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David Buzo - Chief Marketing Officer - Independent Advisor Alliance

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Manage episode 404070982 series 2439252
Content provided by Dylan Conroy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dylan Conroy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

David Buzo, MBA, Chief Marketing Officer, joined Independent Advisor Alliance in August 2023. In this role, David sets the strategy and goals to strengthen and enhance the IAA brand, collaborates with IAA’s business development team in their recruiting and expansion efforts, and oversees the development and management of the firm’s marketing team. David also partners with advisors to grow their practice through marketing and educates advisors on existing IAA services and programs. David earned his BS in Marketing from the The University of Toledo and his MBA from the University of Arizona. Prior to IAA, David held leadership roles at LPL Financial, MetLife, MassMutual, The Mona Group, and the YMCA of the USA (National Resource Office). Originally from Toledo, Ohio, David has lived in Indian Land with his two children since 2013. When not in the office, he stays active with basketball, CrossFit, hiking, kayaking, yoga, watching movies, and playing mediocre guitar and drums.

--- Support this podcast: https://podcasters.spotify.com/pod/show/dylanconroy/support
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56 episodes

Artwork
iconShare
 
Manage episode 404070982 series 2439252
Content provided by Dylan Conroy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dylan Conroy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

David Buzo, MBA, Chief Marketing Officer, joined Independent Advisor Alliance in August 2023. In this role, David sets the strategy and goals to strengthen and enhance the IAA brand, collaborates with IAA’s business development team in their recruiting and expansion efforts, and oversees the development and management of the firm’s marketing team. David also partners with advisors to grow their practice through marketing and educates advisors on existing IAA services and programs. David earned his BS in Marketing from the The University of Toledo and his MBA from the University of Arizona. Prior to IAA, David held leadership roles at LPL Financial, MetLife, MassMutual, The Mona Group, and the YMCA of the USA (National Resource Office). Originally from Toledo, Ohio, David has lived in Indian Land with his two children since 2013. When not in the office, he stays active with basketball, CrossFit, hiking, kayaking, yoga, watching movies, and playing mediocre guitar and drums.

--- Support this podcast: https://podcasters.spotify.com/pod/show/dylanconroy/support
  continue reading

56 episodes

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