Financial Industry Veteran Brings Growth-Minded Marketing Leadership

PORTLAND, April 8, 2020 – Smarsh®, helping customers get ahead – and stay ahead – of the risk within their electronic communications, today announced the appointment of Susan Theder to the Smarsh board of directors. Theder currently serves as Executive Vice President and Chief Marketing Officer (CMO) at Advisor Group, one of the largest networks of independent wealth management firms in the United States.

With more than 20 years of senior leadership experience, Theder has achieved repeated success in growing mid-stage private equity-owned companies. She emphasizes the importance of customer-focused strategies that leverage data and technology to deliver highly personalized experiences. She is also a leader in developing the next generation of talent for the industry, with a special focus on supporting women’s initiatives. In 2019, Theder was named “CMO of the Year” by WealthManagement.com, and a “Women to Watch” by Investment News.

Theder joins the Smarsh board of directors at a pivotal time for the company, as it experiences another year of aggressive global growth and industry leadership. It was recently positioned as a Leader in the Gartner Magic Quadrant for Enterprise Information Archiving for the fifth consecutive year. Last week, Smarsh announced its selection to the Microsoft One Commercial Partner program with co-sell ready status for its Enterprise Archive.

“I’m excited to join the Smarsh team, which has built an impressive business by solving mission-critical compliance challenges for banks, broker-dealers, investment advisors and firms across the financial services industry,” said Theder. “I look forward to helping the company build on its reputation as the market leader of products, services and support that keep its customers ahead of the evolving regulatory environment.”

Prior to joining Advisor Group in 2016, Theder spent nearly six years as the CMO at Cetera Financial Group. Preceding Cetera, Theder was a Managing Director at Pershing, LLC, responsible for strategic marketing of their broker-dealer, registered investment advisor, and global business units. She also held senior positions in marketing, product management and practice management at Fidelity Investments.

“We are excited to welcome an executive and leader of Susan Theder’s caliber to the Smarsh board of directors,” said Stephen Marsh, Smarsh Founder and Chairman. “Her industry experience, depth of knowledge and breadth of insight will help drive the right outcomes for Smarsh customers and accelerate our global growth at Smarsh.”

For more information, please visit www.smarsh.com.

About Smarsh
Smarsh helps financial services organizations get ahead – and stay ahead – of the risk within their electronic communications. Smarsh has established the industry standard for the efficient review and production of content from the diverse range of channels that organizations now use to communicate. With innovative capture, archiving and monitoring solutions that extend across the industry’s widest breadth of channels, customers can leverage the productivity benefits of email, social media, mobile/text messaging, instant messaging/collaboration, websites and voice, while efficiently strengthening their compliance and e-discovery initiatives.

A global client base, including the top 10 banks in the United States and the largest banks in Europe, Canada and Asia, manages billions of conversations each month with the Smarsh Connected Suite. The company is headquartered in Portland, Ore. with nine offices worldwide, including locations in Silicon Valley, New York, London and Bangalore, India. For more information, visit www.smarsh.com.

Media Contact:
John Kreuzer
Lumina Communications for Smarsh, Inc.
(408) 896-3307
jkreuzer@luminapr.com