M. Marc Russell Email & Phone Number

Atlanta, Georgia, United States

Teaching underserved communities how to build true generational wealth though financial literacy and investing. BetterWallet has been named as one of the best financial literacy platforms in the country and nominated for multiple Plutus Awards. BetterWallet's educational content has been featured in Time Magazine, Forbes, BankRate, CNBC, Bloomberg, Vice, Business Insider, Harvard Business Review, and more.Community of +300,000 across social media channels.

Midwest

Midwest

Northeast

South Territory

Malvern, Pennslyvania

Responsible for interviewing, hiring, training, coaching, and leading a high performance 529 specialist team, while prioritizing an outstanding customer experience with our college savings customers. – 4.1/5 Gallup® Employee Satisfaction ScoreRecruited, interviewed, and hired over 100 investment professionals for sales, high net worth, and retail divisions. Assisted in the career development of investment specialist through coaching and mentoring which lead to 7 employee promotions in 3 years. Operations point-of-contact for Colorado’s $2.5B College Savings Plan, responsible for partnering with the Colorado Relationship Manager to analyze client trends, handle elevated client situations, and present operational initiatives to Colorado’s senior management team.Oversaw the coaching initiative for the Education Savings Group department which yielded the highest employee Coaching Effectiveness Board (Gartner) survey results out of the entire direct investing business (2016). Lead an initiative to enhance the experience of external advisors while growing the RIA business by offering value-added products and a streamlined client experience. The initiative earned the trust of more than 150 external advisors and increased advisor demand.

Malvern, Pennsylvania

VADP (Vanguard Accelerated Development Program) is a fast-paced, highly selective 15-month rotational program that offers exposure to four divisional placements focused on interacting with institutional and high net worth clients. Designed and implemented 5 highly-visible, data-driven department projects that helped to enhance the overall client experienceInstitutional Participant Services Department • Built relationships and provided investment guidance to clients who are saving for retirement (401K, IRAs, DB, DC). • Created a performance management tool (Excel Micros) that was presented to the senior management team and later implemented by the entire institutional division. Annuity and Insurance Department • Partnered with the strategy and finance departments to conduct a cost/benefit analysis that helped to prioritize the implementation of future technology enhancements. Flagship Services (High Net Worth Clients) • Created a proactive client outreach strategy that enhanced the department’s end-of-year call forecasting.Education Savings Group • Lead and developed a team of 15 contingent employees and provided inbound phone and email support to retail, institutional, and 529 clients as needed. • Created the onboarding and training strategy for the department.