Lee Warren has over 15 years of experience in marketing and financial services. He is currently the Marketing Manager at Caterpillar Financial Services, where he manages global marketing teams and develops strategies to support sales. Previously, he held roles in sales support, marketing research, and territory management at Caterpillar Financial. He also has experience in commercial analysis and risk management from his time at the Tennessee Valley Authority.

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. 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. 1994 – 1998 The University of Tennessee at Martin
Bachelor of Science in Business Administration
 Major: Economics
 Concentration: Finance