Chief Marketing Officer | B2B Fintech
New York City, USA
Enterprise fintech and financial services marketing leader with 25 years experience creating high-impact marketing and growth strategies across Citibank, BNY Mellon, Credit Suisse, TD Wealth, SS&C, S&P, Merrill Lynch, and fintech firms. Data-driven marketer translating complex B2B technologies into compelling narratives, driving revenue-focused marketing programs and embedding AI into GTM strategy. Series 7/63 capital markets knowledge.
Salary
USD 200,000 – 350,000
SS&C Technologies (NASDAQ: SSNC)
Jan 2024 — Jan 2025
Led marketing transformation and repositioning of the capital markets business. Scaled marketing engine increasing campaign output by 300%. Created new brand narrative and segmented marketing plan across digital campaigns, events, PR, social, thought leadership, lead gen, and webinars. Partnered with product, sales, and technology leadership to align go-to-market strategy. Led 2026 global positioning at European leadership offsite in Paris.
Wall Street Marketing
Jan 2021 — Present
Advisory practice providing product marketing, sales enablement, strategy and planning, competitive positioning, content strategy, KPI/ROI reporting, pipeline growth, partnerships, digital marketing, and AI marketing services. Clients include Alter Domus, BlueMatrix Research, DriveWealth, and Symbridge Capital. Delivered 250% lead gen growth and expanded brand reach to 10M+.
Citibank
Jan 2020 — Jan 2021
Launched innovative marketing and communications plans including messaging, 4 corporate videos, 30+ strategic success stories, 10+ podcasts, and a Forbes article for the Treasury and Trade Services division. Developed a global matrixed communications plan across five divisions and 45 MDs, driving 500% increase in awareness.
Moven AI SaaS Banking
Jan 2015 — Jan 2020
Helped grow Moven 8X in under 5 years via ABM targeted digital marketing, sales engagement, webinars, PR, and partnerships. Led global digital banking product marketing for SaaS cloud technology across EMEA, APAC, and LATAM. Created targeted C-suite LinkedIn GTM campaigns driving ~300% increase in leads. Partnered with blockchain payments company PayCommerce and launched digital assets pilot in cross-border payments.
TD Wealth
Jan 2013 — Jan 2015
Created and led geo-targeted growth and performance marketing campaigns with TD Ameritrade. Drove 4X asset growth in under 1 year with a CAC to LTV ratio of 3:1. Managed value proposition market research and positioning for HNW and Mass Affluent businesses.
BNY Mellon
Jan 2011 — Jan 2012
Launched a subsidiary global rebranding portfolio by developing a comprehensive project plan coordinating web, product marketing, global communications, and sales. Partnered with senior leadership to align all subsidiary brands (Dreyfus, Albridge, Pershing) under the parent brand.
Credit Suisse
Jan 2010 — Jan 2011
Developed and executed targeted marketing strategies for 200 Credit Suisse UHNW clients ($200M+). Spearheaded annual 2-day Entrepreneur Summit and developed whitepaper on Entrepreneurship with Columbia University and Credit Suisse leadership.
DBA · Marketing
? – 2023
BA · Communications
MA · International Corporate Marketing
Blockchain & Digital Assets