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

Luck is great— Intention scales. 

Wealth isn’t built on chaos.
It’s built on rhythm.
On alignment.
On strategies that feel more like a system — and less like a gamble.

👉 That’s exactly what this next session is about.

🎟️ Join us October 28 and see how intention scales.

💼 Investment Insider Series: Unlocking Private Credit

📅 October 28 | 12 PM CT
🎙️ Hosted by: Christian Allen & Rod Zabriskie 
🎤 Featuring: Jeff Ervick, Valoris Capital Partners  
🎟️ Free to attend — spots are limited
👉 https://lnkd.in/eEcksi_Y

⸻

We’re pulling back the curtain on how Valoris Capital Partners has built a $220M private credit portfolio — not by chasing trends or hoping for lucky breaks, but through a repeatable, disciplined system that’s designed to work.

What we’ll explore:

✔️ A behind-the-scenes look at how Valoris scales with intention
✔️ A real-time preview of current offerings available now
✔️ Why their streamlined acquisition process makes private credit surprisingly accessible
✔️ What smart investors are doing instead of riding Wall Street’s rollercoaster

⸻

At Money Insights, we help high-income earners turn cash flow into real wealth — not by hoping the market is kind, but by designing a strategy that puts you in control.

💡 Think income optimization
💡 Think alternative assets
💡 Think structure over stress

🧠 And follow Christian Allen  for more tools to invest like it’s on purpose — not by accident.

⸻

📎 Not investment advice. Just the kind of teamwork that makes wealth feel a little less like luck… and a lot more like choreography. 😉

💬 Tag a teammate or business partner who’s ready to level up.
🔁 Repost if you’re stepping into your power today.

CC - Kat Downen 
VC -ZUBAIR.AHMED.BARRY 
AC - reserved to respective owners

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

Recently, I have been managing a large scale CDP migration project for a prominent Fortune 500 company, scheduled for completion.

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


Dynamic and Results-Driven Marketing Communications Leader | I Connect the Human Element to Strategic Marketing Success

𝐒𝐨𝐦𝐞𝐭𝐢𝐦𝐞𝐬 𝐭𝐡𝐞 𝐫𝐞𝐚𝐥 𝐫𝐢𝐬𝐤 𝐢𝐬𝐧’𝐭 𝐭𝐡𝐞 𝐣𝐮𝐦𝐩 — 𝐢𝐭’𝐬 𝐫𝐞𝐟𝐮𝐬𝐢𝐧𝐠 𝐭𝐨 𝐬𝐡𝐢𝐟𝐭 𝐰𝐡𝐞𝐧 𝐭𝐡𝐞 𝐬𝐤𝐲 𝐜𝐚𝐥𝐥𝐬 𝐟𝐨𝐫 𝐬𝐨𝐦𝐞𝐭𝐡𝐢𝐧𝐠 𝐧𝐞𝐰.

That’s not just skill.
That’s strategy.
That’s knowing when the current setup can only take us so far.

𝐈 𝐢𝐧𝐯𝐢𝐭𝐞 𝐲𝐨𝐮 𝐭𝐨 𝐣𝐨𝐢𝐧 𝐦𝐞 𝐚𝐭 𝐭𝐨𝐝𝐚𝐲’𝐬 𝐰𝐞𝐛𝐢𝐧𝐚𝐫 𝐥𝐢𝐯𝐞 — 𝐢𝐭’𝐬 𝐞𝐱𝐚𝐜𝐭𝐥𝐲 𝐭𝐡𝐚𝐭 𝐦𝐨𝐦𝐞𝐧𝐭 𝐟𝐨𝐫 𝐡𝐢𝐠𝐡-𝐢𝐧𝐜𝐨𝐦𝐞 𝐞𝐚𝐫𝐧𝐞𝐫𝐬:

💥 Retirement Showdown: Roth IRA vs. High Cash Value Life Insurance

🗓️ TODAY | Oct 8
⏰ 2:00–3:00 PM CT
🎟️ Live, free, and happening in just a few hours

🧠 𝐆𝐫𝐚𝐛 𝐲𝐨𝐮𝐫 𝐬𝐞𝐚𝐭 𝐡𝐞𝐫𝐞:
👉 https://lnkd.in/eEcksi_Y

We’re putting two retirement tools head-to-head and showing you how to shift mid-air without crashing the landing.

⸻

𝐋𝐞𝐭’𝐬 𝐭𝐚𝐥𝐤 𝐚𝐛𝐨𝐮𝐭 𝐢𝐭:

💸 Roth IRA —
✔️ Tax-free growth
❌ Contribution caps
❌ Income phaseouts
❌ Zero liquidity when you need it

🛡️ High Cash Value Life Insurance —
✔️ Tax-advantaged growth
✔️ Access to capital
✔️ No income limits
✔️ Legacy planning baked in

⸻

Hosted by Christian Allen, this session is packed with real-world insights into how wealthy families build flexible, tax-efficient portfolios.

This isn’t financial theory.
It’s the exact lens high-income earners need to make smarter moves when the market shifts under your feet.

⸻

At Money Insights, we help you turn cash flow into real wealth — using tools most advisors don’t even talk about.

💡 Think income optimization
💡 Think alternatives
💡 Think strategy you can actually use

⸻

We’re live at 2 PM CT.
Let’s flip the script — and maybe even switch the bike.

📌 Follow me, Kat Downen, for marketing strategy that scales.
💬 Tag a teammate or business partner who’s ready to level up.
🔁 Repost if you’re stepping into your power today.

CC - Kat Downen 
VC -Nitro Circus 
AC - reserved to respective owners

📎 Not investment advice. Just the kind of clarity you wish your CPA brought to brunch. 😉

Optimize Your Investments | Build Generational Wealth | 500M+ AUM | CEO at Money Insights | Host of the Money Insights Podcast | Author | Speaker | Investor

Usman Shakir

🚨 We’re going LIVE in just a few hours.

Wealth isn’t an accident — it’s an architecture.

Join us LIVE and learn how to build yours with intention— Save your Spot by registering here:
👉 https://lnkd.in/eEcksi_Y

Today at Noon CT / 1p ET, we’re pulling back the curtain on Valoris Capital Partners’ $220M Private Credit Fund — a disciplined approach delivering preferred returns, monthly cash flow, and capital preservation.

Here’s what we’ll explore 👇
✔️ A behind-the-scenes look at why Valoris’ portfolio is built to outperform
✔️ Real opportunities available right now with Jeff Ervick 
✔️ How their streamlined process makes real estate investing truly hands-free

🎙️ Hosted by Christian Allen & Rod Zabriskie, featuring Jeff Ervick of Valoris Capital Partners  

#PrivateCredit #WealthStrategy #AlternativeInvestments #FinancialFreedom #Success #MoneyInsights

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