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David Shopmaker Email & Phone Number

Passionate About Helping Financial Advisors Succeed | Dedicated to Building Strong Relationships and Delivering Tailored Marketing Solutions for Growth at Signal Advisors
Location: Mission, Kansas, United States 8 work roles 2 schools
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Role
Passionate About Helping Financial Advisors Succeed | Dedicated to Building Strong Relationships and Delivering Tailored Marketing Solutions for Growth
Location
Mission, Kansas, United States
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David Shopmaker is listed as Passionate About Helping Financial Advisors Succeed | Dedicated to Building Strong Relationships and Delivering Tailored Marketing Solutions for Growth at Signal Advisors, a with 18 employees, based in Mission, Kansas, United States. AeroLeads shows a matched LinkedIn profile for David Shopmaker.

David Shopmaker previously worked as Senior Director of Advisor Success at Signal Advisors and Director, Account Management at Creativeone. David Shopmaker holds Business, Marketing, Management from Baker University.

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Signal Advisors

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Profile bio

About David Shopmaker

I have a passion for empowering financial advisors to achieve their goals through strategic and personalized marketing solutions. With over 15 years of experience in marketing and in developing and nurturing client relationships, I take pride in understanding the unique needs of each client and delivering tailored strategies that drive growth and success.My expertise spans across a wide range of areas, including strategic planning, team leadership, and innovative marketing. With an eye for detail and a commitment to doing everything I can, I am driven to provide exceptional service and support to help financial advisors navigate the complexities of the financial industry.Key areas of expertise:- Strategic account management and client relations- Customized marketing strategies for financial advisors- Team leadership and development- Innovative solutions for business growth- Strong communication and interpersonal skillsI am passionate about continuous learning and staying ahead of industry trends to ensure that I provide the best possible advice and solutions to my clients. If you're looking for a dedicated partner to help you achieve your business goals, I would love to connect and explore how we can work together to make your vision a reality.

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David Shopmaker's current company

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Signal Advisors
Signal Advisors
Passionate About Helping Financial Advisors Succeed | Dedicated to Building Strong Relationships and Delivering Tailored Marketing Solutions for Growth
detroit, michigan, united states
Employees
18
AeroLeads page
8 roles

David Shopmaker work experience

A career timeline built from the work history available for this profile.

Senior Director Of Advisor Success

Current
Sep 2024 - Present

Director, Account Management

Overland Park, Kansas, United States

• Lead the account management team. • Develop and nurture relationships with new & existing clients.• Build marketing strategies, managing projects from conception to final execution• Work closely with clients to identify their needs and provide solutions for their marketing. • Support and provide leadership to the sales team to complete strategic marketing plans for our existing clients.• Operate as the lead point of contact for any and all matters specific to financial advisors marketing.• Serve as liaison between the sales team, marketing department and the client. • Manage the Marketing Credits Program including maintaining the marketing rate sheet. • Send out quarterly emails to advisors updating them on their marketing credits.• Consulting with and contributing marketing ideas to the advisors.• Follow up with clients to ensure satisfaction after project implementation.• Prepare project update reports on a weekly basis.• Assist with outsourcing of print projects.

Apr 2022 - Aug 2024

Sr. Marketing Account Manager

Overland Park, Kansas, United States

• Serve as the day-to-day team lead of Marketing Account Management.• Support and provide leadership to internal team to complete strategic marketing briefs for marketing credits program.• Operate as the lead point of contact for any and all matters specific to producers marketing.• Serve as liaison between internal client, strategic marketing and producer.• Manage the BAC Program including making sure all pricing is accurate• Send out quarterly emails to producers updating on their marketing credits.• Consulting with and contributing marketing ideas to the producers.• Follow up with producers to ensure satisfaction after project implementation.• Manage the marketing projects for the assigned producers• Oversee training/coaching the sales team (Vice President of Sales, Business Development Directors, Case Consultants, Business Consultants, Project Managers) to become comprehensive marketing service consultants.• Prepare status reports on a weekly basis.• Attend meetings with internal clients and external clients. • Assist with outsourcing of print projects.

Jan 2018 - Apr 2022

Marketing Services Coordinator

Overland Park, Kansas, United States

Aug 2016 - Jan 2018

Digital Marketing Coordinator

Kansas City, Missouri Area

- Support in the planning, strategy, ROI evaluation, and hands-on execution of digital marketing programs- Assist in campaign set-up, day-to-day management, and reporting of paid search and display advertising campaigns on Google, Bing, Facebook and other online advertising platforms- Support in development and execution of search engine optimization strategies (on-page/off-page) and in ongoing monitoring, evaluation, and reporting of SEO metrics-Create and maintain strong relationships-Manage budgets efficiently-Create and deliver presentations-Develop and maintain project plans, and update internally on a weekly basis-Track, analyze and report on campaign results-Uncover, understand and achieve goals and business objectives through the customization of ongoing SEO initiatives-Proactively provide strategic recommendations applicable to the our business model and goals- Execute weekly email marketing drops and detailed reporting (become Exact Target power-user)- Assist in management of affiliate/lead generator program and produce monthly performance and commission reports. Aid in identification and onboarding of new partners.- Execute website edits using content management system (CMS power-user).- Analyze website metrics to evaluate traffic/behavior and identify usability and conversion opportunities.- Provide project management support of digital marketing tasks and ongoing initiatives (open jobs, create tracking codes, monitor status, etc.)- Support in creation of standard and ad-hoc marketing reports and presentations by consolidating and evaluating data from online advertising platforms, digital tools, web analytics, and KPI reports- Monitor competition and constantly research new trends in digital marketing to identify opportunities- Perform other marketing or technology related projects as requested

Mar 2015 - Mar 2016

Marketing Director

Gardner, Ks

- Develop and manage a PayPerClick advertising program-by bringing the program for www.smallbusinessbank.com, and then www.gardnerbank.com -Develop and maintain an effective informal organic search program into the bank for the benefit of smallbusinessbank.com and gardnerbank.com.- Develop with team leaders an offline marketing program for both bank websites.- Develop proficiency with and within CRM systems for approval, opening, and processing of new account customers on both websites- Oversee the expansion and revision of content of both bank websites for marketing development and enhancing value and customer experience.- Learn bank products and the systems of delivery to be able to both offer them in a sales capacity and market them on/off bank websites.

Sep 2012 - Nov 2014

Account/Campaign Manager

Lenexa, Ks

•Manage a portfolio of active online advertising campaigns•In conjunction with Campaign Managers, apply appropriate analysis and optimization techniques to ensure that campaigns deliver consistently and achieve advertisers' performance goals and objectives•Prepare and implement online marketing strategies (social media & online advertising) with clients

Sep 2010 - Aug 2012

Social Media/Web Solutions Consultant

Lenexa, Ks

•Business to business selling in fast-paced, highly competitive environment•Amass knowledge and sold products such as: Premier Pro, Websites, Mobile Websites, Facebook Business Pages, Twitter Accounts, LinkedIn, and the ServiceMagic Seal of Approval•Headed various site wide sales projects to introduce new sales products and increase sales productivity

Mar 2011 - Sep 2011
Team & coworkers

Colleagues at Signal Advisors

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2 education records

David Shopmaker education

Business, Marketing, Management

Activities and Societies: Phi Delta ThetaDeans List

Education record

Barstow

Activities and Societies: • Co-Captain of Baseball Team

FAQ

Frequently asked questions about David Shopmaker

Quick answers generated from the profile data available on this page.

What company does David Shopmaker work for?

David Shopmaker works for Signal Advisors.

What is David Shopmaker's role at Signal Advisors?

David Shopmaker is listed as Passionate About Helping Financial Advisors Succeed | Dedicated to Building Strong Relationships and Delivering Tailored Marketing Solutions for Growth at Signal Advisors.

Where is David Shopmaker based?

David Shopmaker is based in Mission, Kansas, United States while working with Signal Advisors.

What companies has David Shopmaker worked for?

David Shopmaker has worked for Signal Advisors, Creativeone, Pioneer Military Credit, Smallbusinessbank.Com, and Deluxe Corporation.

Who are David Shopmaker's colleagues at Signal Advisors?

David Shopmaker's colleagues at Signal Advisors include Abigail Arnold, Carly Kelly, Ashley Pica, Ryan Blue, Chfc®, and Isaiah Grant.

How can I contact David Shopmaker?

You can use AeroLeads to view verified contact signals for David Shopmaker at Signal Advisors, including work email, phone, and LinkedIn data when available.

What schools did David Shopmaker attend?

David Shopmaker holds Business, Marketing, Management from Baker University.

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