As the Chief Marketing Officer at Docupace, a leading provider of cloud-based solutions for the wealth management industry, I am responsible for leading all marketing, communications, and events strategy, execution, and operations. With over 15 years of experience in the financial services sector, I have developed and implemented effective marketing plans that support business objectives around growth, retention, and profitability.I am passionate about creating and delivering compelling content that educates, engages, and inspires our target audiences, as well as building and maintaining strong relationships with media, influencers, and stakeholders. I am also a frequent speaker and panelist at industry conferences and events, as well as a member of the Forbes Communications Council and the chair of the Financial Services Institute's Marketing, Growth, and Development Council. In 2019, I was honored to be a finalist for the Broker-Dealer Chief Marketing Officer of the Year award by WealthManagement.com. My mission is to drive growth and brand awareness for Docupace with marketing excellence and innovation.
Listed skills include Media Relations, Press Releases, Social Media, Public Relations, and 26 others.