Wakefield and Associates offers powerful solutions that deliver exceptional results, one client at a time.

Finance

Wakefield & Associates

Wakefield & Associates' headquarters in Knoxville, TN, United States

Matt Laws

Brian Schierding

Mark Schanck

Karen Scheibe Eliason

The Sales and Client Management team at Wakefield & Associates is dedicated to driving revenue growth while ensuring exceptional client satisfaction. This team focuses on building strong relationships with clients, managing the sales process, and delivering tailored solutions to meet client needs. Through effective collaboration and communication, they strive to enhance client success and retention, ultimately contributing to the company’s overall mission of delivering exceptional results.

Sales and Client Management

The Leadership Team at Wakefield & Associates is responsible for setting strategic direction and driving organizational performance. This team comprises senior executives who collaborate to enhance revenue growth, ensure compliance, manage financial health, and foster business development, all while prioritizing exceptional client service and results. Their collective expertise shapes company policies and practices that align with the mission of delivering powerful solutions to clients.

Leadership Team

The Marketing and Analytics team at Wakefield & Associates is responsible for developing and executing targeted marketing strategies that drive client engagement and growth. This team leverages data analytics to measure campaign performance, optimize client solutions, and enhance overall business effectiveness, ensuring that each client's unique needs are met with precision and impact.

Marketing and Analytics

The Revenue Operations team at Wakefield & Associates is responsible for optimizing the company’s revenue-generating processes and strategies. They work collaboratively to enhance business development efforts, streamline operations, and leverage data analytics to drive sustainable growth and maximize client success. By aligning sales and marketing initiatives, the team ensures that every client receives tailored solutions that contribute to exceptional results.

Revenue Operations

The Finance and Compliance team at Wakefield & Associates ensures the company's financial integrity and adherence to legal regulations. This team manages budgeting, financial reporting, and audits while also overseeing compliance strategies to mitigate risks and uphold ethical standards. By monitoring financial practices and regulatory changes, they provide essential guidance to support the company's sustainable growth and client-focused mission.

Wakefield & Associates

Org chart

Teams

Sales and Client Management

Leadership Team

Marketing and Analytics

Revenue Operations

Finance and Compliance

Offices

Wakefield & Associates

Org chart

Teams

Sales and Client Management

Leadership Team

Marketing and Analytics

Revenue Operations

Finance and Compliance

Offices

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