Lou Calabrese
Chief Marketing Officer at Robertson Stephens
- Role
- Chief Marketing Officer at Robertson Stephens
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Lou Calabrese
A thought leader in financial services marketing with the ability to consult, organize and execute marketing plans. I have a deep understanding of how financial advisors run their practice which provides insight into their marketing goals and objectives. With 30 years of experience at financial services firms in sales and marketing, I believe in leading my team by example. I treat employees, peers and clients the way I would want to be treated. I believe along with hard work and dedication, anything can be accomplished.
Experience
Chief Marketing Officer
Apr 2021 — Present · Charlotte, NC, US
Education
State University of New York at Oswego
Accounting , Accounting and Finance
1989 — 1993
State University of New York at Oswego
BS, Accounting and Finance
1989 — 1993
Skills
- Practice Management
- Investment Management
- Series 7
- Asset Allocation
- Mutual Funds
- Retirement
- Strategic Financial Planning
- Events
- Order Fulfillment
- Product Marketing
- Marketing Strategy
- Marketing Communications
- Portfolio Management
- Digital Printing
- Asset Managment
- 401k
- Investment Advisory
- Retirement Planning
- Internal Communications
- Finra
- Investments
- Investment Strategies
- Alternative Investments
- Corporate Communications
- Securities
- Fixed Income
- Marketing
- Series 63
- Asset Management
- Wealth Management
- Trading
- Offset Printing
- Series 24
- Financial Services
- Equities
- Financial Planning
- Relationship Management
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