Tracy Marrocco Email & Phone Number

Blue Bell, PA, US

Responsible for comprehensive marketing strategies to high net worth clients and prospects, spanning investment management, fiduciary services, private banking and wealth planning and including integrated direct marketing, online and lead generation campaigns, and propensity-to-buy modeling.

Provided broad marketing support to boutique international equity investment manager, including institutional RFP and consultant database development, press releases and presentations. Researched and wrote quarterly economic commentary and portfolio attribution.

Provided timely marketing solutions to institutional and independent RIA clients both on project basis and retainer, including marketing plans, institutional RFP and consultant database development, content management, public relations, investment commentary, financial writing, and presentations.

Responsible for the development of lead generation and target market programs to help field sales force reach new markets and improve sales efficacy. Areas of specialization include the women's market, small business owners and CPAs.

Directed all variable, fixed, and immediate annuity product marketing, working collaboratively with product management, wholesalers, and sub-advisory investment firms. Introduced monthly sales ideas featuring strategic product applications and prospecting ideas.

Responsible for product marketing, collateral, sales ideas, and direct marketing. Coordinated all marketing, training, and promotion for several strategic product launches, including company’s first indexed universal life product.

Developed print and web content, including white papers and presentations to institutional clients, such as full-service and investment-only retirement plans, consultants, endowments, and foundations.

Pilgrim Baxter & Associates | Liberty Ridge Capital

Held several roles of increasing responsibility. Designed marketing materials, mutual fund literature, presentations, shareholder communications, thought leadership, and website content. Researched and authored investment commentary and portfolio attribution analyses for equity and fixed income strategies, separately managed accounts, and limited.

Greater Philadelphia Area

Responsible for all mutual fund marketing and broker-dealer sales collateral.