John Pacheco Email & Phone Number

Los Angeles Metropolitan Area

Los Angeles Metropolitan Area

Strategic communications and program development consultant. Support for the firm's partner agencies and financial services clients including Charles Schwab, Northwestern Mutual, and PayPal.

San Francisco Bay Area

Marketing consultant, supported product management activities and acquisition, cross-sell, and up-sell efforts for Wells Fargo business credit cards and rewards programs sold to small business consumers and enterprises. Created and enhanced promotional collateral content and brand experience across product communication suite of more than 200 online/offline marketing assets for consumers, retail bankers, and business bankers. Developed centralized content and collateral library to improve marketing operations and integration efficiency.

San Francisco Bay Area

Senior marketing leader responsible for Advisor Services B2B and B2C customer communications, crisis response, practice management marketing, and content marketing to client network of over 7,000 RIAs and their more than 2 million high-net-worth investor clients. Served as publication editor for Advisor News, Schwab’s proprietary newsletter for RIAs. Contributed to marketing strategy, managed campaigns and multi-channel marketing initiatives for recruitment of experienced financial professionals as franchisee operators of Charles Schwab independent branches. Co-launched and co-editor of lead nurturing Franchise News email newsletter series. Also, developed customer communication plans, messaging, executive communication content, and managed campaigns supporting money market fund and cash products for retail investors. Supervised a team of two senior marketers and managed more than $1 million of Institutional Services Marketing’s annual discretionary budget.

San Francisco Bay Area

Regional account director within in-house creative agency. Responsible for agency relationships with the U.S. iShares ETF, Barclays iPath ETN, and BlackRock U.S. and Canada institutional groups, and all agency creative project management supporting their businesses. Partnered with sales, product development, direct marketing, and event marketing teams to plan the design, schedule, and production of marketing assets for client acquisition, relationship management, hosted and third party events, corporate sponsorships, and national trade shows. Coordinated agency account traffic functions for all current and upcoming engagements, to properly resource efforts toward meeting deadlines. Managed the iShares, iPath, and BlackRock brand families to ensure proper application of all visual identity system elements and rules. Hired and supervised a staff of seven, in account/project management and proofreading/copy editing roles.

San Francisco Bay Area

Marketing professional responsible for customer communication planning, messaging and content development, and campaign execution for product, service, and customer experience initiatives to audience of over 5,000 RIAs and their 1.2 million high-net-worth investor clients representing more than $580 billion in assets under custody. Developed marketing collateral and managed direct-response campaigns for wealth management products/services and regulatory events.

San Francisco Bay Area

Account executive responsible for development and management of firm-wide portfolio of more than 50 core customer service communications to audience of 6 million individual investors with more than $700 billion in assets under custody. Managed a $1 million annual technology budget for software development of direct-response communication platforms triggered by service and transactional updates to customer accounts. Partnered closely with product marketing teams to identify opportunities to cross-sell and up-sell relevant products and services. Worked with all revenue business lines, legal counsel, compliance, operations, sales / service field, marketing, and technology groups supporting all of the firm’s critical brokerage and banking transaction and customer information systems to collectively identify communication trigger generation, content, and fulfillment requirements. Communications stakeholder for strategic company initiatives including customer segmentation, corporate acquisition/divestiture, and cost-saving programs. Supervised a staff of two communication project manager direct reports.

San Francisco Bay Area

Responsible for leading software development projects in broker/dealer transaction, asset custody, and customer information and reporting systems serving $725 billion in assets under custody. Managed cross-functional project teams to define software business requirements and ensured proper functionality, performance levels, and operational controls at conclusion of projects.

San Francisco Bay Area

Responsible for facilitating the transfer of physical securities into broker/dealer street name for custody in brokerage accounts and to settle trades. Assisted retail investors, field brokers, and institutional service teams with security delivery requirements based on certificate and brokerage account registrations. Coordinated unsecured sell trade buy-ins for security delivery failures, to aid in managing broker/dealer net capital compliance. Partnered with other back office groups including Corporate Actions, Margins, and Dividends in providing service related to physical security delivery.