Principal
CurrentA proven communications and marketing leader with extensive corporate and consulting experience providing: • Actionable strategies and tactical plans • Integrated marketing communications programs and execution • Market and employee research studies and focus groups • Marketing materials and web-site content • Internal communications strategy and execution • Change management initiatives • Employee and client training programs • Executive… Show more A proven communications and marketing leader with extensive corporate and consulting experience providing: • Actionable strategies and tactical plans • Integrated marketing communications programs and execution • Market and employee research studies and focus groups • Marketing materials and web-site content • Internal communications strategy and execution • Change management initiatives • Employee and client training programs • Executive communications and event planningClients range from asset management firms and banks to large full-service brokerage firms. Assignments have included creating an internal communications strategy and executive communications, developing marketing plans, driving client segmentation value-added communications and training for financial advisors, defining the RIA market and a research project for a financial services startup. Show less