We will do our best to match you with this mentor (depending upon their schedule) or another similarly experienced mentor.
Meeting Preference: Phone, Video
Languages: English
I am a marketing executive with over 30 years of experience. I am creative, analytical and I have exemplary communications skills. I can help clients develop strategic marketing plans and supporting tactical marketing plans. Additionally, I can assist them in writing stand-out, attention-getting product/service and thought leadership content customized for their target market segments that breaks through the clutter to deliver strong performance metrics ("clicks"). I also have experience as a project manager which can be a benefit to clients as well as a SCORE engagement team. The bulk of my experience is in financial services, but my marketing skills are transferable to other industries. The bulk of my experience is in the financial services industry. I have held Vice President, Senior Vice President and Director positions at leading asset management firms including BNY/Mellon (Dreyfus), New York Life Investment Managment, Neuberger Berman, Legg Mason and Fred Alger Company. I have acted in a leadership capacity at each of these firms, but have also been very "hands-on," willing to do whatever it takes to get the job done.
Areas of Expertise
- Marketing
Industry Experience
- Accounting & Tax Services