About Me - Short Overview

An experienced and persuasive marketer, writer and public speaker with an emphasis on retirement saving and behavioral finance

Key Career Highlights - Actions, Results

- 30 years experience in marketing, direct marketing, advertising on both account management and creative but with a particular focus on creative development and copy writing
- 15 + years in financial services marketing in the US
- 6 years as director and co-founder of the Allianz Center for Behavioral Finance

What size(s) of businesses / organizations do you have experience with?

  • Small (<100 employees)
  • Medium (101-499 employees)
  • Large (500+ employees)

List the names of companies/organizations you have worked for and/or consulted for, regardless of size:

Paradi Marketing, Reader's Digest, Padulo Advertising, Publicis, PIMCO, Allianz Global Investors, Digitai

Credentials - Degrees, Accreditations, Qualifications

BA, MA

What perspectives along the value chain do you have insights on, whether direct or indirect (stakeholder engagement), as an expert?

  • Other