Kate Weldon Dsouza
Senior Manager, Marketing Strategy @Richardson Wealth
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WORK HISTORY
Senior Manager, Marketing Strategy @Richardson Wealth
EDUCATION
Humber College
Journalism
SKILLS
ABOUT KATE WELDON DSOUZA
I am a strategic marketing manager with a passion for impactful marketing in the wealth management space. I work closely with investment and financial professionals across the country to define and develop marketing strategies to grow their business and successfully reach their target market and clients.With over 17 years experience in the finance industry, I am lucky to work with a talented award-winning team. As an adept project manager, I collaborate with stakeholders at all levels on a variety of projects and initiatives, grasping the big picture and managing down to the smallest detail to deliver a successful launch and implementation.As Senior Manager, Marketing Strategy at Richardson Wealth, my focus is to enhance our advisor experience and engagement with marketing and support initiatives with brand impact. I work closely with onboarding advisor teams to deliver an unparalleled service and provide a tailor approach to their marketing and ongoing tactical direction.
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