Eileen Casey

Eileen Casey Email and Phone Number

Account Manager| Client Services | Customer Success | Relationship Manager | Marketing Manager| Financial Services @ OptionMetrics
Eileen Casey's Location
New York City Metropolitan Area, United States, United States
About Eileen Casey

My work experience is a combination of marketing and account management at professional and financial services firms. Having worked in both functions I have a holistic view on how to grow revenue. I have worked around traditional and alternative asset classes. I understand how acquire and maintain customers, and I thrive when I can build relationships with clients. I see the big picture and like to create innovative go to market strategies. I have organized account based marketing strategies and social campaigns for lead generation. As an account manager at OptionMetrics, I am responsible for expanding revenue with universities and financial firms that use our options data. I excel at negotiating pricing with clients, upselling new products, facilitating trials, and ensuring client satisfaction. I also monitor market trends, competitive activities, and client feedback to find business opportunities and recommend strategic initiatives. I enjoy networking and connecting people, My introductions have helped people find new clients, and job opportunities. Specialties |"Marketing Manager"| |"Marketing Director"| Financial Services"| |"Sponsorship Management"| |"Asset Management"| |"Alternative Assets"| |"Market Data"| |"Options"| |"Client Services"| |"Account Management"| |"Project Management"| |"Advisor Marketing"| |"Relationship Manager"| |"Fund Administration"| |"Channel Marketing"| "Partnership Marketing" |"Marketing Materials"| |"Customer Success Manager"| Financial Data

Eileen Casey's Current Company Details
OptionMetrics

Optionmetrics

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Account Manager| Client Services | Customer Success | Relationship Manager | Marketing Manager| Financial Services
Eileen Casey Work Experience Details
  • Optionmetrics
    Account Manager
    Optionmetrics Oct 2021 - Present
    New York, Ny, Us
    • Responsible for expanding revenue with universities and financial firms• Negotiate pricing with clients to secure profitable deals while ensuring customer satisfaction and loyalty.• Built relationships with stakeholders to upsell new products and facilitate trials• Monitor market trends, competitive activities, and client feedback to find business opportunities and recommend strategic initiatives
  • Career Break
    Caregiving
    Career Break Jul 2020 - Jul 2021
    Caregiving of a family member. I used the time to upskill and learn about innovative sales and marketing strategies. This enhanced my communication skills and gave me new ideas for go-to-market strategies. I joined sales, marketing and partnership communities and grew my network by 50%. I knew people mostly in professional services, and I was able to increase my connections in the technology space and learn the nuances of a new industry.
  • Tmf Group
    Regional Campaign Marketing Manager
    Tmf Group Nov 2019 - May 2020
    Amsterdam , North Holland, Nl
    • Developed and executed B2B Go-To-Market campaigns for fund administration services and capital markets offerings in North America.• Collaborated with internal communication teams and external agencies to create engaging content for marketing plans.• Managed e-mail campaigns using Marketo and implemented digital strategies to drive brand awareness and lead generation.
  • North Highland Consulting - Worked On Site At Bank Of America
    Marketing Analyst
    North Highland Consulting - Worked On Site At Bank Of America Aug 2017 - Nov 2019
    Completed marketing projects for U.S. Trust, Bank of America Private Wealth Management ●Updated over 300 advisor bios to ensure they are compliant with regulatory guidelines to prevent expirations on marketing materials needed for prospecting●Facilitated migration from internal marketing platform into Broadridge as part of a key initiative to integrate an automated procedure to update advisor bios and websites
  • Marketing Consulting
    Marketing Manager
    Marketing Consulting Jun 2012 - Jul 2017
    Provided marketing and business development assistance to increase revenue. ●Helped organize and find sponsors for events and conferences. My efforts led to increases in event revenue. ●Worked with PRMIA to expand their corporate partnerships and sponsorship revenue. ●Other projects included website editing to improve SEO and UX and UI. ●Serve as a brand ambassador to firms seeking to obtain new business.
  • Trident Trust
    Vice President Client Services
    Trident Trust Feb 2008 - Nov 2011
    Oo
    Hybrid marketing and client services role to promote fund administration services to hedge and private equity funds. ●Created marketing strategies to reach new clients and referral sources which led to increased revenues. ●Developed and maintained an extensive network among law, accounting and other providers in the alternative asset space throughout the United States. ●Attended numerous industry networking events to source new business and to create brand awareness.
  • Schroders
    Marketing Associate
    Schroders Sep 2004 - Feb 2006
    London, Greater London, Gb
    Responsible for marketing equity and fixed income products to institutional investors●Updated 15 consultant databases on a quarterly basis ●Managed special projects and collaborated with product managers, writers and compliance to strengthen product and firm wide answers for use in proposals and databases
  • Neuberger Berman
    Marketing Associate
    Neuberger Berman Sep 2000 - Sep 2004
    New York, Ny, Us
    Worked in marketing to create RFPs to manage fixed income, equity, or balanced fund accounts of institutions, public sector organizations such as unions, pensions, endowments, and high net worth individuals●Provided tailor-made detailed answers to specific requests concerning investment strategies and product performance for consultants and internal sales groups

Eileen Casey Skills

Marketing Asset Management Mutual Funds Financial Services Hedge Funds Management Private Equity Alternative Investments Fixed Income Crm Investments Portfolio Management Equities Marketing Strategy Sales Fund Administration Account Management Asset Managment Marketing Management Client Services Account Executive Investment Strategies Securities Social Media Marketing Strategy Client Relationship Building Maintaining Business Relationships Professional Introductions Wealth Management Relationship Marketing New Business Development Customer Relationship Management Hedge Fund Social Networking Client Service Finance

Eileen Casey Education Details

  • Villanova University
    Villanova University
    Marketing English

Frequently Asked Questions about Eileen Casey

What company does Eileen Casey work for?

Eileen Casey works for Optionmetrics

What is Eileen Casey's role at the current company?

Eileen Casey's current role is Account Manager| Client Services | Customer Success | Relationship Manager | Marketing Manager| Financial Services.

What is Eileen Casey's email address?

Eileen Casey's email address is er****@****hoo.com

What schools did Eileen Casey attend?

Eileen Casey attended Villanova University.

What skills is Eileen Casey known for?

Eileen Casey has skills like Marketing, Asset Management, Mutual Funds, Financial Services, Hedge Funds, Management, Private Equity, Alternative Investments, Fixed Income, Crm, Investments, Portfolio Management.

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