Heather Simons
Owner at Pure Barre Elkhorn | Omaha, Nebraska, United States
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Heather Simons is a seasoned Marketing Director at Charles Schwab, bringing over 24 years of extensive experience in the financial services sector. In her current role, she spearheads innovative Acquisition and Retention programs that not only drive revenue growth but also enhance the overall client experience. Heather's strategic mindset enables her to develop targeted offers and promotions that resonate with clients at every stage of their financial journey, ensuring that they feel valued and understood.
One of her key projects involves the implementation of agile product management techniques to optimize retention and loyalty programs. By leveraging data-driven insights from database marketing and lead generation, Heather has successfully crafted referral and advocacy initiatives that empower clients to share their positive experiences, thereby expanding Schwab's reach in a competitive marketplace. Her expertise in digital marketing and online marketing strategies has been instrumental in creating engaging campaigns that educate clients about investment opportunities, particularly in equities and securities.
A passionate advocate for financial literacy, Heather believes in equipping clients with the knowledge they need to take control of their financial futures. Her commitment to fostering a culture of financial empowerment is reflected in her initiatives that promote educational resources and tools. With a proven track record in vendor management and marketing strategy, Heather continues to drive innovative solutions that not only meet the evolving needs of clients but also position Charles Schwab as a leader in the financial services industry.
Owner at Pure Barre Elkhorn in March 2024 to Present
Marketing Director at Charles Schwab in June 2021 to September 2024
Marketing Director at Charles Schwab in October 1998 to January 2024
Group Manager at TD Ameritrade in October 1998 to June 2021
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Database Marketing
Segmentation
Integrated Marketing
Financial Services
Analytics
Portfolio Management
Email Marketing
Strategic Planning
Lead Generation
Series 7
Strategy
Wealth Management
Project Management
Marketing
Offer Development
Equities
Marketing Strategy
Digital Marketing
Management
Securities
Online Marketing
Loyalty Marketing
Direct Marketing
Leadership
Vendor Management
Social Media Marketing
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What is Heather Simons email address?
Email Heather Simons at [email protected]. This email is the most updated Heather Simons email found in 2026.
What is Heather Simons phone number?
Heather Simons phone number is +14029687466 and +19204714988.
How to contact Heather Simons?
To contact Heather Simons send an email to [email protected]. If you want to call Heather Simons try calling on +14029687466 and +19204714988. (updated on October 31, 2024)
What company does Heather Simons work for?
Heather Simons works for Pure Barre Elkhorn
What is Heather Simons's role at Pure Barre Elkhorn?
Heather Simons is Owner
Heather Simons Email Addresses
Heather Simons Phone Numbers
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