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Desten Broach
Digital Customer Experience • Strategy Development • Product Management • Program Management • Problem Solver • Change Management • Team Builder • Integrator
Professional Background
Desten Broach is an accomplished financial services and software director whose extensive background spans multiple facets of the product lifecycle—from inception and development to marketing, sales, customer success, support, and even product retirement. His impressive career trajectory showcases not only his adaptability but also his profound expertise in navigating complex product environments. Desten's strategic vision and remarkable ability to lead and integrate stakeholders across the entire value chain have earned him a reputation for driving significant business outcomes.
Over his career, Desten has successfully directed large cross-functional teams that are pivotal to market expansion and growth. His leadership has been instrumental in generating multi-million dollar revenue increases while ensuring that clients receive exceptional service at every touchpoint. With a commitment to optimizing operations and enhancing customer experiences, Desten excels in streamlining processes that ultimately benefit businesses and their clientele alike.
Education and Achievements
Desten’s academic pedigree is impressive, with a Master of Business Administration (M.B.A.) specializing in Strategy, Marketing, Operations, and High Performance Leadership, obtained from the prestigious Stanford University Graduate School of Business. This advanced education in business strategy equips him with the analytical tools and frameworks necessary to tackle the challenges in today’s fast-paced financial services landscape.
Prior to this, he achieved a Bachelor's Degree in Economics from Duke University, laying a strong foundational understanding of economic principles and market dynamics that he would later apply throughout his career.
Notable Career Highlights
Throughout his career, Desten has held various senior positions with prominent organizations, showcasing his versatility and commitment to excellence in the financial services sector:
- As a Digital Risk Operations Sr. Program Manager at Visa, he honed his skills in managing and mitigating digital risks, working closely with teams to enhance operational processes.
- While at TIAA, Desten served as the Senior Director of the Digital Marketing Team for Education Savings Plans, where he led innovative marketing initiatives that significantly boosted product visibility and customer engagement.
- In a similar vein, he was a Senior Director for Program Marketing at the California Scholarshare 529 Plan, where his strategic insights helped in the promotion and management of educational savings plans.
- His role as a Digital Marketing Consultant with Wells Fargo allowed him to develop customer-centric digital strategies aimed at optimizing the overall customer experience.
- At Bank of the West, he contributed as a Sr. Product Manager in the Digital Channels Group, focusing on enhancing digital interactions for clients and streamlining service delivery.
- Additionally, his time as a Customer Success Project Management Consultant at CloudBase Services helped organizations achieve their project goals and optimize their customer relations.
- Throughout his tenure at Charles Schwab, Desten demonstrated his skills as a Senior Manager for both Estate and Trust Products and the 529 College Savings Plan, ensuring robust performance in various product lines.
- His foundational experiences began at Sun Microsystems, where he served as a Product Line Marketing Manager and a Group Product Manager for Web Services Integration Products, paving the path for his eventual focus on digital and strategic marketing.
Desten’s commitment to continuous improvement, strategic marketing, and digital transformation within financial services reflects a deep understanding of both customer needs and market dynamics. His ability to transcend traditional boundaries a distinguished journey across some of the most reputable organizations in the industry.
Achievements
- Successful multi-million dollar revenue growth initiatives.
- Leadership roles in cross-functional teams enabling operational excellence.
- Strategic oversight in major national programs like 529 plans and education savings initiatives.
Location
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Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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