Marjorie Wynn

Marjorie Wynn Email and Phone Number

Executive Director - Wealth Management | Marketing | Strategist | Board Chair @ Wells Fargo Private Bank
Marjorie Wynn's Location
Greater Minneapolis-St. Paul Area, United States, United States
About Marjorie Wynn

My most enjoyable and successful roles include leading teams where we contribute to the vision, strategy, and execution of initiatives that deliver exceptional client experiences and business results. Celebrating team wins are some of my favorite career memories. I come from a family of entrepreneurs and early in my career, I owned and led a business. My 9 years of experience as a business owner has forever shaped my professional mindset to be client centric, resourceful, and innovative.I’ve been fortunate to have opportunities to gain experience in the following areas:• Leading teams to deliver their best efforts• Developing a brand strategy across all client touch points for the ultra-high-net-worth client segment• Designing extraordinary multi-day client event experiences for our top clients• Creating meaningful and valued content• Innovating in the digital arena• Measuring and sharing team results and identifying areas for new opportunityIn additional to my formal career, I enjoy being a board member and the marketing chair of the Broadway Dreams Foundation. I've always had a love for the performing arts and this non-profit provides me an opportunity to support aspiring performers, from all socio-economic backgrounds, in achieving their dreams. My family also contributes their time and resources to support this organization, which makes it even more meaningful.

Marjorie Wynn's Current Company Details
Wells Fargo Private Bank

Wells Fargo Private Bank

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Executive Director - Wealth Management | Marketing | Strategist | Board Chair
Marjorie Wynn Work Experience Details
  • Wells Fargo Private Bank
    Executive Director, Hnw Client Engagement, Wealth & Investment Management
    Wells Fargo Private Bank Sep 2021 - Present
    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).
  • Wells Fargo Private Bank
    Senior Vice President, Head Of Marketing - Abbot Downing
    Wells Fargo Private Bank Feb 2016 - Sep 2021
    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.
  • Wells Fargo Private Bank
    Vice President, Marketing
    Wells Fargo Private Bank Sep 2014 - Feb 2016
    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
  • Broadway Dreams Foundation
    Member Of The Board Of Directors, Marketing Chair, And Member Of The Executive Committee
    Broadway Dreams Foundation May 2014 - Present
    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.
  • North Highland Worldwide
    Principal Owner And Consultant
    North Highland Worldwide Jun 2013 - Sep 2014
    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.
  • Ameriprise Financial
    Director Of Elite Events, Marketing
    Ameriprise Financial 2005 - May 2013
    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.
  • Wynn Consulting & Communications
    Company Owner, Marketing And Communications Management
    Wynn Consulting & Communications 1996 - 2005
    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.
  • American Express
    Marketing Manager - Institutional Services
    American Express 1993 - 1996
    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.
  • American Express
    Account Administrator - Institutional Retirement Services
    American Express 1990 - 1993
    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.

Marjorie Wynn Skills

Leadership Financial Services Marketing Crm Management Program Management Marketing Strategy Sales Retirement Planning Strategic Planning Consulting Retirement Series 7 Training Mergers And Acquisitions Finance Recruiting Financial Advisory Large Scale Event Planning Presenter Customer Relationship Management Series 63 Cross Organization Collaboration Series 6 Large Scale Events

Marjorie Wynn Education Details

  • University Of St. Thomas
    University Of St. Thomas
    Business And Communications
  • Protocol School Of Washington
    Protocol School Of Washington
    Corporate Etiquette & International Protocol

Frequently Asked Questions about Marjorie Wynn

What company does Marjorie Wynn work for?

Marjorie Wynn works for Wells Fargo Private Bank

What is Marjorie Wynn's role at the current company?

Marjorie Wynn's current role is Executive Director - Wealth Management | Marketing | Strategist | Board Chair.

What is Marjorie Wynn's email address?

Marjorie Wynn's email address is ma****@****ast.net

What is Marjorie Wynn's direct phone number?

Marjorie Wynn's direct phone number is +165173*****

What schools did Marjorie Wynn attend?

Marjorie Wynn attended University Of St. Thomas, Protocol School Of Washington.

What are some of Marjorie Wynn's interests?

Marjorie Wynn has interest in Social Services, Children, Arts And Culture, Economic Empowerment.

What skills is Marjorie Wynn known for?

Marjorie Wynn has skills like Leadership, Financial Services, Marketing, Crm, Management, Program Management, Marketing Strategy, Sales, Retirement Planning, Strategic Planning, Consulting, Retirement.

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