As a financial services marketing specialist, I have a distinctive skill set and experience in strategic and tactical marketing across the spectrum of institutional and advisory audiences. I have strong creative and analytical skills (CFA), a keen enthusiasm for developing “the story” and ...more

As a financial services marketing specialist, I have a distinctive skill set and experience in strategic and tactical marketing across the spectrum of institutional and advisory audiences. I have strong creative and analytical skills (CFA), a keen enthusiasm for developing “the story” and planning the campaign, together with a rigorous work ethic. I am also known as a dedicated and reliable team leader and player. I am focused on continuing my marketing career in asset management with a firm that emphasizes innovative product development and strong content marketing initiatives--to engage and educate clients and to enhance a brand identity. Specialties: integrated marketing strategy and tactics across all media; brand management; content development and management, financial writing and editing, product development; team leadership; market research; digital design, content and usability. Roles and responsibilities: marketing director, content marketing strategy and tactics, brand development, product specialist, PR strategist, website development, partner relationship manager, financial writer, analyst of the competitive landscape, staff training, and interdepartmental project manager. All have added depth and scope to my experience.less