J.M. (Vienna, VA)
J.M. is a marketing, sales and business development professional with deep experience in the financial services industry and success in growing market segments. She is eager to share her executive-level expertise and add value to a growing organization but in a less demanding role. From 2014-2017, J.M worked for a nationally-known Registered Investment Advisory (RIA) firm as VP of Business Alliances. She was hired to develop a new business line for the firm. Her work resulted in adding 5 organizational affiliates, increasing new net clients by 549, and bringing in an additional $182M in net new assets under management (AUM). Prior to this, J. M. held executive marketing, sales and business development roles for both Justice Federal Credit Union (2006-2013) and the State Department Federal Credit Union 1994-2006). There she designed/developed web and digital content, newsletters and print collateral. She also implemented and launched two technology-driven channels to generate new online accounts/deposits. She has a BS in Marketing from San Jose State University.