Patrick Clancy Email & Phone Number

Washington D.C. Metro Area

AdvisorHub expands upon traditional trade industry coverage. In addition to investigative journalism and sophisticated commentary on the wealth management industry, we provide recruiting deals and compensation information crucial to advisors’ business and careers.• Develop, oversee and manage impactful go-to-market strategies for AdvisorHub.• Ensure quarterly objectives, goals, strategies, budget allocation and KPIs are established, monitored, and reported on.• Manage large-scale website initiatives with the primary goal of driving traffic to AdvisorHub.com and increasing monthly unique visitors and pageviews.• Support the ongoing product roadmaps and identify improvements for overall user experience, efficiency and adoption.• Manage vendor relationships, overseeing all aspects of their work to ensure timely delivery of products and services.• Support RFPs, annual vendor assessments and monthly business reviews with key advertisers including wirehouse, RIA, regional, independent and fintech firms.• Manage digital channels, including AdWords, re-targeting, SEO, social media, display and content marketing platforms.• Manage creative development process internally and with external designers, as required.• Utilize marketing measurement and analytical tools including Google Analytics, Discovery Data, and email automation reporting tools.• Work with other marketing, digital and content associates, both inside and outside the company to craft an integrated and results driven strategy.• Partner with Sales, Technology, and Operations team members to determine opportunities for further enhancement of current products, and to explore and develop new product offerings.• Work with clients and agencies to showcase products and support overall client relationships.• Create press releases, case studies, and sales presentations to increase awareness of AdvisorHub products, raise the profile of AdvisorHub as an industry leader, and ultimately drive revenue growth.

Washington Dc-Baltimore Area

Herndon, Va

As Director of Marketing at Apptix, I oversaw the strategic development, acquisition marketing, and implementation of lead generation and customer communication programs for cloud communications, collaboration, IT security and infrastructure solutions.These multichannel programs were targeted toward the mid-size and enterprise markets via Search Engine Marketing (PPC), SEO, email automation, social media, webinars, digital, events and conferences, and content marketing campaigns/initiatives.• Drove qualified leads to the direct and channel partner sales teams and tracked follow-up, conversion, closed deals and overall pipeline for executive team reporting.• Utilized customer data to understand perspectives, purchasing patterns, size, and vertical to strategically cross-sell Apptix Managed Services that include Disaster Recovery, Virtualization, Cyber Threat Protection and Cloud Migration.• Worked with product management, finance, engineering and sales personnel to discern customer need and competitiveness of new technology/product launches.• Led marketing and promotional efforts, working closely with the creative and product teams to ensure consistent messaging, positioning and branding across all content and programs.• Managed the budget associated with all marketing activities and direct the spend to associated teams for execution.• Tracked and analyzed all campaigns and channels in order to identify opportunities for improvement and ROI optimization.

Dulles, Va

• Generated over $100MM in annual advertising revenue from the Finance, Small Business, Real Estate, Sports, News, Kids/Teens and Technology properties by creating, marketing and supporting property media strategies.• Directed a team of managers who developed dynamic marketing strategies for financial services, automotive, travel/hospitality, luxury, wireless and consumer packaged goods advertisers that aligned with and supported organizational objectives and revenue goals.• Leveraged social media sites to increase user engagement, leads and conversions within online advertising campaigns.• Conducted market research (comScore, Omniture, etc.) and identified potential business opportunities providing sustainable growth, profitability and market share for AOL.• Evaluated and built business cases for new advertising products including cost implications and growth strategies.• Presented new products and solutions to the national sales force as well as existing and potential advertisers at frequent client meetings, strengthening relationships and securing increased share of media budgets.

Dulles, Va

• Liaison between Publishing team and the Sales force creating new advertising opportunities to generate revenue.• Directed the advertising development of new product concepts such as Walletpop.com and Fanhouse.com, building them into profitable sources of sales revenue.• Analyzed the relative value of alternative operational approaches which impacted sales revenue and put these process improvements in place.• Managed the advertising development of channel redesigns including inventory creation, partner reallocation and analysis of new revenue potential.

New York, Ny

• Worked with internal senior executives and external advertising agency to generate Bear Stearns’ first global, brand-building, corporate image campaign.• Produced vertical advertising by working with internal executives to identify and communicate compelling messages for product campaigns.• Developed business relationships with executives from international offices to better identify a global corporate message.• Researched various media outlets in order to uncover new marketing opportunities.

New York, Ny

• Supervised domestic and international business specific advertising for the Fixed Income, Equities, Research, Global Clearing and Investment Banking divisions of Bear Stearns.• Managed a multidisciplinary marketing team, identifying tasks to facilitate timely and cost efficient completion of goals and objectives. • Developed, tested and implemented strategic marketing programs that increased the revenue and profitability of the client’s business.

New York, Ny

• Executed the global mutual fund, retirement and asset management marketing for T. Rowe Price.• Oversaw television, direct mail, print or online offering from concept to completion.• Presented advertising proposals and strategic business plans at frequent client meetings. • Implemented strategic action plans to achieve business development goals and objectives.• Coordinated efforts of creative team for translating client expectations into results.• Assisted with annual department budget and tracked project costs to control expenses.

Washington, D.C.

• Managed all direct insurance and retirement program marketing for numerous association clients.