Richard Strout, Cfp® work email
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Richard Strout, Cfp® personal email
Richard Strout, Cfp® phone numbers
At Edward Jones, we understand your needs because we meet with you face to face on a regular basis. Doing so lets us offer investment strategies tailored specifically for you./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
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Financial AdvisorEdward Jones Oct 2018 - PresentSt. Louis, Mo, UsI help serious long-term investors plan and spend in retirement, pay for education, prepare for the unexpected, save money on taxes, and manage life transitions. -
Vice President, Broker And Advisor Marketing ServicesFidelity Investments Nov 2012 - Nov 2017Boston, Ma, UsI managed teams ranging from two to 10+ people in the delivery of shared marketing services for Fidelity Institutional companies. Teams were highly regarded for excellence in stakeholder consultation, development of product roadmaps, go-to-market strategies, campaign design, and program execution.- Launched a new trading business by leading the development and execution of the marketing and communication strategy. Program drove the sale and activation of 84 firms and 200 traders surpassing goals.- Created innovative campaigns, tools, and programs to aid clients with product adoption. - Launched a Regulatory Warning product campaign that achieved a 70% firm open rate and 55% adoption rate. -
Director Marketing CommunicationsFidelity Investments Jan 2010 - May 2012Boston, Ma, UsI served as project lead in the development and implementation of a central Marketing Communications team to increase efficiency, reduce redundancy, and improve quality. - Led the development of operational best practices and scaleable procedures. - Implemented measurement and tracking mechanisms to drive consistent results and meet objectives. - Increased efficiency: Projects completed in one round went from 10% to 45% and from 30+ days to 14 days.- Reduced redundancy: Reduced agency contacts from more than 55 to approximately 12.- Improved quality: Reduced non-compliant materials in system from more than 55% to less than 1%.Awards: Two World-Class Awards, Top Performance Ratings.
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Director Of Client And Prospect MarketingFidelity Investments May 2007 - Jan 2010Boston, Ma, UsI provided integrated marketing and communication support for sales and relationship management teams. - Developed audience-focused strategies and tools to drive prospect inquiries and improve client adoption and satisfaction. - Managed a national campaign that drove over 1,354 inquiries, 651 leads, and 41 new clients with more than $2.1B in assets.- Re-engineered inbound inquiry procedures and vendor tactics. New process improved user experience, reduced operational expenses by more than 50% or $250K, eliminated 14,000 erroneous calls, and increased pre-qualified leads by more than 43% the first year.Awards: Two National Financial Excellence Awards, Top Performance Ratings.
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Marketing Director, Strategic Market DevelopmentAmerican Express 1996 - 2007New York, Ny, UsI led a strategic market development initiative focused on creating and testing segment strategies to boost card usage and merchant card acceptance in under performing U.S. markets.- Pilot tests outpaced national and comparable market indicators by more than 5-16% respectively and merchant acceptance rose 20%.Awards: President’s Club Winner, Top Performance Ratings -
National And Field Marketing ManagerAmerican Express May 2000 - Jan 2005New York, Ny, UsI developed custom and scalable marketing solutions to help sales and relationship managers drive growth, sell product, and solidify merchant relationships.- I was regarded for consultative expertise and the ability to create unique tools and campaigns that increased merchant participation, satisfaction, and revenue growth.Awards: President’s Club, Platinum Club, Top Performance Ratings.
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Manager Of Market Development And Account ManagementAmerican Express May 1996 - May 2000New York, Ny, UsI developed strategic marketplace relationships with major Northeast associations and key merchants.- I re-engineered partnerships, improved mutual value, and reduced market place investments by more than $150,000 while strengthening relationships.Awards: Team MVP, Platinum Club, Top Performance Ratings
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Operations ManagerMarriott International Sep 1989 - Apr 1996Bethesda, Md, Us- Oversaw the operations and P&L of contract food service accounts in the Northeast college sector.- Served as primary client liaison; managed a staff of five managers and 145 employees. - Rapid advancement to Operations Manager
Richard Strout, Cfp® Skills
Richard Strout, Cfp® Education Details
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Keene State CollegeBusiness Administration And Management -
Exeter High School
Frequently Asked Questions about Richard Strout, Cfp®
What company does Richard Strout, Cfp® work for?
Richard Strout, Cfp® works for Edward Jones
What is Richard Strout, Cfp®'s role at the current company?
Richard Strout, Cfp®'s current role is Financial Advisor.
What is Richard Strout, Cfp®'s email address?
Richard Strout, Cfp®'s email address is ri****@****ity.com
What is Richard Strout, Cfp®'s direct phone number?
Richard Strout, Cfp®'s direct phone number is +140129*****
What schools did Richard Strout, Cfp® attend?
Richard Strout, Cfp® attended Keene State College, Exeter High School.
What are some of Richard Strout, Cfp®'s interests?
Richard Strout, Cfp® has interest in Children.
What skills is Richard Strout, Cfp® known for?
Richard Strout, Cfp® has skills like Strategic Planning, Marketing, Marketing Communications, Financial Services, Loyalty Marketing, Customer Acquisition, Analytics, Vendor Management, Credit Cards, Customer Retention, Strategic Partnerships, Relationship Management.
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