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Ken Overholt is a seasoned marketing professional with 20+ years of experience in financial services, content marketing, and digital marketing. He has managed global marketing strategies for top financial services firms and has a strong background in creating compelling positioning and messaging for complex software products. Ken has held various roles, including Associate Director of Solutions Marketing at Moody's Analytics and Senior Manager, Content & Collateral at Advent Software, Inc. He has also worked as a Principal of a boutique marcom agency and was an investment writer for Research Magazine. Ken holds a Bachelor's Degree in Comparative Literature from Beloit College and completed post-graduate studies in History at the University of California, Berkeley. He is also a Pragmatic Marketing Certified Professional. Ken's expertise spans marketing strategy, lead generation, email marketing, financial services, and digital marketing.

Credentials

  • Pragmatic Marketing Certified Professional
    Pragmatic Marketing

Experience

  • Moody's Analytics
    • San Francisco
    • Associate Director - Solutions Marketing
      • 2014 - 2017
      • San Francisco

      Associate Director of Solutions Marketing for loan origination and risk management solutions at one of the world's most respected financial services firms. In my role I managed global marketing strategy and tactics for a portfolio of products that generated upwards of $100 million in annual r...

  • Advent Software, Inc.
    • San Francisco, CA
    • Senior Manager, Content & Collateral
      • Jun 2007 - Jun 2014
      • San Francisco, CA

      Responsible for overall content marketing strategy and creation of thought leadership collateral—white papers, industry surveys, blog posts, sales materials—as well as lead-generating, multi-channel campaigns for public enterprise software company with global operations—over 4,500 investment mana...

    • Principal
      • Sep 1992 - Jun 2007

      Principal of boutique marcom agency serving financial services and high-tech companies with sales and marketing collateral, website content, shareholder communications, advertising and direct marketing. Managed two full-time employees and a team of free-lance writers and designers. Key clients included Union Bank of California, Wells Fargo, Charles Schwab, American Century Funds, Citigroup, W.R. Hambrecht, Symantec.

    • Principal
      • Sep 1992 - Jun 2007

  • Research Magazine
    • San Francisco, CA
    • Senior Analyst
      • 1986 - 1992
      • San Francisco, CA

      Investment writer for monthly trade magazine read by 60,000 stockbrokers and money managers. Researched and wrote in-depth investment profiles on 150+ publicly held companies, ranging from Fortune 500 leaders to development-stage start-ups. Position involved extensive domestic travel and C-level ...

Education

  • Beloit College
  • University of California, Berkeley

Suggested Services

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

Industry Focus. “Financial Services and Marketing”

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