Executive Vice President, Digital
With a passion for the speed-to-market communications advantage and the measurability of digital media, Pat Allen’s deep experience includes several years in senior marketing and communications positions with some of Chicago’s finest investment management firms (Calamos Investments, Claymore Securities, Van Kampen Investments and Kemper Funds). For seven years she operated Rock The Boat Marketing, a firm that provided digital marketing consulting to a client list that included Northern Trust, William Blair, JP Morgan Funds, Vanguard, WisdomTree, Van Eck, Waddell & Reed/Ivy Funds, and Wells Fargo Asset Management. To demonstrate social media listening to intermediary channel marketers, she launched and ran AdvisorTweets.com for two years and then sold it.
A hands-on marketer at all times, Pat has led and mentored teams large and small in how to leverage their marketing technology stack to innovate and drive business.
Pat has a bachelor of science degree from the University of Kansas William Allen White School of Journalism. A perfect day for her involves a morning walk listening to the Animal Spirits podcast, an afternoon watching marketing automation videos on YouTube and an evening working with Looker Studio dashboards, with breaks throughout to check on #fintwit. She likes her boats fast and her candy sour.