James Keenan
Vice President, Digital Strategy at AMG Funds- Claim this Profile
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Bio
Jared Eisenberg, CETF
While Jim’s ability to build and reorganize our digital strategy was certainly worthy of praise, it was his uncanny ability to collaborate across teams and his selfless resolve to see the group succeed that really set him apart. Jim’s enthusiasm for his work was the key driver of new-tech adoption by our group and his infectious excitement for innovation resonated across each and every department.
Jared Eisenberg, CETF
While Jim’s ability to build and reorganize our digital strategy was certainly worthy of praise, it was his uncanny ability to collaborate across teams and his selfless resolve to see the group succeed that really set him apart. Jim’s enthusiasm for his work was the key driver of new-tech adoption by our group and his infectious excitement for innovation resonated across each and every department.
Jared Eisenberg, CETF
While Jim’s ability to build and reorganize our digital strategy was certainly worthy of praise, it was his uncanny ability to collaborate across teams and his selfless resolve to see the group succeed that really set him apart. Jim’s enthusiasm for his work was the key driver of new-tech adoption by our group and his infectious excitement for innovation resonated across each and every department.
Jared Eisenberg, CETF
While Jim’s ability to build and reorganize our digital strategy was certainly worthy of praise, it was his uncanny ability to collaborate across teams and his selfless resolve to see the group succeed that really set him apart. Jim’s enthusiasm for his work was the key driver of new-tech adoption by our group and his infectious excitement for innovation resonated across each and every department.
Credentials
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Fundamentals of Alternative Investments® - Individual
CAIA AssociationSep, 2023- Oct, 2024 -
General Securities Representative (Series 7)
FINRASep, 2020- Oct, 2024 -
Seismic Certified Administrator
SeismicJul, 2020- Oct, 2024 -
Inbound
HubSpot AcademyMay, 2022- Oct, 2024
Experience
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AMG Wealth
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United States
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Financial Services
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100 - 200 Employee
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Vice President, Digital Strategy
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Jan 2022 - Present
Responsible for digital engagement strategy including campaigns, lead generation and sales enablement programs as well as ensuring our martech stack is working for the business.
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Director, Digital Marketing
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Aug 2016 - Jan 2022
Responsible for driving marketing efficiencies, sales enablement initiatives and digital best practices for the distribution organization. I also served as marketing campaign manager for a number of large initiatives.Key tech: Seismic, HubSpot, Hearsay Social, MS SQL, Adobe Experience Manager, Google Analytics, TimeTrade
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Manager, Business Intelligence
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Apr 2014 - Jul 2016
Responsible for managing the firms sales and marketing business intelligence ecosystem for management reporting, analysis and decision support primarily supporting the U.S. retail mutual fund distribution effort. My primary function was to elicit requirements, socialize complex projects and keep the developers developing. Basically, getting people what they need, not what they asked for (see what I did there).Key tech: MS SQL Business Intelligence Stack, Infor CRM, Eloqua
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Managers Investment Group
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conshohocken, pa
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Senior Associate, CRM & Sales Business Analyst
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Jan 2005 - Apr 2014
I worked on a small development team that built an in-house data management capability to support the firms mutual fund intermediary (B2B) distribution effort. We built a data platform which maps and tracks financial advisors to trades and assets from Industry source data (Omni/SERV, Transfer Agents) to a custom CRM with segmentation (Dealer/Advisor) and handling to capture complex distribution business rules including nuanced wholesaler and key account relationships. I performed business and data analysis, requirements gathering and database development through the lifecycle of the project and have grown the solution organically through close working partnerships with business stakeholders. Key tech: MS SQL Business Intelligence Stack, Infor CRM Show less
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Rorer Asset Management
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Investment Management
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Network Administrator, Information Technology
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Jun 2003 - Jan 2005
I performed general network and system administration in a financial services back office environment. I performed general network and system administration in a financial services back office environment.
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Southeastern Pennsylvania Transportation Authority (SEPTA)
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United States
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Truck Transportation
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700 & Above Employee
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Network Services
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2001 - 2002
I interned with SEPTA in their Business Services division for 2 summers during college and assisted with general network and implementation support. I interned with SEPTA in their Business Services division for 2 summers during college and assisted with general network and implementation support.
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Education
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Penn State University
Bachelor of Science, Information Sciences & Technology -
Villanova University
Continuing Education Certificate, Business Intelligence -
2022 -
Trailhead by Salesforce
https://trailblazer.me/id/jamesokeenan
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