$$$$
{{ $t($store.state.user.experience_value_in_dollars) }}
Expert
{{ $t($store.state.user.experience_search_name) }}
0
jobs
Marketer Specialising in Financial Services
Lisa Witham
,
Reading, United Kingdom
Experience
Other titles
Skills
I'm offering
I provide outsourced marketing support (updating and creating branding, literature, factsheets, presentations, rfps, etc.) to small, start-up and boutique asset managers who operate in the retail, institutional, wealth management, hedge fund and family office space. I have nearly 20 years of experience in the financial services sector, a broad skill set, am IMC qualified and can be engaged on a regular or ad hoc basis.
Markets
United Kingdom
Links for more
Once you have created a company account and a job, you can access the profiles links.
Language
English
Fluently
Ready for
Ongoing relation / part-time
Available
My experience
2008 - ?
job
Owner
North Street Investment Marketing Ltd.
of small marketing agency providing a range of services for the investment management industry,
such as:
* General marketing consultancy/strategy
* Literature development and updating
* Copywriting
* Presentations creation and design/formatting
* Branding and printing
* RFP completion
* Website design, production and updating
* E-marketing
such as:
* General marketing consultancy/strategy
* Literature development and updating
* Copywriting
* Presentations creation and design/formatting
* Branding and printing
* RFP completion
* Website design, production and updating
* E-marketing
Marketing, Design, Copywriting, Branding, Management, Website, RFP, Development, Production
2006 - 2008
job
Marketing Support Manager
Millennium Global Investments.
* Responsible for training and managing the small marketing support team
* Creation of company branding and application through all areas (i.e. presentation templates, newsletter formats, literature, website)
* Completion of RFPs, RFIs, PQQs and consultant databases
* Creation, design and production of literature for new and existing funds
* Creation, updating and analysis of performance and firm data
* Introduced significant cost savings by sourcing alternative agencies for artworking, printing,
stationery and web
* Involved in the setting up of new software for CRM, Adobe Connect, Campaign Master
* Production of bespoke material for prospective clients
* Client reporting
* Providing support to client relationship team
* Conference co-ordination
* Creation of company branding and application through all areas (i.e. presentation templates, newsletter formats, literature, website)
* Completion of RFPs, RFIs, PQQs and consultant databases
* Creation, design and production of literature for new and existing funds
* Creation, updating and analysis of performance and firm data
* Introduced significant cost savings by sourcing alternative agencies for artworking, printing,
stationery and web
* Involved in the setting up of new software for CRM, Adobe Connect, Campaign Master
* Production of bespoke material for prospective clients
* Client reporting
* Providing support to client relationship team
* Conference co-ordination
Marketing, Design, Branding, CRM, Training, Sourcing, Website, Support, Adobe, Software, Web, Artworking, Campaign, Production, Manager, UP
2006 - 2006
job
Sales Support Manager - Marketing Operations
Barclays Wealth Management.
Responsible for managing the relationship between the International & Private Bank, Marketing
Operations and Product Development
* Building relationships and regularly meeting with these stakeholders
* General investment writing and copywriting
* Managing the production process for any existing literature updates or reviews
* Reviewing existing literature suite and advising on ways to reduce costs and consolidate items
* Devised and delivered PowerPoint training course to team members
* Produced presentation slide library for Barclays Wealth Management
Operations and Product Development
* Building relationships and regularly meeting with these stakeholders
* General investment writing and copywriting
* Managing the production process for any existing literature updates or reviews
* Reviewing existing literature suite and advising on ways to reduce costs and consolidate items
* Devised and delivered PowerPoint training course to team members
* Produced presentation slide library for Barclays Wealth Management
Marketing, Copywriting, Writing, Powerpoint, Product development, Operations, Training, Management, Sales, Support, Development, International, Production, Manager
1998 - 2001
job
Account Executive
Publishing Power Ltd.
1997 - 1998
job
Mechanical Development Engineer
Sortex Ltd.
Other Information
I am numerate, analytical and highly computer literate and have used a large variety of computer packages and systems to a high standard. Attained the Investment Management Certificate in 2005.
I am numerate, analytical and highly computer literate and have used a large variety of computer packages and systems to a high standard. Attained the Investment Management Certificate in 2005.
Management, Development
My education
1993
-
1997
The University of Reading
BEng (hons), Mechanical Engineering
BEng (hons), Mechanical Engineering
1991
-
1993
Hayes School
A-Levels, Mathematics, Economics, English Literature, GCSE Economics
A-Levels, Mathematics, Economics, English Literature, GCSE Economics
1986
-
1991
Eltham Hill School
GCSEs, 9 Subjects
GCSEs, 9 Subjects
Lisa's reviews
Lisa has not received any reviews on Worksome.
Contact Lisa Witham
Worksome removes the expensive intermediaries and gives you direct contact with relevant talent.
Create a login and get the opportunity to write to Lisa directly in Worksome.
are ready to help you
and get specific bids from skilled talent in Denmark