Experience

Axos Financial

• United States
• Banking
• 1 - 100 Employee

• VP - Marketing Strategist

  • May 2023 - Present

  Remote Responsible for strategic planning and project management to support the goals of Axos Advisor Services.



Elise Buie Family Law Group

• United States
• Law Practice
• 1 - 100 Employee

• Director of Marketing & Sales

  • Feb 2021 - Mar 2023

  Seattle, Washington, United States Developed and executed marketing strategies using a data-driven approach to support growth and alignment with the brand promise while leveraging emerging platforms and technologies Responsible for defining strategy for client acquisition and road-mapping the client experience Curated the brand story and developed brand standards and personas leveraged by agency partners and the in-house omnichannel marketing team Successfully coached and led marketing, sales, and client care teams… Show more Developed and executed marketing strategies using a data-driven approach to support growth and alignment with the brand promise while leveraging emerging platforms and technologies Responsible for defining strategy for client acquisition and road-mapping the client experience Curated the brand story and developed brand standards and personas leveraged by agency partners and the in-house omnichannel marketing team Successfully coached and led marketing, sales, and client care teams, driving results with solid conversion rates through transitions and shifting priorities Created and managed projections, budgets, and metrics to measure staffing, capacity, and performance Responsible for creating processes, content, and efficiencies to improve prospect, client, and team member experiences, deepening relationships to create economic value for the firm Established and drove performance for team KPIs and OKRs. Worked cross-functionally with senior leaders and the CEO to build unique solutions to improve client and team experiences Responsible for researching, recommending, and implementing technology that brought value to the firm and allowed for scalable growth Show less



City National Bank

• United States
• Banking
• 700 & Above Employee

• SVP Marketing Segment Manager - RBC Wealth Management, Commercial & Specialty Banking

  • Nov 2019 - Jan 2021

• SVP Marketing - RBC Segment Manager

  • Jan 2019 - Nov 2019

  Los Angeles, California Led development of marketing strategy to support bank relationship with RBC Wealth Management to encourage advisor referrals of bank products and services.



1st Century Bank

• United States
• Financial Services
• 100 - 200 Employee

• Vice President Marketing and Communications

  • Feb 2017 - Dec 2018

  Greater Los Angeles Area



LPL Financial

• United States
• Financial Services
• 700 & Above Employee

• AVP, Business Development Marketing

  • Mar 2013 - Feb 2017

  San Diego, CA Developed marketing strategies that enhanced advisor consideration for LPL Financial and ultimately drove sales through affiliation. Managed a team of senior marketing professionals and agency partners to execute omnichannel marketing plans and develop content and engagements that appealed to a wide variety of advisors. Developed comprehensive reporting metrics to track KPIs and overall performance. Consistently exceeded growth targets and delivered under budget each year.

• AVP - Institution Services Marketing

  • Jul 2009 - Mar 2013

  Greater San Diego Area Provided strategic marketing direction to independent financial advisors within Banks and Credit Unions across the country.



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Senior Marketing Specialist

  • Jan 2005 - Oct 2008

  Developed engaging sales promotions which delivered consistently impressive ROI's. Planned corporate events including meetings and conferences.



RXPM

• Marketing Director

  • 2004 - 2004

  Partnered with the owners of the company and the VP of Sales to develop and execute comprehensive marketing strategies.



Zip Beverage

• Marketing Manager

  • Feb 1998 - Aug 2003

  Missoula, Montana Distilled national campaigns to a local level, tracked brand penetration and overall market share while developing strategies to increase sales.