Jim Velgot Email & Phone Number

West Palm Beach, Florida, US

West Palm Beach, Florida, US

West Palm Beach, Florida, US

Westport, Connecticut, US

The VELGOT group is a consultant advisory firm helping companies achieve excellence in strategic brand development, content marketing and creative services. Areas of expertise include but are not limited to financial services, non-profit and foundations. Both B2B and B2C expertise in helping to increase awareness and revenue.

New York, NY, US

Transforming and refreshing the already successful brand of Pzena Investment Management. Strategic audits, interviews and the creation of branding guidelines including a new logo as well and the implementation of the new brand into all of their marketing materials to institutions and HNW clientele. Messaging & positioning, signage, fact sheets, powerpoint.

Greenwich, CT, US

Developed a strategic brand and marketing road map and team while overseeing all marketing programs and expenditures. Re-branded the firm while increasing company awareness and dialogue with various B2B and B2C channels. Audience segments included: Private Equity, Institutional/HNW, Retail/RIA, and Individual Investor/Core Consumer for two publicly traded.

Nashville, TN, US

• Aligned the organization internally and externally by fostering awareness and integration of business units positioning, messaging and brand unification in the U.S. and worldwide. Managed complex brainstorming.
• Created campaigns including, but not limited to Retirement and Estate Planning, Defined Contributions, Climate Change, Hybrid Engine Technology, Alternative Investments and Asset Allocation to increase the company’s.
• Focused efforts on brand building through PR and advertising, while ensuring communications effectiveness and the importance of market research.
• Increased awareness by designing and implementing marketing programs, and media plans to shift brand positioning in targeted markets from a product provider to a solutions provider.
• Developed marketing and sales strategy programs and processes to convert sales pitches into client contracts, by way of case studies and interactive technologies.

Nashville, TN, US

• The creative and driving force behind the worldwide re-brand of the two Wall Street titans, Alliance Capital and Sanford Bernstein to create the newly formed AllianceBernstein.
• Routinely provided vision, leadership, and ongoing mentoring to communications team members and support staff both domestically and worldwide.
• Built brand management capabilities, while identifying skill gaps and the hiring of new talent.
• Created Cross Channel Communication teams and facilitated agendas for various programs and initiatives.
• Designed and implemented the new logo, and overall company style and roadmap for the brand guidelines in over 26 countries.
• Worked with business units and geographies on all aspects of brand development and execution. Assets under management increased from $450 Billion to over $800 Billion.

Nashville, TN, US

• Created new efficiencies and cost savings by developing an all inclusive completely integrated multi channel agency that partnered with outside sources, as well as all internal strategic business units; Private Client.
• Transitioned two decentralized teams into one. Improved efficiency, production and delivery time, which increased client receipt and satisfaction.
• Created and supported all ongoing marketing communications from concept to delivery.
• Created and managed team of 48 skilled specialists in creative design, print production, power-point, digital media, video and events, all in a fast paced, deadline driven environment.
• Saved over $12 Million of $60 Million procured print budget, with integrated print and paper programs, while working with third party suppliers.
• Led negotiations with major international video and satellite broadcasting companies.

New York, NY, US

• Developed and managed team of 12 professionals in a fast paced deadline oriented environment.
• Formulated a disciplined process of client servicing and project management in order to develop new approaches to complex product offerings and marketing communications.
• Recruited and mentored a variety of skilled professionals to support the continued needs of a highly complex organization.
• Managed all creative services and marketing related expenditures.