Bonnie Moser
Senior Vice President, Marketing @Stonecastle
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WORK HISTORY
Senior Vice President, Marketing @Stonecastle
New York, NY, US
Develop/execute marketing programs/integrated campaigns to support sales process and drive growth, brand awareness, and client engagement across multiple distribution channels: RIAs/Financial Advisors, Institutions and Banks. Collaborate with sales teams and relationship managers to produce marketing collateral and sales tools- Partnered with cross-functional teams to launch keepcash.com website and client portal; developing clear, client-focused content and communications that improved adoption and visibility- Utilize CRM, Salesforce and Pardot, to optimize email campaigns and segment communications based on opportunity stages and messaging. Measure/report KPIs to track campaign effectiveness and client engagement- Manage compliance review of sales tools, marketing materials and regulatory documents-
EDUCATION
American University
Bachelor of Science Business Administration
SKILLS
ABOUT BONNIE MOSER
Results-driven marketing professional and with proven experience in creating integrated marketing programs/collateral and lead generation campaigns to maximize customer value, build brand awareness and deliver measurable business results. Recognized for strong team leadership, project management and broad knowledge of investment products.Areas of expertise: marketing communications, campaign management, content marketing, collateral development, digital marketing, customer segmentation, lead generation, email marketing, brand strategy, event planning, tradeshow management, media planning, compliance review (series 7, series 24).
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