Steven Marshall

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sales marketing business development investor relations distribution open end funds ipos structured product etfs flow through hedge funds client servicing technology strategy closed end funds regulation a equity crowdfunding asset management financial advisors public companies investment professionals data-driven approach proprietary technology north american markets advisor networking financial institutions wirehouses independent broker dealers registered investment advisors capital raising mutual funds structured notes investment outreach campaign analytics market intelligence targeted outreach investor targeting customized database performance reporting digital marketing sales development crm tools lead generation risk management financial technology marketing strategy analytics reporting sector preferences investment criteria historical buying patterns execution strategies brand awareness real-time data outreach programs communication skills team collaboration market coverage financial products research & analysis client engagement capital markets b2b marketing investor outreach decision-making processes financial metrics sales distribution outreach services investment management brand building product launches north america proprietary data marketing intelligence strategic outreach data-driven iiroc mfda customer engagement comprehensive outreach targeted marketing client acquisition financial services industry technology solutions networking business growth analytics customer demographics market access financial professionals outreach campaigns efficiency impact client services data analytics investment community b2b financial services marketing & advertising finance technology information technology & services