Lead a group of marketing professionals to promote a suite of liquidity products across the globe that include strategies such as money markets, ultrashort and short duration.- Partner with portfolio management to create client marketing materials that best position our products for the current macro environment.- Develop and an execute a marketing strategy for the liquidity business that aligns with sales initiatives within the institutional channel.- Drive client engagement through marketing tactics such as advertising, email, social media and events.

Lead performance marketing campaigns for our municipal, ETF, separate account and 529 products by directing the creation of ads, nurturing emails and the tracking of advisor leads to drive sales. Drive sales within the broker-dealer and RIA distribution channels through the development and implementation of comprehensive marketing initiatives.•Lead a team of marketing analysts by setting priorities, delegating projects, and overseeing their completion as an active Series 24 principal.•Launched the GSAM LinkedIn showcase page and continue to direct social media strategy to provide relevant content to over 225k followers.•Oversee the retail channel website by developing a web content strategy and then implementing email marketing campaigns to drive advisor traffic.•Directed the launch of the Goldman Sachs 529 Plan in the advisor channel by creating consistent messaging and marketing collateral across digital, social, and print mediums.•Support ETF and mutual fund product teams by assisting in the creation of brochures, fact cards and emails for new product launches.

Developed and executed high level business strategies to facilitate the marketing and sales of Oppenheimer’s suite of asset allocation products, global allocation, and alternatives.•Orchestrated the launch of Oppenheimer’s first multi-strategies fund.•Evaluated product line relative to competition to maximize profit potential through pricing, repurposing investment strategies, creating or consolidating funds.•Supervised the creation, updating and distribution of supporting marketing materials to ensure a consistent brand message within budget.•Supported portfolio management in the development of new investment products and the enhancement of current products through extensive market research.•Designed and executed product training for the internal sales force and financial advisors to assist them in developing an effective selling approach.

Leader of core retail marketing team that was responsible for the development and promotion of product messaging for over 50 equity and fixed income mutual funds totaling over $200 billion in assets. Successfully managed the integration of marketing campaigns and sales literature throughout the firm.