M. Marc Russell's Location
United States, United States
M. Marc Russell's Contact Details
M. Marc Russell work email
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M. Marc Russell personal email
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About M. Marc Russell
Enabling the digitalization and automation of the financial services industry.
M. Marc Russell Work Experience Details
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FounderBetterwallet Nov 2021 - PresentAtlanta, Georgia, United StatesTeaching 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. -
Business Development ExecutiveSei Jan 2021 - Nov 2021 -
Core Relationship ManagerSei May 2020 - Jan 2021Midwest
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Internal Account Executive | Select AdvisorsSei Jan 2020 - May 2020Midwest
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Internal Account Executive | New Advisor RelationshipsSei Mar 2019 - Dec 2019Northeast
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Investment ConsultantFs Investments Sep 2017 - Feb 2019South Territory -
Team Leader - College SavingsVanguard Oct 2013 - Sep 2017Malvern, PennslyvaniaResponsible 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. -
Leadership Rotational ProgramVanguard Jun 2012 - Oct 2013Malvern, PennsylvaniaVADP (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.
M. Marc Russell Skills
Leadership
Event Planning
Operations Management
Team Building
Relationship Building
Microsoft Office
Marketing
Management
Project Management
Conflict Resolution
Business Development
Powerpoint
Mentoring
Personal Finance
Investment Management
Sales
Training And Development
Customer Service
Customer Relationship Management
Personal Development
Business Relationship Management
Time Management
Performance Management
Employee Recognition
Profit And Loss Management
Social Media
Conflict Management
Social Media Marketing
Cross Functional Team Leadership
Performance Dashboards
Critical Thinking
Behavioral Interviewing
Public Speaking
Microsoft Excel
Microsoft Word
Research
Data Analysis
Financial Analysis
Sales Process
Alternative Investments
Bdcs
Private Equity
Credit
Hedge Funds
Salesforce.com
Investments
Equities
Portfolio Management
Trading
Capital Markets
Economics
Economic Analysis
Temporary Staffing
Temporary Staffing Strategy
Advertising
Rewards Programs
Service Level Management
Contingent Recruitment
Contingent Workforce
M. Marc Russell Education Details
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Business Economics, International Business
Frequently Asked Questions about M. Marc Russell
What company does M. Marc Russell work for?
M. Marc Russell works for Betterwallet
What is M. Marc Russell's role at the current company?
M. Marc Russell's current role is Financial Educator at BetterWallet®️.
What is M. Marc Russell's email address?
M. Marc Russell's email address is mr****@****eic.com
What schools did M. Marc Russell attend?
M. Marc Russell attended Penn State University.
What are some of M. Marc Russell's interests?
M. Marc Russell has interest in Poverty Alleviation, Education, Economic Empowerment.
What skills is M. Marc Russell known for?
M. Marc Russell has skills like Leadership, Event Planning, Operations Management, Team Building, Relationship Building, Microsoft Office, Marketing, Management, Project Management, Conflict Resolution, Business Development, Powerpoint.
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