MARTY JENSEN, Digital Marketing Consultant
Mr. Jensen has 30 years of product development, sales distribution and management experience in the financial services industry. His duties have covered a broad range of products and services dealing with multi-disciplinary, wealth management programs. His clientshave included financial intermediaries, advisors and investors in both domestic and international markets. Since 2003, Marty has been a Managing Partner with United Management Group, a comprehensive fiduciary best practices consulting firm:. He has served as a “Managing Director” with two different FINRA broker dealers, overseeing their “Wealth Management” and “Investment Banking” divisions involved with a wide variety of investment management, venture capital and private equity projects
Marty currently serves as a Qualified Training Organization with www.dalbar.com , Certified Analyst with www.cefex.org specializing in Fiduciary-Best Practices and formalized assessment programs and Executive Director with the Institute for Family Wealth Counseling; www.institutefwc.com
He was a Managing Director at ING Advisors, 2000 to 2003, where he served as a National Sales Manager and as a product specialist for ING Funds with their offerings of privately managed accounts through out all the firms’ distribution channels. He was also responsible for developing numerous Offshore Funds along with managing the firm’s Private Clients Group.
Marty founded “The PRIME advisory network” in 1990, creating fee based advisor practice management programs and investment platforms for financial intermediaries. He has been a pioneer in providing “Prudent Expert-Fiduciary Programs” to institutions throughout North America.
He began his career in 1981 as a Financial Advisor for E.F. Hutton. In 1983, he was selected by Hutton’s senior management to participate in their elite “Fast Track” Executive Management Program as a National Sales Developer in New York City. In 1986, Mr. Jensen was a Divisional Director with E.F. Hutton’s Consulting Services Group. In his final capacity he served as a Director of International Sales for Shearson’s global management group based in London, England.
Marty is a graduate of the University of Nebraska at Lincoln, his hometown. He is an Accredited Investment Fiduciary analyst (AIFA) with www.FI360.com , Dalbar QTO and Registered Fiduciary, Chartered Senior Financial Planner (CSFP) and a former Certified Investment Management Consultant (C.I.M.C.). He holds N.A.S.D. Series 7 & 66. A former past President of I.I.M.C, since merged with Investment Management Consultants Association (IMCA)
He has lectured on Fiduciary and Wealth Management topics to a myriad of Trade Conferences and Graduate Business Schools including: Harvard, Wharton, Cornell, UCLA and Yale.
His passions include assisting others in developing their legacy and philanthropy based ventures.