First Vice President Marketing
CurrentI lead PlanMember's Marketing efforts, including guiding the team that provides strategic planning, creative direction and execution of all marketing and marketing automation initiatives for corporate and affiliate marketing, including the support of 40+ regional financial centers and 500+ financial advisors nationwide. I also guide brand management efforts and am a member of PlanMember's Strategic Development team.PlanMember has a 30+ year history as a nationally top-ranked broker-dealer in the financial services space, providing retirement planning and financial services for employees of educational and non-profit organizations, helping those doing good in the world—teachers and non-profit employees—plan for their retirement.