Stacy Dysart

Marketing Director at Charles Schwab

Role
Director, Insights & Education at Charles Schwab
Location
Elizabeth, CO, US
LinkedIn followers
500 followers

About Stacy Dysart

Innovative marketing leader with 25+ years experience developing high-impact marketing strategies and content programs for investment firms to support brand, asset growth and client relationship objectives. Proven track record building award-winning advisor value-add programs and thought leadership platforms supporting both traditional and non-traditional investment strategies. Skilled at leading and managing cross-functional teams, outside agencies and vendors to drive projects from concept to completion while securing buy-in and alignment with key stakeholders and partners.

Experience

  1. Director, Insights & Education

    Charles Schwab

    Nov 2023 — Present

    Lead content marketing team responsible for developing thought leadership and educational content aimed at advisors, retail investors and plan participants. In this expanded role, I am charged with leading the vision and creation of a participant education experience that supports key objectives for Schwab’s Workplace Services business, while continuing to deliver investment thought leadership and strategic content programs that support asset management business goals across advisor and retail distribution channels.

Education

  • University of Wyoming

    BS, Ag Business

    1994 — 1998

Skills

  • Mutual Funds
  • Hedge Funds
  • Equities
  • Strategic Content Development
  • Financial Services
  • Multi-Channel Marketing
  • Investments
  • Thought Leadership
  • Marketing Strategy
  • Product Marketing
  • Securities

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Stacy Dysart — Director, Insights & Education at Charles Schwab in Elizabeth, CO, US | Unifers