Work:
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
Informed Investors
May 1999 - May 2001
Sr. Marketing Manager
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
