Linda Matza

Linda Matza Email and Phone Number

Managing Director, Mesirow @ Mesirow Wealth Management
Highland Park, IL, US
Linda Matza's Location
Highland Park, Illinois, United States, United States
About Linda Matza

The ability to bring great ideas to life takes curiosity, creativity, and commitment. When teams are empowered, motivated, and driven to win, great things happen. I have had the extraordinary opportunity to partner with what I consider to be A-talent colleagues and leadership teams to create innovative solutions — sometimes market disrupting — that drive profitable and sustainable revenue growth. Those solutions have included:• New consultative sales tools and techniques• Targeted multi-media B2B and B2C marketing programs and campaigns• New product development and/or revamp of competitive positioningOne of my mentors said that my “insatiable curiosity” is my greatest strength. I think it is my ability to combine this with a practical approach to improving sales, applying both new and proven techniques to marketing, and building lasting relationships with customers that is unique. Many people are curious; few are willing to challenge the status quo to create meaningful change.

Linda Matza's Current Company Details
Mesirow Wealth Management

Mesirow Wealth Management

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Managing Director, Mesirow
Highland Park, IL, US
Employees:
9
Linda Matza Work Experience Details
  • Mesirow Wealth Management
    Managing Director, Mesirow
    Mesirow Wealth Management
    Highland Park, Il, Us
  • Mesirow Wealth Management
    Managing Director, Mesirow
    Mesirow Wealth Management Jul 2015 - Present
    Highland Park, Il
    In my role as Marketing Director, I am responsible for creating and implementing strategic marketing and business development initiatives for a number of our Mesirow businesses. This includes the development of marketing and client communication materials, harnessing the power of CRM to automate the distribution of thought leadership, initiating recruiting and lead generation programs, and nurturing a growth culture.
  • Hunter Business Group
    Vice President Of Consulting / Client Officer
    Hunter Business Group May 2013 - Jul 2015
    Greater Milwaukee Area
    Hunter Business Group is a national B2B consulting firm that provides proven sales and marketing solutions to clients with an emphasis on improving sales and marketing effectiveness and customer loyalty. By actively probing and listening to customer needs I recommend the most impactful solutions to address those needs; then develop a structured plan to achieve the goal. Often, these projects are designed to grow top line revenue by improving customer retention, implementing integrated sales and marketing campaigns, acting on voice of customer (VOC), leveraging CRM to deliver profile-driven digital messaging, assessing sales talent, and developing metrics to measure ROI.
  • Ziegler Capital Management, Llc
    Managing Director, Institutional Sales And Client Service
    Ziegler Capital Management, Llc Jun 2009 - Jul 2012
    Greater Chicago Area
    Responsible for sales, marketing, and institutional account management for boutique asset management firm.
  • Ziegler Capital Management, Llc
    Director, Intermediary Distribution And Product Development
    Ziegler Capital Management, Llc May 2005 - Jun 2009
    Greater Chicago Area
    Responsible for financial intermediary sales, marketing, and mutual fund/ETF product development.
  • Kemper Funds, Scudder Funds, Dws, Deutsche Bank
    Senior Vice President, Advanced Sales And Marketing
    Kemper Funds, Scudder Funds, Dws, Deutsche Bank 2000 - 2005
    Greater Chicago Area
    Developed innovative and differentiating value-added marketing programs designed to reinforce consultative selling. Programs included: retirement income planning, practice management, and niche marketing.
  • Kemper Funds, Scudder Funds
    Vice President, Retirement Plan Product Development And Marketing
    Kemper Funds, Scudder Funds 1994 - 2000
    Greater Chicago Area
    As part of a small entrepreneurial team, developed new mid-market DC product by leveraging best of Kemper’s knowledge of intermediary distribution with Scudder’s platform infrastructure. Defined brand, client service model, employee education tools, web, and launch strategy. Pioneered exclusive loyalty program designed to increase sales with successful financial advisors through formal education on retirement plans and entrepreneurial business management.
  • Kemper Funds
    Director Of Sales Support (1991-1994) And Director Of Training (1989-1991)
    Kemper Funds 1989 - 1994
    Greater Chicago Area
    Responsible for training internal employees on presentation skills, financial markets and investment products. Recruited internally to manage sales support team of 40 licensed representatives supporting retirement plans and variable annuities.

Linda Matza Skills

Leadership Alternative Investments Public Speaking Fixed Annuities Non Profits Organizations Consultative Selling Style Retirement Planning Investments Relationship Management Competitive Analysis B2b Marketing Integrated Marketing Asset Allocation Institutional Sales Financial Services Mutual Funds Qualified Retirement Plans Marketing Asset Management New Business Development Separately Managed Accounts Uma Business Strategy Management Product Development Project Team Management Etfs Superior Client Service Analytics Marketing Strategy Retirement Senior Living Communities

Linda Matza Education Details

Frequently Asked Questions about Linda Matza

What company does Linda Matza work for?

Linda Matza works for Mesirow Wealth Management

What is Linda Matza's role at the current company?

Linda Matza's current role is Managing Director, Mesirow.

What is Linda Matza's email address?

Linda Matza's email address is lm****@****uth.net

What is Linda Matza's direct phone number?

Linda Matza's direct phone number is +131259*****

What schools did Linda Matza attend?

Linda Matza attended St. Olaf College.

What are some of Linda Matza's interests?

Linda Matza has interest in Collecting Antiques, Exercise, Home Improvement, Shooting, Reading, Gourmet Cooking, Sports, The Arts, Golf, Home Decoration.

What skills is Linda Matza known for?

Linda Matza has skills like Leadership, Alternative Investments, Public Speaking, Fixed Annuities, Non Profits Organizations, Consultative Selling Style, Retirement Planning, Investments, Relationship Management, Competitive Analysis, B2b Marketing, Integrated Marketing.

Who are Linda Matza's colleagues?

Linda Matza's colleagues are Lee M. Gordon, Kevin Crouch, David R. Moore, Matthew J. Miller, Cima®, Aif®, Jennifer Morreale, Sabrina Emert, Cfp®, Gary Pattengale, Cpa, Cfp®.

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