Barbara has more than 12 years of marketing experience that includes a proven track record of leading high-impact marketing initiatives to visibility, acquire new clients and expand partner and client relationships. As Managing Director of Bridge Marketing, Barbara works with advisors, trust companies, and technology firms to generate leads, build brand awareness, identify target markets, and write original content.
Barbara helps B2B SaaS and Financial Services firms grow with data driven marketing strategies. She typically focuses on demand generation, email marketing, nurture campaigns, and sales outreach best practices. Barbara has had the pleasure of working with clients including Sprinklr, Intercom, Zacks Investment Management, Aircall, Peak Trust Company, Invoca, Smartbear, Experts Exchange, AgillLink and other leaders in the tech and financial services industries.
Barbara holds a Bachelor of Science in Business Administration, and an MBA from Northeastern University.
Bridge Marketing is a full service marketing firm dedicated to the finance and technology sectors. We help technology and financial services firms crack the lead generation challenge using strategies grounded in research, testing and measurable results.
After an initial consultation we will create a service menu designed to meet the specific needs of your firm. A sample of our services can be found below.
Barbara is a big reason why ByAllAccounts projected in the market far greater than the actual size of the firm. When I took over the Marketing function at AgilLink one of my first calls was to Barbara and it was one of the better decision I made that year in hiring her as an outside marketing agency. Barbara is hard working, pragmatic and knows her stuff. I trust her judgement and value her advice.
Mark Wickersham
Barbara and her team at Bridge Marketing were a great asset to our small marketing team. She will, from the start, roll up her sleeves and is eager start solving your marketing problems. Barbara is very hard working and a team player. She was able to come into our team and integrate very naturally. She worked well with all members of our team. Together we worked on implementing a new CRM and Barbara made this transition as easy and smooth as possible.
Thomas Bernal
Barbara and her company, Bridge Marketing, have been the best addition to our team yet. Her expertise and ability to implement great marketing systems, processes and ideas is superior to any in the industry. She is quick to resolve issues, very quick to devise an overall marketing plan and works wonderfully with all other marketing contractors to pull everything together from website design and content to written/social media content and more. We would recommend her to any firm that is committed to investing ON their business and marketing and wants a strong presence within the financial advisory industry.
- Jennifer Goldman
“There have been a lot of ways people describe marketing folks but I like to look at the results they achieve thru working with their clients and prospects. In this category Barbra is “best in class” definitely and I can attest being a fellow member of the exec team at ByAllAccounts. Barbara has had a knack for digging a little deeper in her work and understands exactly what the clients are really interested in; and then messaging that information in a format they all want to digest. She has been able to collaborate with industry experts to expand the message, and keep the conversation on the right track. Barbara represents the best of Marketing 2.0 in all categories.”
- Joseph A. Murphy
Barbara is a powerhouse problem solver. As my right-hand person for the past couple of years Barbara has been tenacious in solving big marketing problems, from systems configurations to lead nurturing. I know that when I ask Barbara to recommend a solution for a marketing challenge I can be rest assured that it will be solved. Barbara has also become a trusted go-to resource for her peers internally and importantly, for the financial advisors we serve. In short, I wholeheartedly recommend Barbara. In my opinion she has the drive to succeed in any marketing endeavor she undertakes.
- Cynthia A. Stephens