Full Name
Daniella Moiseyev
Job Title
Award-winning marketing strategist and brand leader
Firm Name
Independent
Speaker Bio
Daniella Moiseyev is passionate about building marketing strategies that amplify brands based on a deep understanding of the wealth management and retirement marketplace. As a proven leader and award-winning strategic marketing professional, Daniella develops marketing programs, tools and services that drive growth.
Prior to joining Smart as the US Head of Marketing, Daniella served as the Chief Marketing Officer of PCS Retirement, LLC, a small and rapidly growing recordkeeper. In this role, she was responsible for overseeing the planning, development and execution of PCS Retirement's marketing strategy and brand initiatives.
Daniella was previously the Chief Marketing Officer at the American Retirement Association (ARA). While there, she led the marketing strategy for the organization’s industry-leading conferences, professional education and credentialing programs, and its overall brand identity. Prior to joining the ARA, Daniella was the Retirement Segment Marketing Leader in U.S. Intermediaries, a division of T. Rowe Price. At T. Rowe Price, she headed the marketing strategy for the firm’s DCIO (defined contribution investment only) and variable annuity business lines. Before that, Daniella was the Retirement Segment Marketing Manager for RidgeWorth Investments in Atlanta, GA. Earlier in her career, she spent 11 years at Prudential Investments in various roles supporting institutional clients. Daniella earned a M.B.A with a Marketing concentration from Rutgers, The State University of New Jersey. She has successfully completed FINRA Series 7, 24 and 66 exams having previously served in general securities representative, registered principal and investment advisory roles.
Daniella is an active volunteer in the industry and an advocate for empowering women in the workplace. Daniella has served on the WIPN Board of Directors for six years, including as President in 2020, and is always available to help women in the industry connect and learn from one another.
Prior to joining Smart as the US Head of Marketing, Daniella served as the Chief Marketing Officer of PCS Retirement, LLC, a small and rapidly growing recordkeeper. In this role, she was responsible for overseeing the planning, development and execution of PCS Retirement's marketing strategy and brand initiatives.
Daniella was previously the Chief Marketing Officer at the American Retirement Association (ARA). While there, she led the marketing strategy for the organization’s industry-leading conferences, professional education and credentialing programs, and its overall brand identity. Prior to joining the ARA, Daniella was the Retirement Segment Marketing Leader in U.S. Intermediaries, a division of T. Rowe Price. At T. Rowe Price, she headed the marketing strategy for the firm’s DCIO (defined contribution investment only) and variable annuity business lines. Before that, Daniella was the Retirement Segment Marketing Manager for RidgeWorth Investments in Atlanta, GA. Earlier in her career, she spent 11 years at Prudential Investments in various roles supporting institutional clients. Daniella earned a M.B.A with a Marketing concentration from Rutgers, The State University of New Jersey. She has successfully completed FINRA Series 7, 24 and 66 exams having previously served in general securities representative, registered principal and investment advisory roles.
Daniella is an active volunteer in the industry and an advocate for empowering women in the workplace. Daniella has served on the WIPN Board of Directors for six years, including as President in 2020, and is always available to help women in the industry connect and learn from one another.
Speaking At
