Joseph crowley 2016

Joseph J. Crowley 100 Garretson Ave. Bayonne NJ 07002551.221.1104 [email protected]

SUMMARY

Marketing professional skilled in client relationship management, event planning and new business development. Expertise in project management, new product development, client service and marketing. Strategic thinker who combines excellent tactical problem solving and communications skills with creativity with a focus on bottom line results.

PROFESSIONAL EXPERIENCE

Schroders Investment Management, New York, NYJanuary 2008 – October 2015Marketing Specialist Developed investment strategy communications and market commentary for internal and external clients and prospects. Formulated the strategic and tactical execution of the firm’s thought leadership content. Lead in the redesign of the marketing collateral including product profiles, fact sheets, commentaries and web content. Create and execute quarterly Newsletter. Responsible for monthly webinars, client roundtables and other US corporate sponsored events.

Executed the launch of US TalkingPoint, an external website housing the firm’s Thought Leadership, creating a monthly roundup email campaign to drive up subscriptions.

Organized client investment symposiums, developing agendas, program planning and creation of all conference material.

Created and executed regional specific email campaigns (fund updates, office visits and various other marketing initiatives).

Crafted specific PR messaging on major Firm announcements including product launches and partnerships.

Morgan Stanley, New York, NY August 2006 – Nov 2007Vice President, Morgan Stanley Investment Management

Marketing officer for the firm’s alternative investment products including hedge fund of funds, private equity fund of funds and structured products. Responsible for creating standard material used for marketing to prospects and consultants. Chief responsibilities include managing a team of three and supervising the completion of request for proposals and request for information.

Create standard response files across the firm’s alternative investment strategies. Edit and review all RFPs and RFIs prior to submission. Organized two client investment symposiums, developing agendas, program

planning and handling all conference details.

Ernst & Young, New York, NY May 2005 – May 2006Assistant Director of Marketing, Financial Services Office, Asset Management Practice

Marketing manager for the firm’s asset management practices, including mutual funds, hedge funds and private equity. Responsible for setting and executing the strategic marketing plans in support of new and existing business. Chief responsibilities included the development of key industry and client events, marketing tools, thought leadership communication pieces and press coverage.


The Bank of New York, New York, NY May 2002– May 2005Vice President, BNY Asset Management, Marketing & Product Development

Marketed investment management products including alternative investments to plan sponsors, investment consultants, internal and third party distribution channels. Combined extensive analytical and client service experience with heavy portfolio manager interaction. Developed new investment products, platforms and materials. Performed industry research and competitive analysis; worked with portfolio managers to define and articulate investment philosophy and process. Worked with senior management to prepare and execute internal and external industry events.

Merrill Lynch, Pierce, Fenner & Smith, Inc., Princeton, NJ April 2000 – March 2002Vice President, Client Relationship Marketing & New Business, Merrill Lynch Direct

Managed partnerships with strategic marketing affiliates, agencies and vendors. Enhanced Merrill Lynch Direct client relationship management. Participating member of the Business Development Team given responsibility to create, design and implement aggressive marketing programs and products to acquire Direct Division clients.

Muriel Siebert & Co., Inc., New York, NY March 1999 – March 2000Director of Marketing

Formulated marketing, public relations and advertising plans. Coordinated local, regional and national advertising, client communications and industry events. Reported directly to Muriel Siebert, Chairwoman. Performed strategic market analysis including company and product reviews, target market analysis, attribution and comparative competitive analysis.

Citibank Global Asset Management, New York, NY 1995 – February 1999Institutional Marketing OfficerMarketed investment management products to plan sponsors, investment consultants and internal distribution channels. Combined extensive analytical and client service experience with heavy portfolio manager interaction. Developed new institutional investment products. Performed industry research and competitive analyses; worked with portfolio managers to define and articulate investment philosophy and process to consultants and prospects.

Smith Barney, Inc., Greenwich Street Advisors, New York, NY 1990 – 1994Head of Marketing Support, Asset Management

Headed marketing support for GSA’s institutional asset management activity. Responded to RFPs and questionnaires in support of marketing and new business activities. Developed investment strategy communications and market commentary for internal and external clients. Managed client service for firm’s institutional portfolios; supervised production of quarterly newsletter and quarterly client profiles.

Bessemer Trust Company, New York, New York 1989

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Client Service Representative

Provided service support to firm’s high net worth/institutional clients. Calculated return on investment for individual portfolios. Prepared performance composites for equity and fixed income products, supplying information to consultants on a quarterly basis.

Dean Witter Reynolds, Inc., New York, New York 1987 – 1989Supervisor, Client Services

Identified and corrected security price discrepancies in client portfolios; worked with traders, brokers and client reporting. Spearheaded implementation of improved pricing system.

EDUCATION

M.B.A., Marketing Management, Pace University, New York, NY.B.B.A., Business, Pace University, New York, NY.AIMSE Marketing and Investment Management Program, The Wharton School, Philadelphia, P.A.

Proficient in Microsoft Excel, Word and PowerPoint. Experience with Eloqua, Salesforce, SharePoint and GoToWebinar. Excellent written and verbal communication skills. Hard working, self-starter, creative, well organized and with the ability to work alone as well as with others across the entire corporate spectrum.

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