Caren Coleman
Helping financial professional organizations to grow organically.
- Role
- VP, Business Development at Acquireup
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Caren Coleman
I am fortunate to have built a career in the financial services industry with extensive…
Experience
VP, Business Development
Sep 2019 — Present · Los Angeles, CA, US
AcquireUp is the premier marketing partner for financial professionals, delivering measurable growth through immersive educational seminars, cutting-edge technology, and expert client relationship nurturing. Using a blend of digital, direct mail, and omni-channel marketing strategies, we attract high-intent prospects to fill your seminars.We empower financial professionals by delivering qualified leads paired with detailed insights, allowing for deeper understanding and engagement. Our flexible campaign designs and innovative pricing models ensure that, whether you\'re a new advisor or agent building your client base or an established professional looking to scale, you can achieve meaningful ROI while maintaining control over your growth.As a veteran in the financial services industry, and more specifically in the independent broker/dealer community, I partner with broker/dealers to help them grow their financial advisors\' practices.
Education
University of California, San Diego
Bachelor of Arts
Skills
- Financial Services
- Series 7
- Business Analysis
- Retirement Planning
- Wealth Management
- Investment Advisory
- Insurance
- Financial Planning
- Management
- Securities Regulation
- Securities
- Series 63
- Portfolio Management
- Asset Allocation
- Mutual Funds
- Product Marketing
- Product Management
- Strategy
- Investments
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