Anne Fleming Email & Phone Number

Greater Chicago Area

Author, edit and distribute marketing and thought leadership content supporting Aegon AM’s real assets platform consisting of commercial real estate debt and equity solutions. Work with cross-functional teams to market the platform and niche strategies (US commercial loans, US low-income housing tax credits and multifamily value add) to institutional investors (insurance companies, consultants, banks and asset managers) in the US.

Greater Chicago Area

Marketed a separately managed accounts platform with over 50 strategies to UBS Wealth Management financial advisers and high-net-worth investors. Produced and implemented integrated sales and marketing plans and timelines to help increase sales and asset retention of municipal fixed income, sustainable equity and tax-optimized multi-asset portfolios.

Greater New York City Area

Managed a team and partnered with colleagues in Europe to develop and maintain a global marketing communications platform including presentations, request-for-proposals, fact sheets, websites, brochures and investment commentaries.

London, United Kingdom

Reporting directly to the Head of UK Sales, served as the key contact for marketing, provided sales input to marketing plans and communications, supervised the sales support team and managed events. Partnered with IT and regional sales leaders to implement Columbia Threadneedle’s first CRM system. Analyzed and segmented sales databases resulting in improved data collection and integrity and more targeted sales and marketing activities.

Greater Chicago Area

Produced content and collateral to launch a series of value-added and business-building programs to help develop strategic partnerships with broker-dealers, independent advisers and financial institutions.

Master Of Business Administration - Mba, Marketing And Finance

B.A.