Andy O'Rourke
Chief Marketing Officer at Direxion Funds- Claim this Profile
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Bio
Bob Verrico
The CMO role today is a very different role than even just 3 years ago and Andy has embraced the evolution of that role to the fullest. Today, a senior marketer driving a financial services firm must possess a deep understanding and keen working knowledge of data, evolving technologies, sales & revenue lines, audience development, engagement, & consideration, product development & positioning, partnerships, the myriad of marketing and distribution channels, etc. I have rarely worked with a person that brings it all to the table and is constantly evolving ahead of the trends, surfacing new ideas, and challenging old ones. He is metrics driven analytical and, on top of it all, a pleasure to work with…smart, ethical but also holds you to performance and delivery! I'd say Andy is a Unicorn in the best sense of the word!
Max (Mehul) Parikh
II have known Andy during my tenure with Emplant, a startup pioneering a web-based retirement services back office platform! Andy was my colleague and a trusted partner for the business requirements, functionality validation, and staging of development. Andy has been a great team member and a consistently dependable resource for business knowledge, creative problem solving, and helping me achieve favorable outcomes for several customer initiatives. I look forward to applauding his further accomplishments as Andy continues to scale new professional heights.
Bob Verrico
The CMO role today is a very different role than even just 3 years ago and Andy has embraced the evolution of that role to the fullest. Today, a senior marketer driving a financial services firm must possess a deep understanding and keen working knowledge of data, evolving technologies, sales & revenue lines, audience development, engagement, & consideration, product development & positioning, partnerships, the myriad of marketing and distribution channels, etc. I have rarely worked with a person that brings it all to the table and is constantly evolving ahead of the trends, surfacing new ideas, and challenging old ones. He is metrics driven analytical and, on top of it all, a pleasure to work with…smart, ethical but also holds you to performance and delivery! I'd say Andy is a Unicorn in the best sense of the word!
Max (Mehul) Parikh
II have known Andy during my tenure with Emplant, a startup pioneering a web-based retirement services back office platform! Andy was my colleague and a trusted partner for the business requirements, functionality validation, and staging of development. Andy has been a great team member and a consistently dependable resource for business knowledge, creative problem solving, and helping me achieve favorable outcomes for several customer initiatives. I look forward to applauding his further accomplishments as Andy continues to scale new professional heights.
Bob Verrico
The CMO role today is a very different role than even just 3 years ago and Andy has embraced the evolution of that role to the fullest. Today, a senior marketer driving a financial services firm must possess a deep understanding and keen working knowledge of data, evolving technologies, sales & revenue lines, audience development, engagement, & consideration, product development & positioning, partnerships, the myriad of marketing and distribution channels, etc. I have rarely worked with a person that brings it all to the table and is constantly evolving ahead of the trends, surfacing new ideas, and challenging old ones. He is metrics driven analytical and, on top of it all, a pleasure to work with…smart, ethical but also holds you to performance and delivery! I'd say Andy is a Unicorn in the best sense of the word!
Max (Mehul) Parikh
II have known Andy during my tenure with Emplant, a startup pioneering a web-based retirement services back office platform! Andy was my colleague and a trusted partner for the business requirements, functionality validation, and staging of development. Andy has been a great team member and a consistently dependable resource for business knowledge, creative problem solving, and helping me achieve favorable outcomes for several customer initiatives. I look forward to applauding his further accomplishments as Andy continues to scale new professional heights.
Bob Verrico
The CMO role today is a very different role than even just 3 years ago and Andy has embraced the evolution of that role to the fullest. Today, a senior marketer driving a financial services firm must possess a deep understanding and keen working knowledge of data, evolving technologies, sales & revenue lines, audience development, engagement, & consideration, product development & positioning, partnerships, the myriad of marketing and distribution channels, etc. I have rarely worked with a person that brings it all to the table and is constantly evolving ahead of the trends, surfacing new ideas, and challenging old ones. He is metrics driven analytical and, on top of it all, a pleasure to work with…smart, ethical but also holds you to performance and delivery! I'd say Andy is a Unicorn in the best sense of the word!
Max (Mehul) Parikh
II have known Andy during my tenure with Emplant, a startup pioneering a web-based retirement services back office platform! Andy was my colleague and a trusted partner for the business requirements, functionality validation, and staging of development. Andy has been a great team member and a consistently dependable resource for business knowledge, creative problem solving, and helping me achieve favorable outcomes for several customer initiatives. I look forward to applauding his further accomplishments as Andy continues to scale new professional heights.
Credentials
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Series 63
Financial Industry Regulatory Authority (FINRA)May, 2015- Sep, 2024 -
Series 7
Financial Industry Regulatory Authority (FINRA)Apr, 2015- Sep, 2024 -
Series 3
National Futures AssociationJan, 2014- Sep, 2024
Experience
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Direxion Funds
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United States
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Chief Marketing Officer
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Mar 2007 - Present
I was recruited to join Direxion to complete the senior management team and lead the firm's repositioning and rebranding. In this role I built a dynamic team of seasoned industry professionals that executes all aspects of marketing and communications including business development strategy, brand identity, public/media relations, media placement and measurement, campaign development, direct and electronic marketing, collateral development, website development/oversight and SEO, event management, and other strategic sales & marketing initiatives. In 2008, we were successful in launching and creating the brand awareness for the Direxion Shares ETF product line that grew from $0 to over $4.1 billion in its first six months of existence. This, among other successes, led me to receive the honor of Institutional Investor’s Fund Action “Mutual Fund Marketer of the Year” – 2008.
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MassMutual
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United States
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Financial Services
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700 & Above Employee
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Director - Intermediary Marketing
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Mar 2003 - Mar 2007
After arriving at MassMutual I discovered that, although more than 95% of their retirement plans business was sold through financial intermediaries, there was not a marketing function dedicated to this key demographic. This compelled me to develop a business plan and found the Distribution Channel Marketing group. The group partnered with the Strategic Distribution Relationship Management group (National Accounts) to secure “preferred provider” relationship status with several key distribution firms including Morgan Stanley, UBS, National Financial Partners, and others. The team created advisor development and communication programs that contributed significantly to a 40% increase in sales prospecting activity from key distribution partners.
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VP - Product Development
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Mar 2000 - Mar 2003
While at Emplanet, I played two different roles. While we were in the product development phase I served as The Director of Product Development. In this role I spearheaded strategic design of the front-end interface and back end logic for the industry’s first fully automated Internet-based bundled retirement plan service offering. I also served as the lead designer of the 401(k)plan account access and Financial Advisor web sites.When the firm went into the business development phase, my role morphed into the VP of marketing and product development. In this role I negotiated partnerships with large financial service institutions, such as Alliance Capital, MetLife, PFPC, and SEI Investments as product and marketing specialist on institutional sales team. I also managed implementation projects to integrate partners and salesforces into the Emplanet product offering.
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Fidelity Investments
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United States
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Financial Services
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700 & Above Employee
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Product Manager
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1995 - 2000
As Product Manager, I led the promotion and delivery of Internet-based, account access products designed for retirement plan services. My goal was to transition increasing amounts of customer service interactions away from expensive traditional channels to cost-effective web-based channels. I was successful in increasing product registration by over 1 million users and increased product usage by over 50 % in one year. As Product Manager, I led the promotion and delivery of Internet-based, account access products designed for retirement plan services. My goal was to transition increasing amounts of customer service interactions away from expensive traditional channels to cost-effective web-based channels. I was successful in increasing product registration by over 1 million users and increased product usage by over 50 % in one year.
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Education
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2000 - 2004
Babson College - Franklin W. Olin Graduate School of Business
MBA -
1987 - 1991
Miami University
BA, Economics
Community
