Joel Ondercin
Member - Board of Directors @Milwaukee Garden District Neighborhood Association Gdna
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WORK HISTORY
Member - Board of Directors @Milwaukee Garden District Neighborhood Association Gdna
Milwaukee, WI, US
Strategic LeadershipHelp set long-term goals and monitor progress toward organizational objectives. Provide input on community initiatives, beautification projects, and sustainability programs. Lead efforts to modernize outreach, communication, donation processing, and overall operations of the GDNAGovernance & OversightParticipate in board meetings and contribute to decision-making on policies, programs, and budgets.Ensure compliance with MGDA’s bylaws and applicable legal requirements.Community EngagementAct as an ambassador for MGDA within the Garden District and broader Milwaukee community.Support outreach efforts, events, and partnerships that strengthen neighborhood involvement.Fundraising & Resource DevelopmentAssist in securing financial resources through fundraising, sponsorships, and donor engagement.Advocate for MGDA’s mission to attract volunteers and supporters.
EDUCATION
University of Wisconsin-Madison
Bachelor of Science (BS), Political Science
SKILLS
ABOUT JOEL ONDERCIN
As a PWM Marketing Technology Consultant, I help Financial Advisors, Branch Leaders, and teams confidently leverage the digital marketing tools that power their growth. My work centers on making platforms like Digital Marketing HQ, FMG Suite/Marketing on Demand, and advisor lead‑generation technologies easier to understand, adopt, and apply in meaningful ways that support client acquisition and business development.I serve as a bridge between our PWM Marketing Consultants, internal partners, and our technology vendors — ensuring advisors receive clear guidance, reliable support, and a training experience that meets them where they are. Whether it’s onboarding, troubleshooting, process improvement, or advancing an advisor’s digital maturity, my goal is always the same: empower advisors to use marketing technology strategically, confidently, and effectively.In this role, I:Build and deliver training across all experience levels — from quick‑reference guides to live instruction, on‑demand modules, and step‑by‑step walkthroughsMaintain in‑platform “how‑to” content and collaborate with technology partners to continuously improve advisor educationTrack adoption and usage trends to proactively recommend the next best step for advisor growthSupport onboarding and optimization of third‑party lead‑generation platforms such as LinkedIn Sales Navigator and SmartAssetPartner closely with PWM Marketing Consultants to ensure technology seamlessly supports their growth‑focused engagements with advisor teamsAt the heart of my work is the belief that technology is most valuable when it’s understood, accessible, and aligned to strategy. By helping advisors build confidence and capability with their digital tools, I support the broader PWM mission — and the “I Lead, We Own” mindset — of driving sustainable, meaningful growth across the business.
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