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Work Background
WillowHead of Marketing
Jan. 2024 - Aug. 2024New York, United States
SmartAssetVice President, Advisor Marketing
Jul. 2022 - Feb. 2024New York
First Long Island Investors, LLCVice President, Marketing
Jan. 2019 - May. 2022Jericho, NY
First Long Island Investors, LLCDirector of Marketing
Mar. 2014 - Jan. 2019Jericho, NYResponsible for expanding First Long Island Investors' presence on Long Island through both traditional and social media channels. Leading the efforts focused on strengthening existing relationships with clients through relevant, timely communications and events as well as developing new relationships.
E*TRADE FinancialDirector, Marketing
Nov. 2004 - Jan. 2013Responsible for marketing programs that drove the acquisition and retention of corporate clients for E*TRADE's equity compensation management technology platform and associated services. Key accomplishments included revamping complete value proposition and messaging across all online, offline, direct and face-to-face channels; optimizing industry event participation to more effectivey utilize available budget; created a new center of excellence around employee communication; and led continuous improvements on a 500+ person conference.
JP Morgan ChaseVice President
Jun. 2002 - Oct. 2004
Novantas/ MindswiftAssociate
Mar. 2001 - Jun. 2002
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