CEO and Managing Partner, Accelerate Strategies, LLC
Our team consists of senior-level professionals in a variety of disciplines including: business strategy, marketing strategy, brand strategy, customer experience management, research/analytics, content strategists, marketing communications, creative services (designers, copy editors, writers), and marketing metrics and technology. Our clients rank among the best known brands and business names in the retirement plans and financial services sectors.
Donna is a senior-level marketer with deep financial services research experience. She has over 30 years experience in financial services marketing/research experience both having owned and operated her own consulting businesses as well as working in senior-level client-side roles. Over her career, she held senior-level marketing positions with Lincoln Financial Group (Senior Vice President, Chief Marketing Officer, Retirement Plan Services), The Vanguard Group (Principal, Corporate Brand Manager, Retirement Plans Services Participant Experience Innovation Leader, Marketing Executive for both Institutional and Retail Divisions, and Head of Institutional Client Insights), Citigroup (Research Director), Merrill Lynch (Senior Marketing Research Analyst), and Smith Barney (Research Analyst). Her experience spans from marketing research/analytics, to marketing strategy/brand strategy, to marketing communications. In several of her previous roles, Donna had direct responsibility for the creation, development and execution of communication and education offerings to investors. Many of the programs developed received industry awards and accolades including MFEA Star awards, PSCA Signature awards, Pensions & Investments Innovator awards, and Chief Marketer, and PR News.
Donna founded Accelerate Strategies to help bring strategic marketing/research expertise to organizations within the financial services and retirement plan services sectors. She works closely with her clients to bring new ideas and thinking to every assignment and is known for delivering insights that are actionable. She is also known for developing creative marketing programs that deliver results and drive growth. Donna is actively involved in many industry groups and is a frequent speaker at financial services industry events and marketing conferences.