Brandi Fields
Vice President, Marketing Director at Whittier Trust Company | Fort Worth, Texas, United States
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Brandi Fields serves as the Vice President and Marketing Director at Whittier Trust Company, the largest multi-family office on the West Coast, where she plays a pivotal role in shaping the firm’s marketing strategy and brand identity. With a keen focus on high net worth families and individuals, Brandi is instrumental in developing comprehensive marketing plans that align with the firm’s objectives and enhance its reputation as a leader in wealth management. Her expertise spans various facets of marketing, including brand positioning, advertising, and digital asset management, ensuring that Whittier Trust maintains a strong presence across its six locations.
In her current role, Brandi successfully orchestrates marketing initiatives that resonate with clients and prospects alike, leveraging her skills in project management and customer relationship management (CRM) to create targeted campaigns that drive engagement and brand loyalty. She has spearheaded key projects, such as the redesign of the firm’s website and the implementation of a robust content marketing strategy, which have significantly improved the firm’s online visibility and client outreach.
Brandi’s ability to coordinate marketing efforts across multiple offices allows her to maintain a cohesive brand message while tailoring communications to meet the unique needs of diverse client segments. Her commitment to superior client service and talent management further enhances Whittier Trust’s reputation as a trusted partner in wealth management. With a strategic mindset and a passion for fostering client relationships, Brandi Fields continues to elevate the firm’s marketing efforts, ensuring that Whittier Trust remains at the forefront of the industry.
Vice President, Marketing Director at Whittier Trust Company in June 2010 to Present
Client Service & Marketing Associate at Santa Barbara Asset Management in January 2003 to May 2010
Partner, Client Service & Marketing at Capital Partners, LLC in January 2001 to January 2003
Associate Vice President, Client Service & Marketing at Van Deventer & Hoch in April 1997 to January 2001
Cryptologic Technician, Communications at United States Navy in August 1992 to August 1996
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Leadership Development
Cross-functional Collaborations
Multi-Channel Marketing
Search Engine Optimization (SEO)
New Client Acquisitions
Brand Management
Sales & Marketing Leadership
Marketing
Marketing Management
Marketing Strategy
Project Management
Strategy
Integrated Marketing
Event Planning
Digital Marketing
Social Media Marketing
Investments
Wealth Management
CRM
Investment Strategies
Investment Management
Business Development
Sales
Asset Managment
Strategic Planning
Investment Advisory
Social Media
Office Administration
Social Networking
SEO
Brand Development
Asset Management
Customer Relationship Management (CRM)
Advertising
Microsoft Office
Management
Superior Client Service
Leadership
Marketing Communications
Website Coordination
Client Focus
Family Office
Brand Loyalty
RFP
High Net Worth Individuals
Wealth Management Services
Coaching
Talent Management
Mentoring
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Discover more about Whittier Trust CompanyWhat is Brandi Fields email address?
Email Brandi Fields at [email protected] and [email protected]. This email is the most updated Brandi Fields email found in 2026.
What is Brandi Fields phone number?
Brandi Fields phone number is +17278484249 and +12066235548.
How to contact Brandi Fields?
To contact Brandi Fields send an email to [email protected] or [email protected]. If you want to call Brandi Fields try calling on +17278484249 and +12066235548. (updated on October 31, 2024)
What company does Brandi Fields work for?
Brandi Fields works for Whittier Trust Company
What is Brandi Fields's role at Whittier Trust Company?
Brandi Fields is Vice President, Marketing Director
What industry does Brandi Fields work in?
Brandi Fields works in the Financial Services industry.
Brandi Fields Email Addresses
Brandi Fields Phone Numbers
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