I began my career at 22 when I started an internship that led me down the path of an unassuming multi-decade marketing journey in financial services. At the time I knew little about financial services, but I learned quickly and grasped the importance of helping explain financial concepts to both advisors and investors.
I was fortunate to start out in a role that reported into sales, which helped me understand the positive impact of marketing and sales alignment. The mantra “nothing happens until something is sold” has been foundational to my marketing approach, ensuring marketing is a partner to sales – not a competing force.
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