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Lee Warren
Work experience
January 2015-
present
June 2012-
December 2014
May 2010-May 2012
Caterpillar Financial Services...
October 2006 –
April 2010
August 2004 –
September 2006
January 1999 –
June 2004
data reports and scorecards
 Served as SM...
1994 – 1998 The University of Tennessee at Martin
Bachelor of Science in Business Administration
 Major: Economics
 Conc...
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LeeWarren 2017

  1. 1. Lee Warren Work experience January 2015- present June 2012- December 2014 May 2010-May 2012 Caterpillar Financial Services Corp. Nashville, TN Marketing Manager, Cat Financial Insurance Services  Manage global team of marketing support reps (Nashville, Peoria, Beijing, Geneva) to develop marketing strategies and support for the various Insurance Services Distribution teams in region  Develop go to market strategies to support the sales of Caterpillar machines and engines  Manage reporting for Insurance Services  Developed new Powertrain+Hydraulics+Technology coverage product in 2016 to complement Americas North 2017 marketing campaign  Finalizing web-based imaging concept to visually show the differing extended protection coverages for Cat machines  Led project to fully integrate Cat Financial North America sales team with both financing and insurance responsibilities (2015- 2016)  Trained Insurance Services on Salesforce.com, account management and sales excellence  Developed new training for Cat dealers for Insurance Services Sales Support Manager, Western Region  Managed sales support reps for the U.S. areas of Denver, Los Angeles, Seattle, option finance, and Corporate Accounts  Involved in various Six Sigma projects and Blueprinting projects as SME, Green Belt, or team leader  Expert on financial product offerings including flex, capital and operating leases  Developed merchandising program for Southeast Cat Dealers as a sales driver and loyalty builder  Salesforce.com super user and trainer  Interacted with dealers to achieve PINs, PODD, and volume goals (sales and engagement metrics) Marketing Research Consultant, MCOE  Managed survey process for end user customer loyalty and dealer/BU satisfaction surveys for North & South America and CAT Insurance  Performed data analysis, interpretation, and consultation for U.S. and international line units with CFSC on survey results  Generated and made over 50 presentations a year on previously mentioned data results  Maintained Marketing Research internal website with most recent 1513 Braebury Circle Nashville, Tennessee 37211 Cell: 615-294-7240 E-mail: Lee.M.Warren28@gmail.com
  2. 2. October 2006 – April 2010 August 2004 – September 2006 January 1999 – June 2004 data reports and scorecards  Served as SME or Green Belt on various Six Sigma projects Territory Manager, Denver/Los Angeles Areas  Supported the Sales and Finance departments at Empire Machinery and Wagner Equipment (Cat dealers) and CFSC customers with financial services including quoting, credit, collections, marketing functions  Facilitated Life of a Deal Training periodically for Empire and Wagner Sales and Financial personnel  Worked with NACD industry machine sales reps to provide comprehensive Caterpillar service to fulfill our customers’ equipment needs  Worked with FCC to provide additional equipment financial solutions outside of Caterpillar equipment lending Marketing Representative, Power Finance Division  Provided financing to customers and dealers for CAT power equipment  Supported field account managers with quoting, marketing, and administrative functions  Participated in 6Sigma teams in various roles to develop financial merchandising programs, improve market share reporting, and to streamline sales management processes  Educated and trained dealers and customers on the financial solutions available through CAT Financial  Developed new marketing materials and themes for department  Maintained & generated monthly reports and databases Tennessee Valley Authority Nashville, TN Commercial Analyst, Product Risk  Developed procedures to mitigate price risk for TVA  Developed new pricing products for TVA distributors and customers  Established product and pricing policies for future business deals  Assisted in Enterprise Risk Management initiatives including Sarbanes-Oxley compliance and the construction of organizational Risk Maps  Assisted with Competitive Intelligence initiatives including strategic profiles of competitors  Tracked the Value at Risk (VaR) for electricity, gas, and emissions assets  Ran mathematical models to forecast VaR, energy supply, and marked-to-market positions for electricity, gas, and emissions  Performed credit analyses for internal and external TVA projects  Provided internal credit consultation for TVA business groups, including Procurement, Environmental, Bulk Power Trading, etc.  Assisted with the TVA Investment Challenge Program Education 2001 – 2002 Lipscomb University Master of Business Administration  Concentration: Financial Services  GPA: 3.45
  3. 3. 1994 – 1998 The University of Tennessee at Martin Bachelor of Science in Business Administration  Major: Economics  Concentration: Finance

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