Pat Allen Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, United States

All marketing is digital, right? No, that's not the case yet. Just the best stuff is digital! 😊 If you're in the investment space, let’s work together on strategy, websites, email, social media, automation, analytics, your martech stack.

Greater Chicago Area

Lead the digital marketing strategy in support of brand, thought leadership, product awareness, advisor engagement, and trial/retention using a marketing technology stack that includes a web content management system, marketing automation (email, digital engagement and social media), and sales enablement platform whose analytics and business intelligence insights are integrated with the enterprise CRM.

Greater Chicago Area

Thoughtful content and digital marketing strategies can solve problems and produce measurable results, and that’s what gets me going on behalf of clients of my consulting business Rock The Boat Marketing. Rock The Boat Marketing is a consulting boutique specializing in helping global investment product manufacturers (e.g., mutual funds and exchange-traded fund [ETFs]) and institutional solutions providers extend, optimize and measure what they do on the Web. Together we work on a range of large and small projects that include thought leadership/content marketing campaigns, mutual fund and ETF product marketing, intermediary marketing, online video initiatives, custom research, investment/financial writing (sometimes promotional, sometimes not), social media strategy and implementation (blogs, Twitter, LinkedIn, Facebook et al), Web analytics, advertising, search engine optimization (SEO) and marketing automation and customer database (CRM) initiatives.Marketers often reach out to Rock The Boat Marketing to serve as a trainer, a coach or even as a temporary extension of their capabilities. If you’re involved in financial services and you think it’s time to consider the possibilities, let’s talk.Follow @RockTheBoatMKTG on Twitter or read the Rock The Boat Marketing blog. The blog was named one of the top 10 blogs in the investment industry in a January 2014 article on RIABiz.com. http://www.riabiz.com/a/4981752565071872/the-riabiz-top-10-industry-blogs----and-what-bloggers-they-recommend

Brand strategy, PR, advertising, Web site development, ETF, UIT product communications and staff management for this provider of exchange-traded funds (ETFs), Unit Investment Trusts (UITs) and closed-end funds. (Claymore was acquired by Guggenheim Partners in 2009.)Given two weeks to beat the competition in launching the first solar ETF (NYSE:TAN), a Sales/Marketing collaboration—a 100% digital effort—produced the industry's second most successful fund launch of 2008.

Web channel strategy leadership and staff management for this global asset management provider of mutual funds and separately managed accounts distributed by third-party intermediaries to retail, institutional and high net worth investors.

Greater Chicago Area

Directed the publishing business for this professional services organization providing thought leadership through events, research, training and publishing products to U.S. and international retail banking executives.Information products included BAI's flagship BAI Banking Strategies (for which I served as publisher and editor-in-chief) and Web-based information (payments-focused) portals, e-mail newsletters, podcasts and blogs.

Directed marketing, advertising and public relations for proprietary and third-party broker desktop and Internet products for this securities clearing subsidiary of the Bank of New York prior to BNY’s Pershing acquisition in 2003.

Directed print and electronic communications and staff management for this global asset management subsidiary of Morgan Stanley, provider of mutual funds, unit investment trusts and retirement plans.

Held increasingly responsible marketing positions while at Kemper Funds, a global asset management provider of mutual funds, annuities and retirement plan products. Kemper was purchased by Zurich, which later purchased Scudder Funds and then sold both entities to Deutsche Bank, which renamed the company DWS Investments. I joined Kemper with publications experience (including editorship of the country's desktop publishing magazine) and investor relations experience, and managed shareholder communications, including a four-color magazine, Kemper Reports.Kemper is where I began my digital marketing focus. In 1996, I led the launch of Kemper.com, the first intermediary-sold mutual fund investment professional Website, followed by related digital media projects.