Our Team

Trilogy Marketing Group has extensive expertise in both business-to-business and consumer marketing.

orange square graphic Melissa Liptak, Partner

Melissa has over fifteen years of marketing experience, both on the client and agency side. She was Director of Advertising & Brand Management at Charles Schwab, where she was responsible for numerous integrated campaigns, including the highly successful "Talk to Chuck" launch. During her tenure, Melissa helped shift Schwab's positioning from a discount brokerage to a more full service model that offers investment advice.

Prior to joining Schwab, Melissa held various positions in account management at leading advertising agencies. She managed the Sprint Long Distance account and the global Nestle chocolate franchise for J. Walter Thompson. While at Saatchi & Saatchi, she launched several dot.com businesses - including E-LOAN and Cooking.com - that are still around today. Melissa started her advertising career at Young & Rubicam, where she helped manage an array of food and international household products for The Clorox Company.

For the past two years, Melissa has been an independent marketing consultant. She returned to Schwab, where she launched a monthly newsletter for affluent and active trader clients that reached record levels of readership, as well as developed a wide range of strategic field marketing programs for their Institutional Sales group.

In addition to making a difference in advertising and marketing, Melissa is also passionate about making a difference in the lives of children and families in San Francisco. She consults with non-profits like the Ronald McDonald House and the California Pacific Medical Center Foundation, advising them on their short- and long-term communications planning.

Melissa holds undergraduate and graduate degrees in French from Rutgers University and New York University, respectively.

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orange square graphic Pam Rhodes, Partner

Pam has over 25 years of marketing experience combining strategic planning, product development, marketing communications and analytical skills.

Some highlights from Pam’s marketing consulting practice over the last 14 years include leading the marketing planning and communications for all of Charles Schwab Institutional’s major client events, the new brand architecture deployment of Schwab Performance Technologies, Active Trader direct marketing and client communications and Insurance product client website and prospecting efforts. For Quaker Oats, Pam led new product initiatives for two entries into new categories and directed the marketing plan for the Near East Brand. Intuit needed Pam to draw on market research learnings to identify key implications and recommendations for constructing their 5 year product plan. And, for Clorox, she led an initiative to bring more innovation to new product development. Pam also helped independent advisor firms develop their marketing plans and identity.

Pam has an extensive background in managing marketing agencies. She has focused on developing top quality process and communications between corporate clients and their agencies resulting in long lasting, productive relationships that produce superior results. Pam leads agency searches, conducts relationship renewals, develops yearly communication calendars and leads 2-way client and agency performance reviews for clients including Charles Schwab, Addidas, HomeBase, Quaker Oats, Safeway Stores and their multi-national agencies.

Pam graduated from U.C. Berkeley and is now devoted to seeing her two children through their college selections and experiences.

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orange square graphic Carolyn Sanderson, Partner

Carolyn has over fifteen years of marketing experience, with deep expertise in financial services. Carolyn brings strong experience in the areas of acquisition and retention marketing; project planning and implementation; print collateral; direct mail; website and webcast development; and event planning.

During her ten-year tenure at Charles Schwab, she was responsible for a wide range of highly successful initiatives within segment and loyalty marketing. She played an integral role in the launch of Schwab Signature Services, Schwab's first loyalty program for affluent clients. Carolyn was also responsible for developing the "CEO Speaker Series," a program that featured renowned business leaders like Steve Jobs, Andy Grove and Larry Ellison. In 2000, she was awarded the Schwab Outstanding Innovation Award for her efforts with this exclusive program. For a time, Carolyn worked in Business Development and Field Marketing on business planning and field incentives. She also obtained her brokerage license and was a pilot member of "Schwab Select Service", an active trader service team responsible for providing guidance and execution of options and complex trades.

For the past five years, Carolyn has been an independent marketing consultant assisting both large and small companies with their strategic marketing efforts. Most recently, she returned to Schwab Institutional to manage their marketing campaigns targeted to financial advisors serving ultra high-net-worth clients.

Carolyn holds a Bachelor of Arts degree in Organizational Communication from Rollins College in Winter Park, Florida.

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