⚪️ Senior advisor and CMO to fintech/AI firms. ⚪️ Accelerate growth of VC/PE-backed companies. Support their expansion in the US. ⚪️ Help Boards and senior executives strategically leverage trends in finance, AI and technology. ⚪️ Support capital raising, pre-investment due diligence and post-acquisition integration ⚪️ Develop scalable sales & marketing strategies. Expand start-ups’ connection network. ⚪️ Design award-winning brands and campaigns.
⚪️ Led the rapid expansion of direct indexing SMAs in the Wealth market: growth-focused product marketing, sales campaigns, and client education ⚪️ Developed the growth-hacking marketing strategy of the Model Portfolio business ⚪️ Rebranded Aperio within the Blackrock brand system
⚪️ Unlocked growth potential across Wealth segments with a creative differentiating strategy. ⚪️ Transformed marketing into a scalable growth driver aligned with Aperio's client-centric ethos. ⚪️ Led integration into Blackrock marketing organisation ⚪️ Sold to Blackrock for $1B
⚪️ Built a world-class marketing function from the ground up that boosted Parametric's growth: strategy, plan, messaging, team, scalable processes, and data. ⚪️ Rebranded Parametric to boost its awareness and facilitate client adoption of direct indexing. ⚪️ Structured the channel marketing, content marketing, and analytics functions. ⚪️ Implemented an integrated marketing tech stack supporting sales (Seismic, CMS, Salesforce). ⚪️ Partnered with Sales/RM to build a highly focused, data-driven sales growth strategy. ⚪️ Transformed the Salesforce team into a productivity and growth driver. ⚪️ Designed an employee development program elevating engagement and satisfaction. ⚪️ Sold to Morgan Stanley at unicorn valuation
⚪️ Turned around marketing for two Marlin Equity's portfolio companies "Asset Control" and "Longview". ⚪️ Implemented a growth-hacking marketing strategy in the perspective of an exit strategy ⚪️ Rebranding ⚪️ Marketing material ⚪️ Lead generation campaign
⚪️ Led the development of the marketing function as a key growth driver ⚪️ Spearheaded co-branded marketing partnerships with iShares and leading ETF issuers to support index adoption and growth of the AUM of MSCI-based ETFs ⚪️ Developed go-to-market plans for new types of indexes (e.g. smart beta) ⚪️ Rebranded MSCI to support a more integrated approach to clients across products ⚪️ Designed and implemented a Senior Relationship Management program across MSCI
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USCIS