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

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

Update: 2021-08-09
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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
Terry@Terrybmcdougall.com

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

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

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

Terry McDougall