LOUIS CALABRESE III
Charlotte
Summary
To secure a senior level marketing and communications role at a financial services company.
Overview
32
32
years of professional experience
Work History
Chief Marketing Officer
Robertson Stephens Wealth Management
Charlotte
04.2021 - Current
- Partnered with 26 advisor teams across the country to align custom marketing plans with Assets Under Management (AUM) growth goals.
- Aligned with the Corporate Development team to market to RIAs and independent financial advisors to join the firm.
- Architected and executed a unified brand identity across the country as the firm grew from $2.7 billion to 8.5 billion over 5 years.
- Overhauled the marketing technology stack and onboarded new vendors to drive more growth through marketing strategy and tactics.
- Established key market data reporting to measure the sales funnel and impact of marketing plans.
- Managed key outsourced partners including public relations, consultants, designers and writers.
- Worked closely with other department leaders to mitigate risk, ensure collaboration and success on projects and drive firm success.
Vice President, Marketing Solutions
LPL Financial
Charlotte
05.2007 - 03.2021
- Started and built an internal digital marketing agency from the ground up within LPL as a fee-for-service model in 2018.
- Manage all digital marketing for advisors, including digital ads, social media, email, website management, blogging, and brand management.
- Responsible for the strategy, direction and product development of the agency.
- Grew the business from one employee to over 34 employees and 188 advisors and institutional clients by December 2020.
- Attained profitability in the first 2 years with annual revenue of $3M.
Vice President, Marketing and Communications
LPL Financial
Charlotte
05.2007 - 03.2021
- Oversaw the Marketing Consulting team that works with LPL advisors and institutions; the team conducted over 600 marketing consultations and presented to over 1100 advisors and staff in 2019.
- Managed the Marketing Consulting Service Center that received over 11,000 calls and emails from advisors and staff in 2019.
- Managed the Marketing and Communications relationship between LPL and AXA Advisors.
- Partnered with the AXA advisory sales team to drive advisory sales with AXA Advisors financial professionals. Results included growing LPL advisory assets from $4.6 billion to $25 billion from 2008 – 2018.
- Oversaw event planning and developed content for AXA events.
- Oversaw the marketing for LPL’s Institutional Services channel covering over 700 bank and credit unions.
- Raised funds from sponsors to support educational events for advisors.
- Assigned as the marketing representative to the LPL Advisor Council.
Vice President, Marketing and Communications
AXA Equitable
New York
09.2001 - 04.2007
- Responsible for marketing consulting to AXA Advisors on digital and traditional marketing best practices and developed custom materials for advisors that were top producers.
- Assigned to the AXA Equitable name change project managing all internal and external communications.
- Directed the marketing communications to AXA Advisors field management and financial professionals, AXA Distributors’ wholesalers and employees of AXA Equitable.
- Managed the creation and management of marketing materials and programs for AXA Advisors, which included financial planning, recruiting, Paramount Planning Group, Sterling and AXA Sports materials.
- Managed the marketing materials and product campaign needs of AXA Distributors, which included supporting the broker dealer, AXA Advisors, financial planning, bank, and life channels and axadistributors.com.
- Directed the creative and communications for sales promotions and non-product launches to AXA Advisors.
Vice President, Marketing and Communications
AXA Advisors
New York
03.1997 - 09.2001
- Managed all marketing and communications activities for AXA Advisors to the client, the financial professional and internal personnel at AXA Advisors.
- Directed all content work in the web-based material depository for financial professionals.
- Coordinated all marketing material development created by internal departments for advisor and client use.
- Directed the development of the AXA Advisors broker dealer monthly newspaper for financial professionals.
- Coordinated 7 regional broker dealer workshops and any company-sponsored events for financial professionals.
- Member of the core group that created the first brokerage platform for AXA Advisors, including the development of an asset management account.
- Project manager responsible for the development of the client website used to access brokerage accounts.
- Created all the training materials needed to train financial professionals on the new brokerage platform and trained the trainers who were responsible for training three thousand financial professionals.
Financial Advisor
Commonwealth Associates and Prudential Securities
New York
08.1993 - 03.1997
- Performed detailed analysis for current and prospective clients' investment goals to determine strategies for retirement, tax shelters, risk management, income and children's future education.
Education
Bachelor of Business Administration - Accounting
State University of New York at Oswego
Oswego, NY05.1993
Skills
- Innovation and strategic thinking
- Leadership and team management
- Relationship management
- Metric analysis
- Data analysis
- ROI assessment
- Market segmentation
- Marketing strategy development
- Marketing management
- Marketing execution
- Financial advisor practices knowledge
- Bank and credit union marketing expertise
- Traditional marketing expertise
- Copywriting and editing
- Print marketing strategies
- Digital marketing expertise
- Social media marketing
- Email marketing campaigns
- Website management
- Advertising management
- P&L oversight
- Budget management
- Presentation skills
- Video blogging skills
Tech And Apps
- Microsoft Office
- Salesforce
- Redtail
- Hubspot and marketing automation alternatives
- Adobe Pro
- YouTube
Accomplishments
2025 Think Advisor Luminaries - Chief Marketing Officer of the Year Finalist
Timeline
Chief Marketing Officer
Robertson Stephens Wealth Management
04.2021 - Current
Vice President, Marketing Solutions
LPL Financial
05.2007 - 03.2021
Vice President, Marketing and Communications
LPL Financial
05.2007 - 03.2021
Vice President, Marketing and Communications
AXA Equitable
09.2001 - 04.2007
Vice President, Marketing and Communications
AXA Advisors
03.1997 - 09.2001
Financial Advisor
Commonwealth Associates and Prudential Securities
08.1993 - 03.1997
Bachelor of Business Administration - Accounting
State University of New York at Oswego