David Latlip, Mba, Crpc Email & Phone Number

Kansas City, Missouri, United States

Manage marketing for Private Wealth. Create marketing campaigns, activate sponsorships and plan client events. Work with business leaders on product launches, collateral and marketing strategy.

Home Office

Create and manage marketing campaigns to launch new products and services. Launched an advisory service product that has accumulated $30B+ in assets since May 2017 launch. • Worked with corporate sponsors such as the Kansas City Royals, Sporting Kansas City, UMKC, University of Arizona and the Phoenix Mercury on in-stadium signage, client events, social media campaigns and game day events and promotions. This resulted in an increase in brand recognition, sales and client leads. • Created advertising campaigns, both print and digital.• Provided consulting to internal departments, the financial advisors and vendors on marketing strategy and implementation of campaigns to improve communication between departments resulting in more effective results.

Negotiated contracts with vendors for advisor websites, email marketing tools, and exhibit booths and signage which saved the firm thousands in fees and service costs. • Managed sponsorships with MLB, NCAA, MLS and WNBA. • Created and implemented sweepstake and client promotions. Promoted through web, print and social media, such as Your Ultimate Goal with Sporting Kansas City.• Tracked promotion and campaign results, ROI, and created budget for future promotions. • Created marketing literature, web pages, banner ads, HTML emails and social media posts for advisors to use with clients and prospects

Managed marketing campaigns to launch new products and promote services, such as Advisory Services, 529 Plans, and Branding that resulted in over $10M in new sales.• Developed and implemented marketing strategies and campaigns to attain new shareholders, such as the Waddell / Reed Credit Card with a rewards program.• Facilitated marketing projects through multiple channels, such as design, copy, compliance and print.• Implemented project management process to improve workflow in Marketing.

• Developed and implemented sales and marketing strategies to our sales force of over 2,700 Financial Advisors.Coordinated projects between departments within Waddell & Reed to ensure the best product and service for our sales force. Developed, tested and maintained retirement plan calculator software.Assisted Financial Advisors in creating relationships with clients and potential clients to retain and increase assets.

Owned and operated a window washing business.

Bachelor Of Science-Business Administration, Marketing

Activities and Societies: Intramural sports, Athletic Committee Chair in my Dorm.Graduated with a Bachelor of Science in Business.

Mba, Business

Graduate with an MBA