Usha B.

Skills

Investor Engagement, Branding, Content & Thought Leadership Strategy , Sales & Fundraising Strategy, Relationship Management, Alternative Investments, Wealth Management, Investor Event Management & Conference Strategy, Communications, Analysis & Reporting, Lead Generation and Pipeline Management, Product Development & Marketing, Budget Management, CRM, Consultative Sales, Financial Products, Presentation Skills, Project Management, Executive Stakeholder Collaboration, ABM, Vendor Management & Negotiation, Salesforce, Microsoft Office Suite (Excel, PowerPoint, Outlook), HubSpot, Power BI, Oktopost, Pardot, Event Management Tools, CRM Analytics, Data-Driven Marketing, Prequin, Chat GPT, Pitchbook

About

Strategic marketing leader with extensive experience driving growth, revenue, and brand positioning within financial services, wealth management, and institutional investment sectors. Expertise in product marketing, client engagement, lead generation, thought leadership, and cross-functional collaboration to optimize go-to-market strategies and drive business success. Proven ability to build and lead high-performing teams, execute impactful marketing initiatives, and develop client-centric solutions that enhance investor engagement and capital formation.