Shauna Mace, Chpc™️

Shauna Mace, Chpc™️ Email and Phone Number

Head of Practice Management, Managing Director at SEI | I help advisors and their teams grow through actionable insights and tools | Growth consultant and coach | FOLLOW ME for tips and tools, let’s grow! @ SEI
Shauna Mace, Chpc™️'s Location
Greater Philadelphia, United States, United States
Shauna Mace, Chpc™️'s Contact Details

Shauna Mace, Chpc™️ personal email

n/a

Shauna Mace, Chpc™️ phone numbers

About Shauna Mace, Chpc™️

Wired for growth, I've spent my career in the financial services industry (largely the RIA channel) always focused on building and expanding businesses and people. Just over a year after launching a growth consulting and coaching business, Inspire Growth, I was at capacity, turning advisors away. It was time to scale. To scale, I joined SEI. I know growth takes a village and SEI has an ecosystem of investment, technology and custody solutions to help advisors and their teams thrive. I love helping businesses and individuals grow in scalable and sustainable ways. Shauna Macesmace@seic.com---https://seic.com/social

Shauna Mace, Chpc™️'s Current Company Details
SEI

Sei

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Head of Practice Management, Managing Director at SEI | I help advisors and their teams grow through actionable insights and tools | Growth consultant and coach | FOLLOW ME for tips and tools, let’s grow!
Shauna Mace, Chpc™️ Work Experience Details
  • Sei
    Managing Director, Head Of Practice Management
    Sei Sep 2021 - Present
    Oaks, Pa, Us
    I help advisors and their teams grow professionally and personally by creating and delivering actionable practice management insights, tools and programs focused on:- Establishing a strong foundation for growth- Creating new opportunities- Capitalizing on your opportunities- ScalingI am driven to inspire growth by amplifying the needs and voice of the investor, advisor and industry experts to learn and evolve together.
  • Inspire Growth
    Founder And Consultant
    Inspire Growth Apr 2020 - Present
    Merion Station, Pa, Us
    There are many ways I can help but you don't need many things, you need the right things. I partner with firms and individuals to develop holistic business growth plans and project-based engagements that deliver the right results using marketing, sales, data and technology, processes and your people. Learn more at www.inspiregrowth.co.
  • Inspire Growth
    Ceo | Growth Consultant To Financial Advisors | Sales And Marketing Expert | Goal Seeker
    Inspire Growth Apr 2020 - Present
    Merion Station, Pa, Us
  • Fs Investments
    Executive Director, Sales Strategy And Analytics
    Fs Investments Jan 2018 - Apr 2020
    Philadelphia, Pa, Us
    Lead a team focused on taking a data and process-driven approach to distribution to stategically meet sales goals and advance the firm's capabilities. Partnered with firm and sales leadership to set direction and deliver results. Leveraged all resources including sales engagement technology, data, internal expertise, third-party partnerships, leadership and change mangement techniques to strategically grow. Worked with and supported a 100+ external, internal, sales management and marketing team to: - Drive and evolve how the organization used data and analytics to sell- Improve the alignment between sales and marketing to drive results- Target and feed quality leads to sales using feedback, data and systems- Formalize and implement a sales process and pipeline across the sales organization - Create metrics and dashboards for real-time feedback on the business- Implement numerous new and upgrades techologies and processes
  • Fs Investments
    Director Sales
    Fs Investments Jul 2016 - Apr 2020
    Philadelphia, Pa, Us
    Part of a small team dedicated to building out distribution in the RIA channel. By 2019 the RIA channel represented about one-third of firm sales. Helped to set strategic direction and implement the business tactics. I also managed an internal sales team, which included:- Managed and developed sales people - Consultative sales coaching- Sales messaging development- Built and implemented new processes to manage the business- Developed dashboards and key performance metrics to track and manage progress
  • Fs Investments
    Marketing Manager
    Fs Investments Jan 2013 - Jul 2016
    Philadelphia, Pa, Us
  • Tgs Finanical Advisors
    Sr. Development Coordinator
    Tgs Finanical Advisors Jun 2005 - Jan 2013
    Develop and manage the firm's communications and marketing strategies. Initiate conversations with new prospects and professionals. Facilitate the transition of new client relationships. Provide internal project management and strategic development.
  • Tierney Communications
    Pr Intern
    Tierney Communications Feb 2005 - May 2005
    Philadelphia, Pa, Us
    Provided support to the Bayer Science team. Prepared press kits, edited press releases, pitched news editors, created vendor contact lists and participated in strategy brainstorming sessions.
  • Philadelphia Magazine
    Marketing Intern
    Philadelphia Magazine Sep 2004 - Dec 2004
    Philadelphia, Pa, Us
    Created and edited special promotions magazine content. Assisted in the execution of various magazine events. Prepared press kits.

Shauna Mace, Chpc™️ Skills

Marketing Event Planning Adobe Creative Suite Marketing Strategy New Business Development Press Releases Project Management Marketing Communications Communication Strategy Strategic Planning

Shauna Mace, Chpc™️ Education Details

  • Villanova University
    Villanova University
    Political Science
  • Moore College Of Art And Design
    Moore College Of Art And Design
    Digital Media

Frequently Asked Questions about Shauna Mace, Chpc™️

What company does Shauna Mace, Chpc™️ work for?

Shauna Mace, Chpc™️ works for Sei

What is Shauna Mace, Chpc™️'s role at the current company?

Shauna Mace, Chpc™️'s current role is Head of Practice Management, Managing Director at SEI | I help advisors and their teams grow through actionable insights and tools | Growth consultant and coach | FOLLOW ME for tips and tools, let’s grow!.

What is Shauna Mace, Chpc™️'s email address?

Shauna Mace, Chpc™️'s email address is sh****@****are.com

What is Shauna Mace, Chpc™️'s direct phone number?

Shauna Mace, Chpc™️'s direct phone number is +161089*****

What schools did Shauna Mace, Chpc™️ attend?

Shauna Mace, Chpc™️ attended Villanova University, Moore College Of Art And Design.

What are some of Shauna Mace, Chpc™️'s interests?

Shauna Mace, Chpc™️ has interest in Interior Design, Cooking, Trying New Restaurants, Reading, Tennis, Travel, Graphic Design.

What skills is Shauna Mace, Chpc™️ known for?

Shauna Mace, Chpc™️ has skills like Marketing, Event Planning, Adobe Creative Suite, Marketing Strategy, New Business Development, Press Releases, Project Management, Marketing Communications, Communication, Strategy, Strategic Planning.

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