Author
 Aaron Tellier

Profile of Aaron Tellier

Vice President, Insurance & Wealth Management Practice, Merkle
Blog Posts: 1

Aaron Tellier has been dedicated to delivering business results in the wealth management industry since 2000. Throughout his career, he has focused on the development of leading customer relationship marketing (CRM), sales, business intelligence and analytic capabilities for companies such as Merrill Lynch, Bank of Montreal, CSFB and DLJdirect. In 2010, his efforts earned Merrill Lynch a CRM Enterprise Excellence award from Gartner and 1to1 Media.

 

Tellier is a sought-after conference speaker and is known for his innovative solutions to tough industry challenges in financial advisory services, online brokerage, retirement and distribution. At Merrill Lynch, he led a cross-functional CRM organization that bridged the gap between business strategy, technology and sales and marketing execution. Notable examples of his expertise include real-time multi-channel interaction management, marketing operations, dynamic segmentation, actionable client analytics, cross-selling and retention strategies.

 

Tellier holds a BS in political science from the US Naval Academy and an MBA from Yale School of Business Management.

Articles by Aaron Tellier
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