Michael Colon Email & Phone Number

New York, Ny, Us

Develop and execute customized marketing strategies for RIAs to grow their AUM and client base.Lead branding, website development, and digital advertising campaigns that enhance visibility and engagement. Partner with clients to create high-impact content strategies that resonate with their ideal audience.

Folsom, California, Us

Centennial, Colorado, Us

After nearly 10 years at TD Ameritrade Institutional, it was a hard decision to leave. However, the opportunity to lead a marketing team at E*TRADE Advisor Services was too good to miss. I welcomed the challenge to lead the marketing organization during a period of transition and uncertainty. It afforded me the opportunity to apply all aspects of my marketing career, personally and professionally. And, I’m proud of our accomplishments including: • 500% increase in email engagement • A new value prop that helped differentiate us from competitors • Operational improvements that led to the way to greater sales insight • Greater transparency and measurement into all marketing efforts• Increased focus on aligning marketing efforts to the business goals and objectives

Jersey City, New Jersey, Us

With 65% of a company’s business coming from existing customers, I’m leading the team that’s building the strategy—from the ground up—that helps our clients see us a trusted resource to help them grow their businesses. In this role I’ve applied my 20 years of experience of marketing to financial professionals to introduce both new and foundational concepts for today’s buyer, including:• Lifecycle marketing• Content marketing• Loyalty marketing• Demand generation• Lead generation• Sales enablement• Data & analytics

Jersey City, New Jersey, Us

Jersey City, New Jersey, Us

Responsible for the acquisition marketing strategy and its implementation that generates qualified leads for the sales pipeline. Responsibilities:• Demand and lead generation• Buyer’s journey mapping• Lead management workflows• Driving closer alignment between marketing and sales• Content marketing • Campaign planning and coordination• Campaign execution leveraging outbound and inbound tactics (e.g., Direct mail, email, social, webinars, etc.)• Campaign data analysis

Zurich, Ch

Developed client-centric marketing programs for financial planning, retirement, insurance, annuities, philanthropy, trust, and estate planning.

Zurich, Ch

Executed marketing strategies for high-net-worth (HNW) and ultra-high-net-worth (UHNW) client segments.

Zurich, Ch

Maintained operational support between corporate retirement plan sponsors and UBS.