Steve Town
Strategic Marketing & Relationship Management Professional | Driving Revenue, Engagement, and Scalable Growth
- Role
- Marketing Strategist at Prudential Financial
- Location
- Phoenixville, PA, US
- LinkedIn followers
- 500 followers
About Steve Town
Marketing Strategist | Financial Services Expert | Relationship BuilderWith over a decade of experience in sales, marketing, and education, I excel at crafting strategies that drive measurable results and meaningful connections. My expertise spans retirement plan services, advisor engagement, and integrated marketing solutions that resonate with financial professionals and their clients.I have a proven track record of creating and executing innovative campaigns that help advisors retain clients, streamline operations, and deliver value. Whether it\'s developing financial models, building dynamic content, or fostering partnerships, I bring a results-driven approach to every initiative.Highlights of my career include:Leading marketing strategies for retirement and annuity solutions, ensuring they align with both advisor and client needs.Building financial models that provide actionable insights, such as transitioning advisors from commission-based to fee-based practices.Leveraging tools like Salesforce, HubSpot, and WordPress to deliver impactful digital experiences and campaigns.I thrive on challenges, whether collaborating with cross-functional teams, creating targeted campaigns, or crafting strategies that bridge the gap between business goals and client success. I also enjoy sharing knowledge through thought leadership, helping advisors position themselves as trusted partners in their clients’ financial journeys.When I’m not immersed in marketing and strategy, you’ll find me on the tennis court, experimenting with Italian ice recipes, or exploring new ways to help businesses and individuals grow.Let’s connect and explore how we can create impactful solutions together.
Experience
Marketing Strategist
Apr 2025 — Present
Education
Villanova University
Master of Business Administration (MBA), Strategic Management, Finance, Real Estate
2012 — 2014
Villanova University
BS, Finance
1999 — 2003
Skills
- Financial Planning
- Fixed Income
- Insurance
- Series 24
- Asset Management
- Management
- Asset Managment
- Portfolio Management
- Mergers
- Customer Experience
- Digital Marketing
- Mutual Funds
- Risk Management
- Direct Sales
- Marketing Strategy
- Alternative Investments
- Financial Services
- Crm
- Account Management
- Series 63
- Saas
- Investments
- Series 7
- Strategic Financial Planning
- Eloqua
- Business Analysis
- Salesforce.com
- Equities
- Hearsay
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