John Pacheco

John Pacheco Email and Phone Number

Independent Business Consultant | Marketing + Communications + Consumer Experience | ex-Schwab, BlackRock, Barclays @ Qurrency™
san francisco, california, united states
John Pacheco's Location
Los Angeles Metropolitan Area, United States
John Pacheco's Contact Details

John Pacheco personal email

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About John Pacheco

Experienced corporate marketing and communications leader. Founder and CEO of Qurrency™, a conscious consumerism technology service started in 2014 with a mission to connect consumers and brands with common values.Seeking angel investor, venture capital, and incubator inquiries for the Qurrency prototype and company, as well as interim short to mid-term marketing consulting engagements. Experience and specialties include:• Marketing Strategy – Acquisition, retention, and loyalty; prospect and customer experience• Campaign Management – Planning, paid/owned/earned media channel integration and execution, measurement• Positioning and Messaging – Architecture/framework development, implementation• Relationship Communications – Customer service communications, client reports• Corporate Crisis Response – Reputation management, response strategy, executive communications• Event Marketing – Trade show exhibition, sponsorships, hospitality engagements• Content Marketing – Brand publishing editorial strategy, publication contributor and editor-in-chief• Brand Management – Visual identity management, tone/voice/editorial style application and enforcement• Team Leadership – Building high-performing staffs and project teams, inspiring all to contribute toward shared goals and achieve personal and group objectives

John Pacheco's Current Company Details
Qurrency™

Qurrency™

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Independent Business Consultant | Marketing + Communications + Consumer Experience | ex-Schwab, BlackRock, Barclays
san francisco, california, united states
Website:
qurrency.us
Employees:
1
John Pacheco Work Experience Details
  • Qurrency™
    Founder And Managing Executive
    Qurrency™ Mar 2014 - Present
    Los Angeles Metropolitan Area
  • Collabry
    Senior Strategic Consultant
    Collabry Nov 2016 - Present
    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.
  • Wells Fargo
    Marketing Consultant, Business Direct Group
    Wells Fargo Jun 2014 - Aug 2014
    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.
  • Charles Schwab
    Managing Director, Institutional Services Marketing
    Charles Schwab Aug 2011 - Mar 2014
    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.
  • Blackrock
    Head Of Account Management, Creative Services | Global Marketing
    Blackrock Feb 2008 - Jul 2011
    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.
  • Charles Schwab
    Senior Manager, Advisor Services Marketing
    Charles Schwab Apr 2005 - Feb 2008
    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.
  • Charles Schwab
    Senior Manager, Client Communications Development
    Charles Schwab Jun 2000 - Apr 2005
    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.
  • Charles Schwab
    Project Manager, Brokerage Operations
    Charles Schwab Feb 1998 - Jun 2000
    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.
  • Charles Schwab
    Securities Transfer And Settlement, Brokerage Operations
    Charles Schwab Sep 1995 - Feb 1998
    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.

John Pacheco Skills

Direct Marketing Product Marketing Marketing Strategy Financial Services Marketing Communications Marketing Product Management Integrated Marketing Segmentation Program Management Cross Functional Team Leadership Lead Generation Digital Marketing Advertising Product Development Corporate Branding Vendor Management Series 7 Brand Architecture Asset Management Creative Services Asset Managment Software Project Management Institutional Investors Crisis Communications Institutional Investments Loyalty Programs Newsletters Retail Brokerage Retail Banking Personnel Supervision Content Strategy Message Development Brand Messaging Messaging Systems Print Production Trade Publications Digital Asset Management Institutional Marketing Ria Private Wealth Management High Net Worth Individuals Commercial Banking Employee Hiring Budget Tracking Content Marketing Lead Nurturing Online Marketing Paid Search Strategy Agency Relationship Management

John Pacheco Education Details

Frequently Asked Questions about John Pacheco

What company does John Pacheco work for?

John Pacheco works for Qurrency™

What is John Pacheco's role at the current company?

John Pacheco's current role is Independent Business Consultant | Marketing + Communications + Consumer Experience | ex-Schwab, BlackRock, Barclays.

What is John Pacheco's email address?

John Pacheco's email address is jo****@****ail.com

What is John Pacheco's direct phone number?

John Pacheco's direct phone number is (800) 435*****

What schools did John Pacheco attend?

John Pacheco attended University Of San Francisco.

What skills is John Pacheco known for?

John Pacheco has skills like Direct Marketing, Product Marketing, Marketing Strategy, Financial Services, Marketing Communications, Marketing, Product Management, Integrated Marketing, Segmentation, Program Management, Cross Functional Team Leadership, Lead Generation.

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