Experienced, award-winning global marketing leader with a 30+ year history of driving business growth in financial services and asset management industries through a focus on a high-quality, memorable client experience, cross-organizational collaboration, and strong employee engagement.
In-depth experience navigating various industry, regulatory, and organizational changes, including spin-offs, mergers/acquisitions, and internal transformation efforts, by leveraging a strong understanding of how work gets done across the organization and strong strategic thinking skills.
Columbia Threadneedle Investments manages over $650B in assets globally for institutional and retail clients.
Strategic leadership for 130+ talented marketing professionals globally, covering individual investors, intermediary, and institutional markets.
Notable accomplishments include:
- Improving the overall marketing strategy, quality, and relevance of marketing and digital experience, resulting in industry recognition and multiple awards.
- Acquiring and integrating a European asset manager.
-Expansion of capabilities and products offered beyond mutual funds, equities and fixed income.
- Driving efficiency and transformation efforts across the global organization as part of the Executive team.
Develop, lead and execute brand and marketing strategy for U.S. intermediary and Institutional channels.
Notable accomplishments include:
-Improved quality and relevance of marketing content across all mediums
-Raised awareness of US institutional offerings, improved client experience and increased digital engagement
-Supported and promoted expanded ETF offerings
-Initiated multi-year effort to improve digital experience and leverage online data
-Raised local awareness and employee engagement through Boston Triathlon sponsorship (2016-2024)
-Lead marketing strategy development for US sales channels (Wire, Independent/RIA, and Institutional), including point of sale materials, product, and thought leadership campaigns.
-Managed an internal agency team of 35+ professionals focused on Design, Editorial, ebusiness, and Production/Fulfillment, supporting global marketing efforts in more than 15 countries.
-Oversee the development and execution of digital content marketing strategies.
-In collaboration with the senior marketing leadership team, set the global brand strategy.
-Co-chair of US corporate Innovation initiative