Experience

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  Bill good marketing

  Jul 2001 - Aug 2003

  Marketing consultant

  Created business plans and full-service marketing plans for clients. Helped manage and train the marketing consultant team. Delivered online and instructor-led training to clients on marketing, team management, sales principles, and advanced marketing topics (prospecting strategies and effective direct mail creation). Partnered with clients to develop and implement marketing campaigns, as well as the Gorilla Marketing System. Results: Increased the production of individual clients by as much as 100%. Show less

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  Q business consulting

  Aug 2003 - Apr 2004

  President and consultant

  Developed and managed a full service marketing consulting company that offered custom business plans, marketing strategies, and systems for managing customers. Results Built s comprehensive operations and marketing system for three clients. Included were full business and marketing plans used to prospect for funding and business building,

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  Pilot flying j

  Apr 2004 - Nov 2004

  Marketing manager

  Developed marketing strategies based on the location of the restaurant. Wrote and edited marketing materials for the division. Initiated and managed a Motor Coach Loyalty Program. Results: Doubled the output of the nonprofit partner fundraising program.

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  Landscapingut.com

  Nov 2004 - Jul 2005

  Marketing and sales manager

  Managed a sales team and oversaw the design and launch of the website. Created a marketing and sales strategy to promote the brand and website. Used web analytics to identify the site’s strengths and weaknesses. Results: Increased online readership by 200%. Added 12 advertising accounts to the website.

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  Bill good marketing

  Jul 2005 - Dec 2007

  Senior marketing consultant

  As a Senior Consultnant I helped our clients achieve the results they were looking for utilizing a myriad of tools. These included database marketing and analytics, SWAT analysis, and developing comprehensive marketing and business strategies.

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  Wealth concepts insurance solutions

  Jan 2008 - May 2014

  Marketing director

  Managed all marketing materials, strategy and campaigns related to P&C and health Insurance business.

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  Money concepts

  Jan 2008 - May 2014

  Marketing director

  Spearhead marketing efforts for regional office comprised of 7 internal and 55 independent advisors. Provide innovative creation, planning, and coordination of client advisory and recruitment events as well as presentations and training materials. Generate business plans and materials for marketing campaigns as well content for corporate website and correspondence. Lead social media strategy planning as well as SEO. Manage assigned team of business development, communications, and marketing specialists. Deliver expert coaching and counsel in relation to marketing and operational strategies. Generate strategic plans, control marketing expenses, and provide overall management of customer relationship database. Introduce customized prospecting / branding plans encompassing social media, SEO, direct mail, personalized brochures, mass media, and internal / external websites for 65 advisors.• Fueled 67% increases in gross production while improving business retention by 10% and customer acquisition by 15% through establishment of strategic marketing / communications.• Successfully recruited 45 new advisors and cultivated productive partnerships with 3 banks through recruitment events.• Achieved major improvements in customer engagement as well as brand awareness and lead generation through introduction of highly effective social media strategy.• Catapulted company’s online presence with the design and rollout of SEO plans.Helped Money Concepts, Mid-America Region maintain production through one of the most difficult markets in US history. This has been done through increased communication with clients and the development of a prospecting strategy. Show less

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  Wells fargo advisors

  May 2014 - Nov 2017

  Vp financial advisor marketing strategy

  Led a cross-departmental team in the updating of over 1000 creatives for our marketing enablement program. Spearhead the development of best practices training and development tools for Financial Advisors. Took ownership and manage a streamlined seminar system for advisors. Managed two employees focused on strategic initiative to help advisors grow their business. Built marketing communications plan and program to effectively deliver timely and up-to-date actionable marketing materials and tactics to the sales reps. Led the team in a revamp of a seminar marketing program to reduce risk and streamline the process for end users. Developed new programs and marketing materials for salesforce enablement. Oversee our relationship with third party vendors and agencies that directly work with our salesforce. Show less

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  Colibri group

  Nov 2017 - Jun 2020

  Director of marketing

  Spearheaded all marketing efforts for two lines of business within the Colibri family of businesses: Securities Training Corporation and XCEL Solutions. Built from scratch a robust B2B demand generation program including both inbound and outbound efforts. Exceeded lead generation goals in 2018 and 2019. Built a B2C marketing program attracting independent advisors and agents including a strong paid and organic search strategy with several display and social media campaigns. Expanded B2B efforts by testing and launching an account-based marketing program. Pilot program increase average deal value by 5x. Full scale multi-channel program launched early 2020. In conjunction with sales management continually built and refined company’s go-to-market strategy. Responsible for $900k marketing budget including determining annual budget and PNL responsibility. Managed a team of marketers. Other responsibilities include sales enablement campaigns, creative development directing, content management and messaging. Launched two new websites including blog/resource center. Show less

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  Bhfm, llc

  Jun 2020 - May 2022

  Marketing director

  Drove all marking efforts across the organization. Doubled business revenue during COVID. Built alternate lead generating streams that provided strong results leveraging digital and mass media. Increased retail leads generated by 200% year over year. Scheduled, coordinated and executed monthly and quarterly training events for financial advisors from across the US, held locally in St. Louis and major metropolitan areas across the country. Built a strong infrastructure for both the wholesale and retail businesses leveraging key systems and processes. Managed the Marketing Automation and CRM systems including architecture, lead management and workflow process. Built a recruiting platform that leveraged calling systems and our marketing automation program. Built and executed business and marketing plans for advisors across the US. Built from scratch weekly, monthly, quarterly and annual reporting for both the retail and wholesale businesses allowing insights into the business to help reach our revenue goals. Managed a team of marketing professionals. Built a network of marketing professionals outside BHFM for building and executing our marketing initiatives. Show less

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  Ashcroft capital, llc

  Jul 2022 - Aug 2023

  Marketing director

  Owned the marketing operations, strategy, management and execution for all marketing efforts. Developed and managed a budget, ranging from 1.2M to 2.1M. Built and managed a team of strong full-time marketers, while also managing several contractors, vendors and internal relationships. • Led the effort to rebuild the CRM and Marketing Automation platforms. This streamlined the coordination between departments and increased Marketing and Sales output.• Spearheaded an initiative to improve messaging. This increased email open rates by 40.5% and click through rates by 64.5%. I accomplished this through leveraging two consulting companies, the building of a strong review process, A/B testing messages, and the development of personas. • Launched a persona-based lead capture and nurture program, including focused based messaging dependent on the persona.• Built out an analytics dashboard for every department (Service, Sales, Marketing, and Executives). Allowing each team visibility into their effectiveness. • Managed a multichannel lead generation program that generated 12,000+ high-net-worth leads over the last year. Show less

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  Edward jones

  Jan 2024 - now

  Event strategy leader