Industry Experience
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Financial Services
17+ years of asset management marketing experience spanning asset classes and product structures including ETFs, Mutual Funds, UITs, CEFs, SMAs and model portfolios. Experienced in product launches, multichannel campaigns, and strategic partnerships.
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Fintech
Delivered strategies for promoting TAMPs, a model marketplace, and an advisor platform. Facilitated sales growth through training, advisor campaigns, tool kits , and go-to-market strategies for new features.
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SaaS
Owned B2B and B2C marketing in the nonprofit and church verticals. Delivered a comprehensive rebrand, directed partnerships on industry-wide research surveys, optimized lead management with HubSpot, and implemented customer support processes to boost retention.
Portfolio
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Advisor Campaigns
Comprehensive product and value-added campaigns supporting internal and external sales teams and marketing-led sales.
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Market Research
Grew market authority and brand credibility with annual industry-wide research to produce summary reports and content library.
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Brand Management
Experienced in rebranding efforts to support organizational growth, firm acquisitions, and market repositioning.

Website Development
Relaunched multiple websites as part of rebranding efforts, corporate restructuring, and new market verticals. Handled front- and back-end development of new messaging, site navigation, page building, and more.
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Lead Acquisition
Strategic lead scoring followed by automated engagement and segmented for driving prospects through life cycles stages to becoming a client.
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Email Campaigns
Segmented email campaigns to nurture prospects with solutions-based messaging and thought leadership, achieving above-average engagement rates.
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Social Strategy
Positioning and strategy development for paid and organic social and Google Display supporting product launches, campaigns, competitive positioning, and brand awareness.
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Editorial Skills
Edited the $14 Trillion Dollar Woman, authored by Barbara Kay and Tony DiLeonardi, a guide on engaging female clients by building connection and loyalty.
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Multimedia Content
Development, production and promotion of live and recorded content for campaigns, training, and sales tools, all presented in the voice of the customer across market segments.
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Go-to-Market Strategy
Built strategic GTM plans for finserv, fintech, and SaaS product launches that resulted in improved market positioning, net new revenue, and client retention.
Recommendations
I have been fortunate to have worked with so many talented individuals over the years, and I am grateful for their kind words and the career skills each one has shared.
"Not only is Hollie a gifted writer and marketing technician, she is thoughtful, hardworking and very pleasant to work with. A triple treat for any employee. I highly recommend Hollie and her work."
Tony DiLeonardi
"Hollie is great at designing, planning, and executing marketing initiatives and she understands that lifecycle marketing is a crucial part of a healthy marketing strategy. Hollie is a quality person and I have enjoyed working with her."
Jodi Lombard
"Hollie is incredibly insightful when it comes to financial services -- and, in particular, the asset management space...Her pleasant demeanor and steady hand make it easy to get things done."
Marie Swift
Results
20%
Increase in target web traffic
64%
Campaign share of SQOs
+$1.5B
Increase in product line assets
27%/3.2%
Email campaign average Open/CTR