1st Global - 8150 North Central Expressway, Suite 500, Dallas, TX 75206 since May 2009
Chief Marketing Officer
Waddell & Reed Nov 2008 - May 2009
Vice President, Executive Director of Channel Marketing
LPL Financial Services Dec 2006 - Sep 2008
Vice President, Advisor Marketing
Russell Investment Group Jan 2004 - Dec 2006
Sr. Marketing Manager
WM Group of Funds May 2001 - Dec 2003
VP, Marketing
Education:
University of Idaho
BS Public Communication, Marketing, PR, Psychology
Ambassador University
B.A., Music, Theology, Psychology
Skills:
Brand Development Change Leadership Strategic Communications Financial Advisor Education Public Relations Event Leadership Market Research New Business Development Organizational Communications Wealth Management Services Education Leadership Strategy Advertising Public Speaking Budgets Executive Management Marketing Marketing Communications Integrated Marketing
Interests:
I AM, Politics, Fishing, Boating, Music, Family
Honor & Awards:
DALBAR Crystal Pyramid Award, Russell Team Leader Award
1st Global - 8150 North Central Expressway, Suite 500, Dallas, TX 75206 since May 2009
Chief Marketing Officer
Waddell & Reed Nov 2008 - May 2009
Vice President, Executive Director of Channel Marketing
LPL Financial Services Dec 2006 - Sep 2008
Vice President, Advisor Marketing
Russell Investment Group Jan 2004 - Dec 2006
Sr. Marketing Manager
WM Group of Funds May 2001 - Dec 2003
VP, Marketing
Education:
University of Idaho
BS Public Communication, Marketing, PR, Psychology
Ambassador University
B.A., Music, Theology, Psychology
Skills:
Strategy Leadership Integrated Marketing Marketing Financial Services Marketing Strategy Management Strategic Planning Public Relations Online Advertising Advertising Portfolio Management New Business Development Mutual Funds Sales Brand Development Wealth Management Marketing Communications Wealth Management Services Market Research Public Speaking Executive Management Education Strategic Communications Change Leadership Budgets Corporate Communications Budgeting Organizational Communication Financial Advisor Education Start Ups Event Leadership Organizational Communications Sales Operations Crm Change Management Business Development Customer Relationship Management Microsoft Office Adobe Creative Suite Quantitative Research Qualitative Research Salesforce.com Administration Jira Redtail Agile Project Management
Interests:
Family Boating Politics Music Conscious Capitalism Disaster and Humanitarian Relief I Am Fishing
Certifications:
Accredited Investment Fiduciary Life Insurance Agent: Texas, Washington, North Carolina and Idaho
David E. Owens Middle School New Milford NJ 1998-2002
Community:
Andrew Simmons, Teny Youmshakian, Matthew Calnan, Jonell Robles, Brittany Blanco, Bobby Fortuna, Danny Laviola, Kyle Braun, Bob Johnson, Suzanne Baucom