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
Listed skills include Marketing, Asset Management, Mutual Funds, Financial Services, and 32 others.