Experience

PGIM

• Financial Services
• 500 - 600 Employee

• Product Marketing

  • Nov 2022 - Present



Pzena Investment Management

• United States
• Investment Management
• 100 - 200 Employee

• Marketing Communications and Client Service

  • Dec 2012 - Nov 2022

  Led marketing and management functions covering a wide array of disciplines (strategy, brand and product communications, digital, and client service) to grow and retain revenue and profits at this leading global value equity firm. Led marketing and management functions covering a wide array of disciplines (strategy, brand and product communications, digital, and client service) to grow and retain revenue and profits at this leading global value equity firm.



Stux Capital Management LLC

• 520 West End Ave, Suite A

• Marketing and Client Relations

  • Sep 2011 - Dec 2012

  Responsibilities included all aspects of marketing, product management, and client servicing. Responsibilities included all aspects of marketing, product management, and client servicing.



Corbin Capital Partners, L.P.

• United States
• Investment Management
• 1 - 100 Employee

• Client Development Manager

  • Sep 2008 - Aug 2011

  Marketing and client servicing responsibilities included content development across all brand touch points, writing and maintaining firm and product profiles, presentation books and the website; performance reporting; designing and maintaining custom client reports. Marketing focus: institutions, consultants, wirehouse channel. Marketing and client servicing responsibilities included content development across all brand touch points, writing and maintaining firm and product profiles, presentation books and the website; performance reporting; designing and maintaining custom client reports. Marketing focus: institutions, consultants, wirehouse channel.



Evercore Asset Management

• Principal - Client service and communications

  • Sep 2005 - Sep 2008

  Created the institutional marketing and client servicing platform. Wrote the quarterly investment letter and all value-added material. Created and wrote the pitch book, client servicing book, product and firm profiles and the website. Launched a fully integrated marketing and client service effort for Evercore Capital Partners, L.P., the middle market private equity unit of EAM’s joint venture partner that included creating and writing a brochure, tombstone announcements, client servicing and portfolio books and a complete re-tooling of the pitch book. Coordinated and produced the annual and semi-annual reports.



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Vice President

  • May 2004 - Sep 2005

  Completed exhaustive communications audit and overhaul. Developed a sales-support communications platform. Marketing program consisted of client-approved and broker-only literature such as product brochures, strategy guides, sales ideas and pitch books. Created collateral supporting new products and value-added campaigns. Was also the institutional product manager for the High Yield and Core Fixed Income products. Completed exhaustive communications audit and overhaul. Developed a sales-support communications platform. Marketing program consisted of client-approved and broker-only literature such as product brochures, strategy guides, sales ideas and pitch books. Created collateral supporting new products and value-added campaigns. Was also the institutional product manager for the High Yield and Core Fixed Income products.



AllianceBernstein

• United States
• Investment Management
• 700 & Above Employee

• Vice President

  • Jan 1994 - May 2004

  Complete responsibility for Request For Proposal submissions and consultant/database updates. Produced performance commentaries and attribution analyses, wrote and edited copy. Managed staff of 25. Coordinated the complete integration of the Alliance and Bernstein marketing support staffs following Alliance’s acquisition of Bernstein in October 2000. Complete responsibility for Request For Proposal submissions and consultant/database updates. Produced performance commentaries and attribution analyses, wrote and edited copy. Managed staff of 25. Coordinated the complete integration of the Alliance and Bernstein marketing support staffs following Alliance’s acquisition of Bernstein in October 2000.



Sanford C. Bernstein & Co., Inc.

• Vice President

  • Jan 1994 - Apr 2004