FS

Fractional CMO & B2B Financial Services Marketing Strategist

10+ years experience·UK, Europe (EMEA)Symbiotic.IO Vetted
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UKEurope (EMEA)North AmericaGlobal / RemoteAsia-Pacific (APAC)Middle East & AfricaLatin AmericaEuropeAPAC
Fractional CMOGTM StrategistHead of Marketing

Superpower

"This expert is a senior B2B marketing strategist with 25+ years in institutional financial services. His background spans global custody operations across 23 European locations, asset management across EMEA/APAC/LatAm, and fintech startups. He operates at the intersection of marketing strategy and commercial outcomes - building account-based programmes for institutional buyers, creating market intelligence systems that track the top 10 accounts per segment, and developing value propositions that quantify the cost of inaction. Currently works as fractional CMO for fintech startups where he builds GTM from zero on constrained budgets. Known for strategic depth over tactical volume - he finds the single narrative thread that resonates with institutional buyers and uses it relentlessly. Fellow of the Chartered Institute of Marketing."

How I Work

strategic guidancesounding boardcoachinghands on

I work best when...

"Engaged at board/leadership level with direct access to commercial decision-makers. Given longer-term retainers (6-12 months) where strategic depth compounds. Working with companies that sell into institutional financial services buyers. Paired with a bench of execution specialists (designers, SEO, automation) while he sets strategic direction. Clients who are prepared to invest in activation beyond the advisory fee."

GTM Specialisms

Account-Based MarketingMarket Intelligence & Strategic PositioningEnterprise Relationship MarketingProduct Marketing & Value PropositionGTM Strategy & PlanningMarketing Automation & CRM Architecture

Funnel Stage Strengths

Self-assessed expertise across the buyer journey (1-5 scale)

Top of Funnel5/5
Middle of Funnel5/5
Bottom of Funnel5/5
Adoption5/5
Expansion5/5

Technology Expertise

Salesforceproficient
HubSpotproficient
Pipedriveproficient
Miller Heimanproficient
Zohofamiliar
Monday.comfamiliar

Industry Experience

Sectors this expert has delivered GTM work in

Asset ManagementBanking & Custody ServicesWealth ManagementInsurance (Institutional)FinTechFinancial Market InfrastructureProfessional Services

Frequently Asked Questions

Q.What does this expert specialise in?
This expert specialises in Account-Based Marketing, Market Intelligence & Strategic Positioning, Enterprise Relationship Marketing, Product Marketing & Value Proposition, GTM Strategy & Planning, Marketing Automation & CRM Architecture. They operate as a fractional cmo & b2b financial services marketing strategist with 10+ years experience in B2B go-to-market strategy.
Q.Which regions does this expert cover?
This expert operates across UK, Europe (EMEA), North America, Global / Remote, Asia-Pacific (APAC), Middle East & Africa, Latin America, Europe, APAC. They can support companies in these regions with go-to-market strategy, execution, and optimisation.
Q.What technology platforms does this expert work with?
This expert has expertise in Salesforce, HubSpot, Pipedrive, Miller Heiman, Zoho, Monday.com. Their technology proficiency enables them to support CRM implementation, marketing automation, and revenue operations across these platforms.
Q.What industries has this expert worked in?
This expert has experience across Asset Management, Banking & Custody Services, Wealth Management, Insurance (Institutional), FinTech, Financial Market Infrastructure, Professional Services. This cross-industry experience allows them to bring proven GTM patterns to companies in these sectors.
Q.What makes this expert unique?
This expert is a senior B2B marketing strategist with 25+ years in institutional financial services. His background spans global custody operations across 23 European locations, asset management across EMEA/APAC/LatAm, and fintech startups. He operates at the intersection of marketing strategy and commercial outcomes - building account-based programmes for institutional buyers, creating market intelligence systems that track the top 10 accounts per segment, and developing value propositions that quantify the cost of inaction. Currently works as fractional CMO for fintech startups where he builds GTM from zero on constrained budgets. Known for strategic depth over tactical volume - he finds the single narrative thread that resonates with institutional buyers and uses it relentlessly. Fellow of the Chartered Institute of Marketing.
Q.How do I engage this expert through Symbiotic.io?
Submit an enquiry through the form on this page. Provide your name, corporate email, and a brief description of your GTM challenge. The Symbiotic.io team will review your enquiry and facilitate an introduction.

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