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12
Mar

Michelle Malcolm, Vice President, Institutional Marketing, E*TRADE, at FCS Chicago Executive Spotlight Luncheon

Lunch

Summary

FCS Chicago is excited to host an Executive Spotlight luncheon with Michelle Malcolm, VP of Institutional Marketing at E*TRADE, on Thursday, March 12 at the Union League Club of Chicago.

Michelle will sit for a fireside chat with Tara Giuliano, Head of Client and Product Marketing for Nuveen (who was a panelist at our Brand Purpose event last October), to discuss her experiences with building a marketing discipline for E*TRADE’s institutional business, a team organized to focus on key growth areas for the company – Corporate and Advisor Services with Executive Services supporting, growing, and enhancing client relationships.

Having executed the first-ever online trade by an individual investor more than 30 years ago, E*TRADE has long been at the forefront of the digital revolution. Michelle’s mandate is to translate this storied legacy to resonate with institutional clients, creating a new narrative to drive sales growth, market share, and client retention.

We expect an engaging discussion, as Michelle and Tara are industry colleagues and actually struck up their friendship through FCS Chicago.

Sponsorships are available. Contact FCS CEO Kevin Windorf.

Speakers

Michelle MalcolmGuest speaker

Vice President, Institutional Marketing

E*TRADE

Michelle Malcolm is the VP of Institutional Marketing at E*TRADE. She oversees the planning, execution, and measurement of institutional client initiatives promoting E*TRADE’s offering to drive growth, market share, and client retention. Prior to joining E*TRADE in 2019, Malcolm held numerous roles over her 11-year tenure at CME Group, most recently leading institutional marketing for the Americas. Michelle graduated with a BS in Advertising from University of Illinois.

Tara GiulianoInterviewer

Head of Client and Product Marketing

Nuveen

Tara oversees client and product marketing for Nuveen. She is instrumental in effectively bringing Nuveen’s collective investment capabilities to our clients. Tara oversees a team that develops and executes on go-to-market plans aimed at acquiring, retaining and expanding client relationships while producing compelling investment stories that differentiate Nuveen from our competitors and address specific client needs. Prior to joining the firm in 2018, Tara held senior roles at UBS Asset Management as institutional global head of marketing and head of marketing for the Americas. She was also the CMO at Sikich, a professional services firm. She was also the director of asset management marketing at Morningstar and has held marketing roles at Allianz Global Corporate & Specialty and Nationwide. Tara graduated with a B.S., cum laude, with honors and with distinction, in Business Administration from The Ohio State University and a master’s in Communications from DePaul University. She is on the Ambassador Board for Dymynd Angels, a female focused angel investment initiative. Tara also works with Access Living, a non-profit assisting the disabilities community and Night Ministry, an outreach program helping to feed Chicago’s homeless.

Tickets:

Membership Price:
$85.00
Young Members Circle Price:
$80.00
Branded Table (8) Price:
$720.00
Non-Member Price:
$100.00
Become a member to get member's price.
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Until the Event

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Start
March 12, 11:30AM CDT
End
March 12, 01:00PM CDT

Address:

Union League Club, 65 West Jackson Boulevard, Chicago
  • All prices increase $25 per person on March 10.
  • No refunds after March 9.