Lisa Platz, Cbc
About Lisa Platz, Cbc
Lisa Platz is a Senior Manager of Channel Marketing at Transamerica, where she specializes in developing customer-focused marketing strategies for financial professionals. With a background in finance and extensive experience in various marketing roles, she has contributed to enhancing customer loyalty and aligning educational initiatives with digital strategies.
Work at Transamerica
Lisa Platz serves as the Senior Manager of Channel Marketing at Transamerica, a position she has held since 2017. In this role, she focuses on developing customer-centric marketing strategies that assist financial professionals in meeting their business and sales objectives. She plays a significant role in integrating the education and advice channel with Transamerica's overall digital platform strategy. Additionally, she has established a demand generation center of excellence aimed at enhancing customer loyalty and retention throughout the retirement lifecycle.
Previous Experience in Marketing
Prior to her current role at Transamerica, Lisa Platz held various marketing positions. She worked as an Account Director at Intelligent Demand from 2014 to 2017, where she managed client accounts and marketing strategies. Before that, she was the Director of Marketing & Communications at the Financial Planning Association for 11 months in 2013. Her earlier experience includes serving as the Marketing Director at Republic Financial Corporation from 2007 to 2009 and as the Brand Marketing Manager at Exclusive Resorts in 2005.
Education and Expertise
Lisa Platz earned her Bachelor of Arts degree in Finance and Economics from Western State Colorado University. Additionally, she completed a Certificate in Finance and Accounting from the University of Colorado at Boulder - Leeds School of Business in 2008. Her educational background provides a solid foundation for her expertise in developing marketing strategies tailored to the financial services sector.
Career Development
Lisa Platz's career in marketing began with her role as an Account Supervisor at Karsh extbackslash Hagan in 2011, where she worked for one year. Over the years, she has accumulated extensive experience in various marketing roles, focusing on customer engagement and strategic marketing initiatives. Her progression through different positions has equipped her with a comprehensive understanding of the marketing landscape, particularly within the financial services industry.