Local Visibility in Financial Services: Charting the Course for Growth

Patrick McLean is a respected senior marketing & digital executive with 25+ years of experience across multiple industries with some of the largest and successful brands in the world. He has driven transformational results throughout his career and helped companies navigate significant change.   He is currently an advisor, investor and independent marketing consultant. 

His background includes tenures as the Chief Marketing Officer at TD Bank and SVP, Chief Marketing Officer for Walgreens Company where he was also a member of the executive operating committee.

Among other accolades, he was recently named to Business Insider’s list of the ‘27 Most Innovative CMOs in the World’ and Campaign US’s first annual list of ‘50 Trailblazing Marketers’ in 2021.

Earlier in his career he was Vice President, Digital Marketing & Brand Strategy for Capital One Financial. He has also held senior marketing positions at Verizon Communications and Bell Canada.

Patrick has held multiple board positions throughout his career with both non-profit organizations and for-profit private companies.  He is currently serving on the Board of Directors for the American Cancer Society – Illinois Chapter.  He is also a member of the Advisory Board at SOCi Inc, a leading AI powered marketing platform for multi-location enterprises and is an advisor at Pypestream, a conversational AI company.

Originally from Toronto, Canada, Patrick immigrated to the United States in 2009 and currently lives in the Chicago area with his wife Kelly and son Michael (17).  He is a citizen of both the United States and Canada.

McLean holds a Master of Business Administration degree from the University of Toronto where he graduated as a member of the Dean’s List and a Bachelor of Commerce (Honors) degree from Queen’s University.

He is an avid sports and fitness participant and shares a passion for theater and entertainment with both Kelly and Michael.

Elaine Villas-Obusan is Senior Vice President and Head of Retail Marketing at Amundi US. She is responsible for driving the Retail Marketing activities in the Americas and for the US platform Retail Export plan in Europe and Asia. She also oversees the development of comprehensive and compelling marketing materials, and promotional campaigns to enhance the brand, position strategic themes and investment strategies. Through marketing automation, she also drives continuous improvements across all aspects of marketing to ensure a high level of efficiency and effectiveness. Prior to Amundi US, Elaine was Marketing Consultant at Wells Fargo Asset Management (WFAM), where she was responsible for leading and implementing the marketing strategy behind the launch of the firm’s proprietary customized Separately Managed Account Platform (SMA). Prior to WFAM, Elaine was a Director and Head of Investments and Intermediary Marketing at Foresters Financial, where she led the product marketing team responsible for developing and implementing the firm’s digital first go-to-market strategy including management of the firm’s content. Previously, she held a variety of senior product marketing roles at leading asset management firms including Aberdeen Asset Management where she was Head of Intermediary Marketing. She also worked at Four Wood Capital Partners, as Director of Strategic Marketing and Vice President of Marketing for the Transparent Value Equity strategies at Guggenheim Partners. She started her career at OppenheimerFunds working across integrated marketing, digital marketing, brand and product marketing. Elaine has a Bachelor of Business in marketing with a minor in land economy from Western Sydney University, Hawkesbury, Sydney, Australia and holds a FINRA Series 6 license.

Andre Sasso serves as a Senior Director of SOCi’s Global Financial Services division, where he strategically drives business initiatives and local marketing impact across the banking, wealth management, and insurance sectors in North America. Prior to his role at SOCi, Andre spent four years at Seismic Software, partnering with asset management teams to refine their personalized content delivery strategies. His robust expertise in finance and technology positions him as a key leader in navigating the complexities of the financial services landscape. Passionate about innovation, Andre is committed to enhancing client engagement and delivering sustainable value. At SOCi, he is focused on fostering growth and redefining industry standards to meet the evolving needs of the market.