Katie Dayton

Director of Marketing, Institution Services @Financial Resources Group Investment Services, Llc

Charlotte, NC, US
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Aug 2024 — Present

Director of Marketing, Institution Services @Financial Resources Group Investment Services, Llc

View department →

As the Director of Marketing, Institution Services at FRGIS, my team and I collaborate with our institution clients by helping develop and implement marketing and advertising strategies. Additionally, I manage advisor roll-out implementation including new strategies, best practices, content calendars, digital marketing tools, etc. I serve as FRGIS\' Institution Marketing subject matter expert, assisting in prospects and home office visits. I also provide oversight of FRGIS\'s event strategy and vendor partner affiliations, in coordination with our Business Consulting team.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

EDUCATION

N/A

Appalachian State University

Bachelor of Science - BS, Public Relations, Advertising, and Applied Communication

SKILLS

MarketingSocial MediaBudgetsOutlookAdministrative AssistantsManagementPublic SpeakingSpreadsheetsSalesforce.comEmployee RelationsOffice ManagementCustomer ServiceEvent PlanningMicrosoft ExcelLoansMicrosoft OfficeProcess SchedulerEvent Management

ABOUT KATIE DAYTON

I’m an energetic, curious marketing and communications leader who believes the strongest…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Katie Dayton — Director of Marketing, Institution Services at Financial Resources Group Investment Services, Llc in Charlotte, NC, US | Unifers