Experience

Westcott Associates

• Financial Services
• 1 - 100 Employee

• Chief Executive Officer - Chief Marketing Officer

  • 2010 - Present

  Westcott Associates Marketing & Media LLC (WAMM) is celebrating its 10th year in business and helped Dynasty Financial Partners and Sanctuary Wealth launch over 50 firms to an independent Advisory model (RIA) . We provide specialized marketing expertise to successful advisors who are transitioning to an independent business model and rapidly growing their firms. Branding, messaging, strategy, print marketing, social media, interactive websites, video, animation and client welcome kits. Westcott Associates Marketing & Media LLC (WAMM) is celebrating its 10th year in business and helped Dynasty Financial Partners and Sanctuary Wealth launch over 50 firms to an independent Advisory model (RIA) . We provide specialized marketing expertise to successful advisors who are transitioning to an independent business model and rapidly growing their firms. Branding, messaging, strategy, print marketing, social media, interactive websites, video, animation and client welcome kits.



Dynasty Financial Partners

• United States
• Financial Services
• 100 - 200 Employee

• Director of Marketing

  • Aug 2011 - Sep 2015

  Worked with Dynasty's Network Teams on launching and maintaining their marketing and communication efforts. Build the original marketing strategy for Dynasty working with their senior management team. Worked with Dynasty's Network Teams on launching and maintaining their marketing and communication efforts. Build the original marketing strategy for Dynasty working with their senior management team.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• EVP, Marketing Director

  • May 2009 - Jul 2010

  Director of Target Marketing for high-net-worth private clients.

• Executive Director, Client Engagement

  • Jun 2009 - Jun 2010

  Develop target marketing strategies for high net worth individuals using Reserved, a program that rewards valued clients with special events, product offers, specialty cards and reward points.

• Director of Marketing and Advertising, Institutional

  • Jun 2007 - Jun 2009

  - Developed Marketing and Advertising Strategy for institutional equity and options plans.- Executed Marketing materials including websites, electronic and print brochures, educational seminars, trade show booths and DVD programs. - Disseminate employer/employee education materials.

• Senior Vice President, Director of Client Communications

  • May 2004 - May 2007

  - Created and supervised client-facing electronic & print communication.- Branding of all CitiSmithBarney marketing materials- Advertising Agency Review Committee

• Senior Vice President, Director of SBTV & Media Resources

  • Jun 1996 - Jun 2004

  - Planned, built and managed state-of-the-art digital television facility.- Produced daily live television broadcasts for Smith Barney Financial Advisors, Customer Service Associates and management.- Developed research, portfolio management and national sales programming- Created internet & satellite distribution network to SB Field reps

• Vice President, Director of Media Resources

  • Jul 1989 - Jun 1996

  Produced, directed, wrote and edited Corporate Television programs for National Sales, Research, Investment Banking, Capital Markets, training and HR.



Reader's Digest Association

• United States
• Book and Periodical Publishing
• 700 & Above Employee

• Manager, Video Communications

  • Jun 1981 - Jun 1989

  Produced, Directed, Edited "How To" programming, Speaking of Books Cable TV and Corporate Television for RD Produced, Directed, Edited "How To" programming, Speaking of Books Cable TV and Corporate Television for RD