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PATRICIA A.

SWIADER DONNELLY
6 Hidden Hollow Drive
Hamilton, NJ 08620
609-259-1532
ps10be4e8@westpost.net

EXPERIENCE
Marketing Consultant 2008 - Present
* Provide marketing and investor relations expertise to small and m
id-cap public and private companies
* Create and update web and marketing collateral
* Event planning and coordination
Merrill Lynch-Global Bank Group 2007 - 2008
Vice President - Commercial Cash Management-Business Development
* Managed new product campaign and delivery of cash management premium service
s to clients, sales force and product specialists
* Provided product introduction and training to branch management, sales force a
nd branch office support staff
* Coordinated with National Sales Team and firm management to present products/s
ervices via branch office visits/conferences, management meetings, audio confere
nces, business fairs and WebEx presentations
* Developed marketing strategies, created and updated marketing materials, produ
ct websites, publication inclusion and cross-sold across product/departmental li
nes
American Stock Exchange 2001 - 2007
Director - Equity Sales/Issuer Services
* Managed relationships between the Exchange and listed companies
* Provided marketing, investor relations expertise and regulatory guidance to li
sted companies
* Acted as liaison with trading floor specialists
* Coordinated marketing/sales of the American Stock Exchange Equities Division v
ia creation of marketing materials, promotional/advertising campaigns and events
* Promoted the American Stock Exchange to prospective companies resulting in new
listings and successful transfers from other major exchanges
* Represented the American Stock Exchange at conferences, trade shows and partic
ipation in panel presentations
* Managed client relationship management for 140 listed companies in communicati
ng with the Amex at all levels
Merrill Lynch and Co. Inc. 1973 - 2000
Vice President - Wealth Management (1998 - 2000)
* Coordinated Personal Trust and Philanthropic marketing and promotional efforts
to high net worth clients
* Led project teams utilizing traditional marketing efforts as well as technolog
y via internet, intranet and data broadcast systems
* Provided promotional support to the High Net Worth Field Specialists
* Managed segment marketing of high net worth products to women through campaign
s and events
* Provided marketing and field support for product development
Vice President - National Sales Manager - Merrill Bank and Trust (1996 - 1998)
* Managed the sales efforts of the securities based lending programs of ML Banks
* Presented product presentations to sales districts, branch offices, individual
clients and corporations
* Provided ongoing product training for senior and new Financial Consultants
* Worked with clients and corporations to set up loan portfolios

Vice President - Manager Sales/Marketing - Merrill Bank and Trust (1993 - 1996)
* Developed the Fixed Rate Lending program and management of the loan/collateral
portfolio
* Provided marketing/technical support to Branch System
* Staffed, trained and managed a team of loan officers and back office personnel
.
* Represented the ML Banks in Liability Management seminars to Financial Consult
ants and clients
* Created marketing materials, coordinated operations, systems and compliance/le
gal issues
Vice President - Manager, Securities Based Credit - Pierce, Fenner & Smith Inc.
(1986 - 1993)
* Managed product development, marketing, budget and field support for securitie
s based credit products which included market planning, coordination of operatio
ns, systems and compliance issues
* Provided marketing and technical support to National Sales, Districts, Branch
Office Management and Financial Consultants
* Approved lines of credit and oversaw ongoing usage
* Trained new and advanced Financial Consultants and hires from the competition
in coordination with Human Resources Training
Assistant Vice President - Manager - Merrill Lynch Life Agency (1986 - 1987)
* Managed and directed field and home office communications via the Marketing Sp
ecialist Group
* Acted as liaison with major insurance carriers for ongoing marketing and sales
support
* Coordinated development and updating of marketing materials
Assistant Vice President - Senior Project Manager - Merrill Lynch Life Agency (1
983 - 1986)
Marketing Specialist, Annuity Marketing - (1981 - 1983)
Senior Staff Assistant to Private Client Management - Pierce, Fenner & Smith (19
73 - 1981)
EDUCATION
The Wharton School 1993 - 1995
Securities Industry Institute
Pace University, New York, New York 1979 - 1984
ACCOMPLISHMENTS
Professional Development Programs:
* Dimensional Management Training I and II
* Business Leadership
* Financial Practices
* Leadership Strategies and Practices
* Lefton Leadership

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