Marketing Director

• Dec 2022 - Present

Senior Marketing Manager

• Jun 2021 - Nov 2022

Managed all owned, earned, and paid marketing efforts for high-growth crypto start-up. Key accomplishments include establishing the brand identity and launching six first-to-market funds. GTM Strategy involved the creation and delivery of digital advertising, TV commercials, sales email journeys, PR, and hosting an exclusive launch party for HNW investors. Managed all owned, earned, and paid marketing efforts for high-growth crypto start-up. Key accomplishments include establishing the brand identity and launching six first-to-market funds. GTM Strategy involved the creation and delivery of digital advertising, TV commercials, sales email journeys, PR, and hosting an exclusive launch party for HNW investors.

Senior Marketing Writer

• Dec 2019 - Jun 2021

Leaning on my marketing and financial services background, I helped Transamerica's Retirement division drive sales through compelling persona-driven B2B and B2C messaging — including emails, flyers, presentations, social posts, banner ads, landing pages, blogs, and direct mail. I supported new product launches with content direction for marketing campaigns. After being promoted, I confirmed my team’s output touched on all aspects of our creative briefs to meet key stakeholder objectives, while consistently holding true to brand’s tone of voice and SEO guidelines. I also supported the creative process to redefine our value proposition and brand story for the first time in five years. We created a messaging manual and six-part campaign around 20 key selling points which Sales uses to increase their market share. Show less

Marketing Manager, Strategic Initiatives

• 2017 - 2019

As the product owner of Envestnet Institute, an educational website for financial professionals, I led the go-to-market strategy and created cross-channel marketing campaigns that rallied leadership support, exceeding user adoption goals one year post-launch. I managed Envestnet Institute's site enhancements and platform integrations, and coordinated with internal partners and external agencies to make product updates. I managed the weekly email and website metrics reports with Marketo, Google Analytics, and Drupal, communicating user insights and usage data, and driving modifications to increase engagement. Additionally, I played a role in the content strategy of Envestnet Institute. I researched changing needs of financial advisors and their clients, and set an editorial content calendar to help address timely topics with thought-provoking content. Alongside subject matter experts, I crafted various mediums of content and worked with partner asset management firms to syndicate content and align marketing campaigns to generate traffic. Show less

Marketing Manager

• 2014 - 2017

One of my first key accomplishments at Envestnet was helping manage the educational course track for the Advisor Summit, Envestnet's annual conference for over 3,000 investment professionals. I helped define topics, speakers, and coordinated over 20 presentations for each event.I also coordinated the Essential Advisor Certification Program, an annual three-month online course for 50-75 high potential advisors to grow their practices. Advisors who completed the program generated more client proposals, increased their total number of client accounts, and grew their AUM on the Envestnet platform. Show less

Marketing Associate

• 2014 - 2014

I rapidly grew a social community for financial advisors to share business practice insights. This social community generated business by connecting advisors with asset managers through community discussions. I also crafted social media posts and developed the social calendar for multiple corporate and executive accounts, using Sprout Social and HootSuite to schedule posts in advance. I rapidly grew a social community for financial advisors to share business practice insights. This social community generated business by connecting advisors with asset managers through community discussions. I also crafted social media posts and developed the social calendar for multiple corporate and executive accounts, using Sprout Social and HootSuite to schedule posts in advance.

Sales And Marketing Intern

• 2013 - 2013

As a summer intern I helped build spreadsheets of leads and imported them to Salesforce. I supported the Sales team with conducted horizontal market research and presented findings on a regular basis about key industries and target firm characteristics. I also supported the Marketing team to review and edit blogs and client case studies. I was the company’s first intern and helped create the internship training process for successors. As a summer intern I helped build spreadsheets of leads and imported them to Salesforce. I supported the Sales team with conducted horizontal market research and presented findings on a regular basis about key industries and target firm characteristics. I also supported the Marketing team to review and edit blogs and client case studies. I was the company’s first intern and helped create the internship training process for successors.