Alan D. Fitch Jr.
2701 Eaton Avenue,
San Carlos, CA 94070
(650) 365-3901 home -
(650) 465-4163 cell
adfitch@gmail.com
Results-oriented, seasoned financial services professional with diverse experience seeks a challenging product or research role focused on helping businesses leverage knowledge to solve complex problems and meet strategic objectives.
BANK OF THE WEST
San Francisco, California
2007 - 2009
Vice President, Product
Management
Conducted new product
research, competitive analysis, pricing analysis and revenue projections
for regional bank with over $60B in assets.
Conducted product research and analysis that led to creation of new products and services with incremental fee revenue of over $1MM.
Developed go forward recommendations for many products and services, including CDARs, international remittance, 529 Plans, Health Savings Accounts and credit monitoring services.
Provided senior management with competitive analyses that led to improved product fees and features, more competitive pricing and improved understanding of the competitive landscape.
Developed, monitored and reported on NII budget.
Created online, customized news monitoring service resulting in improved awareness of current events affecting the industry and company.
Provided analysis of key metrics, including account origination and attrition, balance growth and revenue growth rates utilizing BAI industry benchmarks.
Collaborated with outside consultants
to assess opportunities to improve NII revenue.
FITCH PROPERTIES, San Carlos, California 2004 – 2007
Real Estate Broker
Established a retail real estate sales and marketing practice.
Created custom website, brochures and advertisements.
BANK OF AMERICA,
San Francisco, California
1999 – 2003
Vice President
Conducted
competitive and customer research that contributed to the determination
of fees, product packaging and service features and benefits. Recruited
by Customer Analysis group to create bank-wide competitive intelligence
capability.
Analyzed online bill payment cross-sell effectiveness, activation success, and customer satisfaction that led to improvements in key satisfaction metrics.
Responsible for $1MM research budget and managed vendors such as Forrester Research, the Corporate Executive Board and other research providers.
Created and staffed competitive intelligence unit dedicated to consumer deposits division.
Completed white-paper
analyses on competitive products, customer satisfaction, and pricing
strategies.
LGT ASSET MANAGEMENT,
San Francisco, California
1996 – 1999
Director, Market Research
Reported
to the President of GT Global Funds and provided critical competitive
performance assessments to senior management, sales leaders and product
managers.
Analyzed key competitors and served as a strategic market consultant by providing analyses to the board of directors.
Assisted Bain Consulting
in appraising company’s industry position and overall value in
preparation for eventual acquisition by Invesco Funds.
THE BENHAM GROUP,
Mountain View, California
1989 – 1996
Product Manager
Responsible for new product research, competitive research and customer
analysis for $10B mutual fund company. Company acquired by American
Century Investments.
Served as Senior Customer Service Representative and Team Leader, training new representatives in product knowledge and service processes.
Series 7 and 63 License.
MBA, Marketing,
BA, Political Science