Informa

Director of WealthStack Content & Solutions

Flyer Financial Technologies 

Responsible for planning, organizing, and managing all marketing functions to achieve
business objectives of lead generation, growth, profitability, and visibility while maintaining a cohesive brand message consistent with FlyerFT’s mission. 

Responsibilities include:

• Developing a 12-month content roadmap that builds the brand and covers the content needs for all demand generation, website/organic search, PPC, social media, events, and other marketing initiatives.
• Researching key insights about our market and target audiences  
• Establishing goals and objectives for all marketing activity and report on key metrics and results
• Collaborating closely with sales, product, and external resources to ensure alignment 
• Managing the marketing budget and establishing OKRs

VP of Marketing

RobustWealth

Managed RobustWealth’s digital marketing strategies, advertising opportunities, PR initiatives, conference planning/budgeting, brand tone, and social media platforms.
•	Helped increase website traffic by 156% in 2020 through email, social, and paid ad campaigns (Google Ads and Choozle)
•	Project managed initiatives that led to a 533% growth in B2B pipeline leads
•	Implemented marketing campaign tactics and managed the end-to-end process from copy writing, working with the design team, building contact lists, deploying campaigns and tracking success
•	Managed marketing intern each summer

Digital Marketing Manager

MEDICI

Managed video, creative projects and marketing efforts.  Expertise lies in pioneering ways of integrating fintech platforms with video through custom story-telling.  
•	Produced and scripted over 200 original videos
•	Published original weekly “FinTech Chemist” article on MEDICI platform
•	Managed day-to-day publishing of content across social platforms (Youtube, LinkedIn and Twitter) and increased followers by 35%
•	Trained teams abroad (Milan, Italy and Bangalore, India) in media/video best practices
•	Helped maintain daily digital content schedule 
•	Managed all strategic media partnerships (up to 15 conferences a year)
•	Interviewed and collaborated with over 100 C-suite level executives across the global fintech ecosystem

Director of Multimedia 

Asset TV

Hired as the Head of fintech programming at Asset TV, an online financial news & research platform broadcast via Bloomberg Terminals worldwide. In addition to driving new program formats and overseeing all fintech content, I produced daily news updates about the latest trends in the industry.  
•	Hosted and produced daily original video content and hosted MasterClass series and video webinars
•	Utilized a combination of data analysis, research, and content audits to make content decisions and drive content improvement 
•	Organized and maintained media partnerships

Head of FinTech Programming

InvestmentNews

Served as a specialist who helped drive the development and implementation of integrated content projects.
•	Hosted and scripted fintech series: Gadget Girl
•	Planned and directed the development of complex multimedia projects
•	Determined resource requirements, prepared and tracked project schedules, and maintained controls over quality and costs during the performance of a project
•	Developed content plans and project objectives (including overall performance and project engagement levels)
•	Assisted in the planning for future business, including the identification and analysis of new projects and opportunities, estimation of resource requirements, and subsequent proposal efforts
•	 Assisted in creating content, both internally and externally, such as interviews, Q&As, event programming, supplements, whitepapers, blog series, scripts, and webcast descriptions that  serves to extend and expand multimedia and integrated content programs
•	Created cohesive content strategies for each new project or initiative

Multimedia Manager

Video Project Management
•	Project manager of all custom and editorial video-based projects
•	Creating video project timelines (taping, deliverables, etc)
•	Assist in the writing and preparation of video content
•	Creation of distribution plan and coordination with relevant departments
•	Create and understand video production budgets
•	Onsite video shooting assistance
•	On-camera video interviewing
•	Host of Tech series: Gadget Girl
•	Analysis of best/worst practices for each project, including promotional metrics and measurements/comparisons
•	Provide recommendations for best practices of future projects to internal and external stakeholders
•	Provide P&L video production budget analysis

Event Management
•	Manager of all event sponsorship details. Responsibilities include pre/during/post communication to internal and external stakeholders
•	Secure all relevant assets and deliverables for marketing collateral
•	Liaison between IN and client for all deadlines and deliverables leading up to event
•	During-event management
•	Ensure overall satisfactory conference experience for sponsors, with acute attention to detail 	                                 
•	Primary owner of all event venue selection efforts, including research, sourcing, contract negotiations and budget comparisons
•	Maintain event speaker budget

Marketing Project Manager

Daily maintenance and upkeep of InvestmentNews' social media presence on Facebook, Twitter, LinkedIn and other platforms as needed
•	Regular reporting
•	Watching and implementing new trends
•	Growing audience through social media 

Email deployment for all InvestmentNews initiatives 
•	Writing and editing copy for email deployments 
•	Reporting on email metrics through ExactTarget

Webcast setup
•	Liaising with webcast vendor for back-end setup
•	Coordinating with speakers and sponsors to gather deliverables

Managing event sponsorship relations
•	Tracking sponsorship benefit deliverables
•	Creating and managing project timelines for sponsor relations

Maintaining event logistics with hotels and vendors
•	Reviewing banquet event orders
•	Working with event consultants to ensure deadlines are being met
•	Event venue research
•	Maintaining master registration lists

Assistant Producer
•	Help manage scheduling for industry video shoots
•	Supervise various stages of the production process (from pre-production to post)
•	Assist with interviewing talent

Marketing Associate

• Assist the Marketing department in special initiatives.
• Maintain and execute upon all sponsor and vendor relationships
• Handle all email deployment via CheetahMail
• Experience with HTML, Photoshop, Dreamweaver, InDesign, Illustrator
• Set-up all webcasts, and create reports based on results
• Maintain InvestmentNews Linkedin, Facebook, and Twitter accounts

Marketing Coordinator

Return Path

Hired to co-manage Return Path’s largest account with annual revenue of $3.2 million, and work with the Client Services team to deliver quantitative reports for clients.
• Co-managed Return Path’s largest account, with annual revenue of  $3.2 million 
• Work with Client Services team to ensure clients maximize their email program’s potential
• Analyze, customize, and run monthly quantitative reports for clients 
• Supervise account projects from the creative process through client deliver   
• Explore and manage solutions for client issues and day-to-day problem solving  
• Use Salesforce.com, OpenAir, Word, Excel, and PowerPoint  proficiently
• Coordinate with departments cross functionally to meet the needs of client
• Demonstrate knowledge of Return Path products and act as an expert in email intelligence
• Assist with new client account setup
• Exceptional written, verbal and phone skills

Account Coordinator

Work with Marketing Team in tandem with my Account Coordinator position
• Utilize Hootsuite and Facebook for community management purposes 
• Interview experts in email deliverability/marketing industry and write blog posts for company website
• Help write and edit client success case studies
• Experience with social media: Facebook, Twitter, LinkedIn, Youtube, Foursquare, GoogleDocs, Socialite

Marketing Intern

Cine Magnetics, Inc.

Market Research Intern

Acquired market-research experience and contributed to business-development efforts.  			
Researched and generated sales lead contacts
Experienced the day to day culture of an operational media management firm
Developed lead generation skills and worked with Excel
Reported all progress to CFO and collaborated with other interns

Exceptionally talented and motivated marketing specialist with 9+ years of relevant and proven experience creating effective B2B digital content campaigns, as well as extensive experience in video production, podcasting, project management, social media, and event planning.  Outside of work, you’ll find me barrel racing at local rodeos, hiking with my 2 dogs, and skiing.

🚨 Next episode is loading...

Every firm wants the “perfect” tech stack, but behind the buzzwords, most are still wrestling with legacy systems, siloed data, and tools that never quite talk to each other. That’s why I’m sitting down with JP Pattinson, Chief Information & Digital Officer at MAI Capital Management, to dig into what it really takes to build and scale technology that serves both advisors and clients.

JP brings a unique perspective to the conversation. He’s lived the advisor life, and now he’s building the digital future for one of the industry’s fastest-growing RIAs.

We’ll unpack:
 ✅ How JP evaluates, prioritizes, and implements technology at scale
 ✅ What’s keeping CTOs and digital leaders up at night (hint: AI and cybersecurity)
 ✅ How firms can move beyond “tech for tech’s sake” and build infrastructure that drives growth

Be sure to drop your Qs below for our “Ask Us Anything” segment because we’re recording Friday!

Shannon Rosic

B2B fintech marketer, content producer, and on-camera host with a passion for storytelling.

🚨 Next episode is loading...

Advisors talk endlessly about client experience, but most firms are still stuck with portals, clunky integrations, and one too many logins. That's why I'm sitting down with Tom Fields, CFP® of Fynancial to chat about redefining client engagement.

Fynancial is flipping the old model on its head with a true digital experience platform: a branded app that makes it easier to engage clients, integrate tech, and drive organic growth.

We'll unpack:
✅ Tom's journey from advisor to wealthtech entrepreneur
✅ What it takes to shift client behavior in the digital age
✅ Where AI fits into the future of client comms & engagement  

Be sure to drop your Qs below for our "Ask Us Anything" segment - we're recording on 10/1!

Rocco Aloe

🚨New episode alert🚨

In this episode of the WealthStack Podcast, we're diving deep into the CTO mindset at modern family offices with none other than Callan Family Office's Dan Burke, CFA.

And let me tell you, Dan brought serious insights on balancing innovation with solid risk management. 

We dug into: 
✅ Why ultra-high-net-worth families need more than just investment management 
✅ Building client-driven tech roadmaps that prioritize security, transparency, and personalization 
✅ Why reporting and data remain the backbone of digital transformation in wealth management 
✅ The Tax Overlay Management program and how it drives after-tax optimization (spoiler: they won a #Wealthie for this!)

If you've ever wondered how family offices balance cutting-edge innovation with the trust and security that UHNW families demand—without compromising on either—this one's for you.

🎧 Listen here:

Open article: WealthStack Podcast: Callan Family Office CTO Dan Burke by wealthmanagement.com

WealthStack Podcast: Callan Family Office CTO Dan Burke

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