Heidi Humphrey Email and Phone Number
Heidi Humphrey work email
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Heidi Humphrey personal email
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Bringing my strong intuitive skills and the ability to think ahead, I innovate to achieve increases in client satisfaction and loyalty. Cultures that value an entrepreneurial mindset and are committed to fair and firm decision-making fuel my passion to work hard. After 20 years of marketing in financial services, I use my experience and talents to contribute to the vibrant, growing independent advisor community. As a Senior Marketing Manager at Schwab Advisor Services, I work directly with Sales Relationship Managers to advocate for and grow the Registered Independent Advisor (RIA) Industry. Previously as the Client Experience Director at U.S. Bank Private Wealth Management, I was responsible for building trusting relationships across the advisory teams at U.S. Bank and with clients. As a member of the leadership team, I advised and collaborated with executives, Private Wealth Management offices nationwide, and with the Voice of the Customer Office, to build a client-centric culture.I began my career in philanthropy as a charitable fund raiser for the American Cancer Society and I also worked for The United Way and the Cowles Media (parent company of the Star Tribune) Foundation in the Twin Cities.As a passionate supporter of organizations that empower women, I serve on the board of directors for TeamWomenMN - https://teamwomenmn.org/ (Check them out!). I grew up in a family of small business owners, where there was an expectation to always contribute, work hard and treated people fairly. These early learning’s shaped my strong work ethic and informed my leadership style.
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Marketing DirectorProsperity - An Eisneramper Company Jun 2024 - PresentOwings Mills, Maryland, Us -
Senior Field Marketing Manager | Advisor ServicesCharles Schwab Jun 2019 - Jun 2024Westlake, Texas, Us -
Director Client Experience, Private Wealth ManagementU.S. Bank Jan 2014 - Nov 2018Minneapolis, Mn, UsLed the Private Wealth Experience, a business-wide strategy to create a consistent, world-class experience for high-net-worth clients at U.S. Bank. Reporting to senior management, consult with and design programs for leaders of client advisor teams to expand and enhance client relationships while supporting achievement of revenue and sales goals. Partner with the U.S. Bank Voice of the Customer office to execute the annual client loyalty study and advise leaders on ways to use the data and results to improve advisor impact and overall business performance. CREATED STRATEGY FOR IMPLEMENTING AND INCREASING A CLIENT-CENTRIC EXPERIENCE• Created resources and tools for the front office field based on industry insights and focus groups feedback. • Reduced client attrition by 5%.• Increased client loyalty and satisfaction by 10% over a 4-year period. TRUSTED PARTNER ADVISING ON MARKETING AND CLIENT ENGAGEMENT STRATEGIES• Served as a trusted partner to provide marketing, digital, operations, and product enhancement guidance. Scope included building awareness and increasing adoption of technology, such as MoneyGuidePro, a goals-based financial planning software, Salesforce, the contact management system. CREATED EMPLOYEE ENGAGEMENT STRATEGY TO DRIVE SATISFACTION SCORES•Served as a wealth management champion for the company-wide all employee surveym "Talk to US". Created strategy, interpreted and communicated results to leadership, and recommended actions plans to increase employee engagement. • Resulted in increase scores of 80%. -
Marketing Manager, U.S. Bank, Private Wealth ManagementU.S. Bank Dec 2008 - Jan 2014Minneapolis, Mn, UsLed team of five marketing professionals. Grew team from two to five marketing specialists and expanded number of client events from 100 to 400 annually. Hired by department head of Private Wealth Management to increase perception that U.S. Bank is formidable competitor in the investment management and client advisory arena. LED MARKETING, COMMUNICATIONS AND BRAND AWARENESS STRATEGIES FOR WEALTH MANAGEMENT • Developed strategic business development plans with 15 market leaders located throughout the U.S. to increase visibility, generate awareness and build sales momentum. • Advised leadership on internal communication strategies, and supported the development of a leadership conference to fuel positive cultural momentum. • Tracked results from client engagements and demonstrated a strong correlation between marketing activity and sales. Managed team budget. -
Marketing ManagerU.S. Trust 1996 - 2008UsMarketing Manager for The Resource Companies, a privately held firm that served 350 high-net-worth families with approximately $4 billion in assets under management. Led brand management, sales collateral development, events and client communications. Led team of four marketing professionalsLED MARKETING, BRANDING, PR AND COMMUNICATIONS STRATEGY• Successfully navigated the integration of a The Resource Companies into U.S. Trust which had a public company culture, and new brand for our client and employees.• Advised leadership on strategies to retain the local client base when the 2 businesses merged.• Due to the care, sensitivity and careful orchestration of communication and planning approximately 100% of clients stayed with the company.• Lead the marketing and communications efforts reporting to local senior leadership while serving as a liaison to headquarters in New York to ensure alignment of communications, community involvement and brand consistency. • Managed the marketing budget and outside agencies to support local marketing.• Promoted to a strategic marketing leader after Bank of America acquired U.S. Trust in 2006, managing events and sponsorships in the upper Midwest, including Chicago, Kansas City and Texas.• Lead a team of 3 marketing managers and contractors as needed.In 2002, New York-based U.S. Trust Company, N.A. acquired The Resource Companies, I was promoted to the marketing manager for the combined organization in Minneapolis and St. Paul. -
Director Of DevelopmentAmerican Cancer Society Minnesota 1995 - 1997Eagan, Minnesota, UsDevelopment Director, led fund-raising efforts, raised $1 million dollars annually. Recruited, hired and evaluated a team of 5 professional fund-raisers and a support associate. Identified potential donors for legacy giving. Special Event Director, 1995 – 1997. Managed 2 special event coordinators and over 100 volunteers. Executed over 50 special events annually including the first Relay for Life. Negotiated financial and in-kind sponsorships to cover costs.
Heidi Humphrey Skills
Heidi Humphrey Education Details
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Wittenberg UniversityHistory And Communications -
University Of St. ThomasCoursework In Business Communications
Frequently Asked Questions about Heidi Humphrey
What company does Heidi Humphrey work for?
Heidi Humphrey works for Prosperity - An Eisneramper Company
What is Heidi Humphrey's role at the current company?
Heidi Humphrey's current role is Marketing Director, Prosperity - An Eisner Amper Company.
What is Heidi Humphrey's email address?
Heidi Humphrey's email address is he****@****ust.com
What schools did Heidi Humphrey attend?
Heidi Humphrey attended Wittenberg University, University Of St. Thomas.
What are some of Heidi Humphrey's interests?
Heidi Humphrey has interest in Reading And Being A Mom, Football, Exercise, Sweepstakes, Home Improvement, Reading, Sports, Watching Basketball, Fishing, Home Decoration.
What skills is Heidi Humphrey known for?
Heidi Humphrey has skills like Marketing Strategy, Brand Management, Investment Management, Loyalty Marketing, Management, Portfolio Management, Public Speaking, Investments, Non Profits, Nonprofits, Marketing, Leadership.
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