Beverly J. (Bev) Moore, Cima, Cpwa Email & Phone Number

Provide unified business strategy, paid and organic digital marketing campaign, communications, website development, sales process, and executive coaching consulting services to global and U.S. asset management, wealth management, FinTech, RegTech, professional services, bank and insurance firms.Retained as outsourced Chief Marketing Officer (CMO).

Led team to promote new brand. Develop and implement digital business growth strategies to support U.S. network of funeral homes, cemeteries and crematories. Implemented all HubSpot Hubs to transform firm's CRM, sales, marketing and and business management systems.

Winter Park, Florida, US

Drive implementation of brand awareness and thought leadership campaigns, new marketing tech operations, and internal communications. Manage web overhaul, brand update, content and GTM strategies. (Firm sold to a wealth management company.)

Bangalore, IN

Lead Infosys Go-to-Market Team for Vanguard Institutional Investor Group's DC recordkeeping technology transformation. Manage U.S. and India team, providing premium support to VG sales, marketing and relationship teams and senior leaders in promoting digital value proposition of transformed tech platform.

London, GB

London, GB

• Appointed to Aon Trust Company Board of Directors by CEO of Aon Retirement and Investment Solutions and Aon Trust Company Chairwoman, and Aon Trust Company President.
• Manage team of senior marketing project managers in US, CA, UK; manage governance process with executive leaders worldwide.
• Deliver powerful global programs on retirement readiness and financial well being.
• Promote firm’s industry-leading global OCIO (outsourced chief investment officer) solutions.

New York, NY, US

• Provided executive-level leadership for global curation of content, digital campaigns, product launches, events, communications and marketing strategies supporting firm’s 800 top clients.
• Designed firm’s first-ever web portal and ground-breaking integrated calendar to share critical business information with executives and their teams worldwide; leveraged UX/UI skills, ensuring friendly navigation.

Mclean, VA, US

• Spearheaded intensive brand development through expanding industry and public awareness of this FinTech. Ran every aspect of marketing and communications by directing the efforts of the Chief Communications Officer and.
• Significantly strengthened the organization’s national presence with RIAs, brokerage firms, the media, and industry consultants through use of innovative digital approaches.
• Used social media, PR, media engagement, Google AdWords SEM, inbound-outbound lead generation (Pardot, Hubspot), web content and Salesforce CRM, increasing financial advisor demo requests by 200%.
• Enabled public purchase and closing of private securities offerings online with new eCommerce marketplace exploiting intuitive UX/UI and graphics.

• Steered implementation of state-of-the-art digital marketing and business strategies to serve major clients. Helped clients upgrade sales and marketing, grow revenue, and expand customer bases. Optimized power of web.
• Developed integrated digital strategies, achieving significant growth for CA wealth management firm, including first advisor-guided robo financial planning website, a 2015 WealthManagement.com Awards Technology finalist.
• Developed go-to-market strategies for unique global yield ETF and Smart Beta ETF. Implemented institutional lead generation campaign for one ETF that grew sales by 83% in one month.
• Created and implemented custom strategies unifying wholesaling, national accounts, digital marketing, product launch, and event strategies for major alternative mutual fund and ETF firm.
• Coached the advisor of a major wealth management firm from #7 to #4 national ranking in nine months.

New York City, US

• Oversaw marketing and client support for 112 traditional and alternative asset management strategies sold in 11 global channels and ran internal communications. Guided 20-member team of editorial, design, RFP, and.
• Significantly enhanced the brand and ensured standardized presentations by centralizing all asset management strategies and content development performed by all portfolio management teams.
• Updated quality, accuracy, and consistency of 35 previously outdated online consultant databases.
• Coordinated creation of compelling product messages addressing client issues, including monthly and quarterly technical white papers for investment consultants.

New York, New York, US

• Drove value-added marketing and engineered unique advisor training programs for this $200B firm. Developed cutting-edge programs and promoted them at top industry conferences. Managed multi million dollar budget and.
• Increased sales from $10M to $100M in one quarter; over 300% year-over-year with one BD alone.
• Won 27 graphics, web, and TV awards in addition to developing one of the industry's top-ranked websites.
• Trained over 2000 financial advisors on “Across Generations” program content I created.
• Media spokesperson, raised visibility in major industry publications and on CNBC, Bloomberg, CBS Marketwatch

Bachelor'S Degree, Communications

Rutgers Mini Mba - Digital Marketing

Cima, Certified Investment Management Analyst Program

Cpwa, Certified Private Wealth Advisor Program

International Business, British Mass Media, Parliament

Bachelor Of Arts - Ba, Communication And Media Studies