In this reunion special, Barbara and Americus talk with Stefanie Shelley, Chief Marketing Officer, Advisor, Board Director and Wharton graduate of 1989. They discuss the need for rebranding of financial institutions due to the consumer's desire to bank in a different setting than was previously available. They also talk about the brand identity of digital financial institutions.
Stefanie is a CMO, General Manager, Advisor and Board Director with a broad functional background in marketing, strategy, digital, product and client experience. She has worked in financial services, fintech and tech-driven B2B, in leadership roles driving growth and transformation. Most recently, Stefanie was the CMO at Broadridge Financial Solutions, a $14 billion global technology and operations solutions company, for seven years. As part of the company’s growth strategy, Stefanie repositioned Broadridge as a market leader and more than tripled the stock price from $20 to $70+/share. Prior to that, Stefanie was in financial services and held leadership roles as CMO of Capital One Bank, Head of Deposits at Citibank and CMO Channel Executive, Small Business Financial Services at JP Morgan Chase. Stefanie started her career in corporate finance at Bankers Trust Company and learned her leadership and general management skills at GE and GE Capital.
Stefanie has extensive experience developing and implementing strategies to deliver top line growth and value creation. She currently works with private equity, early to mid-stage companies and startup accelerators. She is an advisor to Lovell Minnick Partners, a private equity firm investing in financial services and tech-driven B2B companies, on driving growth in their portfolio companies. Stefanie is also an advisor to Betterment, a leading independent online “robo” advisor. Stefanie is a mentor to fintech startups at the Techstars Barclays Accelerator and is the Lead Mentor to Waffle Labs, an insuretech venture. Stefanie also works with startups in other industries, including StartEd, an EdTech accelerator and the MIT delta v accelerator program which covers a broad range of industries. Along with advising, Stefanie does consulting work for a major multinational company, a global leader in professional information and software solutions.
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