Experience

Abacus Wealth Partners

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Feb 2023 - Present



David Walther, CLU, CFP

• San Francisco, California, United States

• Financial Associate

  • Sep 2021 - Jan 2023

  Supported a team of dedicated financial advisors in financial planning, wealth management, and insurance advising. Worked closely with insurance clients to guide them through the underwriting process. Supported a team of dedicated financial advisors in financial planning, wealth management, and insurance advising. Worked closely with insurance clients to guide them through the underwriting process.



Katelynn Wiley, Digital Marketing

• Digital Marketing Specialist, Owner

  • Sep 2018 - Sep 2021

  Helped community-minded organizations meet their goals through email marketing, keyword-targeted blogging, strategic web copy, and social media management. Helped community-minded organizations meet their goals through email marketing, keyword-targeted blogging, strategic web copy, and social media management.



Potluck Consulting

• United States
• Advertising Services

• Copywriter

  • Jul 2020 - Jun 2021

  Wrote product-focused copy for Facebook, Instagram, and email newsletter campaigns for the inaugural digital marketing efforts of a 25-year-old company. Results over 4 months were record-breaking eCommerce sales, doubling the previous year. Crafted strategic content for a company’s first paid Facebook Likes targeted ad campaign. It consisted of initial outreach and retargeting ads across two audiences. Client’s account grew from 0 to 3,278 page likes in 5 months. Secured top Google placement and featured snippet by developing keyword-targeted copy for a search engine optimized blog, outranking CBS News and Quora. Produced keyword-targeted meta-data for 20 web pages that increased client’s organic traffic by 67% over two months. Worked with clients across diverse industries— including startup consulting, family business consulting, non-profits, environmental consulting and education, construction, and retail. Collaborated with a remote digital marketing team using Asana project management. Show less



Flight LLC

• United States
• Design Services

• Contract Copywriter

  • Oct 2018 - Nov 2020

  Crafted missions, visions, and strategic objectives for new and reinvented companies to live by. Collaborated with creative teams on full-suite branding and website launches using tools like Slack and Teamwork. Wrote web copy and brand language for clients in mortgage lending, real estate, and organizational development. Conducted UX interviews with project stakeholders. Used market research to craft strategic goals and objectives for organizations to aim for. Crafted missions, visions, and strategic objectives for new and reinvented companies to live by. Collaborated with creative teams on full-suite branding and website launches using tools like Slack and Teamwork. Wrote web copy and brand language for clients in mortgage lending, real estate, and organizational development. Conducted UX interviews with project stakeholders. Used market research to craft strategic goals and objectives for organizations to aim for.



Lemonstrike Creative Studios

• United States
• Advertising Services

• Contract Copywriter

  • Apr 2019 - Jun 2020

  Produced a complete web-copy rewrite for a 400 employee company seeking to evolve its brand voice from everyman/DIY to luxury/professional. Collaborated with the agency team on Teamwork to write goal-oriented web copy and meta-data for clients in photography, health & wellness, and construction retail. Produced a complete web-copy rewrite for a 400 employee company seeking to evolve its brand voice from everyman/DIY to luxury/professional. Collaborated with the agency team on Teamwork to write goal-oriented web copy and meta-data for clients in photography, health & wellness, and construction retail.



REBUILDING TOGETHER PETALUMA

• United States
• Construction

• Fire Recovery Manager

  • Mar 2018 - Feb 2019

  Lead social media strategy to increase Facebook following by 50% over 6 months, primarily through organic content that told personal stories about the organization’s work. Interviewed 9 collaborators to compose an annual funders report and “lessons learned” guide for other organizations in disaster-affected communities. Drafted grants resulting in $25,000 in earnings. Maintained the website, which I built during my time as a board member. Represented Rebuilding Together Petaluma in all fire-related efforts. After the 2017 Tubbs fire, Rebuilding Together Petaluma received a grant from Albertson's Foundation to help with fire recovery. Part of this grant allowed me to work as Fire Recovery Manager for one year. Show less



Friends of the Petaluma River

• Petaluma

• Watershed Classroom Coordinator

  • Apr 2016 - Feb 2018

  Managed program that encompassed 14 separate classroom education projects at 13 schools, reaching 25 teachers and 960 students Maintained the program's blog, website, and Instagram. Planned, designed, and provided all content for the program's monthly newsletter. Planned program events and educator training around environmental education. Working with local educators, I designed California Common Core and Next Generation Science Standards based watershed-oriented curriculum. Taught students environmental and watershed science in the field. Show less