Beth Kilbane

 BethO. Kilbane

Beth O. Kilbane

  • Courses5
  • Reviews19

Biography

Cleveland State University - Marketing


Resume

  • 2015

    Master's degree

    Labor Relations & Human Resources

    Cleveland State University

  • 2012

    OKain Kilbane

    Beth

    Cleveland State University

    Consultant

    Cleveland/Akron

    Ohio Area

    I began teaching the introductory business course

    World of Business

    and progressed to a Visiting Lectureship teaching the capstone

    MGT 465 Strategic Management. As a Visiting Lecturer

    I also chaired the Undergraduate Programs (Curriculum) Committee leading into AACSB accreditation. I coach the Executive MBA (EMBA) students and develop executive seminars from Technical Writing Foundations to How Remarkable Women Lead. My student and executive evaluations are consistently above average.\n\nHighlight:\nHonored with Golden Apple Award for exceptional contributions to the lives of Cleveland State University Students\n\nPlease email me at bethkilbane@yahoo.com to request a resume detailing courses taught and seminars developed

    service performed

    and resulting evaluations.

    Visiting Lecturer

    Strategic Management

    Cleveland State University (CSU)

    Cleveland State University

    Cleveland/Akron

    Ohio Area

    Develop channel strategy and create strategic communications for the asset management industry. Specialize in institutional and intermediary channels

    and firm stories

    investment strategy presentations

    and white papers. \n\nA client asked me to review their literature system as a consultant. I proposed

    instead

    that they needed a third party communications strategy featuring quarterly white papers. I proposed a calendar based on market trends and marketable products

    brainstormed and proposed ideas

    and then researched and wrote the white papers with subject matter experts. Each paper concluded with an actionable insight for advisors to use with clients

    and some resulted in media and conference opportunities.\n\nSample Paper:\n“‘Corporate Inversion’ (Expatriation): Bad for the U.S.

    Good for U.S. Stocks?” discussed on \"Opening Bell with Maria Bartiromo

    \" Fox Business Network

    July 24

    2014.\n\nPlease email me at bethkilbane@yahoo.com to request a resume detailing other white papers and articles

    and resulting opportunities.

    Executive Business Consultant/Ghostwriter

    Consultant

    Huffington Post

    Golden Apple Award

    Honored with Golden Apple Award for exceptional contribution to the lives of Cleveland State University students

    Cleveland State University

  • 2011.

    Marketing Management

    Investments

    Corporate Communications

    Management

    Leadership

    Mutual Funds

    Online Communications

    Marketing

    College Teaching

    Strategic Communications

    Strategy

    Sales

    Institutional Investments

    Marketing Communications

    Asset Management

    Public Relations

    Strategic Planning

    Portfolio Management

    Business Communications

    Project Management

    33rd American to row an ocean

    rowed 2600 miles across the Atlantic

    January 31st -March 15th

    Managed Great Lakes Row for Uganda

    attempting the first row across Lake Erie to bring safe drinking water to 700 children

    summer 2012

  • 2005

    PNC

    Allegiant Asset Management Company (Allegiant) was an SEC-registered investment adviser and subsidiary of National City Corporation (which was acquired by The PNC Financial Services Group.) As of 3.31.09

    Allegiant managed $25.6 billion in assets across a wide variety of specialized investment disciplines for corporate

    public

    multi-employer

    foundations and endowments

    as well as other institutions and individual investors through our family of mutual funds.\n\nPart of a team engaged to transform National City’s trust business into a leading institutional asset management firm. Led marketing efforts in the institutional marketplace

    including re-branding effort. Created

    developed and implemented firm story

    institutional investment strategy presentations

    consultant communications program

    and quarter-end processes and procedures. Coached executive

    portfolio management and distribution teams. Responsible for ongoing prioritization of marketing needs for institutional sales and consultant relations teams. \n\nHighlights include:\n•\t88% of consultants surveyed rated Allegiant above average for firm announcements in third party survey (100% rated average or above). \n•\tFinals to wins ratio increased from 32% (for 46 finals) to 55% (for 81 finals) in two years.\n•\tOrganizational score on Gallup results increased from 3.37 (for 173 participants) to 3.87 (for 246 participants) in year one.\n\nPlease email me at bethkilbane@yahoo.com to request a resume detailing additional responsibilities and accomplishments.

    PNC

    MFA

    Creative Writing

    Cleveland State University

  • 1999

    KeyBank

    Aon

    Part of the rebranding of the former asset management business of KeyBank.\n\nResponsible for communications strategy

    authoring and managing all printed collateral for Victory. Products included over 20 investment processes in institutional accounts

    mutual funds and separately managed accounts (SMAs)

    and retirement

    cash management and administrative products. Developed educational materials

    drafted internal and external communications

    and consulted on FINRA rules and regulations. \n\nHighlights:\n•\tAligned budget with products

    reallocating budget to new products and reducing expenses for less profitable products by 75%.\n•\tConceived and managed quarterly fund promotions; assets in Real Estate Fund increased 340% in first quarter and assets in Diversified Stock Fund increased 67% in third quarter 2001 over year-ago levels.\n•\tImplemented new institution-wide branding standards in 1999

    the first unit in KeyCorp to do so.

    KeyBank

  • 1994

    Federated Investors

    Global

    •\tOrganized thought leadership by entity type

    role and key topics for January 2019 launch of content hub at https://retirement-investment-insights.aon.com \n•\tWrote value proposition for R&I business\n•\tManage newsletters for CIO insights

    retirement and non-profit\n•\tDeveloped policies and procedures for case studies; created first case study brochure for practice \n•\tLaunched first paid social campaign for U.S. non-profit practice to raise awareness of investment practice and solicit participation in global responsible investing survey

    Content Manager

    Investment

    Aon

    Federated Investors

    Inc. (NYSE: FII) is one of the largest investment managers in the United States

    managing $363.7 billion in assets as of Sept. 30

    2017. With 119 funds and a variety of separately managed account options

    Federated provides comprehensive investment management to approximately 8

    500 institutions and intermediaries including corporations

    government entities

    insurance companies

    foundations and endowments

    banks and broker/dealers. For more information

    visit FederatedInvestors.com.\n\n\nPlanned and executed strategies and tactics with bank clients to build assets in proprietary mutual fund families

    for which Federated Investors was distributor. Clients included First Union

    Fifth Third

    Star

    Hibernia

    M&I

    M&;T and Riggs National Banks. Managed marketing and communications projects

    collateral production and sales incentive programs including strategy

    schedule

    budget

    and compliance with FINRA (formerly NASD) rules and regulations.

    Federated Investors

  • 1988

    BA

    Journalism and Communications

    Series 6

    Financial Industry Regulatory Authority (FINRA)

  • Gerson School

    TLC Group

    Applewood Centers for emotionally-disturbed children

    2000- 2011

    Applewood Centers Inc

    •\tSteering Committee

    Communications

    Go! Generation Opera

    Opera Cleveland

    2009-2010

    CLEVELAND OPERA THEATER

    Facilitated writing workshops at 2009 and 2010 Mensa Annual Gatherings

    American Mensa

BUS 151

4.6(7)

GAD 250

3.9(8)