INDUSTRY EXPERIENCE HSBC

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1 JOON-HEE OH, Ph.D. Department of Marketing and Entrepreneurship College of Business & Economics, California State University, East Bay Phone: (765) / EDUCATION Georgia State University Ph.D. in Marketing May 2014 Purdue University Ph.D. study in Family and Consumer Science University of Rochester MS in Business Administration (Finance) 2009 Duke University MBA (Strategy and Marketing) 1999 Korea University BBA 1994 ACADEMIC EMPLOYMENT California State University, East Bay, Hayward, CA Sept ~ Assistant Professor 2014 ~ 2015 Creighton University, Omaha, NE Visiting Assistant Professor 2014 ~ 2015 Georgia State University, Atlanta, GA Teaching Fellow 2012 ~ 2014 Graduate Research Assistant 2010 ~ 2014 INDUSTRY EXPERIENCE HSBC VP, Business Planning, Korea o Strategy & Business Planning Personal financial services; Wealth management o Sales Management & Planning Sales Forecasting; Compensation Citigroup Capital Korea (CitiFinancial) AVP, Strategic Planning & Marketing, Korea o Business Strategy Personal lending business o Marketing Advertisement (BTL & Internet); Promotions; Strategy o Sales Management Sales Forecasting; Compensation Citibank, N. A., Asia Pacific Headquarters (Singapore) Manager, Regional Strategy & Planning, Singapore o Business Analytics Asia Pacific region consumer lending business Citibank, N. A Assistant Manager, Marketing, Korea o Product Management Secured lending products; Deposits o Project Management New business launch (Citigroup Capital Korea); M&A 1

2 S-Oil International Operations Department, Korea o Logistics Import of crude oil from Saudi Arabia o Sales Petrochemical products at China DISSERTATION Title: The Strategic Alignment of Organizational Interventions for Salesperson Development with Salesperson Lifecycle Management Model Chair: Wesley J. Johnston Committee Members: Naveen Donthu, Denish Shah, Todd J. Maurer (External: Managerial Science) Status: Final dissertation defended on April 21, Summary: My doctoral dissertation introduces a salesperson lifecycle management model, which enables sales organizations to improve their salesforce management by dividing the current salesforce into lifecycle stages. This categorization and consequent stage-specific view helps sales organizations properly approach the evolving salespersons unique expectations and demands and effectively evaluate the effectiveness of organizational interventions by identifying salesperson value at each stage, at which the different development interventions should be made. To validate and evaluate the practicality of the model, I simulated several models of the effect of training on salespeople and then applied it to actual sales data for two different years from a company. For the simulation, I developed the quantitative basis, which computes the lifetime value of a salesperson for effective strategic investment decisions for sales organizations. The findings suggest that the stage-specific organizational development investment can ensure effective and productive sales force development, that the early starter is the ideal salesperson for all the organizational development investment strategies, and that a continuous organizational development intervention throughout the stages is most beneficial for both the salesperson and the firm. REFEREED PUBLICATIONS Oh, Joon-Hee, Linda Peters, and Wesley J. Johnston (2014), Who s Acquiring Whom? Experimental Evidence of Firm Size Effect on B2B Mergers and Marketing/Sales Tasks, Industrial Marketing Management, 43 (6), Oh, Joon-Hee, and Wesley J. Johnston (2014), Credit Lender-Borrower Relationship in Credit Card Market Implications for Credit Risk Management Strategy and Relationship Marketing, International Business Review, 23 (6) Oh, Joon-Hee, Brian N. Rutherford, and Jungkun Park (2014), The Interplay of Salesperson s Job Performance and Satisfaction in the Financial Services Industry, Journal of Financial Services Marketing, 19 (2), Oh, Joon-Hee, Jungkun Park, and Brian N. Rutherford (2014), Management of Front-end Financial Services Personnel, Journal of Financial Services Marketing, 19 (3),

3 PAPER UNDER REVIEW Oh, Joon-Hee, Linda D. Peters, and Wesley J. Johnston, Is mergers and acquisitions really a mechanism to expand the service offering? Experimental Evidence of Integration Duration on Merger Outcomes.! Under review at Industrial Marketing Management. WORKING PAPER Oh, Joon-Hee and Wesley J. Johnston, Salesperson Lifecycle Management Model for Effective Sales Force Development and Management.! Dissertation paper 1 & 3; Target Journal Journal of Marketing. Oh, Joon-Hee and Wesley J. Johnston, Valuing the Salesperson for an Optimal Organizational Development Investment.! Dissertation paper 2; Target Journal Marketing Science. RESEARCH IN PROGRESS Managing Post-merger Integration Experimental Evidence of Firm size effect and Integration Duration on Merger Success Experiment completed; Draft manuscript in progress. Organizations Ethical Climate and Employee Job Performance Is Too Much Still Good for Organization?! Data gathering in progress; Study to be extended for a Cross-Cultural study (US vs. Finland vs. Korea). Managing Employee Expectations with a Multi-Stage Expectation-Confirmation Framework.! Conceptual manuscript completed. Employee Surprise Management! Manuscript in progress. CONFERENCE PROCEEDINGS Oh, Joon-Hee and Wesley J. Johnston (2015), Salesperson Value Measurement for Successful Sales Force Development, 2015 Summer AMA Marketing Educators Conference Proceedings. Oh, Joon-Hee (2014), Salesperson Lifecycle Management Model for Effective Sales Force Development and Management, 2014 NCSM Conference Proceedings Abstract published on Journal of Personal Selling and Sales Management. Oh, Joon-Hee, Linda D. Peters, and Wesley J. Johnston (2013), Who s Acquiring Whom? Experimental Evidence of Firm Size Effect on Merger Outcomes, 2013 IMP Conference Proceedings. Oh, Joon-Hee (2012), Experimental Examination of Performance Consequences of Change Implementation for Sales Force Integration, 2012 AMS World Marketing Conference Cultural Perspectives in Marketing Proceedings. Oh, Joon-Hee (2012), The Strategic Alignment of Organizational Development Interventions for Salesperson Value Management with a Salesperson Lifecycle Management Model, 2012 Summer AMA Marketing Educators Conference Proceedings. Oh, Joon-Hee, Jungkun Park, Brian N. Rutherford, and Lean G. Rutherford (2011), Understanding Job Satisfaction, Commitment, and Propensity to Leave of Financial Services Salespeople, 2011 Winter AMA Marketing Educators Conference Proceedings. 3

4 ACADEMIC CONFERENCE PRESENTATIONS Salesperson Value Measurement for Successful Sales Force Development, 2015 Summer AMA Marketing Educators Conference, Aug , 2015, Chicago, IL. Measuring Salesperson Value for Successful Sales Force Development, 5th Biennial Enhancing Sales Force Productivity Conference, June 16-17, 2015, Atlanta, GA. Salesperson Lifecycle Management Model for Effective Sales Force Development and Management, 2014 NCSM Conference, April 9-12, 2014, Miami, FL. Who s Acquiring Whom? Experimental Evidence of Firm Size Effect on Merger Outcomes, 2013 IMP Conference, August 31-September 2, 2013, Atlanta, GA Emerging Markets and Cultural Issues in Global Industrial Networks Track. Experimental Examination of Performance Consequences of Change Implementation for Sales Force Integration, 2012 AMS World Marketing Conference Cultural Perspectives in Marketing, August 28-September 1, 2012, Atlanta, GA Selling and Sales Management Track. The Strategic Alignment of Organizational Development Interventions for Salesperson Value Management with a Salesperson Lifecycle Management Model, 2012 Summer AMA Marketing Educators Conference, August 17-19, 2012, Chicago, IL Selling and Sales Management Track. Toward Effective Emotional Management of Front-line Personnel in the Financial Services Industry, 2012 Global Marketing Conference, July 19~22, 2012, Seoul, Korea. Ethical Climate and Salesperson Job Performance Is Too Much Still Good for Organization? 19th International Conference on Recent Advances in Retailing and Consumer Services Science by the European Institute of Retailing and Services Studies (EIRASS), July 2012, Vienna, Austria. The Evolving Role of Salespeople, 2012 AMA/ACRA Triennial Retail Conference, April 2012, Seattle, WA. How Does Business Strategy of the Credit Card Industry Negatively Affect Innocent Borrowers? The Lagging Effect of Repayment Delinquencies in Credit Card, 2012 Marketing and Public Policy Conference, June 7-9, 2012, Atlanta, GA Poster presentation. Adverse Selection in Consumer Credit, American Council for Consumer Interest (ACCI) Annual Conference, April 2011, Washington D.C. Poster presentation. Understanding Job Satisfaction, Commitment, and Propensity to Leave of Financial Services Salespeople, 2011 Winter AMA Marketing Educators Conference, February 2011, Austin, TX Sales, CRM and B2B track. HONORS & AWARDS Delta Epsilon Iota Academic Honor Society Georgia State University Alpha Lambda Chapter of Phi Beta Delta Honor Society Georgia State University ISBM Ph.D. Seminar Series (IPSS) Scholarship Pennsylvania State University Ross Fellowship Purdue University 4

5 Merit Scholarship (full program) University of Rochester SERVICES Reviewer: 2014 NCSM Conference 2014 Reviewer: 2013 IMP Conference 2013 Reviewer: Journal of Business and Industrial Marketing 2011 ~ Current Reviewer: Summer AMA Conference 2011 ~ 2013 AMA DocSIG: Vice-Chair of Technology

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