With 15+ years of branding, marketing, and in-the-trenches business leadership, I roll up my sleeves and lead cross-functional teams to bring BIG ideas to life.
Energetic and resourceful, I’m a marketing leader with an outstanding track record of high performance in mid-size to smaller/private equity owned companies. As an entrepreneur, I quickly learn a new business, develop and execute an accelerated and profitable marketing growth strategy, and energize teams to accomplish stretch goals.
As a Cornell certified marketing strategist with agency and team leadership experience, I currently lead the development and execution of the brand strategy, marketing communications, and sales support for a wealth management firm with 4 offices and clients in 32 states.
My proven ability to cut through complexity, quickly align and train teams and relentlessly focus on the critical have rewarded stakeholders.
I administer and implement Digital Growth Engines that attract, educate, convert, and monetize the most profitable customers.
- Instituted and currently manage marketing automation to generate leads and seize opportunities. SEE IT IN ACTION
I develop brand strategy and positioning to gain a competitive edge and show the interesting, bold, and human side of business.
- Branded and rolled out Institutional Investing Services. B2B
- Led corporate rebranding with 98.2% client retention. B2B, B2C
As a marketing director, I spearhead impactful, integrated marketing campaigns that attract, generate leads, build trust, and grow revenue.
- Launched Dynamic Portfolio Management™ B2B, B2C
- Brought to market, a legacy planning book, Do More that Matters® B2B, B2C
- Rolled out consumer education program B2C
Having developed and managed over 1047 newsworthy event experiences—tradeshows, product launches, conferences, client loyalty and educational events, I can show you what works and what doesn’t.
Throughout my career, I’ve worn a few hats – company founder, agency creative, content writer, team leader, graphic designer, project manager, researcher, sales, entrepreneur, and brand strategist. As a result, I often see what others don’t, then connect the dots to navigate complex challenges and manage multi-disciplinary projects.
I believe in working smarter. This means devoting time to strategic planning, clear communications, analyzing data with a human touch, visualizing goals, prioritizing what’s important, leveraging team strengths, and measuring results.
- Strategy + Ideation + Management 30% 30%
- Digital Management 20% 20%
- Analytics + Compliance 5% 5%
- Content + Copywriting 25% 25%
- Public Relations + Events 10% 10%
- Graphic Design 10% 10%
Kelly increased attendance at our tradeshows 30-40%.
Jim Shea, Founder, The Wildflower Company
You bring an incredible amount of talent and marketing savvy to our firm.
Greg H., CEO, Wealth Management
If you have the chance to work with Kelly – DO IT!
Aimee Ashton, Account Executive, iHeartMedia
Kelly approaches business development with a passion for success and her experience in the field shines…
Charlie Shiflett, Investment Banking Associate, Jefferies
Kelly is relentlessly resourceful and inspires people to be their best.
Adrienne Munroe, Marketing Manager, Electric Banana
A strategist at heart, the process of change and re-invention fascinates me. I dive deep into regional and cultural differences, technology, why businesses rise and fall, and the customer experiences (CX) interwoven throughout.
At 23, I founded my first company and several others in rapid succession. In 2006, I sold AVG, Inc., my B2B / B2C tradeshow and event company. With an unstoppable team of 11-18, 10 sales reps, and showrooms in Boston and Atlanta, the company had hundreds of clients, and was an 8x “Best of Hartford” award winner.
Integrity, Vision, Civility
As a leader, my team counts on me to leverage their strengths and go far beyond our limits.
Others call on me to navigate situations that call for integrity, quick, thinking, grace and civilty.
Listen and learn. You never know where you’ll discover your next big idea.
Carefully consider other viewpoints, Let humor, reflection and empathy smooth the way.
Resilient under adversity, I’m openminded, proactive, and flexible.
As my way of giving back, I facilitate pro bono BRAND LABS™ marketing workshops for entrepreneurial growth-stage companies and startups.
You’ll get ideas to transform your marketing and build your brand so you can grow your company.
Coveted pro bono BRAND LABS™ timeslots fill quickly. Add your name to my waiting list and get invited!
THINK MARKETING + RESEARCH™
It’s Always Nice to Meet New Professional Contacts or Help a Business Launch + Grow.