Speaker - I help leaders create clarity and make fearless decisions | Demystifying Sales and Organization Enablement 📈 | Featured in Find My Catalyst, Autoklose, The Learning Guild | Speaker (NSA) | Golfer ⛳

Founder of Catalyst A.C.T.S and executive leader blending New York drive with Southern California adaptability. I help business leaders make decisive, purpose-driven decisions through strategic problem-solving and organizational development.

At Catalyst A.C.T.S, I've developed a methods based on clarity, culture, integrity, and caring. My approach to sales and leadership prioritizes problem-solving and client needs over aggressive tactics.

As an advisor and coach, I cultivate strong organizational cultures and develop effective leaders using proven processes, frameworks, and innovative thinking. My background spans success in tech companies, transition to advisory roles, and implementation of visual strategies (#WhiteboardWednesday).

Known for straightforward (sometimes colorful) communication, I connect deeply with clients to drive meaningful change. My goal-oriented approach, tempered with empathy, empowers business leaders and entrepreneurs to excel professionally and personally.

Outside work, I am a family man, avid golfer, and a NY Jets and Islanders fan.

Let's connect to elevate your business leadership and organizational effectiveness.

Mike Simmons

OptionMetrics

• Foster strong relationships with stakeholders to facilitate renewals, product trials and upsell opportunities, enhancing customer satisfaction and loyalty.
• Expanded revenue streams by developing targeted outbound campaigns for universities, resulting in a      increase in Annual Recurring Revenue (ARR).  
• Revamped email messaging strategies, leading to improved meeting rates at financial institutions
•	Monitor market trends, competitive activities, and client feedback to find business opportunities

Account Manager

TMF Group

• Developed and executed B2B Go-To-Market campaigns for fund administration services and capital markets offerings in North America.
• Collaborated with internal communication teams and external agencies to create engaging content for marketing plans.
• Managed e-mail campaigns using Marketo and implemented digital strategies to drive brand awareness and lead generation.

Regional Campaign Marketing Manager

North Highland Consulting - worked on site at Bank of America 

Completed marketing projects for U.S. Trust, Bank of America Private Wealth Management 
●Updated over 300 advisor bios to ensure they are compliant with regulatory guidelines to prevent expirations on marketing materials needed for prospecting
●Facilitated migration from internal marketing platform into Broadridge as part of a key initiative to integrate an automated procedure to update advisor bios and websites

Marketing Analyst

Marketing Consulting

Provided marketing and business development assistance to increase revenue. 
●Helped organize and find sponsors for events and conferences.  My efforts led to increases in event revenue. 
●Worked with PRMIA to expand their corporate partnerships and sponsorship revenue. 
●Other projects included website editing to improve SEO and UX and UI.  
●Serve as a brand ambassador to firms seeking to obtain new business.

Marketing Manager

Trident Trust

• Relationship Manager for hedge and private equity fund clients 
• Established a strong network within the alternative asset community and generated profitable referral 
   relationships 
• Attended industry networking events to source new business and enhance brand awareness.

Vice President Client Services

Schroders

Responsible for marketing equity and fixed income products to institutional investors
●Updated 15 consultant databases on a quarterly basis 
●Managed special projects and collaborated with product managers, writers and compliance to strengthen product and firm wide answers for use in proposals and databases

Neuberger Berman

• Created tailored RFPs for managing fixed income, equity, and balanced fund accounts for institutions and high net worth individuals.
• Provided detailed investment strategy answers to consultants and internal sales groups.
• Developed skills in financial analysis and client relationship management.

Marketing Associate

I am a strategic client services and marketing professional with experience in financial services, B2B marketing, and business development. Proven success in lead generation, upselling, and partnership development. 
Happy to connect erose30@yahoo.com

I enjoy networking and connecting people, My introductions have helped people find new clients, and job opportunities.

My work experience is a combination of marketing and relationship management at professional and financial services firms. Having worked in both functions I have a holistic view on how to grow revenue. I have knowledge of  traditional and alternative asset classes. I understand how to acquire and maintain customers, and I thrive when I can build relationships with clients. I see the big  picture and like to create innovative go to market strategies. I have organized marketing campaigns that increased inbound leads and helped win winning new business. 

As an account manager at OptionMetrics, I am responsible for expanding revenue with universities and financial firms that use our options data. I excel at negotiating pricing with clients, upselling new products, facilitating trials, and ensuring client satisfaction. I also monitor market trends, competitive activities, and client feedback to find business opportunities and contribute to marketing campaigns. 

 Specialties |"Marketing Manager"| |"Marketing Director"| Financial Services"| |"Relationship Management"| |"Wealth Management"| |"Alternative Assets"| |"Client Services"| |"Account Management"| |"Project Management"| |"Advisor Marketing"| |"Relationship Manager"| |"Fund Administration"| |"Channel Marketing"| "Partnership Marketing" |"Marketing Materials"| |"Customer Success Manager"| Financial Data

taplio

The Battle

Mike Simmons

Eileen Casey

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?