Financial services executive with over 20 years experience committed to a standard of excellence always putting the client or member experience first. Specialties: Distilling Complex Financial Content to Digestible Strategies, Networking, User Experience, Marketing, Content Marketing, Global ...more

Financial services executive with over 20 years experience committed to a standard of excellence always putting the client or member experience first. Specialties: Distilling Complex Financial Content to Digestible Strategies, Networking, User Experience, Marketing, Content Marketing, Global Markets, Financial Services, Data Driven Strategies, Managing a Successful Product Line, Financial Services, Digital Media, Content Monetization, Digital Revenue, Digital Product Development, Working with Offshore Vendors, Negotiating, P&L management. Presenting Digital Content Monetization Strategies. Areas of focus: Asset Management, Retirement Research, Wealth Management.less