Bruce Sheinhaus Email & Phone Number

Charlotte, North Carolina, United States

Charlotte, North Carolina, United States

Led a team of five marketing strategists that place into market the B2B2C retirement education platform for institutional clients. Encompasses campaigns that reach 98% of our plan sponsors and 1.3 million participants, webinar based financial education series and content for distribution through plan sponsor communication channels. All work aligned with contributions, asset allocation and lifetime income. Strategic focus on contributions through development of journeys managed through Salesforce Marketing Cloud and member of the TIAA Corporate Lab.

Charlotte, North Carolina, United States

Led a team of six Communication Consultants that work with institutional clients with AUM/A of $150 million and greater. Clients predominantly in higher education include public systems and private institutions along with ones in the not for profit space. Territory included mid-Atlantic, Southeast and a portion of the Midwest. Led RFP efforts, both sales and retention with respect to marketing and participated in finals presentations.

Client advocate for higher education plan sponsors with retirement plan assets (403(b) and 457(b)) of $10 million to $5 billion. Coordinate all aspects of service delivery. Establish and deliver against annual business plans that address plan design, investments, fiduciary and compliance oversight and participant education. Deepen relationships with key client decision makers, consultants and influencers.

Geocaching event management company.

Provided the highest level of service to the Independent 529 Plan, the only private college prepaid plan in the country and the Oregon 529 College Savings Network. Acted as the single point of contact for the client and coordinated all activities of marketing, investments, legal, compliance and operations areas in order to ensure that all client expectations were exceeded.

Marketing Strategy, Education SavingsDeveloped and implemented marketing initiatives across a portfolio of nine 529 college savings programs focused on enhancing the overall customer experience resulting in increased sales and recontribution rate. Generated qualified leads and engaged existing clients through marketing programs targeted at community, employer and financial influencer channels. Created and implemented programs designed to increase contribution rate and create viral marketing opportunities.Program Director, Education SavingsDirect responsibility for launch and management of four programs representing assets in excess of $2 billion. Consistently achieved sales goals and gained highest level of institutional client satisfaction. •Client Management – conduct marketing and investment performance reviews with state agencies and respective boards responsible for oversight and administration of program.•Marketing –Work with internal marketing area and agencies in the development, creation and implementation of integrated marketing campaigns including TV, radio, direct mail, Internet and earned media.

Responsible for providing superior one-on-one servicing to Corporate and Public Employee pension plans, with assets greater than $600 million. Partnered with Product Development group in research and creation of guaranteed investment products. •Developed and maintained account relationships with 14 pension plans with combined assets under management at MetLife and its investment subsidiaries in excess of $1.3 billion. •Conducted investment performance reviews and identified and recommended investment management solutions including equity, fixed income stable value and real estate.

Launched national magazine that served as the key point of information during the early stages of the recognition of animation art as an American art form. Brought collectors, galleries, studios, artists and historians together in a forum where the art could be truly appreciated for what it was. Raised in excess of $100,000 for Variety the Children’s Charity through benefit auctions.•Oversaw all business functions including P&L, advertising and fulfillment. •Responsible for layout, design and production. •Managed vendor relations including printers, designers and distributors.

Mba, Finance

Bs, Economics

Activities and Societies: Sports Director WCDB