Marketing Mambo

Modern Marketing of Wealth & Wine with Master Marketer & Investor Lori Crosley

August 09, 2021 Terry McDougall Season 1 Episode 33
Marketing Mambo
Modern Marketing of Wealth & Wine with Master Marketer & Investor Lori Crosley
Show Notes

Lori Crosley has held senior level product marketing and strategy positions at Morningstar Investment Management, Wells Fargo and Calamos Investments, where she was responsible for planning, designing and executing global market strategy and institutional investment communications. As a Principal at Greenwich Associates, a leading global, strategy consulting firm that specializes in financial services, Ms. Crosley worked directly with the firms’ investment management clients in the US, Canada, UK and Continental Europe, to analyze primary and custom research and recommend strategic, as well as tactical, initiatives affecting both product and service delivery. Ms. Crosley also served as an investment consultant to institutional investors at Ennis Knupp, CSFB and DLJ. 

Ms. Crosley earned an MBA in Finance and Marketing and a BS in Economics from Northwestern University in Evanston, IL.

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If you'd like to talk to Terry McDougall about coaching or being a guest on Marketing Mambo, here's how you can reach her:

https://www.terrybmcdougall.com
https://www.linkedin.com/in/terrybmcdougall
[email protected]

Her book Winning the Game of Work: Career Happiness and Success on Your Own Terms is available at Amazon