Megan E. Geldman Biography

MegGeldmanMegan E. Geldman
Marketing Manager
Performance Trust Investment Advisors, LLC

With over 5 years of experience as a successful marketer, Megan formerly held the position of Director of Marketing & Advertising at Sereno Group Real Estate, the leading boutique real estate company in California’s Silicon Valley. Her responsibilities included brand management, marketing strategy, advertising and collateral development, direct marketing, photography and marketing services. Along with founding the in-house graphic department, she was instrumental in the development of brand standards and a company-wide marketing strategy resulting in improved brand consistency and awareness.

In her two years as a key member of the management team at Performance Trust as the marketing manager, Megan leads the marketing team in strategic development and tactical implementation. Megan supervises the development and implementation of a new integrated marketing plan framework as well as the design of strategic planning tools. She manages the Performance Trust rebranding initiative, the launch of the blog, and the evolution of the Performance Trust University website. Additionally, she is responsible for shaping the direction of a national advertising campaign.

Megan holds a Bachelor of Arts degree in Studio Art from the University of Puget Sound.