2014 -2018 Head of Channel and Product Marketing, Global Head of Jemstep Marketing (a SaaS solution) @
2009 -2014 Senior Consultant @
2007 -2009 VP, Product Management @
2005 -2007 VP, Channel Marketing, Co-Head of Retirement Marketing @
2003 -2005 AVP, Investment Strategy @
2002 -2003 Investment Services Advisor @
Lauren Smith Education
University of Colorado
Wharton Executive Education
Lauren Smith Skills
Investments
Series 24
CRM
Product Management
Wealth Management
Retirement
Email Marketing
Strategic Planning
Retirement Planning
Asset Allocation
Investment Strategies
Financial Advisory
IRAs
Wealth Management Services
Risk Management
401k
Relationship Management
Separately Managed Accounts
Digital Marketing
Product Development
Market Analysis
Social Media Marketing
Account Management
Securities
Marketing Communications
Marketing Strategy
Series 7
Marketing
Mutual Funds
B2C marketing
B2B Marketing
Leadership
Online Marketing
E-commerce
Loyalty Programs
Building Brand Awareness
Brand Development
Development of strategic marketing plans
Product Marketing
Integrated Marketing
Forecasting
Web Design
Customer Segmentation Strategy
Investment Advisory
Fixed Income
Equities
Series 63
E Commerce
Customer Segmentation
Sales
Strategy
Financial Services
Microsoft Office
Separately Managed
Services
Digital Innovation
Leading transformational change
Social Media
Customer Experience Design
Business Development
PR
Data Analytics
Advertising
Talent Management
FinTech
Saas Marketing
Business Strategy
Management
Product Launch
Lauren Smith Summary
Lauren Smith, based in Washington, DC, US, is currently a SVP, Head of Marketing at Fannie Mae. Lauren Smith brings experience from previous roles at T. Rowe Price, Invesco US, Oculus Partners, LLC and Merrill Lynch. Lauren Smith holds a University of Colorado. With a robust skill set that includes Investments, Series 24, CRM, Product Management, Wealth Management and more. Lauren Smith has 1 emails and 3 mobile phone numbers on RocketReach.
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