Lynn Waldvogel Email & Phone Number

Develop and implement marketing and brand strategies for the firm and our advisors including strategic positioning, target marketing strategies, product marketing, social networking and lead generation programs. Responsibilities include management of Direct Distribution sales unit and Field Marketing Services. Conceived and launched brand positioning for Barnum Wealth Management division and Barnum Premier Client Services as well as development of new brand identity for the firm.

Executive Vice President, Strategy and Planning Created and implemented brand strategies for Prudential’s mutual fund and managed account businesses. Developed business plans to capitalize on opportunities in the marketplace, particularly in the area of retirement planning, and addressing a changing distribution model.Senior role in successful integration of American Skandia’s mutual fund and qualified plan offerings into Prudential’s product line.Executive Vice President, Marketing Developed integrated marketing programs in support of asset gathering efforts for Prudential’s mutual fund, managed accounts and annuities businesses. Led a productive, motivated team of in-house resources responsible for creative services, training, advertising, e-media, public relations and shareholder reporting. Managed consolidated fulfillment on behalf of all Prudential Financial business units. Served as executive sponsor of the Investments Division’s e-Business Development Group. Named “Mutual Fund Marketer of the Year” by Institutional Investor in 2000.

Partnered with business units throughout the company to develop effective communication programs to gather assets, drive revenues and introduce new products and services.Established consistent identity and recreated marketing collateral to emphasize client needs.Worked closely with senior management to develop business focuses and helped prepare corporate messages, speeches and presentations for external and internal audiences. Played a key role in the successful integration of Kidder Peabody’s branch office system into PaineWebber.

Co-led teams which developed and implemented policies concerning compensation, communications, international investor services and technology. Managed the Equity Sales Desk and the National Branch Office Hotline.

Bachelor Of Arts (B.A.), Communications, Journalism And American Studies, Magna Cum Laude

Activities and Societies: Phi Beta Kappa

Juris Doctor, Law

Activities and Societies: International Law Journal