John Towle Email & Phone Number

Rye, New York, United States

Hearts & Wallets is a market research and benchmarking firm dedicated to the financial services industry. Our independent reports and advanced analytics bridge the gap between consumer behavior and the complexity of saving, investing and advice.

Greater New York City Area

Oversaw the end-to-end investment product management and marketing strategy for the company’s full line of retail real estate and alternative investment products.Member of the company’s senior leadership team, with complete ownership for developing and managing the product marketing mix.SELECTED HIGHLIGHTS & ACHIEVEMENTS✔ In just 24 months, grew the company into a Top 10 ranking for sponsors in capital raised.✔ Launched 15 Delaware Statutory Trust offerings to the investor marketplace, raising more than $600M in capital in less than 2 years.✔ Launched the company’s non-traded REIT product line to both independent and RIA channels, establishing the foundation for 5-year growth of $3B in AUM.✔ Built and managed all investor education materials, product collateral, product action communications, and PR.✔ Developed requirements, processes, and portfolio analytics for product communications by partnering with he heads of legal, compliance, investment, asset management, and finance.

Menlo Park California

Developed sales and marketing strategies for the startup investment advisor, and launched a first-to-market ’40 ACT interval fund investing exclusively in late stage, venture-backed private securities (SharesPost 100 Fund).SELECTED HIGHLIGHTS & ACHIEVEMENTS✔ Secured selling agreements on key RIA platforms (Schwab, Pershing, Cambridge, UBS) to raise $100M in AUM in the first 24 months.✔ Member of 5-person team through the creation, launch, and capital raise for the fund, introducing the fund to the retail marketplace.✔ Oversaw investor relations and including annual reports, sales flow reporting, and competitive analysis.

Philadelphia

Chief Marketing Officer for FS Investments. Defined marketing strategies, programs, and priorities, including corporate branding, staffing, growth, vendor selection, integrated marketing, advertising, and wholesaler support.SELECTED HIGHLIGHTS & ACHIEVEMENTS✔ Designed highly effective marketing campaigns that captured 1,000+ measured leads within the first 2 quarters.✔ Profitably scaled the organization by hiring 8 new employees and instituting a completely new departmental organizational structure.✔ Refined the corporate brand positioning through quantitative and qualitative market research, contributing to the raise of $1B in investor capital.

Greater Philadelphia Area

Chief Marketing Officer for Resource Real Estate, an institutional distressed real estate investor, and retail REIT business. Built and managed a six member marketing team, set marketing and distribution strategy and directed and executed all related marketing activities.SELECTED HIGHLIGHTS & ACHIEVEMENTS✔ Branded the retail business with a simplified positioning of "Buy-Fix-Sell" for distressed multifamily real-estate assets.✔Created thought leadership content on investing in distressed multifamily commercial real estate including white papers, byline articles, and CEO blog and a corporate capabilities video.✔Retained leading PR firm; sourced & managed numerous executive interviews with various outlets including CNBC and Street.com.

Phoenix

Chief Marketing Officer for Cole Real Estate Investments. Led a 15-member team supporting product management, marketing communications, e-commerce, advertising, PR, and database management.Member of the Management Committee. Established and led complete marketing strategy for the Capital Markets and Real Estate divisions.SELECTED HIGHLIGHTS & ACHIEVEMENTS✔ Launched Cole Credit Property Trust II, III, and Cole Corporate Income Trust, raising more than $7B in investor capital.✔ Developed BD specific, advisor-targeted educational and sales campaigns that delivered an approximate 300% ROI.✔ Doubled market share of non-traded REIT assets from 10% to 20% over two years.✔ In 2010 alone, supported more than $2.5B in commercial real estate acquisitions.

Phoenix

Senior Vice President, Director of Marketing for ING Mutual Funds, supporting retail mutual fund, SMA, and closed-end fund product lines distributed through wire-house, bank, and independent broker dealer channels.SELECTED HIGHLIGHTS & ACHIEVEMENTS✔ Led a 17-member marketing team, providing the strategy, vision, and hands-on leadership necessary to achieve growth objectives and aggressive sales goals.✔ Generated $1.5B in net new flows by launching a fully integrated marketing, sales, and product development brand campaign – “Go Global With ING”.✔ Launched the largest non-leveraged closed-end fund in Wall Street history at the time, raising $2.9B in 20 business days. Won the Circle of Honor Award.✔ Captured $500M in net new assets within the first 2 years of designing the first non-proprietary, multi-managed international fund-of-fund in the intermediary retail market.

Greater Boston Area

Director of Marketing and Retail Investments responsible for marketing, messaging, and client development for 1 million customers. Prior to this role, held multiple positions across various Fidelity businesses, including Life Insurance, Retail Investments, Charitable Services, and Retirement Services.SELECTED HIGHLIGHTS & ACHIEVEMENTS✔ Introduced the concept of programmatic marketing to the core retail segment, contributing $350M in net new sales.✔ Identified sub-segments within the Preferred customer base, migrating less profitable customers to higher profitability sub-segments.

Mba, Marketing

Ba, English

Education record