1. Karen M. Genicola _____ ______________________
23 Wall St., Apt. #1401 Cell: 917-921-8685
New York, NY 10005 kgenicola@hotmail.com
Experience: Financial marketing and branding expertise at the corporate level for world-class firms including
Credit Suisse, Merrill Lynch, S&P®
and Bank of NY. Electronic trading expert. Series 7/63. M.A. in Communications.
Specialties: Marketing strategy; marketing plans; branding; corporate communications; public relations;
marketing collateral; annual reports; events; market research; digital marketing; social media and KPI analysis.
Target Audiences: B2B and B2C: HNW/UHNW investors; financial advisors, RIAs, hybrid RIAs; institutional
traders; hedge funds; banks; broker-dealers; asset managers; buy/sell side; financial industry influencers.
TD Wealth VP Marketing 4/14 to present
444 Madison Ave. NYC
 Created and presented 2015 TD Wealth strategic marketing plans to CEO.
 Lead the joint TD Wealth and TD Ameritrade marketing strategy and launched Take NY campaign.
 Led the value proposition market research and positioning for TD Wealth including HNW and mass affluent
businesses. Currently leading rollout strategy across the footprint.
 Partnering with senior leadership on the firm wide client segmentation initiative which included market
research, internal workshops, leadership presentations and an internal communications program.
High Net Worth Marketing Independent Consultant 6/12 to 3/14
 Promoted Louis Vuitton brand and drove awareness of new NYC location among HNW individuals.
 Created event marketing and PR plan for Hampton's charity, Inform, an environmental non-profit.
 Developed marketing plan for luxury apparel line; negotiated with Chanel IP attorneys to secure logo use.
 Created marketing plan for a 50-year-old, family-run beverage business. Plan secured $450,000 in funding.
 Social media knowledge: LinkedIn, YouTube, Facebook, Twitter, SEO/SEM.
Bank of New York VP, Marketing 4/11 to 5/12
 Launched subsidiary global portfolio rebrand by creating a comprehensive; deadline driven project plan by
coordinating web, product marketing, BNY global marketing, global communications and sales.
 Spearheaded and launched the group CEO’s global video presentation in only one week (vs. 4-6 weeks).
 Created an Executive Committee global presentation within 48 hours at 1/10 of the quoted budget.
 Wrote and managed corporate-level messaging: brochures, website, pitch books, presentations, etc.
while ensuring global consistency across the US, Australia, India, Europe and Asia-Pacific.
Credit Suisse VP, Marketing Consultant 5/10 to 12/10
 Developed and executed targeted marketing strategies for Credit Suisse ultra-high-net-worth clients.
 Spearheaded annual 2-day Entrepreneur Summit: “Sustainable Businesses: The impact on profitability.”
Created theme, agenda, marketing content; structured breakout sessions and secured speakers.
 Created whitepapers with Columbia University and Credit Suisse’s CEO, CIO, clients and stakeholders.
 Spearheaded symposium, “Sovereign Debt: The impact on the global economy”, featuring former Prime
minister of England, Sir John Major and former president of Mexico, Ernesto Zedillo.
Standard & Poor’s Director of Marketing 11/06 to 1/09
 Developed strategic marketing plan and communication roll out for S&P’s flagship equity research product.
 Managed equity research events including S&P analyst teleconferences and the S&P annual client event.
 Partnered with senior management and cross-functional teams to strategically execute marketing plans.

2. Karen M. Genicola _____ ______________________
23 Wall St., Apt. #1401 Cell: 917-921-8685
New York, NY 10005 kgenicola@hotmail.com
Marketing Director: Electronic Trading NY, NY
CME Group (Pivot Institutional Trading) 3/05 to 10/06
 Chief marketing lead for Pivot’s marketing strategy, campaigns, advertising, PR, web and events.
 Secured ranking for the firm as one of the ‘Top 5 fastest growing global financial technology companies’.
 Obtained media coverage in key industry publications including Traders and Institutional Investor.
Instinet Group 1/04 to 2/05
 Managed a staff of 10 including web, design, editorial and corporate events departments.
 Wrote and edited marketing materials, speeches, digital content and client communications.
 Saved over $180K by writing, designing and producing Instinet Group’s annual report in-house.
SunGard / Blackwood Trading 5/00 to 12/03
 Spearheaded SunGard Brokerage marketing strategy, branding, collateral, events and public relations.
 SunGard created this role as part of an integration of an institutional trading firm (Blackwood Trading)
where I was marketing director from 2000-2002.
 Solely launched all marketing for institutional trading, including: branding; positioning; messaging; public
relations; events; collateral; customer communications and analyst relations.
Merrill Lynch VP, Marketing and Branding 2/93 to 5/00
 Developed and executed wealth management marketing plans and campaigns targeting high-net-worth.
 Managed $3.4 million district advertising and marketing budget.
 Co-developed and executed marketing plans and strategies for national print, radio and direct mail.
 Increased small space advertising response rates by 50% in The Wall Street Journal.
 Managed corporate events targeting the high-net-worth; spoke frequently at events across the country.
 Started as a marketing assistant and promoted five times to reach VP level.
EDUCATION: B.A. Communications Villanova University
M.A. International Corporate Marketing Communications Baruch College (2009-2010)
LICENSES: Series 7 & 63 passed