PepUp Tech Board Member
Simon Walsh is Chief Operating Officer for New York Life's Retail Annuities business. His goal is to deliver a great customer experience by linking marketing, sales and service on digital platforms. Mr. Walsh manages service and operations for the more than 275 banks and broker dealers selling New York Life annuities. He also leads service technology and digital marketing and led several cloud-based integrations, including Salesforce Service Cloud, Eloqua and Qualtrics.
Previously Mr. Walsh was head of marketing and operations at General Sentiment Inc., a social media measurement firm and ran the credit and debit card program at UBS, where he restored the group to profitability and more than tripled spend to $1.2 billion. Mr. Walsh was also the Chief Marketing Officer at Jefferson National and before that at ETRADE Bank, where he managed a $50 million marketing budget and doubled deposits to $8 billion. His focus is promoting technology careers to inner-city youth: PepUp Tech Volunteer & Advisor ~ Year Up, Insurance Advisory Board ~ YMCA of Greater New York, Development Board.