Karen Morgan

Greater New York City Area United States

VP, Marketing

Finance / Banking / Insurance

● Led traditional and digital marketing strategies including joint marketing with TD Ameritrade. ● Conducted qual/quant market research in the development of value propositions for TD Wealth. ● Launched first customized marketing pilot program between TD Wealth and TD Ameritrade. ● Created 360° marketing strategies to drive awareness and increase share of wallet through: segmentation, digital, web, direct mail, email, new collateral, in store merchandising, etc.