Leah Curtis Wolf Email & Phone Number

Dublin, Oh, Us

In this role, I influence sound decision-making as a key member of the Executive Team, while reporting directly to the firm's President and Chief Executive Officer to grow multiple business lines, including Intermediary Distribution, Public Funds, as well as Wealth Management. I have built a results-driven workforce by establishing a best-in-class marketing team; recognized individually and as team for extraordinary efforts and creativeness firm-wide. I apply a "hands-on the keyboard" approach to meeting deadlines when necessary. I contribute to improving processes across the firm by bringing best practices from past experiences.My notable accomplishments in this role include:- Optimized enhanced brand and web presence through the recent launch of the new website.- Attracted prospects and retained existing clients by generating content through a creative development process, including procurement of strategic ideas, client segmentation, digital deployment, and utilization of feedback loop to enhance future content.

La Jolla, Ca, Us

As a Head of Marketing, I established a highly functioning marketing team within the first four months of joining. I gained maximum customer attraction by executing advertising campaigns, segmentation, and budget for industry publications, while creating custom content for native advertising and PPC campaigns. I employed an effective brand transformation strategy for merger of Altegris and Artivest, including communication strategy, web/paid search, internal marketing, external segmented brand development, and PR presence.My valuable contributions to this role are:- Received recognition as results-driven leader amongst senior team for demonstrating strong strategic capabilities.- Crafted marketing campaigns by maintaining a solid understanding of leveraging data; garnered through firms' instances of Salesforce CRM System and incorporating tools, such as Pardot and Seismic.- Achieved desired business objectives by acting as key member of senior leadership team and proposing necessary recommendations to Chief Executive Officer on redesigning of marketing function into more cohesive business.

San Francisco, Ca, Us

Throughout this role, I was mainly involved in the development of marketing programs, initiatives, promotions, and research projects by overseeing all U.S. and Latin American channel marketing activities. I led marketing efforts for key distribution partners and specific client segments in close collaboration with the distribution teams. I played a key role in reducing over-communication and duplication of content distribution by implementing an email strategy for bundling content. I created custom content for native advertising and PPC campaigns with an emphasis on maximizing public engagement.My major contributions to this role are:- Aligned expectations and strategic initiatives with company objectives by fostering partnerships with members of the marketing, investments, client service, and compliance teams.- Conducted in-depth due diligence of marketing automation platforms to determine Marketo as the best fit for Matthews Asia, while supporting deployment within six months (from start to completion).- Enabled optimal utilization of resources by controlling advertising budget of $2M for U.S and Latin America publications, including Barrons, Bloomberg, FA-Mag, Morningstar, Seeking Alpha, Think Advisor, Citywire, and Funds Society.

Naperville, Illinois, Us

As a Director of Intermediary Channel Marketing, I acquired in-depth field experience by serving as Vice President, Director of Intermediary Channel Marketing at Calamos Investments; a global investment manager with $20B+ assets under management.

Naperville, Il, Us

During this time, I provided exceptional services as Financial Advisor with Partners Wealth Management; an independent wealth management firm specializing in affluent, high-net worth individuals with net worth of over $5M or an annual income of $500K and above.

Master Of Business Administration - Mba, Financial Planning

Bachelor Of Science In Business Management, Business Administration And Management, General