Lead the agency's growth in the U.S. and Canada by working with the most exciting brands in financial services and fintechProvide strategic and creative solutions for brand, content and performance initiatives across the spectrum of marketing servicesPromote the agency as a leading financial-focused partner to marketing executives looking to collaborate with an outcome-driven team of deeply experienced strategists, creators and technologists

The FCS is a not-for-profit organization for financial marketers, founded in New York in 1967. With a mission of Community, Education and Philanthropy, the FCS today produces 50+ events/activities annually, reaching thousands of marketing professionals, across the country, with regional chapters in Boston, Charlotte, Chicago and San Francisco, and periodic events in Denver, Los Angeles, Philadelphia, and Washington D.C. Personally responsible for creating new revenue-producing events, building a national membership base, recruiting executive presenters and panelists for 50+ content-driven events a year, and soliciting sponsorship support for the FCS’ philanthropic mission. The FCS has donated more than $2.3 million to children’s charities since 2000.Manage website content (theFCS.org) and digital/social media communications.Work with FCS Board Chair Tim Hart and Vice Chair Tom Jago, 23 National Board Directors in New York, 8 Regional Board Directors, and various committee leaders in fulfilling the FCS' role as the voice of the financial services marketing industry.

Elected President of the FCS, January 2009.During six year term, personally responsible for the launch of regional chapters in Chicago and San Francisco, events in Boston and Washington, D.C.; relaunch of web site as theFCS.org; incorporation of the organization and structuring of its governance and by-laws; creation of new content event series, such as the FCS “50” breakfasts, Cocktails with Content, and FCS FinTech Street Fair; as well as charity fundraisers, including Mardi Gras, Tennis and Bowling events. Introduced the Fireside Forums to the FCS Race for Kids charity ski weekend as well as several successful fundraising elements. Reimagined and dramatically expanded the Annual FCS Portfolio Awards competition and gala. Developed the blueprint for the FCS Marketing Leadership Council and FCS Young Members Circle.

Provided strategic brand and content solutions for financial, professional services and technology companies. Assisted in annual proprietary benchmarking research, measuring brand and digital intelligence of the leading companies in targeted sectors. Delivered evidence-based marketing initiatives to help clients relaunch their brand/visual identity, reposition/re-engineer their website and social channels, and create highly differentiated advertising. Responsible for the development of new client relationships in the U.S. As first senior hire in U.S., helped establish the agency’s the New York office.

Specialties: marketing strategy, content development, copywriting, communications, digital marketing.Expert at developing brand stories for B2B and wealth marketing. Consult with wide range of boutiques and large financial services firms including wealth managers, advisory businesses, mutual funds, municipal bond funds, alternative investment funds, Insurance brokerages, established and start-up RIAs, private equity and venture capital firms. Provide powerful and distinctive brand building solutions, core messaging, naming, competitive positioning, value proposition development, website content, and fund sales collateral and presentations. Conduct executive presentation skills and media training.

Led the financial services practice for Baltimore-based full-service integrated marketing agency, providing PR, advertising, employee communications, social media and digital solutions for B2B / B2C clients. Oversaw integrated marketing projects ranging from strategic positioning, messaging and media training, web site design and development, content development for social channels, PR outreach, financial literacy research, crisis communications, CSR advertising, and brand awareness research.

Responsible for more than two dozen active relationships with financial and B2B on-air advertising and sponsorship clients. Partnered with digital and marketing teams to create custom cross-platform advertising opportunities.

Senior marketing executive for New York office and six other U.S. Equities offices. Developed strategic marketing and communications programs for institutional trading products and investment banking. Programs included brand and product advertising, national media relations, client events and industry conferences, employee communications, and digital content development. Managed team of two marketing associates, assigned to support banking sectors and trading product areas with external communications and media relations projects.

Hired as first-ever marketing director for investment banking boutique, based in New York, with offices in Los Angeles, San Francisco, Boston, Chicago, Denver and Tel Aviv. Responsible for all external / internal communications, supporting banking sectors, equities research and brokerage, and investment products. Firm purchased by BMO Financial Group (Bank of Montreal) in July 2003, rebranded Harris Nesbitt. Name changed to BMO Capital Markets in June 2006.

Managed the marketing responsibilities for the post-acquisition integration of several Bankers Trust institutional businesses. Led a marketing team of 10 in four locations (London, Frankfurt, Singapore, Nashville), responsible for product marketing, advertising and media relations.

20-year career culminated in the role of Director of Marketing Communications for The Chase Manhattan Private Bank, which included managing three marketers in an in-house agency creative function, responsible for planning/executing communications strategies with client-segment managers, product executives and other marketing areas of Chase, creating collateral, client correspondence, advertising, and events.Beginning with part-time work (during college) in international operations at Chemical Bank, held progressive assignments in private banking and corporate finance, including client-facing sales roles as well as management of a 40 person client service team. Scope of responsibilities grew or changed every four to five years. Promoted to Vice President/Business Operations Manager in Private Banking as a result of successful integration of client service teams following acquisition of Manufacturers Hanover.