Seasoned marketing, communications and business development executive with demonstrated history in financial services and financial technology. Experienced advisor to CEOs, boards, executive committees. Skilled in asset management, wealth management, wealthtech, fintech, alternative investments, ...more

Seasoned marketing, communications and business development executive with demonstrated history in financial services and financial technology. Experienced advisor to CEOs, boards, executive committees. Skilled in asset management, wealth management, wealthtech, fintech, alternative investments, mutual funds, investment advisory, practice management, content strategy, content marketing, media relations, thought leadership, data analytics, funnel optimization, strategy.less