Latest Content
Career Profile:
Performance-driven C-level marketing, strategy and business development leader with 22+ years of experience developing and managing comprehensive marketing and investment services initiatives and teams with industry-leading investment management and financial technology firms including Thomson Reuters, J.P. Morgan, Envestnet, BNP Paribas, and Fidelity.
Expertise across a multitude of B2B marketing disciplines including strategy, product marketing, lead generation/business development, segmentation, content creation, marketing operations and marketing automation.
Demonstrated track record of developing and managing marketing initiatives to achieve business goals and generate a high ROI.
Career history of overseeing global marketing programs with budgets from $500,000 to upwards of $30 million.
Certifications: Pragmatic Marketing Level 1 (Foundations) | Pragmatic Marketing Level 2 (Focus) | Pragmatic Marketing Level 3 (Build)
Core Competencies:
FinTech | Financial Services | Trading | Alternative Investments | Factor-based Investments | Investment Marketing | Managed Accounts | Global Marketing Strategy | Strategic Planning | Digital Marketing | Product Marketing | Budgetary Oversight | Market Research | Marketing Automation