financial-services-marketing
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Susan Theder Turned the Marketer's Hardest Job Into an Easy Button
After years of buying marketing technology for financial advisers, Susan Theder crossed the table to build it - betting that the best system is the one that gives busy people their time back without sanding away their personality.
Sue Burton Knows Money Needs Better Material
The former stand-up comedian has spent more than two decades making finance easier to understand - from financial-literacy classrooms and national bank campaigns to startup pilots and Envestnet's next growth chapter.
Laura Barger's Long Game: Make Finance Feel Like It Was Built for People
Before she marketed wealth infrastructure, Laura Barger learned to see the person at the far end of the product. Her career is a study in making complicated systems legible - and making their promises answerable to evidence.
Alex Cavalieri Is Making Alternative Investing Less Alternative
The CAIS chief marketing officer has a practical brief: turn a difficult corner of finance into something advisors can learn, discuss and use. His playbook begins with useful content - and ends in rooms full of people.
Dave Christensen Put the Impossible List Back on the Desk
For two decades, Dave Christensen has built marketing technology around a stubborn question: how can financial advisors grow without sounding less human? Now, as FMG's CEO, he is reopening the product ideas that once looked impossible.
Meghann O'Hara Fraser Wants Marketing to Prove It Worked
From global brand rooms to packed Toronto arenas and now financial services, Meghann O'Hara Fraser has built a career around one stubborn question: did the idea actually change what people did?
Caley Adair Wants Marketing to Earn Its Keep
After two decades inside Canadian financial services, Embark's CMO is applying a measurement-minded philosophy to a product built around distant payoffs: a child's education.
Kathryn Pierce Makes Complicated Business Advice Easier to Hear
The Gauvreau chief marketing officer built her career where brand strategy meets operational detail. Her work offers a useful lesson: clarity is a growth system, especially when the product is expertise.
Holly Washington Built a Career by Treating the Map as Editable
The S&P Global Market Intelligence CMO has spent more than two decades translating complicated financial products into stories people can use. Her route from underwriting to the operating committee makes a case for careers built as portfolios, not ladders.
Jennie Platt Is Making the Bowtie Part of the Business Plan
At TD Bank U.S., Jennie Platt’s brief is bigger than advertising: make a vast financial institution feel useful, personal, and clear - while showing the next generation that ambition and authenticity can occupy the same room.
Stacy Hammond Learned Finance From the Client Side
Before she ran marketing at Charles Schwab, Stacy Hammond was the young customer who thought an IRA was the investment. That beginner’s confusion became a durable operating advantage: stay curious, translate the machinery, and keep the client in the room.
Adam Bell Is Teaching an Old Business a New First Impression
After 25 years in digital marketing, Arbor Realty Trust's CMO is working on a peculiar modern problem: how to earn trust when an algorithm makes the introduction.
Fiona Carter’s Assignment: Make Goldman Sachs Legible
Goldman Sachs spent more than 150 years building relationships behind closed doors. Its first chief marketing officer is turning that private fluency into a public language - one campaign, client insight and carefully chosen word at a time.
Mike White and the Quiet Architecture of a Personal Financial Brand
For more than two decades at Raymond James, Mike White has worked on a delicate brief: give thousands of financial advisors the tools of a large institution without sanding away the personal voices that clients trust.
Kathryn Condon Has to Make Vanguard Feel New Without Making It Feel Different
After nearly 13 years at Fidelity, Kathryn Condon took one of finance's trickiest briefs: help Vanguard reach a broader generation of investors while protecting the trust that made the brand matter.
Angela Culver-Gleason Turns Enterprise Marketing Into a System That Can Learn
At Citi, Angela Culver-Gleason brings a technologist’s respect for data to a marketer’s oldest problem: earning attention, trust and action across a sprawling global business.
Jennifer Ball Is Teaching a 76-Year-Old Firm to Tell One Clear Story
Franklin Templeton acquired new capabilities faster than the market could absorb its new identity. Its global CMO built a listening system, a flexible narrative, and a rule worth stealing: relevance requires restraint.
The Political Operative Who Learned to Sell Tax and Insurance
She swapped Capitol Hill for the corner office of marketing, and now she has to make accounting, tax and insurance sound like something worth reading. Here is how a campaign operative became the brand voice of a $2.8 billion firm.
The banker who hated banks built a better one
She left a 20-year agency career, took a pay cut, and bet on a broken bank in the middle of a financial crisis. Fifteen years later, roughly 11 million people bank with the brand she built.
Gene Hall Runs Marketing Where the Math Never Sleeps
Inside Capital One, one of America's most data-obsessed banks, a divisional CMO answers a harder question than most marketers ever face: can you prove it worked?
Joan Khoury and the Long Game of Brand
She has spent 25 years walking into financial firms mid-transformation and doing the unglamorous work: finding the culture, naming it, and getting everyone to own it.
Kimberly Supersano Makes Complicated Money Feel Human
Across annuities, health services and private markets, Kimberly Supersano has built a career around one durable idea: start with the person, then make the institution understandable.
The Brand Voice Behind Wall Street's Quiet Powerhouse
He built brands for Apple, Cisco, and CNET before deciding the most interesting marketing job left was making an investment bank memorable. Inside the long game of Scott Waltz.
Kelli Annequin Makes the Market Make Sense
Inside the career of the executive translating exchange technology, new markets and a growing global portfolio into one clear public story.
Patrice Boone Sells the Thing She Swore She Never Could
She once decided she could never work in sales. Now she runs marketing for one of America's biggest consumer lenders, and the whole job is relationships.
How Megan Goett Made Options Mean More Than a Contract
The Cboe chief marketing officer learned her craft by building from scratch. Now she is turning a house of financial brands into one story, with customer service as the operating system.
Christine Landi
The marketing chief turning a Richmond regional bank into the one that listens - and betting a whole campaign on the idea that big banks forgot how.
Frank Cooper III
From Def Jam contracts to Visa's global network, Frank Cooper III has built a career translating between culture and commerce. His operating idea is simple: trust earns attention, and attention only matters when it helps people move forward.
Shana Sood
By day, Shana Sood turns customer signals into clearer financial choices. By night, she paints the memories and migrations that data cannot hold.
Greg Boosin
After nearly two decades learning every side of Mastercard, Greg Boosin moved to Equitable with a practical thesis: complicated financial products still have to make sense to actual people.