Cynthia Stephens, VP of Marketing for By All Accounts, sees firsthand the impact of ROBO-ADVISOR. Integrated back off systems are making on-line investing and tracking easier than ever.
Cynthia will speak in depth about demonstrating value to clients, deepening client relationships, and putting clients' interests first. By listening to our clients and potential clients, and learning from the tools they use, we can better service clients and demonstrate our unique value as financial advisors.
Cynthia has more than 15 years of experience in marketing and research that includes a proven track record of leading high-impact marketing initiatives to drive market visibility, acquire new clients and expand account relationships. At ByAllAccounts, Cynthia leads the firm's overall market positioning and brand strategy.
Previously, Cynthia was Director of Marketing at Compete, one of the fastest growing technology companies in New England. As an early employee at Compete, Cynthia helped build the company's brand among Fortune 500 marketers, which contributed to the successful acquisition of the company by TNS Media in 2008. Prior to Compete, Cynthia served broker dealers, independent financial advisors and asset management firms in her roles at The KELYN Group and ByAllAccounts. Previously, Cynthia held several roles at the forecasting and consulting unit of Standard & Poor's (formerly Data Resources, Inc.), including Marketing Director, where she helped executives understand the impact of global trends on their businesses.
Cynthia is a member of Boston Women Communicators. She holds a Bachelor of Arts degree from Wellesley College. Cynthia is an avid photographer - her work has been included in exhibitions across New England.
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