Katie Gervase
Growth Marketing Lead at TIFIN- Claim this Profile
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Bio
Experience
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TIFIN
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United States
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Financial Services
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100 - 200 Employee
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Growth Marketing Lead
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Mar 2022 - Present
TIFIN creates companies to improve wealth outcomes. We leverage the combined power of investment intelligence, data science, and technology to make investing a more engaging experience and a more powerful driver of financial well-being. I lead marketing efforts across our TIFIN Wealth, TIFIN Give, Helix by HL,@Work, and Sage businesses.
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TIFIN Wealth
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United States
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Financial Services
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1 - 100 Employee
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Growth Marketing Lead
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Mar 2022 - Present
TIFIN Wealth's AI-powered platform helps modern wealth management firms grow through data science and advanced personalization solutions.
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Venture For America
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United States
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Non-profit Organizations
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100 - 200 Employee
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2020 Fellow
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Nov 2019 - Jun 2022
VFA is a highly selective (11% acceptance) two-year fellowship program that connects recent college graduates with firsthand startup experiences. Its mission is to create economic opportunity in American cities by mobilizing the next generation of entrepreneurs and equipping them with the skills and resources needed to create jobs.
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Amicus.io (acquired by TIFIN)
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United States
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Financial Services
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1 - 100 Employee
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Associate Marketing Manager
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Dec 2021 - Feb 2022
Amicus.io was acquired by TIFIN to become part of TIFIN Wealth's Give solution. Sprung from the confluence of wealth management and philanthropy, TIFIN Give empowers advisors to grow their practices by engaging clients in a digital charitable giving platform.
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Marketing Specialist
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Aug 2020 - Dec 2021
Charlotte, North Carolina, United States Amicus.io aligns the incentives of donors, financial institutions, corporations, and philanthropic organizations for charitable giving at scale—to grow a more generous world. Its philanthropic platform for DAF 2.0 introduces a technology solution to mobilize charitable capital at scale that is more inclusive, more accessible, and more impactful.
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New Orleans Business Alliance
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United States
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Non-profit Organizations
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1 - 100 Employee
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Marketing & Communications Associate
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Sep 2019 - Dec 2019
Greater New Orleans Area • Wrote, designed, and managed delivery of digital communications, including press releases, blog posts, website updates, and newsletters, to strategically engage community members, partners, and investors • Increased organic user engagement on Facebook by 138.4%, LinkedIn by 95.7%, and Instagram by 12.4%; increased followers on LinkedIn by 15.6% and Instagram by 11.4%; boosted web traffic users by 20.3% and sessions by 17.4%; maintained 22.6% open rate of email campaigns • Launched new… Show more • Wrote, designed, and managed delivery of digital communications, including press releases, blog posts, website updates, and newsletters, to strategically engage community members, partners, and investors • Increased organic user engagement on Facebook by 138.4%, LinkedIn by 95.7%, and Instagram by 12.4%; increased followers on LinkedIn by 15.6% and Instagram by 11.4%; boosted web traffic users by 20.3% and sessions by 17.4%; maintained 22.6% open rate of email campaigns • Launched new marketing strategy to attract health startups with high-growth potential to apply for the New Orleans Health Innovators Challenge; boosted Twitter user engagement by 27.2% and user following by 7.8% • Consistently exceeded company goal of focusing on diversity and equity in 40% of all social media content Show less
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Liberty's Kitchen
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United States
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Non-profit Organizations
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1 - 100 Employee
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Grant Research Intern
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Jun 2019 - Nov 2019
Greater New Orleans Area • Wrote grant proposals, letters of intent, and reports to potential and existing funders to increase and diversify funding streams; developed content for 8 grant requests; identified 15 new prospective funders now incorporated in 2020 application cycle • Created new Excel system to more effectively manage research on best programmatic practices, relevant target population statistics, and compatible donor prospects to optimize accessibility and consistency of information
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Policy Research Intern
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May 2019 - Aug 2019
Greater New Orleans Area • Draft policy briefs that translate ERA’s academic research to inform stakeholders and policymakers • Analyze state statutes regarding school choice and contribute relevant findings to develop the National Longitudinal School Choice Database
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Voice of the Experienced (VOTE)
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United States
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Non-profit Organizations
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1 - 100 Employee
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Membership Development Intern
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Jan 2019 - May 2019
Greater New Orleans Area • Coordinated and developed marketing materials for monthly fair housing teach-ins to engage community • Organized and facilitated monthly Housing Justice Committee meetings to strategize and pass Fair Chance in Housing ordinance through City Council to prevent discrimination against formerly incarcerated people • Created Membership Handbook to disseminate relevant information during new member orientation • Tracked member engagement via PowerBase CRM database to develop more effective… Show more • Coordinated and developed marketing materials for monthly fair housing teach-ins to engage community • Organized and facilitated monthly Housing Justice Committee meetings to strategize and pass Fair Chance in Housing ordinance through City Council to prevent discrimination against formerly incarcerated people • Created Membership Handbook to disseminate relevant information during new member orientation • Tracked member engagement via PowerBase CRM database to develop more effective retention strategies Show less
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Alliance for Positive Change
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United States
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Health, Wellness & Fitness
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1 - 100 Employee
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Outreach Intern
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Jun 2018 - Aug 2018
Greater New York City Area • Provided outreach assessment to 50 HIV/AIDS patients to investigate the nature of their current care, scheduled appointments, and updated medical records to re-engage patients with medical care and support services • Conducted patient compliance audits, created Paycom employee files, and updated PeerPlace client files
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Louisiana Fair Housing Action Center
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United States
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Non-profit Organizations
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1 - 100 Employee
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Policy Intern
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Jan 2018 - May 2018
New Orleans, Louisiana • Conducted extensive research on barriers that minimize the ability of low-income Housing Choice Voucher (HCV) holders to move from areas of high poverty to areas of opportunity, and investigated programs and policies implemented in six states that increased this movement • Developed and proposed new in-house counseling services to enable voucher holders to move to areas of opportunity; wrote memoranda to Policy Director to reflect key research findings • Corresponded with over 60… Show more • Conducted extensive research on barriers that minimize the ability of low-income Housing Choice Voucher (HCV) holders to move from areas of high poverty to areas of opportunity, and investigated programs and policies implemented in six states that increased this movement • Developed and proposed new in-house counseling services to enable voucher holders to move to areas of opportunity; wrote memoranda to Policy Director to reflect key research findings • Corresponded with over 60 neighborhood groups to recruit landlord participation in the HCV program • Wrote original blog posts to educate stakeholders on issues related to housing discrimination and inequality Show less
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Education
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Tulane University
Bachelor of Arts - BA, Majors: Economics; Social Policy | Minors: Political Science; Social Innovation & Entrepreneurship