Comprehensive Leadership Experience

Influence sound decision-making as a key member of the Executive Team to grow multiple business lines, including Intermediary Distribution, Public Funds, as well as Wealth Management. Developed and continue to elevate a best-in-class marketing team; recognized for extraordinary efforts and creativeness firm-wide. Meet all deadlines and quality standards by applying “hands on the keyboard” approach. Improve processes across the firm by bringing best practices from previous experiences. 

Obtained favorable outcomes by establishing highly functioning marketing team. Gained maximum customer attraction by executing advertising campaigns and segmentation while creating custom content for native advertising and PPC campaigns. Ensured seamless workflow by executing brand transformation strategy for merger, including communication strategy, web/paid search, internal marketing, external brand development, and PR presence. 

Developed marketing programs, initiatives, promotions, and research projects by overseeing all U.S. and Latin American channel marketing activities. Developed marketing initiatives for key distribution partners and specific client segments in close collaboration with distribution teams. Reduced over communication and duplication of content distribution by implementing email strategy for bundling content. Maximized public engagement by creating custom content for native advertising and PPC campaigns. 

Acquired in-depth field experience by serving as Vice President, Director of Intermediary Channel Marketing at a global investment manager with $20B+ assets under management. 

Provided exceptional services as Financial Advisor with an independent wealth management firm specializing in affluent, high-net worth individuals with net worth of over $5M or an annual income of $500K and above. 

• Master of Business Administration, Financial Planning | Saint Xavier University, Chicago, Illinois
• Bachelor of Science in Business Management | Saint Xavier University, Chicago, Illinois
• FINRA General Securities Representative: SERIES 7 FINRA Uniform Combined Securities Agent & Investment Advisor: SERIES 66 

• Microsoft Office Suite | Word, PowerPoint, & Excel
• Adobe | Acrobat, Premier Pro, Illustrator, & InDesign
• CRM | Salesforce & Microsoft Click Dimensions
• Marketing Automation | Pardot, Marketo, & Microsoft Click Dynamics
• Automation | Seismic, Vermillion, FactSet & PowerBI
• Website Platforms | Sitecore & WordPress