See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

LF

Lisa Finkel

Head Cat Wrangler, Coffee Drinker, Cr... at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Finkel 2.0</span>
Intro Book
Marketing expert with 20+ years of experience in brand management and financial services.
  • Claim this Profile
Location
Boston, Massachusetts, United States, US
Skills
  • Brand Management
  • Marketing
  • Marketing Strategy
  • Financial Services
  • Internal Communications
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Lisa Finkel is a seasoned marketing expert with 20+ years of experience in brand management, marketing strategy, and financial services. She has held leadership positions at Fidelity Investments, Wellington Management, and Finkel 2.0, advising on emotionally resonant brand discovery and communication. Finkel also writes for financial services firms and non-profits, and advocates for animal welfare through her work and support of feline-friendly non-profits. With expertise in integrated marketing, social media, and strategic communications, Finkel has developed industry-leading relationship management models and content for publications, events, and websites. She was elected Partner of Wellington Management in 1999 and has a degree from Mount Holyoke College.

Experience

  • Finkel 2.0
    • Head Cat Wrangler, Coffee Drinker, Cruciverbalist And Felinthropist
  • Finkel 2.0
    • Head Cat Wrangler, Coffee Drinker, Cruciverbalist and Felinthropist
      • Jan 2010 - Present

      When we&#39;re not reading, crossword puzzling, watching classic films or checking out the intertubes for LOLs, Finkel 2.0 advises on the discovery and communication of emotionally resonant brands for organizations seeking a big idea and an unvarnished, opinionated outside view. We also write gre...

  • Wellington Management
    • Director of Marketing Services
      • Feb 1991 - Dec 2009

      At Wellington Management, Lisa headed the firm’s external and internal communications efforts, overseeing content for the firm’s publications, events, and websites. In addition, she served as company press spokesperson, and developed an industry-leading relationship management model supporting t...

  • Fidelity Investments
    • Vice President, Intermediary Marketing
      • 1986 - 1991
  • Putnam Investments
    • Director of Dealer Marketing Services
      • 1985 - 1986

Education

  • 1973 - 1977
    Mount Holyoke College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles