Post on 26-Jun-2015
Cliff Tuttle
Portfolio
Clifford F. Tuttle III
Marketing Communications Portfolio
linkedin.com/in/clifftuttle
404.767.5716
clifftuttle@gmail.com
Cliff Tuttle
Biography
Cliff Tuttle is a marketing management professional with strong creative, communication and
organizational skills, who brings confidence, enthusiasm and a unique blend of experience and
perspective to his work. He is adept in the design, development, coordination and implementation
of strategic marketing communications and shareholder relations projects.
Among his portfolio is a diverse array of integrated marketing communications initiatives, including
annual reports, branding, corporate communications, direct mail, shareholder relations, marketing
collateral, newsletters, conferences, internal/external communications programs and Website content.
Accomplishments
Developed and managed the implementation of integrated marketing communications strategies
for $35 Billion AUM product line, including collateral, newsletters, presentations, sales materials,
product fact sheets, regulatory reports, advertising, seminars and Website content.
Drafted investor relations communications for over 200,000 shareholders, including regulatory
mailings of prospectuses and annual reports. Introduced straightforward language format in the
publications, with focus on engaging shareholders.
Directed and led initiatives for conferences, tradeshows, seminars and due diligence events. Duties
included planning program agenda, speakers, materials and coordinating details such as locale, social
activities and teambuilding events.
Developed, conducted and led on-site employee communications meetings, seminars and meeting
leader “train the trainer” sessions.
Cliff Tuttle
Biography
Education
MBA/Marketing, Rollins College Crummer Graduate School of Business, Winter Park, FL
BBA/Marketing, Southwestern University, Georgetown, TX
International Studies Semester Abroad, University of London, London, England
Leadership Development & Community Service
Atlanta Lawn Tennis Association (ALTA) – Team Captain, Men’s Doubles Division
Arthritis Foundation "Joints In Motion" Training Team, London Marathon
SunTrust Corporate Team Leader for AIDS Walk Atlanta
AID Atlanta Volunteer Support Services
Hands On Atlanta
Cliff Tuttle
Portfolio Contents
Annual Report
Branding
Communications
Direct Mail
Marketing Collateral
Newsletters
Seminars
Website Content
Portfolio Contents
Cliff Tuttle
Portfolio – Annual Report
Annual Report
Annual and Semi-Annual Publications
CEO Letter to Shareholders
Equity Report
Bond and Money Market Report
Drafted President/CEO Letter to Shareholders.
Coordinated Legal and Compliance Review of
Annual and Semi-Annual Publications.
Directed and Led the Cover Design, Typesetting Format
Review, Printing and Production Schedules for Mailings
to over 200,000 Shareholders.
Cliff Tuttle
Portfolio – Branding
Brand Identity
Premium Brand Merchandise Program
Promotional Product & Corporate Apparel
Marketing Collateral
Conference/Tradeshow Displays
Sponsorships
Corporate Philanthropy
Civic Engagement
Created Brand Identity with Seasonal Focus of Upscale
Premium Merchandise for Key Clients.
Developed Brand Standards for Logo Application,
Color Usage and Typography.
Cliff Tuttle
Portfolio – Communications
Internal/External Communications Initiatives
Shareholder Relations Mailings
Conference Attendee Welcome Packet
Conference/Tradeshow Flyers
Employee Communications
Media Relations Press Releases
Annual Report CEO Letter to Shareholders
Compliance Approved Correspondence for Regulatory
Financial Reports and Shareholder Relations Mailings.
Cliff Tuttle
Portfolio – Direct Mail
Direct Mail Campaign
Cover Letter
Invitation
Brochure
Target Audience: Company Clients with $10,000 or more in
Household Deposits.
Selection Criteria utilized Acxiom Data for Mutual Fund Offers.
Identified Eligible Clients of both Securities Company and
Non-Investment Accounts.
Standard Exclusions included Company Employees, Minors,
“Do Not Mails” and existing Shareholders.
Cliff Tuttle
Portfolio – Marketing Collateral
Collateral Development
Product Brochures
Quarterly Product Fact Sheets
Performance Update Guidebook
Conference Call Materials
Article Reprints
Sales Tools
Annual/Semi-Annual Reports
Prospectus
Newsletters
Cliff Tuttle
Portfolio – Newsletters
Forum Newsletter
Semi-Annual Publications
Mailed to over 200,000 Shareholders
Mailed along with Annual/Semi-Annual Reports
Interactive Element in Each Issue
Featured Cover Story “Q&A” Interviews
Seasonal Theme and Topical Focus per Issue
Drafted, Conducted and Led Cover Story “Q&A”
Interviews with Featured Portfolio Managers.
Contributing Editor and Project Manager for Newsletter
Content, Cover Design, Interactive Element Features
and Production Schedule.
Cliff Tuttle
Portfolio – Seminars
Asset Allocation & Target Funds Program
Guidebook
Financial Advisor Shareholder Education Seminar
Seminar PowerPoint Presentation/Speaker Notes
Media Relations Press Release
Spearheaded Collaboration with Lightbulb Press to develop
“Asset Allocation & Target Funds” Guidebook, Seminar
Curriculum and Program Materials, focused on Engaging
Shareholders and Promoting Financial Literacy.
Compliance Approved Seminar Materials, Widely used by
Wholesalers, Investment Consultants, Broker-Dealers and
Plan Sponsors.
Successfully Increased Awareness of STI Classic Funds
Products, Services and Assets Under Management, including
Asset Allocation, Target Risk and Target Date Funds.
Cliff Tuttle
Portfolio – Seminars
Developed, Conducted and Led on-site Employee
Communications Meetings, Seminars and Meeting Leader
“Train the Trainer” Sessions.
Be Ready for Your Future Enrollment Meetings
401(k) Plan Highlights
Investor Risk Profile
Savings & Asset Allocation Sliderule Calculator
Investment Options
Participant Newsletter
Video
Be Ready to Learn Investment Education Seminars
Commonsense Investing
Asset Allocation
Planning for Retirement
Accessing Information
Cliff Tuttle
Portfolio – Website Content
STI Classic Funds Website
www.sticlassicfunds.com
Investors Section
Fund Family Overview
Market Indices
“Quick Clicks” Daily Financial Factoid Calendar
Mutual Funds Performance
Investment Tools
Resource Library
Headline News
Request Shareholder Information
Cliff Tuttle
Portfolio – Website Content
STI Classic Funds Website
www.sticlassicfunds.com
Financial Advisors Section
Advisor Resource Library
Sales Tools
Seminars
Investment/Economic Outlook
Mutual Funds Performance
Order Sales Literature
Promotional Product & Corporate Apparel
Contact Broker/Dealer Support
MKT0609