Enterprise ABM and Lead Gen Strategist
SEI: Innovative solutions for creating and managing wealth, including asset management, investment processing and investment operations.
Over 18 Years of CRM/ database marketing and P/L management spanning the financial services, insurance and publishing industries with a proven track record of promotion.Key abilities include B2B and B2C marketing strategy and analysis, segmentation and testing. Highly proficient in campaign management and OLAP reporting tools.SEI is one of the world’s largest managers of managers, and has used the most up-to-date research to anticipate changing investor needs, and create innovative solutions designed for individual and institutional investors alike. Our outsourced solutions in investments, practice management, technology and administration will save you time and differentiate you from your competition. For more information about our advisor network solutions, please contact me at twilkinson@seic.comSpecialties: Database / CRM MarketingLead Generation Strategy and ROI AnalysisBudgeting, Reporting and Results PresentationData Mining, Segmentation and Testing
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