Assistant Vice President, Acquisition Marketing and Content Development
Kestra Financial is an industry leader in wealth management, service and technology solutions, and practice enrichment.
A Series 7 licensed IB/D marketing, branding, and communications professional regarded for establishing and building brand awareness internally and externally. Experience driving SMB growth and revenue in support of business development within top Independent Broker Dealers, RIA, Trust, and Mergers & Acquisitions organizations. Extensive background in promoting digital visibility, media planning and buying, the advancement of new technology platforms, and overseeing demand generation programs. In my free time, I enjoy: • Playing tennis • Visiting theme parks • Live comedy shows • Singing (partially correct) song lyrics • Pretending I know how to cook well • Spending time with friends and family • Brainstorming ideas that one day lands me a guest spot on The Late Night Show with Jimmy Fallon :) Expertise and high-impact skills CRM Salesforce | Marketing Cloud | Pardot | Sitecore | Click Cease | Marketing automation | B2B | B2C | B2B2C I budget planning | social media | branding | rebranding | advertising | media relations & PR I demand generation | lead nurturing | email campaigns | user journey’s | Outlook | Excel | Word | PowerPoint
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