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Top 20 Marketing Leaders In BFSI To Watch

July 8, 2023

The BFSI market is growing exponentially, with increased financial products and offerings, wherein consumers have ample choices.

Two years of the pandemic have deeply impacted consumer behavior, and external elements such as new slates of financial instruments, web-based platforms, and app-based tools have created the need for modern-day marketing strategies.

Meanwhile, the marketing leaders in the industry have their noses to the grindstone to increase ROI and boost business growth.

We look at the top 20 marketing leaders in the BFSI sector who have a crucial role in improving employee experience for better customer experience and business innovation.

Amy Belbeck

With over 20 years of experience in the industry, Amy Belbeck is heading the marketing department as Chief Marketing Officer at HomeServe. A driven, dynamic, and creative marketing leader with significant financial services experience. Prior to joining HomeServe, she worked with Barclays Bank. She holds a bachelor’s degree in arts from the University of Birmingham.

Amy Frazier

With over 30 years of experience in the industry, Amy Frazier is heading the marketing department as Managing Director, Sales Enablement & Client Experience Leader at PwC. She is actively engaged in the community to support important initiatives to advance education for children and women in leadership roles. She holds a bachelor’s degree in accounting from the Indiana University of Pennsylvania.

Anjana Srinivasan

With around 25 years of experience in the industry, Anjana Srinivasan is heading the marketing department as MD – Wealth Model Transformation Lead UK (Short Term) and Chief Operating Officer – Global Marketing at HSBC. Prior to joining HSBC, she worked with Vasan & Shampath Chartered Accountants. She holds a bachelor’s degree in commerce from Bangalore University and CA certification from the Institute of Chartered Accountants of India.

Courtney Kunzelmann

With around 25 years of experience in the industry, Courtney Kunzelmann is heading the marketing department as Chief Marketing Officer at Prudential Financial. She has a diverse background that includes strategy, marketing, digital, and business leadership experience in the BFSI industry and start-ups, non-profit management, and political campaigns. Prior to joining Prudential Financial, she worked with The Hartford, Lincoln Financial Group, and Travelers Life & Annuity.

Isabelle Leroy

With around 15 years of experience in the industry, Isabelle Leroy is heading the marketing department as Chief Marketing Officer, Head of Direct – EXCO Member at La Mutuelle Générale. Prior to joining this firm, she worked with brands like KLESIA, Zurich Insurance Company Ltd, French Business Council in Dubai, and DirectAsia.com. She holds a master’s degree in management from the HEC Paris.

Kate Manfred

With over 30 years of experience in the industry, Kate Manfred is heading the marketing department as Chief Marketing Officer at Discover Financial Services. Prior to joining Discover Financial Services, she worked with brands like The Boston Consulting Group and Amoco. She holds a master’s degree in management from The University of Chicago Booth School of Business.

Kelly Furia

With around 20 years of experience in the industry, Kelly Furia is heading the marketing department as Head of Global Marketing at DLL. Prior to joining DLL, she worked with brands like Pet360, Brownstein Group, Brownstein Group, and NBC News. She holds a bachelor’s degree in arts from Harvard University.

Kimberly Gore

With around 12 years of experience in the industry, Kimberly Gore is heading the marketing department as National Hospitality Practice Leader & Chief Marketing Officer at HUB International. She holds a bachelor’s degree in arts from the College of Charleston.

Kristen Bowdoin

With around 23 years of experience in the industry, Kristen Bowdoin is heading the marketing department as Chief Marketing Officer at Chase Business Banking. Prior to joining Chase Business Banking, she worked with brands like JPMorgan Chase & Co., Barclaycard US, and Citi. She holds a bachelor’s degree in economics from the University of Delaware.

Leela Srinivasan

With around 25 years of experience in the industry, Leela Srinivasan is heading the marketing department as Chief Marketing Officer at Checkout.com. Her journey includes significant stints in sales and management consulting. Prior to joining Checkout.com, she worked with brands like Upwork, Neythri Futures Fund, Stage 2 Capital, and Bravado. She holds a master’s degree in general management from The Tuck School of Business at Dartmouth.

Leslie Klein

With around 27 years of experience in the industry, Leslie Klein is heading the marketing department as CMO Asset Management Division at Euromoney Institutional Investor. She is a strategic financial industry executive who transforms businesses and drives growth through marketing. Prior to joining Euromoney Institutional Investor, she worked with brands like First Data Corporation, Verifone, Citi, and JPMorgan Chase. She holds PhD in Experimental Psychology from Columbia University in the City of New York.

Lori LaForge

With around 38 years of experience in the industry, Lori LaForge is heading the marketing department as Chief Marketing Officer at Global Atlantic Financial Group. She is a passionate, results-driven financial services marketing executive with extensive experience building and inspiring marketing organizations that develop strategies to drive sales. Prior to joining Global Atlantic Financial Group, she worked with brands like The Hartford and Connecticut Mutual. She holds a bachelor’s degree in accounting from North Adams State College.

Nina Bains

Experienced marketing professional across various industries and global markets, with strong project management skills and the ability to balance the demands of multiple stakeholders. Nina Bains is heading the marketing department as Marketing Communications, Chief Customer Office – Scottish Widows at Lloyds Banking Group. Prior to joining Lloyds, she worked with brands like Royal London, ICAEW, Elsevier, and Incisive Media.

Rebecca Wright

With around 17 years of experience in the industry, Rebecca Wright is currently a Brand Initiatives Marketing Consultant at Aviva Broker UK. Prior to joining Aviva Broker, she worked with brands like Norfolk County Council, Bernard Matthews, and Jeyes. She holds a degree in marketing from The University of Huddersfield.

Stephanie Glashow

Dynamic marketing executive with a record of success in acquiring and developing customers in B2B, B2C, and B2B2C settings. Stephanie Glashow is heading the marketing department as Chief Marketing Officer of Morgan Stanley at Work, Managing Director at Morgan Stanley. Prior to joining Morgan Stanley, she worked with brands like Capital One Investing, E*TRADE Financial, and Charles Schwab. She holds a bachelor’s degree from the University of Michigan.

Stephanie Waters

With around 23 years of experience in the industry, Stephanie Waters is heading the marketing department as Director, Regional Marketing for the Americas at London Stock Exchange Group (LSEG). Prior to joining LSEG, she worked with brands like Refinitiv, Thomson Reuters, and Ogilvy. She holds a master’s degree in business administration from New York University.

Susan Hallock

A proven fast-study in new verticals with over 20 years of experience delivering superior results across financial services, entertainment, and consumer sectors. Susan Hallock is heading the marketing department as Chief Marketing Officer at PENNYMAC. Prior to joining PENNYMAC, she worked with brands like Capital Group American Funds, Activision, and Element 79. She holds a master’s degree in business administration from the Northwestern University – Kellogg School of Management.

Susan Ing

With around 35 years of experience in the industry, Susan Ing is heading the marketing department as Chief Marketing Officer at the Bank of Hawaii. Prior to joining Bank of Hawaii, she worked with brands like DTRIC Insurance Company, Finance Enterprises, Finance Enterprises, and Coast Federal Bank. She is also a board member of Hawaii Public Radio, Catholic Charities Hawaii, and YWCA O’ahu.

Susan Nimmo

A proven fast-study in new verticals with over 12 years of experience delivering superior results across financial services, entertainment, and consumer sectors. Susan Nimmo is currently working as Leading Marketing & Comms, Products & Segments at Royal Bank of Scotland Business. Before joining the company, she worked at the Royal Bank of Scotland.

Susie Logan

With around 19 years of experience, Susie Logan is heading the marketing department as Chief Marketing Officer at Royal London. Before joining Royal London, she worked with brands like Standard Life Aberdeen, Zurich Life, Scottish Widows, and The Marketing Practice. She holds a master’s degree in business economics and marketing from the University of Dundee.