represents a select portfolio of companies in the financial services marketplace. Each offers a unique emerging technology; or revenue-enhancing practice management tool. We also employ our industry knowledge and professional relationships to identify and recruit top talent for both fee-only and hybrid advisory firms.
We excel at introducing innovative strategies and solutions to our network of decision makers in the investment advisory, family office, broker/dealer, venture capital, private equity and investment consulting communities.
We bring value to the sales and marketing process by leveraging our contacts; ensuring that our clients' unique value propositions are conveyed in a clear, concise and compelling manner.
We want prospective buyers to know what you do, why you do it, and why they should be a part of it
Julie Anne possesses more than 25 years of experience in both the institutional investment and private wealth management space. She began her career in the Institutional Fixed Income Sales & Trading division at Drexel Burnham Lambert, while completing her undergraduate degree at Northwestern University. After several years working on the Mortgage Backed Securities sales desk at Goldman Sachs, she switched to the buy-side of the business, spending over 10 years as Director of Marketing for a Chicago-based multi-billion dollar RIA, including launching satellite offices in San Francisco, Dallas and Atlanta. For the past several years, Julie Anne has been consulting to various advisory and fintech firms. She founded Maven Pro Marketing in late 2017, and is delighted to once again be working with former colleagues and building new relationships through this venture.
Based in the greater New York City area, Seb is a highly accomplished, results driven management and sales professional with more than two decades of progressive experience in sales, relationship management and technology with start-ups to multi-billion dollar organizations. He has particular expertise in the areas of recruiting and platform development. Seb previously worked in director level positions within institutional sales and relationship management divisions of Pershing Advisor Solutions, Charles Schwab, American Portfolios Financial Services and a couple of registered investment advisors. Always looking for better solutions and new opportunities, he excels at leveraging talent, technology and relationships.
Bridget possesses over 20 years of sales and business development experience. Beginning her career with Kemper Distributors in Chicago, she has worked with both large institutions and boutique financial organizations including Mutual of Omaha Bank and Ariel Capital Management. Based in Denver, Bridget recently joined Maven where we look forward to putting her exceptional consultative sales talents to work growing our clients' unique businesses and managing key relationships.
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