Chief Marketing Officer
New York, Ny, Us
▶️ SnapshotPromoted to CMO, with full responsibility for all Brand, Marketing, Sales Enablement, Communications, Public and Press Relations, GTM Collateral, Experiential Live Events, Trade Shows, and Product Launches for $250M company with 80 employees managing $6T in AUM trade volume annually. (Company is now a portfolio company of Parthenon Capital.)▶️ Contributions✔ Spearheaded video and animation-based content marketing strategy; created, wrote, directed, and produced purpose-driven videos that enabled penetration of untapped domestic and global market share. ✔ Achieved CAGR ADB (Adjusted Debit Balance) of 35% with 99.36% client retention from 2013 to 2018.✔ Crafted brand, marketing, and communications assets, world-class domestic and international roadshows, webinars, created/edited “ICD Intelligencer” an institutional Investment and risk management publication distributed to the treasury industry and the U.S. House and Senate. ✔ Conceived and produced first-of-its-kind, “peer networking” experiential, live music performance and video-driven entertainment events that became a financial industry staple and sky-rocketed ICD’s visibility and international market status. ✔ Garnered event sponsorships from BlackRock, Morgan Stanley, Goldman Sachs, Fidelity, Federated, Invesco, Wells Fargo, RBS, J.P. Morgan, Western Asset, BNP Paribas, TradeWeb, Pimco and Bank of America.✔ Drove Association of Financial Professionals (AFP) guest attendance from 300 in 2012 to 1,700 in 2018 with global sponsors participation yielding 240 treasury practitioner prospects for the ICD sales team in a single event.✔ Propelled ICD’s industry prominence and leadership that attracted 60% investment from private equity company, Parthenon Capital in 2018. On April 8 2024 Parthenon Capital reached ICD sales agreement with Tradeweb for $875M.