Marjorie Wynn Email & Phone Number

San Francisco , Ca, Us

Drive our ultra-high-net-worth national sales and marketing strategies across Wealth & Investment Management. The ultra-high-net-worth segment is defined as clients and prospective clients with $50M or more in assets under management. I am responsible to deliver client engagement and acquisition results for this segment across Wells Fargo Advisors, The Private Bank, and The Private Bank Family Office (formerly Abbot Downing).

San Francisco , Ca, Us

As the head of marketing and member of the operation committee for Abbot Downing, who solely served ultra-high-net-worth clients defined as $50M or more in assets under management, I was responsible for strategic leadership and delivery of the Abbot Downing brand, content, digital solutions, events, and sponsorships across all client touch points and with a cross-organizational mindset.

San Francisco , Ca, Us

Abbot Downing is a division of Wells Fargo and serves ultra-high-net-worth (defined at $50M+) families, individuals, and foundations and endowments to help preserve and grow assets while building legacies across generations. We help clients manage the full impact of unique wealth, addressing its financial, social, and personal impacts. My leadership responsibilities included:• Building increased brand awareness• Developing cross-organizational marketing strategies• Showcasing our thought leadership to drive desired results• Creating and executing an effective content strategy

Alphareta, Ga, Us

The Broadway Dreams Foundation, BDF, a premiere performing arts education nonprofit, provides training, mentoring and career opportunities in musical theater for performing arts students from all socio-economic backgrounds. BDF offers intensive programs globally, led by an exceptional faculty of high-profile experienced Broadway actors, directors, choreographers, casting executives, and agents committed to giving back to the theatrical community.

Atlanta, Ga, Us

Provided consulting, executive coaching, thought leadership, subject matter expertise, and program management for clients of North Highland Worldwide on a variety of initiatives designed to help increase their brand awareness and industry market share.North Highland is a global management consulting firm servicing many of the best known brands in the world. They provide consulting services to more than 300 of the Fortune 500 companies and are known for solving tough business challenges.

Minneapolis, Mn, Us

Led a team to consult, sell, plan and implement large-scale VIP events across the nation focused on client acquisition, advisor recruiting and segment marketing results. Ensuring field leaders and the financial advisor sales force was trained and prepared to leverage this marketing strategy to drive practice growth was essential for success.Elite Events occurred in such places as the trading floor of the New York Stock Exchange, the Seattle Space Needle, NFL stadiums, MLB parks, picturesque vineyards and national landmarks across the country. These events drove significant results in client acquisition, new assets under management and advisor recruiting.Worked closely with the Advisor Recruiting leaders and engaged with prospective advisors we wanted to recruit to Ameriprise Financial. Helped these prospective advisors understand the benefits of joining Ameriprise and how we would help them maximize their marketing potential for their practice.

Establish a thriving consulting practice catering to numerous Fortune 300 companies such as American Express, U.S. Bank, and Bank of America.•Manage intricate enterprise initiatives encompassing brand development, lead generation, sales enablement, client acquisition, segmentation marketing, events, content marketing, and advertising across various channels.Orchestrate large-scale events, trade shows, and sponsorship opportunities and manage extensive client portfolio; collaborating with travel and signature card services to provide exclusive, by invitation-only offerings.

New York, Ny, Us

Developed marketing programs for institutional clients to drive desired results. Leveraged as an extended part of the sales team to present our services and recommendations to our prospective institutional clients.Led a team that created and implemented marketing campaigns for institutional clients during times of merger or acquisition to ensure employees made informed decisions and maximized their participation in new benefit programs.

New York, Ny, Us

Responsible for client satisfaction of several of our top FORTUNE 300 institutional client relationships and the integrity of their 401(k) plan data. Led a team who delivered qualified plan services to our large-market clients.

Bachelor Of Arts, Business And Communications

Certified Consultant, Corporate Etiquette & International Protocol