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Laurie is an affiliate of The Collaborative. She specializes in developing and executing value added marketing programs and communications for mutual fund companies, asset managers, securities firms, banks, and insurance companies. Leveraging industry sales and marketing experience, she has the ability to develop strategic solutions to meet clients' unique communications needs. Laurie's areas of expertise include:
- Product and capabilities brochures
- Sales and promotional material
- Prospecting and business building campaigns
- Investor education
- Portfolio Manager commentary
- Retirement plan and Variable Annuity communications
- Presentations
- Newsletters
- Web site strategy and content development
Prior to working with The Collaborative, she served as Vice President and Marketing Manager for Scudder Kemper Investments, where she established and managed a marketing department for the firm's intermediary services division. Her responsibilities included developing and executing collateral for fee-based financial advisors, managing a national trade advertising campaign, and implementing third-party marketing programs with business partners such as Schwab OneSource, Fidelity FundsNetwork, and E*Trade. Before joining Scudder, Laurie was a Senior Project Manager in Marketing Communications with Colonial Investments. At Colonial, she managed all broker-dealer communications, retirement plans, annuity marketing, and promotional activities. Laurie began her financial services career at Colonial as an Inside Wholesaler, where she was responsible for prospecting new business and increasing mutual fund sales.
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