PETRI CONSULTING GROUP - Key Persons
Dorothy Holmes brings more than 20 years of financial services and insurance marketing experience to the clients she serves. She produces thoughtful and carefully crafted marketing programs and materials to support clients' goals. Before teaming up with Petri Consulting Group, Dorothy worked as an independent marketing consultant. Prior to that, she was a Marketing Manager for the Lincoln Financial Group where she worked closely with the product development team to create marketing collateral for the variable annuity product line. Dorothy also worked for The Penn Mutual Life Insurance Company creating life insurance and annuity materials and sales promotions for multiple distribution channels. She also supported field managers in their regional marketing and recruiting efforts and organized quarterly conferences designed to recruit producers in the independent broker/dealer channel. Dorothy began her marketing career with a small advertising agency in Philadelphia.
Jerónimo is a multidisciplinary designer hailing from South America, now based out NYC. He has an eclectic stylistic skill set, from branding, digital, and print, to typography, marketing design and creative direction, he has worked on vast projects of all dimensions. With 14+ years of experience and the skills to prove it, Jerónimo is guided by a simple concept, "the power of ideas". He believes in not just trying to think outside the box but imagining a world without boxes. Because skills can be outsourced and talent can only take you so far, but an idea can live forever. In a world of scarcity, creativity is our only true renewable resource.
Lisa began her career in life insurance with advanced sales with The Equitable in Atlanta, and over the next 30 years, Lisa led advanced sales at The Prudential, Jefferson Pilot Financial, Guardian Life Insurance and Penn Mutual. Lisa has spoken at the MDRT, AALU and the Forum 400.
Job Titles:
- Senior Advisor
- Business Leader
Mark Hug is a recognized business leader who has shaped the life insurance industry over the last three decades. Mark's work has been highlighted in interviews and articles that have been published in trade and industry publications such as the Wall Street Journal, New York Times and Bests Review. His prowess in marketing was recognized in 2014 when Forbes named him one of the 50 most influential global Chief Marketing Officers of 2014 based on sharing opinions and generating reaction. Mark is best known for his candid and bold thought leadership across a broad spectrum of specialties within the financial services industry. Throughout his distinguished 30-year career he held senior leadership positions in global fortune companies including Transamerica, Aetna, AXA, and Prudential.
Muriel Petri is the President of Petri Consulting Group. With more than 25 years of
experience marketing financial services and insurance products, Muriel helps clients define, develop and deliver their messages to the marketplace through strategic marketing programs and targeted execution. Muriel has been at the helm of Petri Consulting Group since its establishment in 1998, working extensively with major financial services firms on marketing strategies supporting captive agents as well as independent distribution. Prior to her role at Petri Consulting Group, Muriel was Vice President of Marketing at MetLife Brokerage where she led her team in the marketing of insurance and annuity products to independent producers. While at MetLife, Muriel played a key role in an extensive merger and rebranding. Muriel started her career at AXA Equitable Life where she was Director of Life Insurance & Small Business Marketing. Muriel has built her career in two key areas - marketing and in-depth product knowledge. This unique combination enables her to translate client's business goals into effective marketing solutions.
Formed in 1998, Petri Consulting Group is a boutique marketing firm built around the unique needs of the financial services and insurance industries. Our philosophy is simple - to help you "define, deliver and develop" your message to the market. We believe all three of these elements are essential for successful marketing, no matter the size of the project.