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Resume

Garrett Friedrich Headshot New.jpg

Garrett Friedrich

Summary

Marketing leader with 15+ years of experience building brands, designing large-scale events, and leading integrated marketing programs that drive growth and engagement. Proven track record leading cross-functional teams and developing brands, national events, digital platforms, and multi-channel campaigns that generate measurable business results.

Leadership Impact

  • 15+ years leading brand, marketing, and events

  • Directed events for 6,000+ attendees

  • Generated $300M+ in through marketing initiatives

  • Led teams delivering 6,000+ creative projects

  • Built digital platforms for thousands of users

Core Expertise

  • Brand Strategy & Positioning

  • Experiential Marketing & Events

  • Integrated Marketing Campaigns

  • Digital Platforms & Ecosystems

  • Creative Direction & Storytelling

  • Executive Communications

  • Sponsorship & Partnership Strateg

  • Cross-functional Leadership

  • Operations & Vendor Management

Professional Experience

2022 – present

2017 – 2022

2014 – 2017

2009 – 2014

Private Advisor Group

Senior Marketing Manager, Head of Brand & Events

Led brand strategy, national event experiences, and integrated marketing initiatives for a top-10 registered investment adviser serving independent financial advisors across the United States.

  • Directed national conferences and philanthropic events bringing together hundreds of professionals and corporate partners, achieving record attendance and an average 86 Net Promoter Score (NPS).

  • Spearheaded brand evolution and governance initiatives, including introducing brand guidelines, audits, and strategic refresh efforts that strengthened brand consistency across channels and partner organizations.

  • Led strategic platform development to consolidate legacy systems into one ecosystem, driving engagement and achieving 96% user satisfaction. Awarded Most Innovative Use of WealthTech (InvestmentNews).

  • Developed multi-channel marketing campaigns that contributed to $300M in new assets and drove adoption of new digital tools across the advisor network.

  • Led adoption and integration of AI-enabled marketing workflows across strategy development, creative production, content generation, and campaign analysis to improve efficiency and insight generation.

  • Drove business alignment by partnering with executive leadership to translate business priorities into marketing initiatives supporting growth, operational excellence, and risk management.

Osaic (formerly Advisor Group)

VP, Brand & Creative

Oversaw brand strategy, creative direction, and large-scale event experiences for a national wealth management organization supporting multiple affiliated brands.

  • Led brand architecture and strategy for 11 distinct companies, establishing unified brand standards while maintaining unique market positioning, ultimately increasing brand recall by 30%.

  • Built and launched a centralized multi-brand portal that generated 70,000+ views and improved marketing accessibility across the organization.

  • Oversaw brand, promotion, and attendee experience strategy for in-person and virtual conferences with up to 6,000 attendees, improving experience design and increasing event satisfaction scores by 15%.

  • Managed a high-volume creative team responsible for 6,000+ marketing deliverables across print, digital, video, social media, and web platforms.

Cetera Financial Group

Marketing Analyst & Graphic Designer

Provided marketing strategy, creative development, and consulting support across multiple financial services brands in a nationwide network.

  • Designed marketing materials supporting 13 distinct companies, including campaign assets and market publications, increasing brand visibility and advisor engagement.

  • Delivered marketing consulting to 800+ small business owners, helping advisors improve client communication, brand positioning, and marketing effectiveness.

  • Designed award-winning recruiting and retention campaigns to acquire and retain financial advisors. Awarded Best Cross-channel Marketing Program and Best Customer Retention or Loyalty Program (Oracle).

Arizona State University

Marketer & Event Planner

Drove marketing initiatives and large-scale events for one of the largest business schools in the country.

  • Marketed academic programs for a nationally recognized business school serving 20,000+ undergraduate students.

  • Planned large-scale social and educational events, including social programs for 10,000+ attendees and weekly programming for more than 1,200 students.

  • Managed event logistics, marketing promotion, and vendor coordination for campus-wide initiatives.

Awards

InvestmentNews

Most Innovative Use of WealthTeach

My digital work on the Greenhouse platform—an all-in-one technology platform for financial advisors—was recognized with the 2025 Investment News Award for Most Innovative Use of WealthTech. Check out my digital portfolio.

ThinkAdvisor

Excellence in Marketing and PR

My work was recognized with the 2025 ThinkAdvisor Luminaries Award for Excellence in Marketing and PR for RIAs with more than $10 Billion AUM/AUA. View the award winners.

© GARRETT FRIEDRICH

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