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Dave Shute

Senior Marketing and Communications Executive


A strategic and results-oriented marketing executive with a strong background in digital marketing, advertising, public relations, traditional marketing and event management at both the B-to-B and B-to-C levels



Digital strategy and execution including: Websites, Landing pages, SEM, SEO, CMS systems, CRM integration, Analytics and E-mail. Developed #1 retirement site ranked by Dalbar

Advertising & PR

Advertising and PR pro having worked with JWT, Chiat\Day, Dailey & Associates and Edleman Worldwide.  Launched Transamerica's "Transform Tomorrow" ad campaign & Center for Retirement Studies PR campaign

Marketing Strategy

Strategic planning and execution for the Division's marketing programs with measurable KPIs tracked quarterly. Have led teams of up to 25 professionals and project teams of up to 40 professionals

Innovative Marketing

Innovative marketing programs through multiple channels and audiences that have contributed to double-digit sales growth. Specializing in 401k, 403b, IRA, annuities, mutual funds, checking, savings and insurance products

High Profile Assignments

Interaction with senior executives including reporting to the president and CEO of the Division. Established key thought leadership positions for executives including ranking the president as the top five most influential by industry experts

Event Management

Event Management from concept to post production tracking and conversion

Work History


Vice President, Director of Marketing

  • Instrumental in growing the retirement plan market to over $18b in sales, the IRA rollover market 50% to $1.2b in sales, and annuity sales to over $5b annually
  • Created award winning company websites that increased customer satisfaction and transactional efficiencies working extensively with IT, Operations and Customer Service areas supporting 100 million+ page views annually for 4 million customers
  • Spearheaded App and Mobile development including responsive designed sites and four key strategic apps resulting in over 100k downloads  
  • Developed integrated social media programs resulting in over 80k Facebook likes
  • Designed integrated campaigns utilizing target email and customized landing pages with 20%+ response rates
  • Served as a member of the Transamerica Brand Council and have been instrumental in the revitalization of branding efforts that have seen the highest rise in familiarity and favorability in nearly a decade
  • Designed and created the public relations effort resulting in national and regional placements that have consistently measured over 100 million impressions annually
  • Served on the board for the non-profit Transamerica Center for Retirement Studies and have been instrumental in their annual retirement survey
  • Spearheaded over 20 events annually for both B-to-B and B-to-C, often hosting well over 100 attendees
  • Development of differentiating thought leadership including unique events, white papers, messaging, and a book project authored by the President focused on the concept of promoting the American “Super Saver”
  • Developed award winning participant education programs that drive the behaviors necessary for a secure retirement

Vice President-Senior Marketing Manager

Home Savings of America (now Chase)

Responsible for the strategic and tactical marketing for Griffin Financial Services and the Griffin Funds; Instrumental in increasing Griffin Financial Services daily core sales 30% through comprehensive marketing programs; key contributions include:

  • Successfully launched new Roth IRA campaigns and seminars resulting in a 25% lift in initial IRA sales
  • Revamped the branch merchandising campaigns to more closely tie to Home Savings retail campaigns
  • Leveraged Home Savings marketing tools for promotion of Griffin Financial Services products
  • Created a successful partnership to provide seminars to bank clients on living trusts resulting in hundreds of qualified leads Griffin's representatives
  • Created and launched new image brochure for Griffin Financial outlining their breadth and depth of financial products and services
  • Oversaw Griffin's web site development to now include current fund information as well as investment representative locators

Assistant Vice President

Great Western Bank (now Chase)

Responsible for developing revenue-generating marketing programs for Great Western Financial Securities Corporation

  • Aided in the development of the strategic and tactical positioning for GWFSC and Sierra Trust Funds
  • Created quarterly marketing campaigns focused on the needs-based advisory positioning of GWFSC Developed and launched comprehensive direct mail programs amounting to $35 million in additional sales
  • Implemented an AD&D insurance program generating over $500 thousand in revenue in the first year
  • Developed broker/client interactive computer software to promote new products
  • Managed the redesign and development of a full line of new fund brochures and marketing collateral
  • Implemented successful broker sales promotions generating $35 million in additional sales
  • Worked closely with Sierra's ad agency (Chiat Day) to create brand identity for Sierra through national trade publications



Bachelor of Business Administration - Finance

Loyola Marymount University