Patricia Walters

Patricia Walters Email and Phone Number

Innovative Marketing Strategist | Communications Strategist | Financial Services @ J.P. Morgan Asset Management
Patricia Walters's Location
Merrick, New York, United States, United States
Patricia Walters's Contact Details

Patricia Walters personal email

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About Patricia Walters

With vast experience in financial services marketing, I am deeply passionate about orchestrating end-to-end, multi-faceted campaigns that drive results. Throughout my career, I have held various roles in marketing and sales enablement and during it all I feel my true dedication lies in cultivating meaningful relationships, not only within the marketing realm but with valued business partners to ensure our efforts align with our business goals and meets the needs of our clients.I have expertise in spearheading the strategic planning and execution of comprehensive go-to-market efforts. Working collaboratively with sales teams to successfully develop thoughtful campaigns to engage consultants and advisors, pivotal influencers in the decision-making processes of clients and prospects. My core competencies extend to developing compelling collateral materials, orchestrating impactful events, and leveraging diverse channels such as webinars, email, and social media to generate leads, heighten brand awareness, and foster unwavering loyalty. As a testament to my commitment to excellence and innovation, I proudly hold certifications from the Financial Marketing Institute and Effie Worldwide in customer-centric marketing and dynamic marketing, respectively.Feel free to connect with me on LinkedIn or you can reach out via email at pashwalters@yahoo.com.Specialties:B2B and B2C Marketing | Strategy | Sales Enablement | Marketing Communications | Channel Marketing | Account Management | Content Development | Social Media | Digital Marketing | Webinars | Event Marketing | Relationship Building | Collaboration | Stakeholder Engagement | Self-Motivated Leadership | Financial Services | Retirement

Patricia Walters's Current Company Details
J.P. Morgan Asset Management

J.P. Morgan Asset Management

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Innovative Marketing Strategist | Communications Strategist | Financial Services
Patricia Walters Work Experience Details
  • J.P. Morgan Asset Management
    Vice President, Advisor Retirement Marketing
    J.P. Morgan Asset Management Jun 2024 - Present
    New York, Ny, Us
  • Tiaa
    Senior Director, Institutional Consultant Marketing
    Tiaa Feb 2020 - Present
    New York, Ny, Us
    Lead the strategic planning and implementation of multi-faceted go-to-market campaigns aimed at engaging retirement plan consultants to deepen relationships and drive advocacy in support of institutional sales goals.
  • Tiaa
    Director, Institutional Marketing
    Tiaa Feb 2016 - Feb 2020
    New York, Ny, Us
  • Tiaa
    Senior Marketing Associate, Institutional Sales And Marketing
    Tiaa Jul 2013 - Feb 2016
    New York, Ny, Us
    Developed and implemented a systematic event and sponsorship communications plan, ensuring a consistent and replicable process that enhances the overall experience for clients and prospects.
  • Morgan Stanley Investment Management
    Executive Director, Investor Communications
    Morgan Stanley Investment Management Jan 2011 - May 2012
    New York, Ny, Us
    Managed the Investor Communications team of four professionals overseeing the creation of quarterly marketing materials and shareholder communications. Encompassing a wide range of deliverables, including fact sheets, performance books, client and new business presentations, commentaries, email campaigns, annual and semi-annual shareholder reports, year-end tax materials and events.
  • Morgan Stanley Investment Management
    Vice President, Strategic Communications Management
    Morgan Stanley Investment Management Feb 2005 - May 2011
    New York, Ny, Us
    Developed multi-channel integrated email campaigns to support the various MSIM distribution channels: RIA, Defined Contribution, Variable Insurance, and Morgan Stanley Smith Barney platforms. Oversaw comprehensive management for quarterly marketing materials, encompassing writing/copy editing, design review, legals and compliance and supervision of both print and web.
  • Oppenheimerfunds
    Assistant Vice President, Marketing Communications
    Oppenheimerfunds 1998 - Feb 2005
    Atlanta, Ga, Us
    As a member of the account services team within the internal creative agency, my role involved managing various integrated marketing campaigns and marketing communications. These initiatives encompassed diverse purposes such as content development, product launches, email campaigns, and communications targeted at advisors and investors.

Patricia Walters Skills

Marketing Communications Financial Services Marketing Strategy Mutual Funds Asset Managment

Patricia Walters Education Details

  • St. John'S University
    St. John'S University
    Marketing

Frequently Asked Questions about Patricia Walters

What company does Patricia Walters work for?

Patricia Walters works for J.p. Morgan Asset Management

What is Patricia Walters's role at the current company?

Patricia Walters's current role is Innovative Marketing Strategist | Communications Strategist | Financial Services.

What is Patricia Walters's email address?

Patricia Walters's email address is pa****@****hoo.com

What is Patricia Walters's direct phone number?

Patricia Walters's direct phone number is (212) 490*****

What schools did Patricia Walters attend?

Patricia Walters attended St. John's University.

What skills is Patricia Walters known for?

Patricia Walters has skills like Marketing Communications, Financial Services, Marketing Strategy, Mutual Funds, Asset Managment.

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