Marlo C. Email & Phone Number

Greater San Diego Area

Overview of Responsibilities:Drive strategic vision and implementation of service strategies to enhance member retention and satisfaction. Lead a global team of 17, delivering world-class support, resources, and training to members and Chairs, fostering engagement with the Vistage platform. Manage C-level customer relationships, addressing complex challenges and ensuring resolution. Oversee department performance metrics, continuously coaching and collaborating across teams to uphold a standard of excellence in service delivery.

Lead group fitness and group training classes. Certified in BodyCombat, TRX, Kettlebell, Battle rope, BodyPump. Previous certifications include: NASM CPT, Nesta Personal Trainer, TurboKick, Zumba, Spinning, 24Lift, 24Cycle, Step.

Managed relationships with 60+ mutual fund partners, providing sales insights, briefing wholesalers on key initiatives, and supporting value-add programs. Spearheaded marketing efforts for mutual funds, ETFs, and 529 Plans, creating impactful campaigns, training resources, and promotional content to engage financial advisors. Coordinated the execution of selling agreements for high-demand products, collaborating with sponsors, legal teams, and internal stakeholders. Resolved escalated financial advisor and sponsor issues by liaising with internal departments, ensuring seamless operations and client satisfaction.

Greater San Diego Area

Developed and implemented a scalable business model for the Investment Product Sales team, managing 6,000+ monthly advisor inquiries through optimized workflows, call routing, training, and performance monitoring. Provided strategic relationship management for 80+ key account managers across mutual funds, alternative investments, and annuity carriers. Led product updates, year-end planning, sales training, and promotional initiatives, delivering impactful sales and marketing education materials to drive engagement and growth.

Greater San Diego Area

Led a high-volume trading operation, overseeing a team of mutual fund traders and resolving escalated issues, including system problems, advisor concerns, and large trade executions. Managed the processing and efficiency evaluation of 5,000 monthly mutual fund transfers, ensuring smooth and accurate operations. Spearheaded key initiatives as Project Manager Lead, collaborating with various management levels to implement process improvements. Directed a team of 17, focusing on training, scheduling, coaching, and career development to maintain a high-performing, results-oriented group.