Martha Blenkush Email & Phone Number

Saint Paul, MN, US

F2 Strategy provides boutique consulting services globally to support existing technology teams within the wealth management, family office, RIA and wealth manager space, helping these companies align their technology platforms and distribution channels with the wealth management experience that their clients expect.

Greater Minneapolis-St. Paul Area

Collaborated to help build a top-notch advisor experience for the affluent client advisory teams of U.S. Bank Wealth Management.- Co-led a cross-functional team to design and deliver a single cohesive prospect and client experience journey across all business lines in Wealth Management. Secured agreement on a sales framework of seven stages with key steps.

Supported COO and management team; Optimized people, processes and technology. - Systematized ActiFi’s “Business Engineering” program, covering all core areas of an advisor’s business. Created content and all needed execution tools, including templates, assignments, presentations and whitepapers.- Reengineered client satisfaction survey product to sunset.

Plymouth, MN

Delivered coaching/consulting engagements to clients, ranging from solo practitioners to large institutions. - Delivered 100+ advisor consulting engagements, covering all key business areas: strategic planning, differentiation, segmentation, process development, business development, and CRM adoption. Coached clients to achieve goals deploying appropriate.

Managed communications flows to internal and external audiences, including web, monitor and print media. Coordinated distribution of relevant messages with students, staff, faculty, administration and other university partners. Scheduled all events at the UST School of Law, including facilities setups and catering requests.

PSM helps professional services firms and individual professionals develop and implement creative, cost-effective, and results-oriented strategies to grow their business. Wrote new business proposals, conducted strategic assessments of our clients, developed strategic marketing plans, and helped our clients implement targeted marketing strategies. Served.

Managed project to research, edit, and publish a book documenting the impact of lay preaching on the Catholic church. Coordinated lodging, food, meeting space, audio recording and travel arrangements of four two-day meetings for groups of five to twenty-five, including two out-of-state meetings. Coordinated transcription of meetings, including equipment.

Revised curriculum for career and life planning course as part of volunteer team. Reorganized and expanded material in curriculum manual from 100 to 150 pages to include current research, best practices, and participant feedback on career transition process. Proofread final document. Named Outstanding Volunteer in 2005 for work on curriculum revision..

Created multiple-worksheet Excel files to analyze new office startups for rapidly expanding business, and an internal time tracking system. Created documentation to educate future users. Created comparative and pro forma income and cash flow statements for small businesses.

Formed a partnership to sell scrapbook supplies through home parties. Developed vendor network. Performed accounting and financial reporting. Created sales and marketing approach and materials. Sold the business at a profit.

Performed various tasks for multi-bank holding company including financial analysis, regulatory reporting, budgeting, conference planning, and internal auditing.

Ba, Business With Accounting Emphasis, Minors In Economics And Psychology

Activities and Societies: Resident Assistant senior year, Welcome Week sophomore and junior years

Life Coach Training

Took the 5-program series in the Co-active Coach Training program.

Diploma, College Prep