Pat Allen

Current

pallen@rocktheboatmarketing.com Principal at Rock The Boat Marketing (Sole Proprietorship)

Past

pallen@rocktheboatmarketing.com Principal at Rock The Boat Marketing, LLC
Managing Director, Marketing at Claymore Securities
Vice President, Marketing Web Channel Development at Calamos Investments

Managing Director/Publishing at BAI
Vice President, Director of Marketing Communications at BNY Clearing
Senior Vice President, Marketing Communications at Van Kampen Investments
Senior Vice President, Electronic Communications at Scudder Investments

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Recommended

2 people have recommended Pat

Connections

159 connections

Industry

Financial Services

Websites

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Pat Allen’s Summary

The 2008 formation of Rock The Boat Marketing represents my conviction that digital strategies have the potential to transform financial services marketing. In small ways, in big ways, in ways I’m eager to be part of as a consultant and collaborator.

Since 1996, when I led a wee team in the development of the intermediary industry’s first Web site (Kemper.com), my passion has been directed toward the speed-to-market communications advantage and measurability of digital media.

In the third quarter of 2009, I founded AdvisorTweets, LLC, whose curated Web site AdvisorTweets.com aggregates the Twitter updates of U.S.-based financial advisors.

What follows is a partial list of what I’ve done. If you’re involved in financial services and you think it’s time to consider the possibilities, we should talk.
• Webcasts since 1997
• Online communities since 1998
• Web analytics since 2000
• Blogs since 2004
• Podcasts since 2005
• Online video since 2006
• Search engine optimization (SEO) since 2006
• Twitter since 2007

Twitter accounts:
www.twitter.com/RockTheBoatMKTG
www.twitter.com/AdvisorTweets

Pat Allen’s Specialties:

Marketing Strategy, Digital Strategy, Content Strategy, Web Analytics, Search Engine Optimization, Social Media, Agency Relations, Event Marketing, Brand Management,
Entrepreneurial Drive, Organizational Innovation, Team Leadership

Pat Allen’s Experience

pallen@rocktheboatmarketing.com Principal
Rock The Boat Marketing (Sole Proprietorship)

(Sole Proprietorship; Investment Management industry)

August 2008 — Present (1 year 4 months)
pallen@rocktheboatmarketing.com Principal

Rock The Boat Marketing, LLC

(Financial Services industry)

August 2008 — September 2009 (1 year 2 months)
Managing Director, Marketing

Claymore Securities

(Privately Held; 201-500 employees; Financial Services industry)

November 2007 — August 2008 (10 months)

Brand strategy, PR, advertising, Web site development, ETF, UIT product communications
Vice President, Marketing Web Channel Development

Calamos Investments

(Public Company; 201-500 employees; CLMS; Investment Management industry)

October 2006 — June 2007 (9 months)
Managing Director/Publishing

BAI

(Non-Profit; 51-200 employees; Banking industry)

July 2003 — October 2006 (3 years 4 months)
Vice President, Director of Marketing Communications

BNY Clearing

(Public Company; 1001-5000 employees; bony; Financial Services industry)

November 2002 — June 2003 (8 months)
Senior Vice President, Marketing Communications

Van Kampen Investments

(Public Company; 5001-10,000 employees; MS; Investment Management industry)

April 2000 — April 2001 (1 year 1 month)
Senior Vice President, Electronic Communications

Scudder Investments

(Public Company; 1001-5000 employees; Investment Management industry)

November 1993 — April 2000 (6 years 6 months)