Brett Threlkeld Email & Phone Number
Director of Business Communications @ PlanMember Financial Corporation
5 free lookup(s).
Brett Threlkeld Location
- Tiburon, CA, US
Brett Threlkeld Work
- 2020 - now Director of Business Communications @
- 2020 - 2020 Consultant @
- 2015 - 2019 Senior Director, Institutional RFP Management @
- 2014 - 2015 Director of Proposals and Solutions @ CTB/McGraw-Hill
- 2012 - 2014 Communications Consultant @ Financial Services
- 2002 - 2012 Director, Global Strategic Services @
- 2002 - 2008 Director, Global RFP Management @
- 1999 - 2002 Senior Marketing Manager @
- 1997 - 1999 Assistant Vice President @
- 1996 - 1997 Principal @
- 1993 - 1995 Marketing Analyst @
Brett Threlkeld Education
- UCLA
BA (English Literature / History)
- Saint Mary's College of California
MBA
Brett Threlkeld Skills
- Asset Management
- Mutual Funds
- Financial Services
- Strategy
- Investments
- Equities
- Marketing Communications
- Investment Management
- Investment Strategies
- Alternative Investments
- Portfolio Management
- Asset Allocation
- Internal Communications
- Fixed Income
- Business Strategy
- Asset Managment
- Wealth Management
- Securities
- Strategic Communications
- Crisis Communications
- Corporate Communications
- Hedge Funds
- Retirement Planning
- Emerging Markets
- Investment Advisory
- 401k
- Financial Markets
- Investor Relations
- Project Management
- Content Management
- Business Development
- Bloomberg
- SharePoint
- Microsoft Office
- Microsoft PowerPoint
- Salesforce
- Salesforce.com
- Leadership
- Management
- Client Development
- Business Relationship Management
- People Management
- ETFs
- Marketing Materials
- Enterprise Marketing
- Relationship Management
- Series 7
- FINRA Series 7, 63
- Series 63
- RFP
- Institutional
- Finra Series 7
- SQL
- Marketing
Brett Threlkeld Summary
- Brett Threlkeld, based in Tiburon, CA, US, is currently a Director of Business Communications at PlanMember Financial Corporation. Brett Threlkeld brings experience from previous roles at PlanMember Financial Corporation, TIAA, CTB/McGraw-Hill and Financial Services. Brett Threlkeld holds a BA in English Literature / History @ UCLA. With a robust skill set that includes Asset Management, Mutual Funds, Financial Services, Strategy, Investments and more. Brett Threlkeld has 2 emails and 2 mobile phone numbers on RocketReach.
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