"At Coastal Bridge, we strive to ensure that communications and relationships with our clients are clear and vested in service to them, and their families’ best interests. My role here is to strategically develop resources that help uncomplicate our clients’ planning and investment advisory experience."
Director of Marketing
Deirdre is both passionate and determined as witnessed by her recent climb to the summit of Mount Kilimanjaro in support of breast cancer research. She brings this energy to Coastal Bridge Advisors as the Director of Marketing where she creates qualitative client communications, supports the growth of the firm and stewards the team’s mission to “Uncomplicate It” for our clients.
In this capacity, Deirdre’s goal is both to accelerate the firm’s marketing communications and to educate clients regarding the depth and benefits of our customized and comprehensive financial advisory and planning services. Her wide range of industry and marketing experience serves to enhance our firm’s internal capabilities while strengthening our team’s ability to communicate on all subjects; thus, helping to build client knowledge of market scenarios and enriching our clients’ total experience in the pursuit of their financial life goals and milestones.
Deirdre says, “Our dedicated advisors, investment and service teams align to deliver expertise and insight to our clients, working together to distill complexities and striving for a straightforward and clear relationship. In this work of demystifying financial advisory services, our clients enjoy the benefit of working with a trusted team. My contribution to Coastal Bridge Advisory services helps our clients navigate with knowledge and clarity to help ensure they have clear access to market information, educational content and events to help keep them informed, supported and focused on their goals.”
Throughout her 17-year marketing and business development career, Deirdre has served in a variety of in-house and agency roles. She has worked as a Brand Strategist and Principal Consultant to substantiate and drive product and service marketing for both small businesses and major brands. Prior to joining Coastal Bridge Advisors, Deirdre worked with well-recognized brands such as Dove, Broadridge, Patagonia and Pepsi. In her prior financial advisory and fintech marketing roles, she developed communication pieces such as thought leadership white papers, case studies, podcasts and much more. Having spent nearly a decade accelerating the programs and content within a leading independent, boutique financial advisory and wealth management team in the Boston area, she applies her cumulative experience to help Coastal Bridge Advisors communicate our level of commitment to our clients’ overall experience with the firm.
Deirdre earned her Bachelor of Arts Degree cum laude, in Political Science and International Affairs at the University of Connecticut and studied Customer Service Principles and Practices at the Ritz-Carlton Leadership Center in Arlington, VA. Deirdre holds her Real Estate Salesperson License through Sotheby’s International Realty in the State of Connecticut.
In her free time, Deirdre enjoys mountain biking, music, photography, skiing and technology.