Say Hello To Your Team
The Genesis Marketing team focuses on what is important: new business development for our clients. Our team is focused on the identification of new prospects and providing excellent client service.
▹ Founded Genesis Marketing Group in 1993
▹ Gathered over $12+ billion in assets for investment managers
▹ Licensed in series 3, 30, 50 and 65
Regent Advisory Corporation, Co-founder
▹ Co-founded Regent in 1987
▹ Consulting and management services firm specializing in new product development
▹ Attracted $2+ billion AUM in 3 years with new index equity product for a major life insurance carrier
▹Regional Director and Head of Mid-west Pension Operations
National sales leader award 10 consecutive years
▹ Developed more new products than all other associates 1975-1987
▹ Active member of The Third Party Marketers Association and is currently Trustee and Treasurer of Christ Church of Oak Brook, IL
▹ B.S., Economics, Michigan State University
▹ Joined Genesis in 2013
▹ Leads manager research and due diligence efforts
▹ Licensed in 3, 50, 54, and 65 exams
▹ CFA® Charterholder
The Kenrich Group LLC, Senior Consultant
▹ Consulted with legal counsel and companies to calculate economic damages for litigations, arbitrations or other disputes related to spent nuclear fuel and construction
Johnson & Johnson, Finance Co-Op
▹Global Marketing Group Business Partner
▹ Stephanie volunteers as a Manager Research Analyst for Christ Church of Oak Brook’s Endowment Fund
▹ Member of the CFA Society Chicago and CFA Institute
▹ CFA® Charterholder
▹ B.S., Finance with High Honors, University of Illinois at Urbana-Champaign –College of Business
▹ Edmund James Scholar
Additionally, she leads in the manager search process, completing investment manager request for proposals and questionnaires. Melissa has 20 years of investment management marketing experience.
▹ B.A., Speech Communications, University of Illinois at Urbana-Champaign – College of Liberal Arts and Sciences
She is also responsible for distributing marketing materials and following up with perspective clients.
▹ B.A., Business Communications, Calvin College in Grand Rapids, MI
Previously, she was an Account Manager in the advertising industry for 12 years and has a background in business development and project management.
▹ B.A., Communications, Bradley University