Heather Carpenter Email & Phone Number

California, United States

Santa Clara, Ca, Us

• Lead the development and execution of omnichannel product change communications, ensuring alignment with internal stakeholders and enhancing the client experience.• Simplify complex product changes and regulatory updates into clear, concise narratives that are easily understood by diverse audiences, both internally and externally.• Employ storytelling techniques to craft compelling content that resonates with stakeholders, ensuring that key messages are effectively communicated and understood.• Manage cross-functional teams, serving as a subject matter expert in change management to navigate market challenges and align goals, needs, and priorities across the organization.

San Francisco, California, Us

Developed and delivered communications for internal audiences by partnering with internal stakeholders to identify communication objectives and build narratives and plans aligned with corporate initiatives. Crafted impactful written communications, talking points, and presentations on a proactive and reactive basis.

Westlake, Texas, Us

Managed a business-critical portfolio of 100+ KYC-driven forms across 10 channels, instrumental to compliance as well as customer-facing relationship management and business development. Led the task force to identify "new" Know Your Client (KYC) and Anti-Money Laundering (AML) requirements and led 26+ form projects to introduce the new requirements.

Westlake, Texas, Us

- Created Marcom lead gen activities, and partnered with Field Marketing on creating sales collateral, presentations, sales tools and press releases. - Managed and supported the Advisor Services “Marketing Center” Tool; a digital CRM platform for online and offline lead generation that integrated outbound marketing initiatives to Advisors.

Emeryville, California, Us

Led, managed, and executed marketing strategies that included brand identity, positioning, market research, and competitive analysis. Developed marketing plans for product launches, including “all collateral”, POS, sales presentations, proposals, and webcasts. Managed, hired, and trained a team of four direct reports that supported various channels and sales teams.

Westlake, Texas, Us

- Streamlined marketing roles, leveraged communications materials, monitored budgets and developed standardized processes and procedures to reduce marketing costs.- Managed and executed 100+ targeted marcom to Registered Investment Advisors (RIAs) on GrowthPoint events & initiatives.- Project managed and executed a targeted demand generation on Schwab’s industry-leading “RIA Benchmarking Study” to over 1000+ RIA’s.

Austin, Texas, Us

- Successfully led and executed lead generation campaigns- Worked closely with internal teams to ensure consistent brand messaging aligned with industry best practices- Oversaw and managed timelines, content creation, compiling contact lists, and campaign logistics- Created dashboards using Google Analytics- Managed a webcast for 5,000 resellers with senior leaders- Developed backend tracking URLs to accurately measure campaign performance and determine the return on investment (ROI)

Owned operated and merchandised a high-end retail gift store; managed day-to-day operations. Created reports for payroll tax, sales tax, profitability, and inventory analysis. Implemented and created an e-commerce website for the store. Managed, hired and trained new employees.

Santa Rosa, California, Us

• Achieved a 10% ROI by developing and integrating targeted online/offline lead generation programs, including email campaigns, banner ads, direct mail, PR and telemarketing. • Successfully project-managed numerous multi-lingual direct/email campaigns simultaneously.

Education record

Education record