Supported multiple businesses with marketing planning, strategy and communications. Looking for full-time or consulting role: Marketing strategy, brand positioning, messaging, large initiative or product launch.

Mutual fund marketing and shareholder communications for a niche mutual fund provider focused on global and Asian investment opportunities. Responsibilities included online and offline communications to prospects and shareholders, web site, collateral, regulatory documents, and service experience.

Reporter at trade publication written for mutual fund executives. Leveraged management-level contacts at mutual fund companies and industry service and consulting firms to report on trends, new products and new initiatives across the industry.

Developed and executed go-to-market strategy, brand enhancements, and product positioning. Worked on full marketing mix, including content marketing, sales enablement, social media, sponsorships, and conferences. Translated highly technical and regulatory solution information into audience-friendly materials and articles.

AssetMark (formerly Genworth Wealth Management), Concord, California Vice President, Marketing Led overall marketing strategy, with focus on brand, PR, acquisition and retention programs, investment communications, and high-touch events. Worked in partnership with sales leaders to support growth objectives through integrated campaigns and sales materials. Developed refreshed brand and value proposition to reintroduce AssetMark to the marketplace after sale from Genworth. Introduced new public web site and social media strategy. Responsible for multi-layered team of approximately 20 professionals.

Last position: Director of Field Marketing for Schwab Advisor Services, the leading custodian for Registered Investment Advisors (RIAs). Developed and managed field marketing function to provide strategic and experienced marketing support to a sales force of nearly 200. Included local marketing planning, content and campaign development for acquisition and relationship management, content management and campaign delivery infrastructure and team leadership. Progressively larger roles over 11 years at Charles Schwab in retail and institutional/RIA divisions covered broad span of marketing and communications, including content marketing, program management, segment management and marketing, customer lifecycle, and corporate communications. Obtained FINRA Series 7, 63, 65, 24 Show less

Led marketing planning, brand strategy, content, and programs that drive revenue for key SaaS software and technology solutions for financial advisors and asset managers. Developed and coached 10-person team, including demand-gen, events and product marketing.- Utilized full marketing mix, initiate 25% of bookings for Advent solutions and 40% for solutions sold into financial advisor market (Black Diamond).- Developed go-to-market positioning and message, content development and channel mix. - Built and optimized team, processes and collaboration for improved efficiency and results.- Oversaw the larger company's annual client conference of ~1000 attendees and 100 sessions. Show less

DeVoe & Company helps wealth managers achieve greatness by providing consulting, valuation and investment banking services.My role: Steward of the brand and content strategy for leading consulting company to RIAs. Develop thought leadership, including articles, whitepapers, and market research reports to increase brand visibility among RIAs. Lead event programs including two annual events for ~200 attendees each. Executed dozens of webinars and a 200-person virtual conference during Covid. Lead growth programs including study groups and one-to-one coaching service. Member of executive leadership team. Show less