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Pat Allen

Founder

Pat Allen is a digital marketing strategy consultant whose deep financial services marketing experience includes the launch of the industry’s first intermediary Web site in 1996. Having worked for several years in senior marketing\/electronic communications positions with Chicago’s great investment management companies (Claymore Securities, Calamos Investments, Morgan Stanley\/Van Kampen Investments and Scudder Funds\/Kemper Funds), she founded Rock The Boat Marketing in 2008. Her firm specializes in helping asset managers optimize what they do on the Web. Pat also operates AdvisorTweets.com, a site that aggregates the tweets of U.S.-based financial advisors, thereby providing a window to advisors’ gradual adoption of social media.