Wendy Whitehurst, Mba Email & Phone Number

Concord, California, US

I engage with AssetMark's collaborators and strategic partner firms, like Adhesion Wealth and Cheetah, to enhance marketing strategies, gain exposure and help grow new platforms such as Bank Trust.

Concord, California, US

Charlotte, NC, US

Transitioning, growing, selling, or just needing a refresh to elevate your firm's first impression? Let us increase the value of your offering. Differentiate yourself, create a plan, and execute.Proven success in financial services:From February 2019 to August of 2021, NLA worked with LPL Financial to develop the marketing process & infrastructure for.

Charlotte, North Carolina, US

Next Level Fundraising was created to focus on non-profit organizations to help take their fundraising efforts and events to the next level through detailed project management, planning, and exposure. My sweet spot is developing sponsorship benefit programs, event planning, and forming strategic alliances. Involved in the community for many years, a focus.

Charlotte, North Carolina, US

My role includes quarterbacking the PR, execution, and strategy teams and going beyond the marketing role to find ways to grow Adhesion, an AssetMark Company. I thrive on brainstorming and execution and working in an agile environment, ready to pivot when needed.During the past few years, the exposure for Adhesion has increased exponentially. LinkedIn.

San Diego, CA, US

In early 2019, I collaborated with LPL Financial to help launch their Strategic Wealth Services division in April of 2020. My vital role with Strategic Wealth Services (SWS) was to build the marketing infrastructure needed for incoming advisors that leave the employee or wirehouse model to form their own firm with LPL’s elite SWS division. LPL SWS wraps.

• My key strengths for Advisors-Business Planning, Client Communications, Marketing Strategy, Recruiting, Solutions, Determination of Gaps and Needs, Building out Goals and Strategy to Achieve Them, Ability to Adapt to.
• Established the strategy, goals and tactics necessary to achieve over 1000% growth in 3 years
• Cultivated new business by successfully transitioning 51 referred Advisors into the firm
• Played a key role in growing the firm from $0 AUM in 2014 to $1.25 billion by 4Q17
• Branded, created infrastructure and launched 27 advisory firms
• Created all marketing and recruiting materials for GLA and the advisory firms that joined GLA

Custom Marketing Solutions engaged in a 6 month project as PR liaison and managed the national PR firm, Big Picture for the start up of TaylorSays. TaylorSays is a new high heel line with Taylor Reeve's original art printed on the bottom. I worked directly with Taylor Reeve,the original "sole" artist, LA designer & founder of TaylorSays and initiated.

Huntersville, NC, US

Custom Marketing Solutions worked with Cornerstone Financial Partners for over a year to help to increase brand awareness through events, seminars, press releases, award nominations and positioning brand through developing content for marketing collateral and web site. Refreshed the brand with a new logo and mission statement. Drastically increased.

CMS, INC rebranded to Next Level Advisor in 2010. CMS, INC. was founded in 1996 and evolved for almost 20 years working with Fortune 500 companies like AMEX, Discover Card, Household Bank, GM Money Card, Discovery Toys, Pampered Chef, AAA. We formulated and implemented marketing strategies to acquire additional clients and grow their businesses. Working.

Not Just Shopping, was a fund-raising organization founded to help local vendors expand their small business including home based businesses and retail, raised proceeds for non-profits in the Charlotte area. A portion of the proceeds from the events held at Wells Fargo and Wachovia were donated to Communities in Schools through DSS. I supported Community.

Under CMS, Inc., I represented Business Leader Media as an independent Publisher. Business Leader is delivered directly to over 25,000 Executives from VP to C-Level in Charlotte alone with a pass along of 85k. Celebrating its 20th anniversary in North Carolina, Business Leader Media features Impact Leaders in the community monthly along with corporate.

In 2000, CMS began consulting work for Hearst Corp in the Custom Publishing division. We published custom magazines for corporate clients including Georgia Pacific, Lexington Home Brands, May Co. & Thomasville Furniture. With Hearst, CMS worked with these clients to develop a promotional plan inclusive of a custom magazine that enabled them to reach their.

Time Life Custom Publishing, a division of Time Life Books, created custom published books for companies like William-Sonoma, USPS, The Pampered Chef and The Coleman Company. In the three short years that I was an employee of TLCP, my team brought the division to its highest level of profitability. In 1996, my family transferred back to Charlotte, NC where.

Bachleors, Economics

Master Of Business Administration (M.B.A.), Marketing And Finance

Education record