Richard Strout, Cfp® Email & Phone Number

St. Louis, Mo, Us

I 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.

Boston, Ma, Us

I 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.

Boston, Ma, Us

I 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.

Boston, Ma, Us

I 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.

New York, Ny, Us

I 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

New York, Ny, Us

I 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.

New York, Ny, Us

I 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

Bethesda, 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

Bachelor'S Degree, Business Administration And Management

Education record