Kat Downen

Money Insights

We’re on a mission to help high-income earners turn cash flow into real wealth—using strategies that go way beyond the basics. Think income optimization, alternative investments, and tools the traditional finance world rarely talks about (but should).

Director of Marketing Operations

DIRECTV

I take a customer-centric approach to translate priority marketing needs, business strategies & product solutions, into easily digestible messaging strategies. I employ collaborative tactics to guide the development of product messaging for acquisition and current customer marketing for DIRECTV and DIRECTV STREAM.

• Collaborate with business strategy owners, Go-to-Market, Product, and Legal to develop messaging strategies and positioning to support product launches, promotions, and competitive campaigns.

•Work with multiple internal teams, copywriters, and outside agencies to lead the development of messaging and communications that are accessible, relevant, and drive business results.

• Partner closely with the Brand Management team to foster consistent use of DIRECTV's brand voice principles to ensure on-brand expression and execution of messaging deliverables.

Lead Marketing Communications Manager

As CLM/CRM Marketing Support Manager for Onboarding & Base Management, oversee substantial email onboarding customers with more than 10MM+ subscribers by leading both creative and technical operations with remarkable efficiency through CDP Migration. Manage strategic creative process, data migrations and deployments with the goal of supporting all business units to achieve target KPI’s.
• Devise and implement highly successful marketing campaigns across diverse channels, while collaborating seamlessly with cross-functional business units controlling for quality and accuracy of multiple campaigns simultaneously.
• Administer redesign, quality assurance, migration and deployment of onboarding email projects for Satellite, DTVi, and BYOD for SaaS migration initiatives.
• Align with Agencies, Salesforce Marketing Cloud, and multiple internal and external stakeholders to develop a RACI model path to success to streamline and optimize performance and execution.

Marketing Support Manager

KJD Consultants

Principal Marketing Consultant
Direct marketing lifecycle development from strategic planning assessment to development and launch using broad knowledge of data-driven campaigns, project management, and quality assurance. Deliver unparalleled marketing expertise to esteemed global entities of Banks, Manufacturers, Legal Services, FinTech Platforms, Merchants, HealthCare Pharma, and Start-Ups alike.

• Devised and implemented highly successful marketing campaigns across diverse channels, while collaborating seamlessly with cross-functional business units.
• Steered all Social Media Marketing and Brand Influencing endeavors on the LinkedIn platform.
• Provided valuable insights and formulated actionable recommendations, drawing from comprehensive analysis of customer journeys and touchpoints.
• Engaged in effective communication and collaboration with internal and external stakeholders, including C-Level Executives, to comprehend strategic objectives, convey journey optimization outcomes, and delegate actionable next steps.
• Enhanced revenue growth and elevated customer engagement by designing and executing lead generation strategies across diverse channels, encompassing email marketing, social media, SEO, content marketing, and paid advertising.
• Increased 30% surge in website traffic and boosted 125% in social media engagement by performing market research, analyzing consumer behavior, determining new target audiences, and refining messaging.

Director of Marketing And Business Development

nxtCRE

• Orchestrated array of SaaS, digital marketing, and branding endeavors, leading strategic direction for dynamic fintech startups.
• Accomplished 1016% surge in audience engagement through marketing technology landscape and cutting-edge digital marketing technologies such as personalization, data platforms, analytics, orchestration, digital strategy, digital transformation, and marketing automation.

Senior Account Executive Sales & Marketing

nxtCRE is an 'Open-Bank' CRE fintech platform that partners with CRE financial institutions for exclusive access to immediate investment needs of their CRE investors. We have access to tens of thousands of highly motivated Must Buy Investors (MBI).

Digital Marketer

B2Bx

Social Media Marketing & Brand Influencer

YoungWilliams

Corporate Training and Instructional Design.

Instructional Designer

IRONSMITH

Corporate Sales & Marketing. Manage pricing, sales and marketing for corporate markets and supports these activities to all markets as needed along with specific support to new initiatives in social media and marketing, manages rep relationships for 60% of the United States and marketing and sales within said territories.

ATTENDEE/EXHIBITOR/PRESENTER:
 *ASLA Annual Meeting and EXPO, San Diego 2011
 *ASLA Annual Meeting and EXPO, Phoenix 2012
 *ASLA Central States Conference, KC, MO 2012
 *TNASLA Annual Conference, Franklin, TN, 2012
 *Twin States ASLA Orange Beach, AL, 2013
 *Central States Conference ASLA, St Louis MO, 2013
 *Twin States ASLA AL/MS 2015

Corporate Sales & Marketing Manager

Indymac Bank

Managed territory to include 75% of the U.S. Grossed $120mm sales first 6 months. 
Experienced management professional with 10 years in project management, marketing, and leadership positions. Successful in building relationships with key personnel, industry professionals, and progressive companies. Well-versed in marketing strategies and brand recognition. Exceptional trainer and mentor with skills to motivate individual performance while building a strong team atmosphere to generate character and integrity.

Broker Coordinator

Western Capital Mortgage

Achieved average funding of $1.5 million per month and over 80% funding ratio (a company record). Provided expert fiscal services to residential and commercial clients. Ensured compliance to federal and bank regulations. Ensured the integrity of transactional and contractual processing. Analyzed, structured, underwrote, priced and negotiated credit requests based on risk. Expertly managed all aspects of loan process including financial stipulations and client and lender relations.

Facilitating loan process from origination to close. Earned award for production achievement in 2005.

Senior Sales Marketer

Accenture

International Tax Specialist

I connect the human element to marketing communication. 

I am a marketing communications professional proficient in CRM, Messaging, Growth, Digital, Branding, Social Media and Lifecycle Marketing. Throughout my career, I have honed my expertise in Retention and Acquisition strategies, and I enjoy exploring new opportunities in marketing, communications, and project management.

Known for my ability to manage large-scale projects and resources, I thrive on utilizing innovative marketing models to enhance brand awareness and generate high-quality leads. 

My skillset encompasses market research, consumer behavior analysis, content brief creation, copywriting, digital marketing, and social media strategies. By fostering collaboration with internal and external stakeholders, I consistently deliver exceptional results and exceed business objectives.

Energized, customer-focused, and with over 10 years of experience in developing valuable SaaS solutions, I possess a strategic mindset and a relentless passion for continuous learning. 

I excel in building strong relationships across organizations and successfully managing complex marketing campaigns and projects. My strengths lie in implementing effective go-to-market strategies, driving cross-functional collaboration, and fostering a positive work culture.

Specialties: CRM, Growth Marketing, Digital Marketing, Lifecycle Marketing, Email Marketing, Customer Retention, Acquisition Strategy, Marketing Campaign Management, Project Management, Cross-Functional Collaboration

Nordstrom

▶ 𝗦𝗡𝗔𝗣𝗦𝗛𝗢𝗧:
Lead high-touch, customer-driven sales for multiple departments with award-winning sales expertise. Work as member of an excellent sales and customer service team. Assisted with in-store and curbside order fulfillment during pandemic, inspecting packaging, clothing, and footwear. Assist customers with decision-making, offering style, sizing, and product suggestions. Aid customers with navigating the app, maximizing rewards points, and Nordy Club and credit card benefits. Excel at sustaining high sales volume by building high-touch personal relationships with top customers. 

▶ 𝗗𝗘𝗟𝗜𝗩𝗘𝗥𝗘𝗗 𝗥𝗘𝗦𝗨𝗟𝗧𝗦:
● Won national “Extend Yourself” award presented by vice president for accommodating customers with accessibility needs in and around store. Recognized for surpassing customer service obligations and going above and beyond call of duty. 
● Promoted to role in order fulfillment after customers ordered items online, transitioning from Nordstrom Rack into full-line store. Recognized for attention to detail and outstanding customer service by department manager with promotion to leadership role. 
● Achieved high customer service ratings by meeting their needs and finding custom solutions for their apparel and accessory needs. Made suggestions on fit, color, and styles to meet client specifications for special event and travel commitments. 
● Actively participated, listened, and made suggestions to president of Nordstrom Rack when he visited store. Demonstrated high-touch sales ability, communicating the needs and desires of the customer. 
● Built trust and loyalty and demonstrated leadership in problem-solving and offering customers excellent care during their shopping experiences.

DEPARTMENT SALES ● CUSTOMER SERVICE ASSOCIATE ● Driving Sales and Client Relations

Open Road Auto Group

▶ 𝗦𝗡𝗔𝗣𝗦𝗛𝗢𝗧:
Leveraged experience in retail and hospitality in sales role with deep commitment to customer experience. Served as leader in promoting and encouraging strategies to sell new and used cars effectively and profitably. Commanded respect of peers and team to drive results, consistently achieving high customer satisfaction. Managed high-volume sales pipeline, engineering solutions to address complex challenges and drive people-centric and revenue-driven business model. Set sales goals, tracked progress, and achieved and exceeded quotas. Drove toward shared goal to improve sales performance and satisfaction. 

▶ 𝗗𝗘𝗟𝗜𝗩𝗘𝗥𝗘𝗗 𝗥𝗘𝗦𝗨𝗟𝗧𝗦:
● Exceeded sales goals by double-digit percentages via high-touch sales service in vehicle purchases, financing, lease promotions, and trade-ins. Secured competitive high-value bid for dealership to supply cars city-wide in Yonkers, NY. Supplied smart cars to parking enforcement, communication, and public works departments.  
● Initiated change with team focus, mentoring sales associates to execute quickly and successfully. 
● Demonstrated high degree of emotional intelligence while listening to customers’ needs and delivering on goals. Upheld performance culture aligned with organization’s values, principles, and customer relationships.

MERCEDES BENZ ● SALES MANAGER ● DEDICATED SMART CAR MANAGER

VALIC

▶ 𝗦𝗡𝗔𝗣𝗦𝗛𝗢𝗧:
Hired as finance advisor to serve clients in education sector who had not been serviced in years. Tasked with securing their continued business relationship within company and providing financial advice in order to receive more funds in competitive market. Established credible presence, increasing clients’ investment returns. Offered individual retirement and family savings advice, facilitating no-fee 529 college savings plans. Added additional rollover funds to client accounts, providing quarterly or bi-annual reviews and maximizing contribution amounts for individuals. 

▶ 𝗗𝗘𝗟𝗜𝗩𝗘𝗥𝗘𝗗 𝗥𝗘𝗦𝗨𝗟𝗧𝗦:
● Improved relationships with clients, assessing their needs and offering planning tools for short- and long-term goals including education expenses and retirement accounts. Established presence at their workplaces and provided access to advice.
● Accelerated enrollment and increased profits by establishing trust and putting clients’ needs first. 
● Serviced financial programs for educators, supervisors, superintendents for private, chartered educational systems (403b), and police, fire, administrative staff, and municipal services in boroughs and municipalities (457). 
● Delivered additional revenues for organization by bringing in new enrollees associated with police, fire, and emergency rescue state volunteers through pre-tax LOSAP (length of service awards program). 
● Served as an incentive for volunteers to stay in service and encouraged others to impact community through specialty training. 
● Contacted state representative of New Jersey to speak to clients in municipalities about state pension program benefits, enabling clients to better plan for retirement.

FINANCIAL ADVISOR ● PENSION SPECIALIST

🧿“The key is to set realistic customer expectations, and then not to just meet them, but to exceed them—preferably in unexpected and helpful ways.” —Sir Richard Branson

▶ KEY-VALUE OFFERING: 
My passion aligns with my professional record of putting the customer first. My expertise lies in guiding customers through the sales process into the support phase. I enjoy strengthening relationships with people with experience in automotive sales, retail, and financial services sectors. I serve as the voice of the customer—ensuring the product or service matches the customers’ needs while acting swiftly to ensure operational efficiency and resolve problems as they arise. Additionally, I take my role as a personal advocate for the customer with a mission to build a pipeline of committed customers to the brand and build relationships with new customers through sincere support and advocacy. 

▶ CUSTOMER-CENTRIC APPROACH TO HIGH-TOUCH SALES AND RELATIONSHIP-BUILDING:
● Accelerate brand loyalty as a trusted advisor and work alongside upper management to promote customer retention and overall positive experience with the brand.

● Mentor employees as established and well-respected team players with natural communicative ability. Excel at sales and customer relationship management. 

● Support brand goals and maintain optimism for sharing the company’s message through product expertise and hands-on customer care. 

● Integrate high-touch sales strategies into work, applying soft skills to excel in relationship management and address clients’ needs. Recognized by senior leaders and loyal customer following for building trust and going “above and beyond” the call of duty. 

● Leverage diverse experience with a common thread across roles being a highly specialized focus on the customer experience. 

● Surpass metrics by maintaining expertise in products and services to offer customers options, assist with questions, and suggest best products for their needs. 

▶ HOW I DRIVE EXCELLENCE:
With a people-focused mindset and an approachable communications style, I foster a collaborative, team-oriented work environment with a mission to provide the highest quality experience for customers. I always go the extra mile to fulfill customer needs, striving to resolve problems as they arise, and have quickly built a large base of loyal customers. Using my diverse experience to inspire others that follow in my footsteps, I relish the opportunity to mentor and coach peers at any level to help them achieve their professional aspirations.

taplio

The Battle

Kat Downen

Larry David Deutchman

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