Management Consultant, Revenue Architects
Marketing and Technology executive with Financial Service industry experience in leading global teams and projects. Most recently built out Natixis’ Marketing platform allowing Marketing to target customer segments, generate qualified leads and have a single, integrated view of the customer.
Mutual Fund Education Alliance Digital Council
Welcome MFEA members!
I enjoyed sharing the 9 Principles of Advisor Engagement with you. You can download my presentation on this page.
If you’d like to discuss what the Revenue Architects team can do for you, I’m happy to conduct a discovery discussion with you.
m: 617.851.0407 | [email protected]