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2016-05-01T00:00:00.000Z

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Jane A. Stackpole

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Background Information

Employment History

Senior Vice President, Head of Market Strategy

Silicon Valley Bank

Head of B2B Product Management, Stock Plan Services

E TRADE FINANCIAL Corp

Vice President of Marketing and Chief Marketing Officer

UNX LLC

Director, Segmentation Strategy

Fidelity Investments

Manager, Large Multi-Disciplinary Product Development Initiatives

The Charles Schwab Corporation

Education

Bachelor of Arts

Harvard University

M.B.A.

Amos Tuck School at Dartmouth College

Web References (6 Total References)


Jane ...

www.wbr.co.uk [cached]

Jane Stackpole

...
Jane Stackpole
Head of Marketing Strategy
Silicon Valley Bank An industry veteran with over 20 years at leading financial services firms, Jane Stackpole joined Silicon Valley Bank in 2005 and heads up its Market Strategy Group. Her team is responsible for turning market insights into actions and creating client-centric go-to-market strategies. Prior to SVB, Jane held a variety of leadership positions at E*TRADE, Charles Schwab, Fidelity Investments and Mercer Management Consulting. She holds an MBA from the Tuck School at Dartmouth and a BA from Harvard University.


[unx] Management Team

demo.unx.com [cached]

Jane A. Stackpole , Vice President of Marketing and Corporate Communications

Jane brings to UNX a wealth of experience in the brokerage industry , much of it in the institutional marketplace.Before joining UNX , Jane spent three years with Charles Schwab and Co. , Inc..She led large multi-disciplinary product development initiatives for both Schwab's $250 billion registered investment advisor and $750 billion retail investor audiences , including an initiative to develop a stock-basket offering.Prior to Schwab , Jane spent five years with Fidelity Investments in Boston and London.Her responsibilities included client segmentation , segment management , market research and product development for the investment advisor marketplace.
Previous career experience includes serving as a consultant with Mercer Management Consulting , working in both their business strategy and financial services groups.Jane is a Certified Financial Planner.She earned an M.B.A. from the Amos Tuck School at Dartmouth College and a Bachelor of Arts in Social Theory from Harvard University , cum laude.She holds NASD Series 7 , 24 and 63 registrations.
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Copyright © 2001 UNX , Inc. all rights reserved


[unx] Management Team

www.unx.com [cached]

Jane A. Stackpole , Vice President of Marketing and Corporate Communications

Jane brings to UNX a wealth of experience in the brokerage industry , much of it in the institutional marketplace.Before joining UNX , Jane spent three years with Charles Schwab and Co. , Inc.She led large multi-disciplinary product development initiatives for both Schwab's $250 billion registered investment advisor and $750 billion retail investor audiences , including an initiative to develop a stock-basket offering.Prior to Schwab , Jane spent five years with Fidelity Investments in Boston and London.Her responsibilities included client segmentation , segment management , market research and product development for the investment advisor marketplace.
Previous career experience includes serving as a consultant with Mercer Management Consulting , working in both their business strategy and financial services groups.Jane is a Certified Financial Planner.She earned an M.B.A. from the Amos Tuck School at Dartmouth College and a Bachelor of Arts in Social Theory from Harvard University , cum laude.She holds NASD Series 7 , 24 and 63 registrations.
PreviousNext
Copyright © 2001 UNX , Inc. all rights reserved


SAWire.com

www.wrapaccountwire.com [cached]

Retail clients are questioning RIA use of mutual funds , said Jane Stackpole , vice president of marketing at UNX , so RIAs are using us to transition to individual securities..The preference shifts in investment vehicles are part and parcel of a strategy to increase distribution through partnerships.UNX expects the alliance with SCM's market-timing affiliates to open some cost-saving eyes , helping to capture the active-trading segment that generates big bucks for the commission-compensated brokerage.


Jane ...

www.b2bdemandgenconference.com [cached]

Jane Stackpole Executive Vice President of Market Strategy SVB - Silicon Valley Bank

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