Stuart Robertson Email and Phone Number
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As the leader of ShareBuilder Advisors, I am proud to help more and more small businesses gain access to retirement plans through our low-cost, simple to manage solution, as well as help mid-size businesses lower their costs and up their service. Everyday my team and I are inspired and motivated to help take the costs, confusion and myths out of saving for retirement and change the way the industry better meets our society's needs. I love to work with teams to re-imagine solutions and ideas into powerful offerings that quickly grow to become ongoing, profitable concerns. We're doing that at ShareBuilder 401k everyday. I've had wonderful growth experiences in diverse functions of marketing, product management, pricing, sales/account management, and operations. I've led ShareBuilder 401k across different life cycles including venture backed startup, to part of a public company, and then to lead a buyout of the unit. I bring my experience in finance, travel, telecom, brand, and consumer package goods to help creatively solve, teach and inspire our team to help Americans save. I enjoy creating and evolving our business strategy that delivers our mission, helps maximize growth and builds customer love.
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Chief Executive OfficerSharebuilder 401K Jul 2019 - PresentSeattle, Wa, UsOur mission is to Lead Americans to Save. We believe everyone can be a Saver and live richer, fuller lives. We innovate to deliver the service, technology and expertise to help make saving for retirement as simple and impactful as can be, and continuously work to take the costs out of 401k plans for our clients. I have the amazing privilege to lead a fantastic team of engineers, advisors, marketing and product gurus. I chair the board, investment committee and RIA governance committee for ShareBuilder Advisors (our company name; ShareBuilder 401k is our brand name).
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President Of Capital One Advisors (Spark 401K And Sharebuilder 401K Brands)Capital One Mar 2006 - Jul 2019Mclean, Va, UsDirected all strategy, sales, marketing, product, pricing, and operating functions for Capital One's 401(k) line of business (Spark 401k and ShareBuilder 401k). Grew assets at a greater than 35% CAGR since inception and achieved profitability in first five years post launch. Unit pioneered ETF-based 401(k) plans along with online quote and purchase functionality in the industry and continue to differentiate with auto-pricing discounts, digital ease, price transparency, and service. Now a top 10 provider of new 401(k) plan sales on an annual basis. Spokesperson for the division. Served as a frequent contributor to Forbes.com on investing and 401(k)s from 2011 to 2014. Chaired the Capital One Advisors Governance Committee and the Capital One Advisors Investment Committee, serve on the Capital One Investing Governance Committee, and a member of the Capital One Small Business Banking team. ShareBuilder 401k started as venture back unit as part of ShareBuilder Corp, then was purchased by ING DIRECT in November 2007, and then by Capital One in February 2012. -
Sr. Director MarketingExpedia Corporate Travel Feb 2003 - Mar 2006New York, Ny, UsLed Marketing and Sales Optimization for the fastest growing division of Expedia with 150% year-over-year growth acquiring >3,000 global customer in <3 years. Developed aggressive messaging platform to differentiate and lead the market to attract core mid and enterprise segments achieving sales growth of $320M in 2005 alone. Built and evolved from the ground up all demand generation programs including advertising, best-in-class lead generation web site, direct mail, webinars, customer success events and programs, nurture programs, search engine marketing, white papers, sales presentations, and collateral. Actively managed PR and trade shows and consistently rank as top 1 or 2 in positive PR. Launched ECT Canada expansion and the Expedia Business Advantage product line extension that generated $13M in billings in year one. Reviewed, hired, and managed four separate marketing agencies and an internal team of 12. -
Director Of Brand And Advertising (Consultant)Orbitz May 2002 - Sep 2002Stepped in as a consultant to manage brand, advertising, and research functions for Orbitz. In this fast-paced, start-up environment, developed new consumer advertising, $25M+ media plan strategy, directed positioning and messaging research, and established test market programs to optimize media weight, ad effectiveness, and media mix. Launched industry first and highly successful gay advertising and marketing program as well as the B2B advertising and sales collateral that launched Orbitz for Business.
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Sr. Product ManagerIntercall 2000 - 2002Chicago, Il, UsManaged $40M/year event services product line including packages, pricing, new features, service delivery and issue management. Prior, managed pricing strategy across InterCall teleconferencing products and sales product education, tools, collateral, contests and referral programs. -
Marketing ManagerAt&T 1995 - 2000Dallas, Tx, UsAt Ameritech (now AT&T), directed communication analysis for external brand building which included messaging, markets, GRP levels, spend, and NPV. Prior, managed the $110M consumer voice mail product line including new product and feature launches, human factor research, pricing, and strategy surpassing sales and revenue goals each year in the role. Began at Ameritech in the small business segment supporting access line growth and later launched the first "free" Caller ID promotion driving the highest take rates across all business lines. The promotional design was quickly leveraged across business lines to drive Caller ID adoption to consumer and small business customers. -
Sr. Media PlannerOgilvy & Mather Jan 1990 - Jul 1993New York, Ny, UsCreated media strategies and managed media plans for Ford Parts & Services, Ciba-Geigy, Surf Detergent, New York Hospital of Special Surgery, and American Express.
Stuart Robertson Skills
Stuart Robertson Education Details
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Indiana University - Kelley School Of BusinessMarketing -
University Of Colorado BoulderEconomics
Frequently Asked Questions about Stuart Robertson
What company does Stuart Robertson work for?
Stuart Robertson works for Sharebuilder 401k
What is Stuart Robertson's role at the current company?
Stuart Robertson's current role is Chief Executive Officer at ShareBuilder 401k.
What is Stuart Robertson's email address?
Stuart Robertson's email address is st****@****one.com
What is Stuart Robertson's direct phone number?
Stuart Robertson's direct phone number is +170344*****
What schools did Stuart Robertson attend?
Stuart Robertson attended Indiana University - Kelley School Of Business, University Of Colorado Boulder.
What skills is Stuart Robertson known for?
Stuart Robertson has skills like Strategy, Lead Generation, Product Management, Crm, Business Development, Direct Marketing, Leadership, Marketing, B2b, Strategic Partnerships, Salesforce.com, Digital Marketing.
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