Brian Stype Email & Phone Number

Fort Lauderdale, FL, US

Charlottesville, VA, US

• Oversaw the successful operation of university outreach and engagement programs including the CFA Institute Research Challenge, the world’s largest university equity research competition. CFA Institute is a global.
• Established program’s marketing and communications function including digital marketing, content management, market research, and internal/external communications.
• Partnered with sales team to significantly improve lead management efficiency, tracking methods, analytics, and targeted marketing campaigns.
• Maintained multifaceted relationships with key stakeholders; planned and executed engagement activities with university faculty, students, CFA Institute members and financial industry leaders.
• Developed, promoted, and executed portfolio of competition programs to stakeholders globally.
• Identified opportunities to expand or improve existing programs or develop new ones that aligned to organizational strategic objectives and engaged key regional and global stakeholders.

Charlottesville, VA, US

• Led a small team to administer an annual university competition featuring more than 6,500 students, 1,200 universities, and 4,500 volunteers in over 90 countries.
• Grew customer base over 140% and increase sponsorship revenue 82% by creating and implementing effective campaigns.
• Managed all marketing functions with budget of $4M, including brand management, program launch, advertising, marketing collateral, and events.
• Developed and implemented unique marketing strategies directed at university professors and students resulting in expansion into China, India, Latin America, and Africa.
• Directed the execution of strategic plans, drove process efficiency and improvement and championed employee productivity, development, and retention.
• Led the department’s implementation of customer service processes and Salesforce CRM database to promote positive and consistent user experiences ensuring brand loyalty.

New York, New York, US

• CFA Society New York is a non-profit educational organization committed to the promotion of best practices and the highest ethical standards in the investment industry. Led all sales efforts and managed university.
• Boosted client retention rate to 97% through effective relationship management with key decision makers.
• Expertise and versatility in all facets of the sales cycle including pre-sales planning, marketing, account management, and post-sales support. Experience managing and providing support to outside sales team.
• Client list included: Thomson Reuters, Morningstar, Credit Suisse, Morgan Stanley, FactSet, Bloomberg, BusinessWire, Kaplan Schweser, and Standard & Poor’s.
• Organized 50+ university events each year including campus visits, membership campaigns, and student member advisement sessions.
• Established and maintained relationships with key volunteer groups including committee chairs, university professors, society members and other invest management professionals.

Churchill is a boutique agency that specializes in the development of branding and messaging strategies and tactics through the integration of strategic planning, market research and creative expertise. Manager, Business DevelopmentSuccessful in daily operations analyzing trends in customer needs. Proficient in recognizing and launching steps needed to.

Supported the Sales Department with in-depth market research.Managed an outside sales staff of 25 people.Database management.