’s Award for helping team
exceed revenue goals.
Promoted toVice President to create marketing materials for Merrill Lynch Financial Advantage, an
umbrella product combining firm’s top offerings,worked along with compliance to create the
marketing language to be in agreement with regulatory requirements. Quickly became
knowledgeable with requirements to help expedite approval processes.

2. PROFESSIONAL EXPERIENCE
Independent Marketing Consultant, SELF EMPLOYMENT, 2012 to present
Vice President, Merrill Lynch Financial Advantage, MERRILL LYNCH, Plainsboro, NJ, 1997 to
1999
Assistant Vice President, Next Generation/IRA Group, MERRILL LYNCH, Plainsboro, NJ, 1996
to 1997
Marketing Manager, Private Client Group, MERRILL LYNCH, Plainsboro, NJ, 1995 to 1996
Marketing Associate, Private Client Group, MERRILL LYNCH, Plainsboro, NJ, 1994
Banquet Manager, MARRIOTT CORPORATION, 1993 to 1994
EDUCATION
BA, Psychology, University of Rhode Island, 1992
LEADERSHIP & SERVICE
Co-chaired school auction, leading committee in executing one of school’s most successful
auctions that brought in $180,000. Personally sourced $10,000 in charitable contributions.
Managed travel hockey team, effectively coordinating scheduling and transportation and
overseeing all details of games and tournaments to ensure smooth, safe trips.
Participated in Montgomery House Tour, meticulously decorating and presenting house visited by
hundreds of attendees in effort that raised $30,000 for breast cancer research.
Served as 1 of 2 class parents for 5 different classes, planning activities, events, and parties for 50
students.Also supported numerous stage productions.