Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • Being an Effective Director
    ExecRank
    Oct, 2016
    - Sep, 2024
  • Strategic Communication in the Boardroom
    ExecRank
    Oct, 2016
    - Sep, 2024
  • The Board's Role in Long-Term Growth with Paul Menig
    ExecRank
    Oct, 2016
    - Sep, 2024
  • Understanding the Role of the Audit Committee
    ExecRank
    Oct, 2016
    - Sep, 2024

Experience

    • United States
    • Marketing Services
    • 1 - 100 Employee
    • Chief Marketing Strategist
      • Oct 2020 - Present

      Growthential provides today’s marketing leaders with powerful marketing strategies and actionable plans designed to drive growth. We exist to meet the needs of today’s senior marketing executives, who are being called upon to fulfill a difficult mission – to ensure today’s results while driving tomorrow’s growth. Growthential provides today’s marketing leaders with powerful marketing strategies and actionable plans designed to drive growth. We exist to meet the needs of today’s senior marketing executives, who are being called upon to fulfill a difficult mission – to ensure today’s results while driving tomorrow’s growth.

    • Strategic Marketing Executive
      • Jun 2017 - Present

      Focused on helping companies accelerate their growth by transforming business goals into actionable marketing plans. A targeted marketing strategy combined with strong, consistent execution delivers results every time. Focused on helping companies accelerate their growth by transforming business goals into actionable marketing plans. A targeted marketing strategy combined with strong, consistent execution delivers results every time.

    • United States
    • Financial Services
    • 200 - 300 Employee
    • Senior Vice President, Head of Marketing
      • Oct 2011 - Jun 2017

      Hired to drive strategic marketing for SEC-regulated funds in Independent Broker-Dealer and RIA channels nationwide; campaigns led to an annual average of $100 million in sales lift and generated leads with 12-month conversion value of between $100m and $145m. Pioneered creation and implementation of a predictive analytics model to identify clients and prospects with highest likelihood to sell. Member of senior leadership team that managed capital-raising efforts and launched new products. Led, mentored and developed a team of marketing professionals. Managed all budgets and creative agencies. Former Board Director of firm's Broker-Dealer/Distributor, CNL Securities Inc. Show less

    • Director, Marketing Management
      • Mar 2008 - Sep 2011

      Fostered engagement with 20,000 financial intermediaries in four distribution channels nationwide. Created and distributed multimedia content to educate on firm's products, benefits and investments. Member of enterprise-wide committee focused on pioneering use of new digital mediums, and marketing management team that drove new product introductions. Worked with business intelligence and market research teams to fine-tune segmentation and messaging. Led a team of seven, and matrix-managed a corporate team of 10 technologists. Show less

    • Founder & Principal
      • Jan 1997 - Mar 2008

      Founded and managed a marketing advisory and recruiting firm. Served as interim leader or traditional agency partner for client companies looking to build strong stakeholder connections. Also provided recruiting services to organizations looking for sales and marketing professionals. Sample Engagements: ~Assisted a company with its NYSE listing and successfully guided through the IPO process. ~Refocused marketing efforts for a trade association and increased attendance at revenue-generating events by 150%. ~Acted as Interim Chief Marketing Officer for professional services firm and facilitated the publishing of multiple thought leadership papers and studies that garnered press coverage by The Wall Street Journal and other major news organizations. ~Conducted search assignments for sales and marketing professionals for several clients. Clients included: AT&T Capital HP Financial Services The Bond Market Association (now SIFMA) Jefferies & Company eSpeed/Cantor Fitzgerald People's Bank Imagistics International Richmond Events Russell Reynolds Ambac Financial Group Westpac Banking Corporation Drake Beam Morin (merged with Lee Hecht Harrison) Show less

    • Banking
    • 700 & Above Employee
    • Vice President, Corporate Public Relations
      • Feb 1994 - Oct 1996

      Recruited by President to change company's US market perception from commercial bank to securities firm. Key successes included: ~Doubling daily news coverage for 20+ equity analysts in six-months ~Reduced agency costs by 40% Recruited by President to change company's US market perception from commercial bank to securities firm. Key successes included: ~Doubling daily news coverage for 20+ equity analysts in six-months ~Reduced agency costs by 40%

Education

  • New York University - Leonard N. Stern School of Business
    BSc, Marketing and Management
  • Fairfield University
    Master of Business Administration (M.B.A.), Marketing

Community

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