BRIAN CHARLONIS

linkedin.com/in/briancharlonis/

PROFESSIONAL SUMMARY 

Creative and strategic Product Manager with over 11 years of experience leading digital transformation projects, enhancing customer experiences, and driving business value for Fortune 500 companies. Expertise in front-office technology, product strategy, and agile development, with a strong background in financial services and regulated industries. Skilled in collaborating with internal and external teams to deliver high-impact digital platforms that optimize user engagement and operational performance.

CORE COMPETENCIES

  • Stakeholder Research & Concept Design
  • Client Relationship Management
  • Marketing & Promotional Strategy
  • Digital & Traditional Marketing Campaigns
  • Cross-Functional Team Leadership
  • Data-Driven Decision-Making
  • Strategic Planning & Business Growth
  • Market Research & Competitive Analysis
  • Project Management & Budget Oversight
  • Team Mentorship & Development
  • Agile & Scrum Methodologies
  • Project Management Tools: Jira, Confluence, MS Project
  • Data Analysis: Google Analytics, Tableau, Power BI
  • Technologies: Cloud Platforms, SaaS Solutions, Front-End & Back-End Systems
  • Design Tools: Figma, Figjam, Adobe Creative Suite, Miro, Axure
  • AI Tools: Natural Language Generation (NLG), Text-to-Image (TYI)

PROFESSIONAL EXPERIENCE

Cognizant Technology Solutions (Global Consulting Firm)
November 2012 – August 2024 Associate Director

  • Annually generated $2M+ in new business from project successes, RFP responses, and supporting business development across many verticals for large Fortune 500 clients

BANKING AND FINANCIAL SERVICES (BFS)

  • Wells Fargo – Increased transparency, collaboration, and sharing for all Users of a loan origination experience with new tools and smart automation to reduce manual effort and errors
  • JP Morgan – Product Design Lead to reimagine and Agile development of the Commercial Banking experience with financial tools and capabilities to grow start-up customers to become large multinational enterprises
  • SMBC – Agile development of B2B global Commercial Banking customer experience, including domestic and international payments, including ISO20022 compliance
  • TIAA – Agile design and development of enterprise-facing dashboards for executives and other internal personas
  • Discover Financial Services – Design Thinking workshops to reimagine vendor web portals
  • World Bank Group – Design Thinking to develop short- and long-term digital strategy of a large multi-tier employee-facing internal portal reporting global financial services information
  • American Express – Agile development of many RWD consumer, B2C, small business B2B -facing marketing initiatives, and an extensive business assessment of a global marketing campaign management tool
  • Dunn & Bradstreet – Strategy and agile development of the suite of offerings across multiple applications to external facing customers, and imagined a self-service help system. 
  • CFA Institute – Digital strategy and agile development of CFA Society member sites worldwide

HEALTHCARE

  • Cardinal Health/Edgepark Medical Supplies – Engagement Lead for an enterprise transformation project that increased revenue 300%+ for a healthcare product site through extensive Design Thinking workshops and agile development
  • Pfizer/Zoetis – Team lead to research and develop strategy to develop an ecosystem of an online portal, native mobile application, and Windows application

INSURANCE

  • AIG – Design COE development, team structure and planning
  • Prudential – B2B Design Thinking Workshops to research, define strategy, and development of a customer-facing portal to increase external partner sales
  • Aetna – Web strategy business assessment and development of a B2B personalized dashboard reporting portal
  • Aetna Medicaid – B2C development of a native mobile application

RETAIL

  • Avalonbay – Formal research to reimagine the luxury apartment lease renewal experience for residents, and associates
  • Nestle/Blue Triton Brands – Increased Commercial traffic 23% for a leading beverage retailer  by reimagining and development of B2C Residential and B2B Commercial customer online and native app experiences
  • Microsoft – Research and development of an internal account reconciliation tool
  • EZCorp – Improved efficiency and speed of an in-store POS system
  • ATD – Increased feature set, efficiency, and sales of in-store vendor POS system
  • Realogy/Sotheby’s International Realty – Research and development of an ecosystem of independent internal experiences connecting all real estate companies within Realogy
  • The Coca-Cola Company – Strategy and development of an internal global big data social listening and reporting dashboard to enable TCCC to release a new marketing campaign within 15 minutes of social discussions crossing defined threshold metrics related to their brands
  • Pepsico – Data visualization of an internal financial application

RELEVANT EXPERIENCE

Sudler & Hennessey (Marketing Agency)
August 2012 –  October 2012 Account Supervisor

  • Digital account services and client management of B2C brand website, CRM campaigns using Salesforce, and traditional patient and HCP pharmaceutical marketing Agency of Record (AOR) for Shire FIRAZYR

March 2012 –  August 2012 Senior Project Manager

  • Digital project management of B2C brand website, patient-facing digital experience, and HCP pharmaceutical marketing as Agency of Record (AOR) for Johnson & Johnson/Janssen Pharmaceuticals for Remicade

Western Connecticut Health Network (Hospital, Regional Health System)
December 2007 –  August 2011 Marketing Manager

  • Increased Interactive hard ROI 200%+ from redesign of hospital website
  • Improved qualified and engaged traffic 150%+ for a hospital website
  • Project management of capital budget for new projects, and operating expense budgets
  • Partner relationship management, vendor selection, timeline management, resource management, budget management, ROI reporting, project reporting and forecasting
  • Led major enterprise-level CMS implementation and system integration project

IMC2 (Marketing Agency)
April 2007 –  October 2007 Account Manager

  • Digital account services and client management, interactive Agency of Record (AOR) to Pfizer for LIPITOR
  • Digital account services and client management, interactive Agency of Record (AOR) to Schering-Plough for Claritin, Dr.Scholls and Coricidin

Colangelo Synergy Marketing (Marketing Agency)
September 2006 – April 2007 Account Supervisor

  • Digital and traditional account services and client management, interactive Agency of Record (AOR) to Church & Dwight for approximately 30 national well known brands, including Trojan Condoms, First Response, Nair, SpinBrush, Arm & Hammer. Colangelo is part of Diversified Agency Services, a division of Omnicom Group Inc.

The Worx Group (Marketing Agency)
July 2004 – August 2006 Account Manager, and Project Manager

  • Web development and managing design and production of print marketing materials, tradeshow booths graphics, event signs, and promotions

SS&C Technologies (Software Developer)
Internet Marketing Manager

Remington Products Company (CPG Manufacturer)
Consultant, and Application Developer

Breakaway Solutions (Global Application Service Provider)
Senior Web developer

i3, Information and Imagination Inc. (Marketing Agency)
Senior Designer and Animator

EDUCATION

Master of Business Administration (M.B.A.)
Quinnipiac University

  • Member of Beta Gamma Sigma, International AACSB Honor Society

Bachelor of Fine Arts (B.F.A.)
University of Hartford

COMMUNITY INVOLVEMENT

  • Volunteer, Leukemia and Lymphoma Society Fundraiser (2024)
  • Volunteer, Hurricane Ida Cleanup and Rebuild in Rotonda West, FL (2023)

PRESENTATIONS

  • Tracking Social Media for Hard ROI, Strategic Social Media Marketing, New York, NY
  • Branding Healthcare Social Media, Q1 Productions, Chicago, IL
  • Impact of Social Media on Emergency Response, J. Boye Conference, Philadelphia, PA
  • Philanthropic Social Marketing, Association for Healthcare Philanthropy, Danbury, CT

May I Show You My Portfolio?

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