Cynthia Plehn brings an expertise in business start-up initiatives – for small firms and large, multi-national corporations. With 17 years of financial services marketing experience in strategy, marketing, public relations and human capital for firms such as American Express, Citigroup and Credit Suisse First Boston, Plehn has exponentially grown revenues through her creative “out of the box” approach to marketing. Her work is unique as she specializes in developing uncharted territory as related to new departments in companies or legacy business in the midst of rapid expansion and change. As a line manager and senior executive, Plehn is known for unsurpassed strategic skills and flawless execution of highly effective marketing programs for financial firms – many of whom are tasked with rapidly creating revenue producing programs in a resource constrained environment and amidst a hyper-competitive marketplace.

From her background in asset management, Plehn holds Series 7 and 63 licenses. Plehn’s ability to hone in on strategic marketing positioning for a broad spectrum of financial services ranges keying in on the very specialized needs of a variety of clients. Noted for work with high-net worth clients, mass affluent and emerging affluent segments, Plehn has developed broad scale and targeted communications platforms and unique solutions resulting in record revenue growth. Whether working with a firm’s internal assets or creating joint ventures – she is known for her ability to zero in on the best approach to “move the needle” despite time and resource constraints.

Plehn holds a B.A. from University of Denver, a Master's in Marketing & Management from New York University and holds many awards for excellence.