New York City Metropolitan Area
I'm a spirited and dynamic communications leader with extensive experience driving corporate communications and marketing strategies for global financial firms. Proven ability to collaborate with C-suite and senior leaders to create, implement, and scale growth-focused strategies within tight deadlines. Expertise in managing high-profile global campaigns and initiatives within complex, matrixed organizations, providing strategic counsel, managing global vendors, and leading cross-functional teams to achieve business objectives.
Impact: Drove a 12% YoY increase in platform utilization and exceeded annual sales goals through marketing campaigns. - Develop & implement strategic communications to drive adoption across six product lines, aligning messaging with client feedback, value proposition, and market insights. - Author executive-level communications, including talking points, press releases, campaigns, speeches, and scripts. - Create 50+ pieces of impactful content including one-pagers, playbooks, FAQs, and case studies to support sales efforts. - Manage media relations through PR agency, ensuring alignment with business goals and brand strategy. - Lead mortgage brokerage business launch, developing brand elements, messaging platform, and go-to-market strategy. - Manage conference sponsorships, including material development, lead management, and on-site support. - Create crisis strategies to address reputational risks and ensure swift response to challenges.
Impact: Key role in creating marketing efficiencies & driving $500M in Net New Money (NNM) and facilitating $38B in corporate leads. - Served the Global Head of Marketing, Americas in Chief of Staff role, leading strategic initiatives, guiding decision-making, and managing daily operations across 4 marketing units and 30+ employees. - Led strategic planning for the $24M marketing budget, aligning with business priorities to drive growth. - Oversaw digital marketing strategies to increase lead generation & drive NNM that resulted in $500M NNM, $38B in corporate leads, and 226 qualified new leads of $5M+. - Led US planning & execution of $10M Global Brand Campaign, directing cross-functional teams globally and collaborating with key stakeholders. - Developed high-level communications & internal messaging for 6,000+ advisor network, ensuring alignment with strategic goals. - Prepared briefs for the Global Executive Board, effectively communicating and reporting on the US Wealth Management Marketing team’s initiatives, performance, KPIs, and impact on business objectives (ROI). - Developed messaging platform & strategic communications plans for $300M CIAS business and its three sub-units, ensuring alignment across 12 audiences including executives, clients, analysts, and employees. - Collaborated with iCapital, Envestnet, and BlackRock to increase awareness of Alternatives Exchange through marketing partnerships, conference sponsorships & events, as well as media opportunities. - Implemented crisis communications plan in response to Silicon Valley Bank failure, creating sales desk notes, client messaging, and campaigns focused on alternative-centric investment impacts. - Developed go-to-market strategies for two businesses, creating a messaging platform, sales presentations & scripts, brochures, media strategy & pitches, and campaigns. - Managed PR vendor & internal media team; delivered media training to spokespeople to align with business goals.
Impact: Drove inflows to Prudential Retirement plans through targeted participant engagement campaigns*. - Managed marketing & communications strategies for $31M book of business, representing 96,000+ participants. - Led initiative modernizing the organization’s communications strategy to convey the value of Prudential’s core offerings and increase client engagement across 400+ accounts with $200B+ AUM. - Developed & executed strategic campaigns designed to drive net inflows* & influence participant behavior. - Led communications for $54M plan transfer, the second-largest transfer event in Prudential Retirement history. - Earned 5 awards for outcomes-driven campaigns/initiatives and leadership skills. *Exact marketing metrics are covered by NDA for participant privacy.
- Led PR strategy for global clients, handling media and investor relations, corporate branding, and thought leadership. - Collaborated directly with client executive, marketing, legal, and business development/sales teams to develop and execute integrated marketing communications strategies aligned with business growth objectives. - Executed high-profile media campaigns, securing significant media coverage globally in top-tier and financial media. - Cultivated strong relationships with national/international financial media, securing impactful press placements. - Managed a team of PR professionals, contributing to new business proposals, RFPs, and internal strategy. - Product Areas: Digital Assets, Asset Management, Capital Markets, Commodities, FinTech, Wealth Management - Notable Clients: CoinShares, StoneX (formerly INTL FCStone), Generali Global Assistance, and Cornerstone Capital Group.
- Served as a point of contact for C-suite executives, developing strategies for media outreach and thought leadership. - Secured media placements for clients in financial and business press. - Drafted press releases, talking points, and briefings, ensuring consistency and alignment with business goals. - Product Areas: Alternative Assets, Asset Management, Capital Markets, Custodians, FinTech, Options & Derivatives, Vulture Investing, and Wealth Management. - Notable Clients: Aegon Asset Management, Federated Investors (now Federated Hermes), Fiduciary Trust, Informa Financial Intelligence, MIAX, Millennium Trust Company, Schroders Asset Management, Sequoia Financial Group.
- Develop unique story angles and timely pitches to generate consistent media exposure - Utilize print, broadcast, social and digital media - Write content such as press releases, talking points, media briefings and JConnelly blogs - Manage and maintain multiple social media platforms
- Developed briefing documents for client interviews or client discovery - Maintained various systems and databases to track clients’ interviews and press - Provided competitive intelligence reporting for ad hoc projects and requests