1. Portfolio
Clifford F. Tuttle III
Marketing Communications Portfolio
linkedin.com/in/clifftuttle
404.767.5716
clifftuttle@gmail.com
Cliff Tuttle

2. 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

3. 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

4. Portfolio Contents
Portfolio Contents
 Annual Report
 Branding
 Communications
 Direct Mail
 Marketing Collateral
 Newsletters
 Seminars
 Website Content
Cliff Tuttle

5. 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

6. 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

7. 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

8. 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

9. 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

10. 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

11. 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

12. 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

13. 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

14. 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
Cliff Tuttle
MKT0609