Deirdre C.
Strategic Marketing & Communications - Insurance/Fin Services/Wealth Management
Profile
I am a strategic marketing leader with fifteen years in financial services and wealth management. My specialty is building the infrastructure underneath marketing...the systems, the brand, the planning frameworks...that turn activity into measurable growth. Most firms have plenty of marketing. Not enough of it is connected to outcomes. That is the gap I close.
Key Skills & Competencies
Strategic marketing leader and brand builder with fifteen years delivering integrated campaigns, content ecosystems, and growth systems for financial services, wealth management, and consumer brands, across both corporate and agency environments. Equally strong as an in-house marketing director and as a client-side strategic partner: setting vision, building infrastructure, managing agencies, and driving measurable results. Known for translating complex narratives into compelling audience-specific campaigns, and for building the kind of trust-centered marketing that creates lasting brand equity.
Integrated Marketing Strategy | Brand Architecture & Positioning | Content & Thought Leadership | Multi-Channel Campaign Execution | Agency & Vendor Management | PR & Media Relations | Digital, Social & Performance Media | AI-Enabled Marketing Operations | CRM (HubSpot, Salesforce, Wealthbox) | Audience Segmentation & Targeting | Budget & ROI Management | Team Leadership & Development
Professional Experience
Director of Marketing | Moneco Advisors · Fairfield, CT 2 years
Led integrated marketing strategy for a multigenerational, award-winning wealth management firm with integrated insurance, tax, and financial planning practices. Member, Executive Committee and Strategic Planning Committee.
Directed full firm rebrand (narrative positioning, visual identity, and client-facing website) serving as brand authority across all corporate and client touch points.
Implemented HubSpot for marketing automation, CRM alignment, audience segmentation, and campaign analytics, creating the firm’s first structured marketing operations infrastructure.
Developed thought leadership content strategy, social media advocacy program, and digital presence to deepen client engagement and sharpen market differentiation.
Managed marketing for five M&A transitions (October 2024–May 2026), producing brand integration content and client communications supporting nearly $1B in inorganic AUM growth.
Marketing Director | Coastal Bridge Advisors · Westport & Los Angeles 2.5 years
Led all brand, content, PR, digital, and event marketing for a $3.5B+ AUM independent RIA serving HNW and UHNW clients across multiple markets. Owned full marketing scope from strategy through execution.
Built comprehensive integrated marketing programs encompassing brand architecture, content and thought leadership, digital and social strategy, PR agency management, CRM segmentation, and high-end event programming.
Managed creative and PR agency relationships as primary client-side strategic partner, ensuring brand consistency, message integrity, and effectiveness across all channels.
Produced client and partner stories that translated complex financial service value into compelling narratives for institutional, HNW, and UHNW audiences.
Delivered industry recognition: CNBC Top 100 Financial Advisors (2022), #5 Top RIA Advisory Team to Watch-AdvisorHub (2023).
Principal Consultant | Deirdre Childs LLC & TheoMarketing.com · 3.5 years
Served as fractional CMO and strategic marketing consultant across financial services, wellness, lifestyle, and consumer sectors, bringing agency-side discipline to clients building or scaling their marketing function.
Led integrated brand strategy, content, digital, and campaign programs for financial advisory, wellness, and CPG clients across simultaneous engagements.
Built KPI frameworks, campaign analytics processes, and AI-enabled workflow tools to measure performance and optimize marketing effectiveness across channels.
Senior Director, Marketing Communications | WHZWealth.com · 9.5 years
Built integrated marketing capability from the ground up for a wealth management firm under Commonwealth Financial Network (FINRA/SIPC broker-dealer) establishing brand, content, digital presence, and full paid/earned/owned channel programs.
Co-developed the WHZWealth “Plan Well, Invest Well, Live Well” brand platform from positioning and messaging through compliance approval and full channel activation.
Designed multi-channel programs across email, digital, social, events, radio, and print; managed agency and broker-dealer relationships across nine years. Campaigns contributed to 300%+ AUM growth.
EARLIER CAREER
Agency Account Executive, Ryan Partnership, Creative Alliance and MGR - 7 years
Global brands: AT&T, Dove, Dunkin’, Pepsi, Guinness
Career Foundation, The Hartford (Customer Service) | CIGNA (401(k) Plan Admin) - 1.5 years
Community Experience
FELO Board, one year
Rectory School Board of Ambassadors, three years
Volunteer, Joshua's Trust Land Trust, two years
Conservation Commission, four years
Education
B.A. cum laude/Political Science, University of Connecticut, Storrs, CT
“10,000 Women” Leadership Program/Organizational Culture, Leadership & Management, Goldman Sachs Online
Certificate/Excellence in Customer Service Leadership, The Ritz-Carlton Leadership Center, Arlington, VA
Principles & Practices, Real Estate and Continuing Education on Ethics and Fiduciary Care, State of Connecticut.
Other Experience/Awards/Publications
CSuite Awards 2026 - CMO from Westfair Business Journal, Fairfield and Westchester County