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Andrea Lai

Andrea Lai

Marketing & Brand Consultant

Management Consultant

Los Angeles County, CA

I am a financial services marketer helping data firms, RIAs and investment funds to attain next level growth. Experienced in managing product pipeline and launches, overseeing global marketing initiatives and uncovering new market segments.

"Working in competitive cities like London and New York exposed me to a wide array of strategies, products and personalities. It honed my skillset, broadened my horizon and prepared me to turn challenges into opportunities. "

Management Consultant (self-employed)

Marketing Consultant

Define brand and marketing strategies for RIAs, investment funds and asset managers to support next level growth. Individual client AUM ranges from $1.6 to $3.95 billion. Asset classes include equities, fixed income, private debt, hedge funds, REITs and venture funds.

Dow Jones

Senior Marketing Manager

Oversaw global marketing for the fastest growing B2B business unit. Responsible for strategy and insights, demand generation, content marketing and product launches.

The University of Edinburgh

MSc, Psychology

How did a girl with a psychology degree end up working as a marketer in financial services? Knowing psychological tendencies and preferences are crucial in business. I learnt that you can learn planning, strategy, budget and other corporate functions on the job, but having a solid understanding of the human mind, and applying it thoughtfully, really set me apart from others.