Erik Bjorklund Email & Phone Number

Charlotte Metro

▪ Lead development and the implementation of an operating model for Beamery (CRM)▪ Collaborated on the development of a strategic go-forward plan designed to identify and address inherited risk items, create meaningful user engagement and a reporting model that can tell the story of the value created through Beamery▪ Onboarded 2 team members with consistent process creating a foundation for a team able to support users with a single voice ▪ SME on cross-functional team to implement AI features into Beamery, managing two workstreams, and providing support for foundational AI initiatives in Talent Acquisition.▪ Designed and optimized the "Join the Talent Community" campaign within Beamery CRM, enhancing candidate engagement by simplifying the application process and ensuring compliance with privacy policies.▪ Developed training assets, led initial series of live trainings for all users (US and International) and created a training calendar for quarterly, new-user training sessions▪ Responsible for testing new features and functionality, influencing changes to the platform with the vendor aligned with the best interests of our organization and our users▪ Serve as lead for engagement with HRIT partners in troubleshooting, issue resolution and enhancement/product changes▪ Created process to distribute Wells Fargo Talent Connection to an increasingly large audience by maximizing Beamery’s existing capabilities while influencing vendor to increase capacity for bulk messaging and driving recipients to jobs page creating an improved, measurable experience ▪ Represent Beamery and GTA&E for TA Change Enablement and provide relevant updates on monthly TA Forums

Charlotte, North Carolina, United States

▪ Established Marketing Department and led remote team▪ Optimized existing CRM to align with sales process by integrating existing resources and tools with new software to create a best-in-class marketing tools suite▪ Developed training curriculum and supporting resources to enable Loan Officers to effectively utilize marketing tools suite resulting in 50% increase in users and 2.5x increase in Loan Officer marketing activity (email, social media, landing pages)▪ Created digital scorecard to track Loan Officer adoption and usage of tools and target audience engagement (opens, clicks, impressions, bounce rates)▪ Created multi-touch client experience to keep Borrowers informed and engaged throughout the loan process ▪ Revised value prop for key segments Borrowers, Real Estate Partners and Recruits▪ Launched multi-channel, turn-key marketing campaigns resulting in increased engagement with branded email and landing pages and a 3x increase in followers to corporate social handles▪ Instituted Policy and Procedures in partnership with internal and external compliance partners, streamlining processing time for marketing requests; reduced turn times from average of 8 days to 4

Charlotte, North Carolina Area

▪ Lead marketing strategies and $300K content management budget to provide marketing tools and solutions to advisors across the organization▪ Optimize end-user experience by leveraging data analytics from customer engagement surveys as well as partnering with advisors, support staff and HQ partners ▪ Develop a content strategy for all advisor marketing tools curating content from AXA libraries and third parties▪ Create briefs and partner with the in-house agency to develop email, printed and social media content▪ Refine content strategy and eliminate under-utilized assets and functionality in annual direct mail program; managed an operating budget of $400K and identified $35k in annual savings▪ Lead quarterly multichannel campaign gaining 11.4 ROI in client engagement; track responses, A/B testing and identified customer segmentation▪ Guide workstream for SEC Regulation Best Interest to align marketing materials and resources to requirements in advance of June 2020 deadline

Charlotte, North Carolina Area

▪ Consulted with agencies on proven strategies and aligned resources with innovative marketing ideas that propelled vertical and horizontal growth integrating brand awareness and omnichannel campaigns▪ Guided marketing strategies for 29 sales agencies with individual budgets of $10K to $125K▪ Led cross-functional collaboration with Regional Vice President and General Agents to define marketing priorities and align brand development activities with in-agency marketing talent▪ Developed and deploy strategies to penetrate diverse markets including Multicultural, Small Business, Personal and LGBTQ to determine opportunities for recruiting and client acquisition in their region▪ Identified MetLife branding elements to be updated to MassMutual and developed a communication plan and tracking execution for 1,500 advisor-managed websites and eMarketing accounts

Huntersville, Nc

▪ Managed day-to-day operations of 4 direct reports increasing assets over 75% from $16M to $28M▪ Streamlined operating procedures, created workflows and processes leveraging new Client Relationship Management (CRM) system reducing new business processing times on average of two days▪ Researched, sourced and implemented IT infrastructure with new CRM, upgraded VoIP phone system and replaced on-site server-based network with a cloud-based solution ▪ Formulated, developed and coordinated marketing activities including weekly radio show and advertisements, multiple websites, drip market campaigns, communications regarding the state of markets and changes to investment platforms ▪ Negotiated leases and spearhead relocation for the new home office as well as expanding operations to the satellite office ▪ Initiated rebranding project including website re-launch, social media integration, domain name change, logo redesign and update of all collateral materials

Cornelius, Nc

▪ Facilitated growth of IAR’s assets under management from approximately $40M to $125M▪ Recruited and trained Investment Advisor Representatives (IAR) on portfolio construction suited to clients’ needs and risk profiles and effective positioning of investment strategies to increase sales▪ Developed marketing strategies, created training programs and goal-setting initiatives to increase IAR production▪ Created marketing recruitment platforms to promote AlphaStar strategies and back-house operations to enlist newly licensed and seasoned IARs▪ Improved internal communication with staff through regular meetings and development of Standard Operating Procedures Manual

Huntersville, Nc

▪ Evaluated various insurance products and created illustrations and return projections for clients ▪ Supported transition of the business model from insurance-only to include incorporate securities▪ Facilitated a smooth change of Registered Investment Advisors requiring establishing accounts for all clients at a new custodian and transfer of all assets▪ Performed client service responsibilities including new account set up, asset transfers, and distributions

Mba, Finance

Bachelor Of Arts - Ba, Economics

Activities and Societies: Ski ClubMinor: Business Administration