Diversified Management Resources, Inc.

Charles A. O'Neill | Gordon Evans

Charles A. O'Neill
Principal
charlie@dmrstrategies.com

Charlie joined D.M.R. in 1998 and is President of the firm. He broadened the company's services to include marketing strategy and creative services as well as its original line of business, executive search.
His areas of expertise include:

• Corporate communications and marketing support
• Strategic marketing and development
• Marketing program assessment
• Executive recruitment and organizational development
• Vendor and service provider evaluation
• Branding programs and strategy
• Market research and analysis
• Website and eLearning project implementation management

Charlie acquired D.M.R. after a 6-year career with Colonial Investments, which he joined in 1991 as director of marketing. He was later appointed Executive Vice President of Colonial Investment Services and a Director of Colonial Management Associates.

With Colonial, his responsibilities included product development, market research, corporate communications, marketing support, public relations and shareholder communications. He chaired the company's marketing committee.

Prior to Colonial, Charlie was a Managing Director with Putnam Mutual Funds, with responsibilities including marketing support, sales promotion, public relations and shareholder communications.

At both Colonial and Putnam, Charlie organized, designed and managed large-scale, complex marketing organizations.

Charlie's financial services career began with Sun Life Assurance Company of Canada, where he was Director of Marketing Services with the firm's US Headquarters. His responsibilities included sales communications, sales promotion and video-based training.

Early experience included work as a radio talk show producer and news writer in Boston, and as a writer for a newspapers in Westchester County, New York.

Charlie has served as a speaker and program moderator for conferences hosted by the Investment Company Institute, the Institute for International Research, International Business Communications and other groups. Recent topics have included branding for mutual fund companies, the impact of the Internet on intermediary fund distributors and executive recruitment and retention and staff development. Charlie is a member of the advisory board for the Society of Strategic Planners and Marketing Professionals.

Charlie has directed marketing and creative projects receiving extensive recognition from numerous publications as well as such professional organizations as the Direct Mail Marketing Association, Life Insurer's Advertising Association, New England Direct Marketing Association and the Direct Marketing Creative Guild. DALBAR and other marketing research and evaluation firms recognized his innovative marketing communications programs at Putnam and Colonial as among the best in the mutual fund business.

Gordon Evans
Principal
gevans@dmrfinancial.com

Gordon spent his 40-year business career in the financial services industry achieving top executive positions where he was recognized for his broad experience and management expertise. Rising from "office boy" to CEO, his career epitomizes the success achieved when ambition and ability are channeled through self-discipline and hard work.

His areas of expertise include:

• Mutual fund marketing and product development
• Conducting market research and competitive analysis
• Analyzing new product opportunities
• Producing and maintaining marketing plans and budgets
• Strategic development and execution of cross-sell initiatives
• Training and development
• Marketing communications

As a principal of Diversified Management Resources, Gordon serves as both consultant and project director. With D.M.R., Gordon's broad experience, judgment and management skills are brought to bear on a variety of marketing and creative projects.

Gordon joined D.M.R. after his retirement from State Street Research & Management Company. Gordon held several key positions during his 10-year tenure with the company. Attaining the position of Senior Vice-President, he had directed the firm's retirement plans effort, mutual fund marketing and product development.

Prior to State Street Research, Gordon was President and CEO of USLIFE Corporation's broker-dealer and fund underwriter prior to its acquisition by American General Financial (now AIG). He was also President of Security Distributors, the fund and variable annuity marketer of the Security Benefit Group.

Earlier experience as a NYSE member firm branch office manager and as a mutual fund wholesaler gave Gordon a broad background in dealing directly with investors and their consultants. At Putnam, he directed the company's entry into the variable annuity business and institutional mutual fund sales.

Following graduation from St. Lawrence University where he studied economics and government, Gordon served as an officer in the United States Army. His industry service includes membership in the Underwriting, Marketing and Research Committees of the Investment Company Institute and District IV Committee of the National Association of Security Dealers (NASD).