Experience

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  State Street

  • Managing Director, Head Of Global Institutional Marketing
• 

  State Street Global Advisors

  • United States
  • Financial Services
  • 700 & Above Employee

  • Managing Director, Head of Global Institutional Marketing

    • Dec 2022 - Present

    Lead global institutional marketing strategy for one of the world's largest asset managers. Manage marketing teams located in North America, EMEA and APAC regions.

  • Head of Institutional and Retirement Marketing, North America

    • Mar 2021 - Jan 2023

    Results-delivered, collaborative leader bringing more than 20 years of proven B2B marketing success and a keen focus on achieving organizational objectives. Lead marketing strategy to drive institutional market engagement and sales opportunities for one of the world's largest asset managers.

  • Vice President, Head of US Defined Contribution Marketing

    • Jun 2017 - Mar 2021

    Lead defined contribution (DC) marketing for the #3 asset manager in the world. Responsible for creating marketing strategy and executing programs to distribute State Street investment products to institutional clients

• 

  Edelman Financial Engines

  • Greater Boston Area

  • Senior Director, Institutional Marketing

    • Mar 2014 - Jun 2017
    • Greater Boston Area

    Led B2B marketing team responsible for promoting fintech pioneer Financial Engines with plan sponsors, providers, consultants and advisors to drive pipeline, sales and retention.

• 

  New York Life Investments

  • United States
  • Financial Services
  • 700 & Above Employee

  • Director, Strategic Marketing

    • Apr 2011 - Mar 2014

    Led B2B marketing efforts for leading retirement plan service provider. Responsibilities included channel marketing, product marketing, thought leadership, PR, conferences and events, collateral, advertising, and CRM.

  • Director, Client Strategy

    • Jul 2007 - Apr 2011

  • Director, Marketing; Marketing Manager

    • Aug 1995 - Jul 2007

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  Fidelity Investments

  • Product Manager; Telephone Representative

    • Aug 1990 - Aug 1995