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Katie Hebert is a seasoned marketing and product professional with 20+ years of experience in managing marketing campaigns, product launches, and brand identity. She has held various roles at top financial institutions, including Moody's Analytics, Schroder Investment Management, and Credit Suisse Asset Management. Katie holds a BS in Business Administration from the University of Pittsburgh and a Professional Writing Certificate from Hunter College. She is a skilled product manager, marketer, and writer with expertise in financial services, product development, and brand management. Katie is based in East Northport, New York.

Experience

    • United Kingdom
    • Financial Services
    • 200 - 300 Employee
    • Director of Corporate Sponsorships
      • Jul 2022 - Present

    • Corporate Sponsorship Liaison
      • Jul 2019 - Oct 2022

    • Event Coordinator
      • Dec 2018 - Jul 2019

    • Associate Product Strategist
      • Sep 2009 - May 2011

      Managed marketing campaigns and communication plans for new product launches and existing product promotionsPlanned and executed the curriculum for the sales training programAnalyzed campaign tracking statistics used to assess promotional reach Generated new sales leads using website analytics

    • US Fixed Income Product executive
      • Sep 2006 - Sep 2009

      Wrote and edited RFPs and presentation materials used to bid for new businessManaged the brand identity for the full line of US fixed income products Created marketing collateral, website content and client reportsCompiled competitor intelligence information and analyzed product performance attribution credit suisse asset management

    • Product management & marketing associate
      • Jul 2005 - Sep 2006

      Wrote new RFPs, seed capital requests and marketing brochuresSupplied statistical analysis of institutional and retail product strategiesPrepared quarterly reports including in-depth analysis of product trendsAnalyzed competitive information from third-party database systems and made product positioning recommendations

    • Consultant Database Coordinator
      • Sep 2004 - Jul 2005

      Maintained US-managed investment products information for over 20 consultant databases Participated in quarterly fund reviews by analyzing performance attribution and drivers of relative returns

    • Development Database & Finance Manager
      • Jun 2002 - Sep 2004

      Managed the donor studio visit program and solicited new donations during special eventsReconciled and maintained financial statements for all membership accounting linesWorked with telephone fundraising staff to produce leads and manage the sales tracking systemCoordinated the volunteer program

Education

  • 1998 - 2002
    University of Pittsburgh
    BS, Business Administration
  • Hunter College
    Professional Writing Certificate

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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