Lorelei Lenzen
New York
Summary
Scaling brands. Accelerating demand. Leading enterprise-wide transformation.
Private-equity–savvy CMO with 20+ years leading global marketing, brand, and communications for high-growth financial services, capital markets, SaaS, and PE-backed companies. Known for building modern, data-driven demand engines, unifying siloed teams, and driving measurable revenue impact. Comfortable in complex, changing environments with CEOs, boards, sponsors, and cross-functional leaders.
Overview
16
16
years of professional experience
Work History
Chief Marketing Officer
CHATHAM FINANCIAL
New York
01.2025 - Current
- Transforming fragmented marketing at a ~$325M global capital markets advisory and technology firm into an integrated growth engine.
- Redesigning brand, upgrading tech stack, implementing AI for scale, and partnering with Sales/AM to expand enterprise account penetration.
- Standing up first product marketing and internal communications functions and leading communications for a 3-year strategic transformation.
- AI tools: ChatGPT, CoPilot, Figma, Canva, Sprout Social, Zapier, HeyGen, Asana.
Chief Marketing Officer
RETHINKFIRST
New York
01.2023 - 01.2024
- Rebuilt and unified marketing for ~$100M PE-owned behavioral-health/neuro-inclusion SaaS business serving Fortune 100, health plans, K–12 districts, and ABA providers.
- +48% YoY leads; 56% marketing contribution to net-new pipeline; 44% contribution to ACV.
- Left following change in control and restructuring.
Chief Marketing & Communications Officer
ENFUSION (NYSE: ENFN; Acquired by Clearwater Analytics)
New York
01.2020 - 01.2023
- Key executive driving rapid scale for a global B2B SaaS and managed-services FinTech provider backed by FTV Capital, Hill House, and ICONIQ.
- ~$50M → $170M+ ARR, 40% YoY growth.
- 250 → 1000+ clients; Intl grew to 1/3 revenue.
- Website opportunities grew to 20% of bookings.
- Led 8-month global rebrand, captured expanded TAM.
- Rebuilt demand engine to improve ROI, predictability, and operational efficiency.
- Launched influencer, analyst relations, and partner programs.
- Key member of the 2021 IPO team. Left due to change in control.
Global Financial Services Leader, Brand, Marketing & Communications
ERNST & YOUNG (EY)
New York
01.2019 - 01.2020
- Recruited to lead global FS marketing (~40% of EY revenue).
- Unified marketing across three regions, three sectors, and four service lines.
- Led global team of ~100.
- Achieved first-ever aligned global FS marketing plan.
- Launched EY’s first global FS brand campaign.
Global Head, Marketing & Communications (Asset Servicing)
BNY MELLON
New York
01.2017 - 01.2019
- Promoted to oversee marketing for Asset Servicing’s Alternatives, Structured Products (ETFs), Asset Owners, Consultants, and EMEA.
- Led first global cross-business initiatives and award-winning content program.
- Significant increases in industry awareness within one year.
Senior Director, Marketing & Brand (CMO)
NEW YORK STOCK EXCHANGE (NYSE/ICE)
New York
01.2015 - 01.2017
- Rebuilt and modernized marketing for the world’s leading capital markets exchange.
- Restructured 23-person team.
- Led brand rejuvenation and first campaign in four years.
- Oversaw 1,800+ client events annually and 225th anniversary program.
- Led environmental branding for $40M renovation, transforming the Opening & Closing Bell experience.
Managing Director, Head of Global Marketing & Brand (CMO)
ITG (Now Virtu Financial)
Boston
01.2010 - 01.2015
- Promoted multiple times; led global rebrand and repositioning for $530M public broker-dealer.
- Rebrand contributed to stock rising from $8 → $31.
- Clio & SEGD award recognition.
- Built internal communications and engagement programs.
- Earlier marketing leadership roles in FinTech, trading, and asset management (1992–2006).
Education
Master of Science - Marketing Communications
Illinois Institute of Technology
Chicago, ILBachelor of Arts - Communication Studies
University of Iowa
Iowa City, IASkills
- Brand and content strategy
- Digital and product marketing
- Change management
- Corporate communications
- Strategic marketing and sales enablement
Timeline
Chief Marketing Officer
CHATHAM FINANCIAL
01.2025 - Current
Chief Marketing Officer
RETHINKFIRST
01.2023 - 01.2024
Chief Marketing & Communications Officer
ENFUSION (NYSE: ENFN; Acquired by Clearwater Analytics)
01.2020 - 01.2023
Global Financial Services Leader, Brand, Marketing & Communications
ERNST & YOUNG (EY)
01.2019 - 01.2020
Global Head, Marketing & Communications (Asset Servicing)
BNY MELLON
01.2017 - 01.2019
Senior Director, Marketing & Brand (CMO)
NEW YORK STOCK EXCHANGE (NYSE/ICE)
01.2015 - 01.2017
Managing Director, Head of Global Marketing & Brand (CMO)
ITG (Now Virtu Financial)
01.2010 - 01.2015
Master of Science - Marketing Communications
Illinois Institute of Technology
Bachelor of Arts - Communication Studies
University of Iowa