Joe Crowley - Resume

1. Joseph J. Crowley 100 Garretson Ave. Bayonne NJ 07002
551.221.1104 jcsox1918@msn.com
SUMMARY
Marketing professional skilled in client relationship management, event planning and new business
development. Expertise in project management, new product development, client service and marketing.
Strategic thinker who combines excellent tactical problem solving and communications skills with
creativity with a focus on bottom line results.
PROFESSIONAL EXPERIENCE
Schroders Investment Management, New York, NY January 2008 – October 2015
Marketing Specialist
Developed investment strategy communications and market commentary for internal and external clients
and prospects. Formulated the strategic and tactical execution of the firm’s thought leadership content.
Lead in the redesign of the marketing collateral including product profiles, fact sheets, commentaries and
web content. Create and execute quarterly Newsletter. Responsible for monthly webinars, client
roundtables and other US corporate sponsored events.
◊ Executed the launch of US TalkingPoint, an external website housing the firm’s Thought
Leadership, creating a monthly roundup email campaign to drive up subscriptions.
◊ Organized client investment symposiums, developing agendas, program planning and creation of
all conference material.
◊ Created and executed regional specific email campaigns (fund updates, office visits and various
other marketing initiatives).
◊ Crafted specific PR messaging on major Firm announcements including product launches and
partnerships.
Morgan Stanley, New York, NY August 2006 – Nov 2007
Vice President, Morgan Stanley Investment Management
Marketing officer for the firm’s alternative investment products including hedge fund of funds, private
equity fund of funds and structured products. Responsible for creating standard material used for
marketing to prospects and consultants. Chief responsibilities include managing a team of three and
supervising the completion of request for proposals and request for information.
◊ Create standard response files across the firm’s alternative investment strategies.
◊ Edit and review all RFPs and RFIs prior to submission.

2. Joseph J. Crowley 100 Garretson Ave. Bayonne NJ 07002
551.221.1104 jcsox1918@msn.com
◊ Organized two client investment symposiums, developing agendas, program planning and
handling all conference details.
Ernst & Young, New York, NY May 2005 – May 2006
Assistant Director of Marketing, Financial Services Office, Asset Management Practice
Marketing manager for the firm’s asset management practices, including mutual funds, hedge funds and
private equity. Responsible for setting and executing the strategic marketing plans in support of new and
existing business. Chief responsibilities included the development of key industry and client events,
marketing tools, thought leadership communication pieces and press coverage.
The Bank of New York, New York, NY May 2002– May 2005
Vice President, BNY Asset Management, Marketing & Product Development
Marketed investment management products including alternative investments to plan sponsors,
investment consultants, internal and third party distribution channels. Combined extensive analytical and
client service experience with heavy portfolio manager interaction. Developed new investment products,
platforms and materials. Performed industry research and competitive analysis; worked with portfolio
managers to define and articulate investment philosophy and process. Worked with senior management
to prepare and execute internal and external industry events.
Merrill Lynch, Pierce, Fenner & Smith, Inc., Princeton, NJ April 2000 – March 2002
Vice President, Client Relationship Marketing & New Business, Merrill Lynch Direct
Managed partnerships with strategic marketing affiliates, agencies and vendors. Enhanced Merrill Lynch
Direct client relationship management. Participating member of the Business Development Team given
responsibility to create, design and implement aggressive marketing programs and products to acquire
Direct Division clients.
Muriel Siebert & Co., Inc., New York, NY March 1999 – March 2000
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3. Joseph J. Crowley 100 Garretson Ave. Bayonne NJ 07002
551.221.1104 jcsox1918@msn.com
Director of Marketing
Formulated marketing, public relations and advertising plans. Coordinated local, regional and national
advertising, client communications and industry events. Reported directly to Muriel Siebert, Chairwoman.
Performed strategic market analysis including company and product reviews, target market analysis,
attribution and comparative competitive analysis.
Citibank Global Asset Management, New York, NY 1995 – February 1999
Institutional Marketing Officer
Marketed investment management products to plan sponsors, investment consultants and internal
distribution channels. Combined extensive analytical and client service experience with heavy portfolio
manager interaction. Developed new institutional investment products. Performed industry research and
competitive analyses; worked with portfolio managers to define and articulate investment philosophy and
process to consultants and prospects.
Smith Barney, Inc., Greenwich Street Advisors, New York, NY 1990 – 1994
Head of Marketing Support, Asset Management
Headed marketing support for GSA’s institutional asset management activity. Responded to RFPs and
questionnaires in support of marketing and new business activities. Developed investment strategy
communications and market commentary for internal and external clients. Managed client service for
firm’s institutional portfolios; supervised production of quarterly newsletter and quarterly client profiles.
Bessemer Trust Company, New York, New York 1989
Client Service Representative
Provided service support to firm’s high net worth/institutional clients. Calculated return on investment for
individual portfolios. Prepared performance composites for equity and fixed income products, supplying
information to consultants on a quarterly basis.
Dean Witter Reynolds, Inc., New York, New York 1987 – 1989
Supervisor, Client Services
Identified and corrected security price discrepancies in client portfolios; worked with traders, brokers and
client reporting. Spearheaded implementation of improved pricing system.
EDUCATION
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4. Joseph J. Crowley 100 Garretson Ave. Bayonne NJ 07002
551.221.1104 jcsox1918@msn.com
M.B.A., Marketing Management, Pace University, New York, NY.
B.B.A., Business, Pace University, New York, NY.
AIMSE Marketing and Investment Management Program, The Wharton School, Philadelphia,
P.A.
Proficient in Microsoft Excel, Word and PowerPoint. Experience with Eloqua, Salesforce, SharePoint and
GoToWebinar. Excellent written and verbal communication skills. Hard working, self-starter, creative, well
organized and with the ability to work alone as well as with others across the entire corporate spectrum.
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