Therese Beck

Therese Beck Email and Phone Number

Digital Content Manager @ Aqua Finance, Inc.
Sussex, WI, US
Therese Beck's Location
Sussex, Wisconsin, United States, United States
Therese Beck's Contact Details

Therese Beck personal email

About Therese Beck

With over 25 years of experience in the financial services industry, I am skilled in web design, content management, email marketing, and project management, and I hold Series 7, 9/10, and 24 licenses from FINRA.My passion for communication and language led me to pursue a career in digital marketing, where I can leverage my coding, design, and writing abilities to create impactful and engaging online experiences for diverse audiences. I have successfully managed end-to-end content migration efforts between marketing automation tools, coordinated with cross-functional teams to ensure compliance and consistency, and led email marketing campaigns for Wells Fargo. I enjoy learning new technologies, platforms, and best practices, and I am always eager to solve new challenges and take on opportunities.

Therese Beck's Current Company Details
Aqua Finance, Inc.

Aqua Finance, Inc.

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Digital Content Manager
Sussex, WI, US
Therese Beck Work Experience Details
  • Aqua Finance, Inc.
    Digital Content Manager
    Aqua Finance, Inc.
    Sussex, Wi, Us
  • Northwestern Mutual
    Marketing Material Compliance Senior Specialist
    Northwestern Mutual Jan 2024 - Present
    Milwaukee, Wi, Us
  • Wells Fargo
    Senior Digital Marketing Consultant
    Wells Fargo Nov 2019 - Jun 2023
    San Francisco, California, Us
     Function as a single point of contact to marketing partners for digital content needs including discovery, consultation, planning, problem solving, and publishing on Wells Fargo Commercial and Small Business Banking websites.  Perform ongoing review to ensure consistency with company style guidelines and compliance with regulatory requirements. Coordinate with cross-functional teams to manage end-to-end content migration efforts between marketing automation tools.
  • Wells Fargo Advantage Funds
    E-Business Consultant
    Wells Fargo Advantage Funds May 2009 - Nov 2019
     Design, build, publish, and manage Wells Fargo Investment Institute’s thought leadership website content using SDL Tridion CMS. Lead email marketing campaign execution for Wells Fargo Treasury Management and ultra-high-net-worth wealth management subsidiary Abbot Downing. Utilize industry expertise to administer Wells Fargo Advantage Funds website, including management of mutual fund regulatory and performance documents.
  • Wells Fargo Advantage Funds
    Project Manager
    Wells Fargo Advantage Funds 2007 - May 2009
     Manage supervisory, training, and regulatory projects for Financial Advice Intermediary Sales teams, including analyzing sales data to recommend restructured territories to management.
  • Wells Fargo Advantage Funds
    Associate Regional Director
    Wells Fargo Advantage Funds 2006 - 2007
     Support Regional Sales Directors with key functions and goals related to sales and prospecting, client and prospect related projects, client events and marketing support, broad relationship management needs, reporting and documentation.
  • Robert W. Baird
    Compliance Analyst - Sales Practice
    Robert W. Baird 2005 - 2006
    Milwaukee, Wi, Us
  • Robert W. Baird
    Mutual Fund Specialist
    Robert W. Baird 2003 - 2005
    Milwaukee, Wi, Us
  • Strong Funds
    Transfer Agency
    Strong Funds 1998 - 2003

Therese Beck Skills

Mutual Funds Series 7 Series 66 Uniform Combined State Law E Business Series 9 Series 10 Series 23

Therese Beck Education Details

  • University Of Wisconsin-Milwaukee
    University Of Wisconsin-Milwaukee
    German Language And Literature
  • Justus Liebig University Giessen
    Justus Liebig University Giessen
    And Linguistics
  • University Of Wisconsin-Milwaukee
    University Of Wisconsin-Milwaukee
    Web Design Certificate

Frequently Asked Questions about Therese Beck

What company does Therese Beck work for?

Therese Beck works for Aqua Finance, Inc.

What is Therese Beck's role at the current company?

Therese Beck's current role is Digital Content Manager.

What is Therese Beck's email address?

Therese Beck's email address is th****@****.rr.com

What schools did Therese Beck attend?

Therese Beck attended University Of Wisconsin-Milwaukee, Justus Liebig University Giessen, University Of Wisconsin-Milwaukee.

What skills is Therese Beck known for?

Therese Beck has skills like Mutual Funds, Series 7, Series 66, Uniform Combined State Law, E Business, Series 9, Series 10, Series 23.

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