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