Managing Director and Chief Marketing Officer
Oppenheimer & Co offers investment banking, mutual fund advisory, securities research, and asset management services.
Branding and strategic marketing executive with 20 years of B2B and B2C leadership and experience in the financial services industry with demonstrated ability to develop and leverage brand assets, aggressively capture new markets, and pursue growth opportunities through analytical and research-driven marketing strategy that yields sustainable competitive advantage and strong top- and bottom-line results. Able to work skillfully with and influence both internal and client-facing constituencies as an effective transformational change agent. Hands-on ability to effectively build and mentor high quality marketing teams with direct responsibility for creating and executing all integrated marketing strategies in the pursuit of client-driven, organic business growth. Specialties: Branding & Marketing Strategy, Consumer Marketing & The Client Experience, Leadership & Team-Building. Series 7, 24, and 63 Licensed
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