Robert Stern

Experience

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  Doorstep Marketing Inc.

  Jan 1989 - Jan 2012

  President and Chief Financial Officer

  Founded full service Advertising Agency for small business clients. Emphasis on print, direct mail, and local promotions supported by electronic media. Developed and serviced client base of 200+ accounts. Managed the individual and group needs of 30+ franchisees from Twin Cities largest locally owned pizza chain for 20+ years. Liaison between Pepsi Bottling and Franchise Group. Implemented promotions with Minnesota professional sports teams (Twins, Vikings, St Paul Saints, Timberwolves and Lynx) as well as local organizations (The Minnesota Renaissance Festival and Minnesota Zoo). Consistently achieved double digit profit growth with solid balance sheet and strong cash flow. Show less

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  Media Arts Group

  Jan 1994 - Jan 1996

  Independent and Dedicated Sales Representative

  Distributed fine art and collectibles. Tripled client base of art galleries, collectible & frameshops in four state territory. Conceived and planned the first Midwest dealer show and personal appearances by main artist Thomas Kinkade. Bought and sold artwork on the secondary market.

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  THOMAS KINKADE FOUNDATION

  Jan 1998 - Dec 2010

  Strategic Investments Manager

  Managed $2+ Million Endowment for charitable organization. Supervised selection of securitieswith emphasis on equities and related options. Developed covered call strategy to reduce risk during market downturns.

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  Waddell & Reed

  Jun 2010 - Nov 2010

  Financial Advisor

  Passed Series 7 (87%) and Series 66 (80%) General Securities Exam and earned Minnesota Life, Accident & Health, and Variable Annuities Insurance Licenses. Appointed October, 2010 after successfully completing pre-licensing training program.

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  WELLS FARGO INVESTMENTS

  Nov 2010 - Mar 2011

  Trading Service Rep 2

  Provided customer service and executed securities transactions in self directed and full service accounts. Created referral sales for new business development. Proficient in Thompson, Smartstation, Beta and various bank systems.

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  Ameriprise Financial Services, Inc.

  Mar 2011 - Mar 2012

  Customer Contact Professional - Brokerage Service Delivery

  Serviced and educated financial advisors and their clients in a fast paced team environment. Executed complex securities transactions. Assisted with troubleshooting, research and resolving problems, interfaced with internal partners. Proficient in multiple computer applications including LOTUS Notes, SSD, COLA, and the Phase III Legacy platform. Offered promotion to the E.A.R.

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  Tuition Financing Division, TIAA-CREF

  Mar 2012 - Jan 2016

  Senior Marketing Manager

  Program Manager for the Minnesota 529 College Savings Plan. In 2014, played key role in winning 5-year contract renewal with the Minnesota Office of Higher Education and the State Board of Investment. Simultaneously assumed Relationship Manager responsibilities. Recruited and trained Minnesota’s first field consultant. Responsible for $1 million program budget. Developed and executed strategic marketing campaigns across multiple channels. Plan spokesperson. Conceived and deployed social media strategies. Directed all community outreach. Established partnerships with education-focused non profits. Worked closely with multiple State contacts as well as TIAA-CREF business partners. Show less

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  Ameriprise Financial Services, Inc.

  Jan 2016 - Jun 2018

  Regional Sales Manager

  Provide consultation and success coaching to Financial Advisors in Arkansas, Colorado, Kansas, Oklahoma, and Wyoming. Emphasis on high value client acquisition, digital marketing strategies, and overall practice development.

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  Wolters Kluwer - Financial Services Solutions

  Jun 2018 - now

  Team Lead - Senior Client Relationship Manager

  Inside Sales. Work directly with community bank executives in Minnesota, Wisconsin, Illinois, Iowa, and Michigan. Responsible for 900+ accounts in $9 million Territory. Partner with outside sales reps and internal SME’s to retain existing business and identify growth opportunities. Mentor CRM colleagues on 12-person sales team.