The Financial Beat, LLC – About

About The Financial Beat, LLC




I worked in financial services for private wealth, hedge funds, broker-dealers and treasury for major banking institutions for 12 years, when I realized that I could use my knowledge and experience to help smaller firms better market themselves on the web.

Working as an assets-under-advisement (AUA), assets-under-management (AUM) analyst gave me the unique experience of working side-by-side with advisors and money managers. Further, I have written an extensive number of training materials and led process improvement projects.

My vision as your Content Strategist is to offer an analyst’s perspective to your digital presence that will help you to expand your reach and expertly hone your marketing efforts. Let’s engage your target audience!

– Daniel W. Jones, MBA

Even the big capital firms don’t always get their message right. As your digital content partner, we are here to ensure that you do!