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Kristi Toland

Director, Advisor Marketing at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">AssetMark</span>
Intro Book
Marketing and leadership expert with 10+ years of experience.
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Location
North Andover, Massachusetts, United ...
Skills
  • Leadership
  • Strategic Planning
  • Public Speaking
  • Marketing
  • Event Planning
  • Show all
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Bio

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Kristi Toland is a seasoned marketing and leadership expert with 10+ years of experience in strategic planning, public speaking, and event planning. She holds a Master's degree from Webster Graduate School and a Bachelor's degree from Arizona State University. Kristi is a licensed financial professional with Series 66 and Series 7 certifications.

Credentials

  • Series 66
    FINRA (Financial Industry Regulatory Authority)
  • Series 7
    FINRA (Financial Industry Regulatory Authority)

Experience

  • AssetMark
    • Director, Advisor Marketing
      • Jul 2021 - Present
  • Advisor Group
    • United States
    • Financial Services
    • 700 & Above Employee
    • VP, Advisor Marketing Strategy and Communications
      • Oct 2020 - Jul 2021

    • Senior Advisor Marketing Strategist
      • Mar 2019 - Oct 2020

  • Cetera Financial Group
    • Senior Marketing Consultant
      • Jan 2015 - Jan 2019

      I support financial advisors and their teams to develop and implement practice management and marketing strategies to grow their business by executing sustainable business building practices and tailoring marketing strategies and tactics to individual business needs. ConsultationsFocused 1:1 busi...

  • Edward Jones
    • Tempe, AZ
    • Senior Training Leader
      • Sep 2008 - Dec 2014
      • Tempe, AZ

      As a Senior Training Leader, I trained financial advisors from entry level to top offices on business building practices ranging from pipeline management, client communication, compliance, investments and investment strategy and business management.

  • San Tan Financial
    • Phoenix AZ
    • Marketing Coordinator
      • 2006 - 2007
      • Phoenix AZ

Education

  • 2007 - 2008
    Webster Graduate School
  • 2003 - 2005
    Arizona State University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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