Pat Allen

Pat Allen Email and Phone Number

Independent Digital Marketing Strategist @ Self Employed
Chicago, IL, US
Pat Allen's Location
Greater Chicago Area, United States
Pat Allen's Contact Details
About Pat Allen

It’s always been about content for me. I started out as a journalist (newspaper and then magazine writer) and then made the transition to marketing communications and then to marketing strategy. Almost always in financial services, primarily in the investment management business and also covering retail banking and payments. Digital came along just as I was feeling the constraints of communicating in print. Yes, I still “do” print, but digital is what I love—mostly because of what it can do for content. Digital communicating—email, Websites, apps, social—enables us to create more content, distribute it quickly and efficiently enough to be relevant, and measure its impact. My title has been digital marketing strategist, but most of the work that I do feels like the “editor-in-chief” and senior editorial positions I held earlier in my career. There’s no more important part of my job, I believe, than to continuously survey what’s working, what’s tired, what’s emerging—you get the idea. Fresh is what succeeds in digital.Financial services is an area where there’s much more to come from. Twitter is one source I use to keep current and, in turn, I love to share financial services-related content that represents new, if incremental insights. Follow @RockTheBoatMKTG to see whether our interests align.Historical note: In the third quarter of 2009 I founded AdvisorTweets.com, a Website that aggregated the Twitter updates of U.S.-based financial advisors. It was envisioned as a real-time window to what advisors around the country were thinking about. I maintained the site and its accompanying blog and Twitter account to help my clients listen to their clients. By July 2011, @AdvisorTweets ranked #7 on Sulia's list of personal finance Twitter accounts. I sold the site in July 2011 to Smarsh.I continue to explore ideas that help introduce transparency and lower the barriers to accessing what financial services providers have to share (and learn from).

Pat Allen's Current Company Details
Self Employed

Self Employed

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Independent Digital Marketing Strategist
Chicago, IL, US
Website:
lowecom.com
Employees:
681323
Pat Allen Work Experience Details
  • Self Employed
    Independent Digital Marketing Strategist
    Self Employed
    Chicago, Il, Us
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  • Lowe Group
    Executive Vice President
    Lowe Group Jan 2023 - Present
    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.
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  • Calamos Investments
    Senior Vice President, Head Of Digital Marketing
    Calamos Investments Dec 2015 - Jan 2023
    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.
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  • Rock The Boat Marketing
    Principal
    Rock The Boat Marketing Aug 2008 - Dec 2015
    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
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  • Claymore Securities
    Managing Director, Marketing
    Claymore Securities Nov 2007 - Aug 2008
    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.
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  • Calamos Investments
    Vice President, Marketing Web Channel Development
    Calamos Investments Oct 2006 - Jun 2007
    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.
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  • Bai
    Managing Director/Publishing
    Bai Jul 2003 - Oct 2006
    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.
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  • Bny Clearing
    Vice President, Director Of Marketing Communications
    Bny Clearing Nov 2002 - Jun 2003
    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.
  • Van Kampen Investments
    Senior Vice President, Marketing Communications
    Van Kampen Investments Apr 2000 - Apr 2001
    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.
  • Scudder Investments
    Senior Vice President, Electronic Communications
    Scudder Investments Nov 1993 - Apr 2000
    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.

Pat Allen Skills

Marketing Strategy Digital Marketing Digital Strategy Seo Direct Marketing Social Media Content Marketing Social Media Marketing Editorial Web Content Blogging Web Analytics Digital Media Marketing Communications Asset Allocation Integrated Marketing Financial Services Website Development Marketing Saas Communication Training Vendor Management Mutual Funds Strategic Communications Crm Entrepreneurship Analysis Leadership Etfs Alternative Investments Ppc Corporate Communications Content Strategy Closed End Funds Advertising Engaging Content Branded Content Development Strategic Content Development Content Packaging Online Content Branded Content Content Syndication Digital Trends Bond Funds Investment Companies Investment Management Industry Commentaries Editing Copywriting Writing

Pat Allen Education Details

Frequently Asked Questions about Pat Allen

What company does Pat Allen work for?

Pat Allen works for Self Employed

What is Pat Allen's role at the current company?

Pat Allen's current role is Independent Digital Marketing Strategist.

What is Pat Allen's email address?

Pat Allen's email address is pa****@****mos.com

What is Pat Allen's direct phone number?

Pat Allen's direct phone number is +163071*****

What schools did Pat Allen attend?

Pat Allen attended The University Of Kansas.

What skills is Pat Allen known for?

Pat Allen has skills like Marketing Strategy, Digital Marketing, Digital Strategy, Seo, Direct Marketing, Social Media, Content Marketing, Social Media Marketing, Editorial, Web Content, Blogging, Web Analytics.

Who are Pat Allen's colleagues?

Pat Allen's colleagues are Luiza Santos, Jody Lowe, Claire Mitchell, Elizabeth Terry, Talia Dunyak.

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