Accomplished executive leader with 15+ years implementing marketing, sales, and business development strategies to build & manage relationships, generate leads, and build brand awareness. Leveraged technology and key partnerships to develop brand value and generate leads for High Net-worth wealth management firms. Demonstrated successful results in building relationships with financial advisors and High net worth investors. Successful track record in developing customer outreach strategies, hosting webinars, speaking at conferences, and using a range of technologies to engage prospects and clients to drive revenue growth. Effective in repositioning brand messaging, initiating or refining lead generation, strategic direction, planning, coordination of product materials, coaching, budgeting, tracking & analytics. Experience managing, coaching and leading marketing and sales teams.

Highlights:

• Marketing
• Sales
• Business Development
• San Francisco
• relationship management
• branding
• design
• wealth