Mark Schoenbeck
EVP, Advisor Engagement at Kestra Financial
- Role
- EVP, Advisor Engagement at Kestra Financial
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Mark Schoenbeck
Values-driven, results-oriented marketing and practice management executive known for developing and deploying creative strategies, tactics, and tools that enable financial advisors and asset managers to exceed their goals, while growing firm’s revenue and client base. Expert story teller with proven success creating compelling, informative marketing content that engages target audiences and delivers the desired results. Inspirational and motivational leader skilled in identifying, developing, and empowering team of top talent to achieve set goals. Possess unique insight and understanding of all sides of financial industry gained from early experience as a successful financial advisor.
Experience
EVP, Advisor Engagement
Jan 2020 — Present · Austin, TX, US
Education
California Lutheran University
BS, Business Administration
1992 — 1996
Skills
- Published Author
- Asset Management
- Financial Advisory
- Wealth Management
- Data Visualization
- Separately Managed Accounts
- Mutual Funds
- Asset Allocation
- Storytelling
- Retirement
- Strategic Financial Planning
- Securities
- Public Speaking
- Retirement Planning
- Business Strategy
- Marketing Strategy
- Etfs
- Investments
- Financial Services
- Series 7
- Marketing
- Series 63
- Series 6
- Insurance
- Series 24
- Financial Planning
- Series 65
- Finance
- Fixed Annuities
- Small Business
- Investment Advisory
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