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Q: Senior marketing contacts at biggest financial firms ( No Answer,   0 Comments )
Subject: Senior marketing contacts at biggest financial firms
Category: Business and Money > Finance
Asked by: duffyoung-ga
List Price: $200.00
Posted: 04 Apr 2006 14:38 PDT
Expires: 04 May 2006 14:38 PDT
Question ID: 715454
I need a list of names and phone numbers (general numbers are okay) of
senior marketing people at the biggest global accounting, insurance,
banking and brokerage firms. Any person with a title of VP Marketing
or higher (including SVP marketing, EVP marketing or Chief Marketing
Officer) will do. The more the better. List need not be complete, I
just want a
starting basis for prospecting. I'm mostly looking for
consumer-oriented firms, so you can exclude insurers whose name
includes the term "Re".

Request for Question Clarification by easterangel-ga on 04 Apr 2006 16:56 PDT

How many companies would you require?


Clarification of Question by duffyoung-ga on 12 Apr 2006 14:17 PDT
I suppose 20 firms in each category would be fine. I'm quite flexible.

Clarification of Question by duffyoung-ga on 18 Apr 2006 13:16 PDT
Can I ask why this question isn't getting more attention? I posted a
few $20 questions and got tons and tons of amazing responses. But this
one seems kind of dead? If you need more money, that's not a problem.
I'm HIGHLY flexible on the output as to volume, detail, format and

Request for Question Clarification by pafalafa-ga on 18 Apr 2006 13:30 PDT

While this strikes me as (ultimately) a do-able question, it involves
an awful lot of steps and guesswork.

First, we need to figure out which companies to target, and hope they
are the ones you're interested in.

Then, we need to get at least twenty companies in each of four
categories (eighty companies) and find the appropriate executives in

For all that, a researcher gets 75% of the list price -- $75 for 80
company contacts, or less than $1 per.

It's not much incentive for tackling a question this large, and even
raising the price to the max might not do the trick.

If you either (a) stuck with a single group (e.g. insurance) or (b)
gave us a list of companies to work with, I think this would be much
more manageable.

Hope that helps...


Clarification of Question by duffyoung-ga on 21 Apr 2006 08:07 PDT
Oh, now I understand. Yes, absolutely. It's easy for me to give you a
list of names of companies. I'll get right on it!

Request for Question Clarification by easterangel-ga on 21 Apr 2006 08:16 PDT

Actually, I am still looking at this question but really got stump on
how to proceed properly. My colleague pafalafa-ga summed up pretty
neatly why some are hesitant.

Yes providing the list of companies at the outset will probably
lighten the burden on this one.

Clarification of Question by duffyoung-ga on 22 Apr 2006 10:42 PDT
okay, here's a rough list of the firms I'm after. If I found a name
already, I typed it in. If you can't find info on some, no biggie.

Accounting firms

Ernst & Young- CMO used to be Jim Speros
KPMG ? Tim Pearson, CMO
Deloitte & Touche ? david redhill,1002,sid%253D5614%2526cid%253D93702,00.html

PriceWaterhouse Coopers
Arthur Andersen

Insurance firms
Royal & SunAlliance
Friends Provident
Power Corp
Old Mutual (UK)
Phoenix Companies

Financial planning firms

American Express:  John Hayes
Investors Group

Brokerage firms
CS First Boston
Morgan Stanley Dean Witter
H&R Block
Lehman Bros
Bear Stearns
Julius Baer
AG Edwards

HSBC  Sangeeta Pendurkar, chief marketing officer, HSBC India
Bank of America
ABN Amro
Fifth third

Request for Question Clarification by easterangel-ga on 23 Apr 2006 15:12 PDT

I still cannot find the necessary information at this time. I will
open this to other researchers so that they can also help.

Thanks again!

Clarification of Question by duffyoung-ga on 23 Apr 2006 15:38 PDT
Thanks, easterangel. I'm sorry. All I'm really hoping is for somebody
to find me ANY person in marketing at MOST of the firms I gave.
Hopefully, that clarification will make it a bit easier.

Request for Question Clarification by easterangel-ga on 23 Apr 2006 16:56 PDT
At first, I thought that this was fairly easy but it wasn't so at
least for me. I do hope somebody can help you.


Clarification of Question by duffyoung-ga on 25 Apr 2006 10:21 PDT
okay, I'm bumping up the price to $200 and I have provided the entire
list of companies to search. Any marketing person would be great. I
hope this dramatically changes the workload and payback for the
researchers! I'm dying for some help on this.

Request for Question Clarification by czh-ga on 25 Apr 2006 12:43 PDT
Hello duffyoung-ga,

You?ve posted an attractive price but finding an answer for you is
tough. My first approach was to find directories of the positions
you?re looking for. I was able to locate one for Chief Marketing
Officers. It is available for purchase. You can specify many options
on what type of contacts you want included. It seems that this
database would meet your needs but I don?t know if the pricing is
within your means.
CMO Masterfile

If you can?t afford this kind of a resource and you need to identify
the target list you?ve specified in your question it will take some
brute searching. I think I could suggest some alternate approaches for
building a target list if I had a better understanding of what you?re
trying to do.

I look forward to your clarification.

~ czh ~

Clarification of Question by duffyoung-ga on 26 Apr 2006 16:58 PDT
Thanks, that was an interesting list. But I don't want to spend that
kind of cake. Can you give me an idea of what I might expect in terms
of possible results if you do take on this challenge for $200 (plus
the max tip)? I really do need the help.

Request for Question Clarification by czh-ga on 26 Apr 2006 18:17 PDT
Hello duffyoung-ga,

My preliminary search shows that an open listing or directory of the
positions you?re looking for is not readily available ? as you can see
by the CMO Masterfile database I found. Your earlier clarification
said that you would be happy with 20 firms in each category and the
categories you listed were: Accounting (2), Insurance (22), Financial
Planning (5), Brokerage (13) and Banks (28). The number in parentheses
are the number of firms you listed by name that you didn?t have a
contacted name listed.

Clearly, there are hundreds of these firms depending on what level
officers you?re looking for. For instance, are you only interested in
the big four accounting firms or are you looking for others? Can you
specify what kinds of accounting firms will meet your needs? In
addition, are you looking for the highest level corporate officers
only or would you like to identify marketing officers at regional or
local offices? Here are a couple of links to help you think about
accounting firms. The same questions apply to the other four industry
categories you listed.


I think you would have better luck getting an answer if you closed
this question and posted a new question for each of the five types of
financial firms you?re looking for. You could post each question for
$2 and then specify how much you would pay per contact. You would then
pay the researcher via the tip capability. If you specified that you
would pay $3/contact you would tip $45 for the researcher who provided
you 15 accountants, or $141 for a researcher who found 47 bankers.

You could also make the offer that you would pay additional
researchers at the same rate even after the question was answered if
they posted additional contacts for you in the comments. You would
then post a question for the specific researcher and pay them for the
additional names provided in the comments on your original question.
This type of arrangements worked very well for one of our favorite
customers who was writing a book and needed lots of continuing

I?m eager to help you as would many other researchers if you could
clarify the parameters of your question and established a firm rate of

I look forward to working with you.

~ czh ~

Request for Question Clarification by pafalafa-ga on 27 Apr 2006 18:47 PDT

Whew!  This has turned out to be tougher than expected.  I did,
however, find a source that has a fair amount of C-level and senior
staff marketing contacts for a great number of large companies, but
not necessarily everyone you wanted in the categories you listed.

For instance, here's what I came up with for the insurance sector:


American International Group 
70 Pine St FL 50 
New York, NY   10270  

Mr Joe Kanarek, Marketing Manager

Prudential Financial Inc. 
751 Broad St 
Newark, NJ   07102  

Mr Solon Security, VP Marketing

Blue Cross of California 
4553 La Tienda Rd 
Thousand Oaks, CA   91362  

Ms Kellie Bernell, VP Marketing 
Mr Stuart K Campbell, VP Marketing 
Mr Michael Chee, VP Marketing 
Mr Ed Johnson, VP Marketing 
Ms Lisa Mee-Stephenson, VP Marketing 

Unumprovident Corporation 
1 Fountain Sq 
Chattanooga, TN   37402  

Bilda Acuna, Marketing Manager
Ms Tina L Paul, Marketing Staff

Principal Life Insurance Co 
711 High St 
Des Moines, IA   50392  

Mr Will Cowan, Marketing Manager

Compensation Insurance 
1275 Market St FL 16 
San Francisco, CA   94103  

Mr Harvey Ingham, VP Marketing
Ms Renee Koren, Marketing Manager

Fidelity National Fincl Inc 
601 Riverside Ave 
Jacksonville, FL   32204  

Ms Jennifer Lemet, Marketing Manager

Assurant Inc 
1 Chase Manhattan Plz 
New York, NY   10005  

Ms Barbara R Hege, Marketing Staff

John Hancock Life Insurance Co 
John Hancock Pl 
Boston, MA   02116  

Ms Christi L Templeton, VP Marketing

California Physicians Service 
50 Beale St FL 20 
San Francisco, CA   94105  

Ms Luisa Contraris, VP Marketing

First American Corporation 
1 First American Way 
Santa Ana, CA   92707  

Mr Bill Sherakas, Marketing Staff

Continental Casualty Company 
333 S Wabash Ave Ste 300 
Chicago, IL   60604  

Laurie Basil, VP Marketing

Liberty Mutual Insurance Co 
175 Berkeley St 
Boston, MA   02116  

Ms Debra Shear, Marketing Manager

HSBC North America Holdings 
2700 Sanders Rd 
Prospect Heights, IL   60070  

Mr Brian Hughes, Marketing Staff

St Paul Fire & Marine Insur Co 
385 Washington St 
Saint Paul, MN   55102  

Ms Gae McIntyre, Marketing Manager

TransAmerica Occidental Lf Insur 
1150 S Olive St 
Los Angeles, CA   90015  

Mr Donald T Jemison, VP Marketing

Thrivent Fincl For Lutherans 
625 4th Ave S Ste 100 
Minneapolis, MN   55415  

Ms Pamela J Moret, Marketing Staff

Geico Corporation 
1 Geico Plz 
Washington, DC   20076  

Mr Steve Smith, VP Marketing
Mr Ted Ward, Marketing Manager

Monumental Life Insurance Co 
2 E Chase St 
Baltimore, MD   21202  

Ms Paula Kaiser, VP Marketing
Mr Duane Davies, Marketing Manager

American General Life Insur Co 
2727 Allen Pkwy Ste A 
Houston, TX   77019  

Mr Robert Herbert, Marketing Staff


I'll continue searching the other sectors in the hopes I can post an
answer to your question in the next day or so.

HOWEVER, if you feel the above list doesn't really meet your needs,
please let me know as soon as possible so that I won't do too much
unnecessary work.



Clarification of Question by duffyoung-ga on 29 Apr 2006 12:48 PDT
Wow, paf! That's great stuff. Keep going. You are definitely nailing
it. All I can say is that if you can do that for the other sectors
(and be done with insurance), I'd be quite happy.

Request for Question Clarification by pafalafa-ga on 29 Apr 2006 20:12 PDT
Your question is set to expire in a few days, but I don't feel I can
quite answer it yet.

I can find contacts in other sectors, but I'm running up against some limitations:

1.  Most of the companies listed are US companies...the datasets
simply don't include many foreign firms.

2.  Almost all large companies are listed, but many of them do not
have any marketing executives listed.  For instance, the list of banks
includes all the big banks in the US -- Citibank, Chase, etc -- but
only a few of the larger banks have marketing executives listed.

I don't see a way around these constraints.  I need to know from you
if you can live with these limitations, or whether they simply
wouldn't make for a satisfactory answer.

To get a feel for what I mean, I've posted the information for the
banking sector, below.

Let me know what you think at this point.



Lasalle Bank 
2600 W Big Beaver Rd 
Troy, MI   48084  
Ms Carolyn A Nicholas, Marketing Manager

Unionbancal Corporation 
400 California St 
San Francisco, CA   94104  
Mr Ronald H Kendrick, Sales & Marketing Staff
Mr Brandi Reuter, VP Marketing

Citizens Bank Massachusetts 
28 State St FL 13 
Boston, MA   02109  
Ms Melissa J Howard, Marketing Manager

PNC Bank, National Association 
249 5th Ave 
Pittsburgh, PA   15222  
Mr Mike Tysarczyk, Marketing Manager

Citicorp Diners Club Inc. 
8430 W Bryn Mawr Ave 
Chicago, IL   60631  
Ms Doreen Krump, Marketing Manager

Fifth Third Bancorp 
Fifth Third Center 
Cincinnati, OH   45263  
Robin Eastern, Marketing Manager

Keybank National Association 
127 Public Sq 
Cleveland, OH   44114  
Ms Sally Rockford, Marketing Manager

HSBC North America Inc 
1 Hsbc Ctr FL 1st 
Buffalo, NY   14203  
Kelly Mc Creedes, VP Marketing

Fremont General Corporation 
2425 Olympic Blvd 
Santa Monica, CA   90404  
Robin Lee, VP Marketing

Fifth Third Bank 
Fifth Third Center 
Cincinnati, OH   45263  
Mr Chris Bankert, Marketing Manager

SunTrust Banks, Inc 
303 Peachtree St Ne 
Atlanta, GA   30308  
Mr Craig J Kelly, Marketing Manager

Popular Inc. 
209 Ave Munoz Rivera 
San Juan, PR   00918  
Mr Jose F Blasini, Marketing Staff

AmSouth Bank 
1900 5th Ave N Ste 300 
Birmingham, AL   35203  
Ms Michelle Elrod, Marketing Staff

Clarification of Question by duffyoung-ga on 01 May 2006 09:47 PDT
That is certainly a drag that the bigger firms don't have the contact
names. These little banks are not very useful to me. I think that
you've done plenty of hard work and you should get paid. If it's just
a matter of time, I can edit the question parameters

Request for Question Clarification by czh-ga on 01 May 2006 10:12 PDT
Hello again duffyoung-ga,

I, too, have been working on your question and I?m convinced that we
can develop a good prospect list for you. In your latest clarification
you said, ?These little banks are not very useful to me.? I don?t
think we have a clear understanding of what you?re looking for.

As I suggested in my earlier clarification, I think you might have
better luck with getting at least a partial answer if you posted a
separate question for each of the categories you?re looking for.

 -- Accounting
 -- Insurance 
 -- Financial Planning
 -- Brokerage
 -- Banks

If you did this, you could explain clearly exactly what you need in
each category. You could get several researchers working on your
questions at the same time and you could get answers for some of the
categories even if answers cannot be found for some others.

I also suggest that you tell us very explicitly what organizational
level you need in each category. For instance, in the accounting area
do you need only the big four or are you interested in other large
accounting firms as well, i.e., Grant Thornton or similar? You said
you don?t need ?little banks.? What size banks do you need? We need
the same information about each of the categories.

In addition, what geographic or organizational level marketing people
are looking for? Again, even if you?re looking only for the big four
accounting firms, do you only need the top level marketing people at
the corporate level, national or regional level, or do you want the
contacts down to the local office level? It would help if you would
explain your organizational and/or geographic limits in each of your
five categories.

There are several researchers who routinely answer this type of
question and I?m sure there are several who would love to help you.
Please tell us more about what you need. Better yet, close this
question and post five new ones giving us greater detail so we can get
you the information you need.

I look forward to your clarification.

~ czh ~

Clarification of Question by duffyoung-ga on 01 May 2006 13:05 PDT
okay, I'll do exactly that. I'll close this and post 5 new ones with
more specific details. I'll do it today. Thanks for your help and for
your patience with my rookie approach. It's all new to me, but
terrific nonetheless. That's why I want to learn to be a good client
for you guys.
There is no answer at this time.

There are no comments at this time.

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