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Greater Boston Area United States

Strategic Advisor, Consultant

Finance / Banking / Insurance

Highly experienced financial services marketing professional with entrepreneurial and intrapreneurial experience designing and developing internet and mobile applications focused on improving sales and client retention as well as lowering the cost of servicing customers. Most recently, I worked for well-known brands such as Fidelity Investments and ING where I led efforts to engage existing and prospective customers ranging from active traders to 401k plan participants.