Mindy Ross
Director of External Relations at Museum of American Finance- Claim this Profile
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Bio
Octavio Sacasa
Mindy has an uncanny ability to identify market opportunities and is both willing to tackle the most ambitious goals as well as understand how to execute her vision through creative programs and initiatives. She applied out of the box thinking across a host of marketing, business development and cause-related efforts our group developed and managed. She helped position Smith Barney as a leader within the various spaces our group served and among the leading philanthropic organizations we supported. In addition, Mindy is a phenomenal leader. She constantly went to bat for us and also fostered professional growth opportunities. I hope I have the chance to work with Mindy again in the future.
Jonathan Herman
Having worked closely with Mindy to establish a cutting-edge entrepreneurship program in Harlem, I was continually impressed with her knowledge, commitment and ability to navigate through challenging scenarios. Mindy is a consummate professional who’s word is golden, and she has been a tremendous ally and friend to our Foundation.
Octavio Sacasa
Mindy has an uncanny ability to identify market opportunities and is both willing to tackle the most ambitious goals as well as understand how to execute her vision through creative programs and initiatives. She applied out of the box thinking across a host of marketing, business development and cause-related efforts our group developed and managed. She helped position Smith Barney as a leader within the various spaces our group served and among the leading philanthropic organizations we supported. In addition, Mindy is a phenomenal leader. She constantly went to bat for us and also fostered professional growth opportunities. I hope I have the chance to work with Mindy again in the future.
Jonathan Herman
Having worked closely with Mindy to establish a cutting-edge entrepreneurship program in Harlem, I was continually impressed with her knowledge, commitment and ability to navigate through challenging scenarios. Mindy is a consummate professional who’s word is golden, and she has been a tremendous ally and friend to our Foundation.
Octavio Sacasa
Mindy has an uncanny ability to identify market opportunities and is both willing to tackle the most ambitious goals as well as understand how to execute her vision through creative programs and initiatives. She applied out of the box thinking across a host of marketing, business development and cause-related efforts our group developed and managed. She helped position Smith Barney as a leader within the various spaces our group served and among the leading philanthropic organizations we supported. In addition, Mindy is a phenomenal leader. She constantly went to bat for us and also fostered professional growth opportunities. I hope I have the chance to work with Mindy again in the future.
Jonathan Herman
Having worked closely with Mindy to establish a cutting-edge entrepreneurship program in Harlem, I was continually impressed with her knowledge, commitment and ability to navigate through challenging scenarios. Mindy is a consummate professional who’s word is golden, and she has been a tremendous ally and friend to our Foundation.
Octavio Sacasa
Mindy has an uncanny ability to identify market opportunities and is both willing to tackle the most ambitious goals as well as understand how to execute her vision through creative programs and initiatives. She applied out of the box thinking across a host of marketing, business development and cause-related efforts our group developed and managed. She helped position Smith Barney as a leader within the various spaces our group served and among the leading philanthropic organizations we supported. In addition, Mindy is a phenomenal leader. She constantly went to bat for us and also fostered professional growth opportunities. I hope I have the chance to work with Mindy again in the future.
Jonathan Herman
Having worked closely with Mindy to establish a cutting-edge entrepreneurship program in Harlem, I was continually impressed with her knowledge, commitment and ability to navigate through challenging scenarios. Mindy is a consummate professional who’s word is golden, and she has been a tremendous ally and friend to our Foundation.
Credentials
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Neil Blumenthal on Branding
LinkedInOct, 2016- Sep, 2024
Experience
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Museum of American Finance
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United States
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Museums, Historical Sites, and Zoos
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1 - 100 Employee
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Director of External Relations
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Aug 2014 - Present
The Director of External Relations for the Museum of American Finance focuses on marketing initiatives, branding, strategic communications, and the creation of a strategic platform to support development initiatives, promote corporate sponsorships within the financial industry and advance the Museum's mission -- to educate the public on the past, present and future state of American capital markets. The position is the perfect confluence of my depth of experience within the financial industry and my strong interest in advancing the non-profit world. Show less
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AJC
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Kuwait
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Construction
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1 - 100 Employee
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Assistant Executive Director, Marketing & Strategic Communications
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Nov 2011 - Jan 2014
Led the expansion of AJC brand awareness; strengthened engagement of current and prospective donors, supporters, followers; expanded donor/supporter/follower base; positioned AJC as the most influential, forward-thinking and dynamic global Jewish advocacy organization. • Introduced and implemented rebranding across all marketing materials and throughout all communications channels on a global basis. • Directed key messaging initiative to clarify and simplify AJC’s mission and impact. • Led the design, development and launch of state-of-the art website; exceeded 4,500 new visitors/week. • Managed daily strategic communications across media channels to ensure consistency of messaging, voice and image. • Led the expansion of social media presence – increased AJC Global Facebook “likes” from 400 to more than 35,000; managed close collaboration with Twitter. • Expanded AJC database by more than 8,000 names through Change.org campaign. • Re-envisioned Annual Report (2011, 2012) to reflect more sophisticated image of organization; designed multi-media on-line version. • Introduced “Live From…” video series of on-location AJC expert interviews. • Led the integration of direct mail, email and social media messaging and fundraising campaigns to generate $2 million from headquarters initiatives. Show less
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For-Profit and Non-Profit Organizations
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United States
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1 - 100 Employee
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Consultant - Strategic New Business Development – Corporate/Non-Profit
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Aug 2008 - Aug 2011
Led non-profit and financial organizations in developing and implementing new business/new market strategies, program development, expansion and diversification of client/donor base, targeted marketing and branding strategies. Engagements leveraged strong track record in strategic planning, client acquisition, new initiatives management, integrated marketing and communications, and fundraising skills. • ALLAN HOUSTON FOUNDATION, NY, NY: Managed repositioning of non-profit to focus on development of future entrepreneurs in urban communities across the U.S. Enhanced awareness of broader mission and expanded donor base. • BYKIDS, NY, NY: Managed repositioning of non-profit to clarify and communicate mission and to enhance awareness and expand donor base. Introduced and managed innovative fundraising programs to support development of documentaries that raise awareness of critical world issues. • KNOWLEDGENT NY, NY: Consultant for client segmentation, relationship optimization and client treatment strategies for global investment management/funds distribution firm MFS. Show less
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Managing Director - Client Acquisition & Strategic Philanthropy
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Jan 1996 - Jul 2008
Directed business development and strategic philanthropy focused on acquisition of affluent/high net worth clients within target markets including, women, intergenerational wealth transfer and multicultural markets. Acquired over $2Billion in net new assets and converted 1,000 clients through targeted branding and thematic strategy development, primary market research, tailored marketing materials, public relations, investor education symposium, strategic philanthropy/program development with non-profit partners. Received national recognition for: strategic philanthropy/cause-related marketing as client acquisition vehicle for high net worth clients; support for women’s health issues; commitment to underserved communities; adaptation of institutional research conferences for high net worth clients; creation of financial education website for middle school children, Young Investors Network.com (Forbes.com/Best of Web). Show less
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Bankers Trust
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United States
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Financial Services
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400 - 500 Employee
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Group Vice President - Global Institutional Services - Global New Initiatives
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Jan 1993 - Dec 1995
Managed identification, development and introduction of new product, new business and new market segment opportunities within institutional information/transaction services and investment management. Developed new products in collaboration with multinational corporations. Executed strategies related to joint ventures, strategic alliances and acquisitions to capitalize on the business’ core competencies. Negotiated private label agreements with mutual fund providers to penetrate corporate market. Developed global corporate electronic investment system (Pyramid); secured relationship with Fortune 100 company. Built health care transaction processing business through acquisition of minority interest in technology-based health care services company. Revenue opportunity through development of value-added services, vertical integration and expansion into information and outsourcing services for receivables management. Company ultimately sold to competitor at a substantial profit. Show less
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Chase Bank
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1 - 100 Employee
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Vice President - Corporate Cash Management
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Jan 1987 - Jan 1993
VP – Corp Investment Products: Built short-term investment management business. Extensive media coverage positioned Chase as major competitor. Developed/launched first investment system linking cash management to mutual funds/money market instruments (IMPACT). Introduced institutional funds, individually managed accounts, money market instruments for excess working capital. Created first institutional “wrap account” (fee-based individually managed portfolio) for petroleum companies restricted from investing w/Chase. VP – EDI Business Manager: Created EDI business (B-to-B) responsible for product management/development, strategic planning, architectural design, technical/consultative sales, systems development. Introduced market segmentation to penetrate petroleum industry. VP – Electronic Payment & Information Products: Managed marketing/development of corporate cash management products, reporting systems, overnight investment products. Show less
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Education
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NYU Stern School of Business
MBA, Marketing and Economics -
Tufts University
MA, Fine Arts and Secondary Education -
Connecticut College
BA, Fine Arts and Psychology
Community
