Results Matter.

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.

READ MY BIO

PROFESSIONAL EXPERIENCE

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.

 01. DIGITAL

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
02. BRANDING

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

DOWNLOAD MY CASE STUDY:

Rebranding Wealth Management to Grow $100M

03. MARKETING 

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
04. EVENT EXPERIENCES THAT GET RESULTS

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. 

  • Designed tradeshow campaigns and displays for International Auto Show B2B, NY and Boston International Gift Shows, B2B
  • Planned and produced Dreams Event and promotional campaigns featuring Sandra Joseph, lead, Phantom of the Opera, B2C
A FEW BRANDS I’VE WORKED WITH
SKILLS, STRENGTHS + HOW I USE MY TIME

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.

Branding
  • Strategy + Ideation + Management 30% 30%
  • Digital Management 20% 20%
Marketing
  • Analytics + Compliance 5% 5%
  • Content + Copywriting 25% 25%
Strategy
  • Public Relations + Events 10% 10%
  • Graphic Design 10% 10%

Content + Design for digital and print marketing assets

Launches, tradeshows, events created + executed

Training sessions + workshops taught

Person marketing, design + sales team hired, trained, mentored

WHAT PEOPLE SAY ABOUT ME

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

ABOUT ME

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.

READ MY BIO

 

MORAL COMPASS

Integrity, Vision, Civility
Intelligence
Perseverance

 

INSPIRE

As a leader, my team counts on me to leverage their strengths and go far beyond our limits.

PEACEMAKER

Others call on me to navigate situations that call for integrity, quick, thinking, grace and civilty.

 

HUMBLE CONFIDENCE

Listen and learn. You never know where you’ll discover your next big idea.

PERSPECTIVE

Carefully consider other viewpoints, Let humor, reflection and empathy smooth the way.

 

RESOURCEFUL

Resilient under adversity, I’m openminded, proactive, and flexible.

GIVING BACK
“We make a living by what we do, but we make a life by what we give.” -Winston Churchill

As my way of giving back, I facilitate pro bono BRAND LABS™ marketing workshops for entrepreneurial growth-stage companies and startups.

I enjoy helping entrepreneurs—just like, the mentors at SCORE and the American Marketing Association went out of their way to help me. I remember how that feels and want to pass it on.

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™

In 2014, I co-founded THINK Marketing + Research, a collaborative of entrepreneurs and creatives. Exceptional thinkers and doers – we help entrepreneurial growth-stage companies build their brand and get the most from their marketing investment so they can exponentially grow their company.

It’s Always Nice to Meet New Professional Contacts or Help a Business Launch + Grow.

Reach out if you want to talk marketing, branding, opportunities, technology, or tea.