Andrew Lendnal Email and Phone Number
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Market Strategy | Business Development | Product Development | Mergers & Acquisitions | Brand EnhancementHigh-profile, results-driven international, senior strategy and management professional with more than 18 years of international experience in financial services and investment markets. Innovative thinker who is well-respected for creating cutting-edge solutions that challenge traditional market practices. Highly regarded thought leader combining superior business acumen, communication, and group facilitation skills with proven ability to promote an all-inclusive, high-performing culture.
Fiducient Advisors
View- Website:
- fiducientadvisors.com
- Employees:
- 211
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Head Of Financial WellnessFiducient AdvisorsWashington, Dc, Us
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FounderFinwell360™ Sep 2023 - PresentAt FinWell360, we redefine the narrative surrounding financial wellness programs. We're not just consultants; we're pioneers challenging the status quo. Our mission? To revolutionize financial wellness initiatives within organizations by crafting tailored, innovative programs that transcend the limitations of traditional one-size-fits-all approaches. -
Strategic Advisory Board MemberPaperwork Sep 2023 - PresentOakland, California, UsPaperwork helps credit unions support their members in moments of need and beyond – empowering them to build financial stability and achieve their goals. As a Strategic Advisory Board member, I leverage my global financial wellness expertise to drive growth through invaluable insights and guidance, fostering innovative financial solutions and enhancing market positioning. -
Strategic AdvisorTgs Financial System Sep 2023 - PresentEastvale, California, UsThe Good Steward Financial System is a fintech application with the mission to provide an end-to-end roadmap to homeownership for millennials/gen-z, unbanked, underbanked, underserved, and minority communities. Steward, our AI-augmented Avatar, will interact with users and keep them engaged as he coaches them through the steps to Homeownership. The app will be geared toward helping users manage their credit and finances as they prepare for Homeownership soon or in years to come. The Good Steward is working on creating 1 Million additional homeowners amongst Millennials by 2027. -
Advisory Board Member - Massachusetts Financial Educators CouncilNational Financial Educators Council Jan 2024 - PresentLas Vegas, Nevada, UsExcited to be an Advisory Board member and looking forward to contributing to the Massachusetts Financial Educators Council’s mission of economic empowerment through financial education. -
Teacher And Speaker - Global Financial Wellness & Fintech ExpertFinancial Behavior Keynote Group Oct 2023 - PresentWarrenton, Va, UsFinancial Behavior Keynote Group offers live and on-demand webinars for continuing education credits for financial professionals. These webinars will focus on ground-breaking research in financial behavior and teach you direct application of how to incorporate this with your clients.Along with providing continuing education webinars, FBKG is a full service keynote speaking and consulting team. Their work caters to the financial planning, coaching, counseling, and therapy professions. -
Executive Director & Head Of Financial Wellness Corporate Engagement And Global StrategyMorgan Stanley Jun 2020 - Sep 2023New York, Ny, Us -
Senior Vice President, Strategy And Financial WellnessKeybank Jul 2017 - Jun 2020Cleveland , Ohio, UsHelloWallet was acquired by KeyBank, N.A from Morningstar Inc in July 2017.♣ Spearhead alliances with all major industry partners that support large volume growth in order to achieve the company’s full-banking relationship household growth strategy.♣ Led the task force for the development and implementation of the integration of the HelloWallet platform into the Key@Work workplace banking program, a comprehensive financial wellness banking program.♣ Created and executed the company’s enterprise client strategy, a long-term, go-to-market plan for HelloWallet’s enterprise clients. -
Senior Vice President, Financial Wellness And Business DevelopmentMorningstar Jan 2015 - Jul 2017Chicago, Il, UsHelloWallet was acquired by Morningstar Inc in June 2014.♣ Managed a revenue pipeline from lead generation to contracting and procurement of a SaaS (Software as a Service) web and mobile application that provides employees with personalized, behaviorally-driven financial guidance with a focus on engagement of Fortune 500 companies. ♣ Served as the company’s national ambassador and specialist regularly engaging in public speaking opportunities to promote financial wellness through the HelloWallet software solution.♣ Led the development and implementation of employer-sponsored financial wellness programs at more than a dozen Fortune 500 Companies, growing the company by over 500%.♣ Spearheaded and launched financial wellness partnerships with leading record keepers, health benefit platform providers and consulting firms. -
Chief Marketing & Innovation OfficerBooster Nz Jul 2005 - Jan 2015Wellington, NzPreviously Grosvenor Financial Services Group Limited.♣ Spearheaded the marketing and innovation strategy of the company’s three key client segments; wholesale, retail and advisor distribution channels. Oversaw the advisor distribution network and its utilization of the web-based proprietary investment platform. ♣ Served as a member of the senior management team and a board representative for over 9 years.♣ Head of all retirement, investment and insurance-related products.♣ Created and implemented AdviceCheck™ – an online personal financial planning and CRM tool for advisors and retail clients.♣ Responsible for all communications, media outreach, planning, design, and execution of marketing plans to include new marketing techniques. ♣ Led company expansion, creation and promotion of new business products and services to the market.♣ Generated and analyzed all proposals for new business.♣ Organized one of the country’s largest annual advisor conferences regularly attended by the top 100 advisor firms for more than 10 years. -
Chief Executive Officer, President And FounderBreakthru Limited Group Of Companies Nov 2001 - Jul 2014♣ Established a financial planning, wealth management and investment property firm.♣ Grew a client portfolio by more than 750% in 4 years.♣ Selected for membership into the Million Dollar Round Table – the top 2% of financial advisors in the world.♣ Founded BreakthruKids Ltd, a financial education brand and created a joint venture with a financial education provider in Seattle and Los Angeles, procuring products to distribute to vendors promoting financial education. ♣ Worked with Strategi Ltd to devise and deliver finance industry training programs to advisors and professional associates. ♣ Launched Brainstrust Ltd and the Professional Advisors Network to assist financial advisory practices with marketing support, the achievement of sales goals, and fulfillment of compliance regulatory requirements. -
Graduate Business Analyst Program / Trainee Financial AdvisorPrudential Financial Feb 1999 - Nov 2001Newark, New Jersey, UsFinancial Advisor♣ Fostering client rapport, identifying financial issues, analyzing options for client and selling financial solutions♣ Marketing and promoting financial servicesGraduate Program♣ Learning investment, risk, and savings sales skills.♣ Mastered underwriting, account management and coordinating marketing projects.
Andrew Lendnal Skills
Andrew Lendnal Education Details
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Victoria University Of WellingtonBachelor Of Science In Chemistry And Technology -
Victoria University Of WellingtonBachelor Of Commerce Administration In Marketing | Management | Commercial Law
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Massey UniversityFinance
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University Of OtagoMedicine
Frequently Asked Questions about Andrew Lendnal
What company does Andrew Lendnal work for?
Andrew Lendnal works for Fiducient Advisors
What is Andrew Lendnal's role at the current company?
Andrew Lendnal's current role is Head of Financial Wellness.
What is Andrew Lendnal's email address?
Andrew Lendnal's email address is an****@****g.co.nz
What is Andrew Lendnal's direct phone number?
Andrew Lendnal's direct phone number is +120242*****
What schools did Andrew Lendnal attend?
Andrew Lendnal attended Victoria University Of Wellington, Victoria University Of Wellington, Massey University, University Of Otago.
What are some of Andrew Lendnal's interests?
Andrew Lendnal has interest in Social Services, Children, Economic Empowerment, Travelling, Education, Dancing, Reading, Science And Technology, Sports, Surfing The Web.
What skills is Andrew Lendnal known for?
Andrew Lendnal has skills like Business Strategy, Strategic Planning, Business Planning, Marketing Strategy, Investments, New Business Development, Financial Services, Insurance, Team Leadership, Digital Marketing, Account Management, Marketing Communications.
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