Katelyn Mew Email & Phone Number

Concord, California, US

Concord, California, US

• As a senior executive level sales and marketing leader, I led the institutional marketing, product, brand, product marketing, creative solutions, PR, digital, events marketing, and sales teams for a U.S. based digital.
• Strategized, developed, and executed a clearly defined marketing and communication strategy for solutions such as market liquidity, order book, Stablecoin, Fiat, smart order routers, and other partnerships in a manner.
• Researched and analyzed economic trends, purchasing habits, and the demographic characteristics of Institutional clients, their needs, and preferences in the cryptocurrency market compared to the Huobi solutions and.
• Managed, designed, and reviewed a multi-million-dollar marketing budget and expenditures in accordance with organizational goals. Tailored marketing strategies to complement Huobi and HBUS’s objectives.
• Led the Broker-Dealer purchase process as the principal, assisting with identifying a BD to purchase, working with the legal team to review and perform due diligence, and working with an outside counsel with legal.

Jersey City, New Jersey, US

New York, NY, US

• Product Marketing
• As a leader and expert of Exchange Traded Funds (ETFs) investment strategy, product structure and usage in an investment portfolio, defined marketing strategy and led product launches/enhancements.
• Led all product communication including content creation of product briefs, sales training, FAQs, brochures, white papers, blogs, and websites (both iShares and BlackRock). Created internal talking points to support.
• Managed full product life cycle, ROIs, client insights reports, web analytics and competitive analysis/data. Managed product research and created new products based on market needs and suite specific needs.
• Led web, social, blog, video and digital/mobile ads content creation. Ensured BlackRock investment themes and views are appropriately represented.
• Oversaw requests from regulatory bodies (i.e. SEC, FINRA, CBOE, NFA, State agencies). Conducted first round of risk and compliance reviews for marketing materials.Relationship Marketing

• Improved, enhanced and solidified relationships through tailored marketing programs that fit each partner’s unique needs. Identified varying goals of wire houses, RIAs and broker dealer partners and develop a mid to.
• Formulated strategies and recommend solutions for low asset/high redemption funds; evaluated conferences and events for ROI.
• Managed products from ideation to launch. Created process, utilized product roadmap and analyzed competitors.
• Led new fund launches and fund enhancements. Developed communications plan and trained sales on sensitive firm rollouts (closure, liquidation and replacement of funds). Delivered compelling strategy recommendations and.
• Created and led macro-economic webcasts, product specific product profiles, internal talking points, FAQs and White Papers. Developed condensed thought leadership pieces, updated speaker libraries and posted new sales.
• Managed digital marketing efforts including website, theater boxes - carousel, banners, email promotions, webcasts, blogs, videos and social media.

San Francisco, CA, US

• Developed, implemented, and evaluated successes of marketing strategies, digital campaign promotions and new product launches by analyzing consumer insights data, demands, forecasts and current inventory. Successfully.
• Managed consumer product research and product development. Developed packaging for all products including directions, ingredient lists, SKUs, and warning labels. Ensured compliance with FDA regulations. Coordinated.
• Negotiated 30% cost savings with existing printing supplier to meet budget. Renegotiated contract with supplier of ANTI-AGE AMP MD in Korea; led to overall savings of $500K. Successfully managed and negotiated returns.

Westlake, Texas, US

• Developed internal and external digital communications such as Schweb, IWIN and Product Brochures to educate Financial Consultants, Call Center Reps, and other internal support partners about Cash Products by creating.
• Influence senior management decisions by acting as a proactive liaison to implement strategies, translate the road map to support key metrics around CDs and Purchased Money Market Funds across client facing.
• Presented new solutions and gained approval during complicated cross-functional projects, getting buy-in from different teams, while staying consistent with company Cash strategies. Approved solutions led to increased.
• Conducted and managed quarterly and annual performance reviews.Performed all supervisory and management responsibilities in accordance with corporate policies and procedures. Maintained proper compliance and legal.
• Led product development from ideation to launch managing full life cycle of product. Point of contact for all client inquiries, issues, complaints including monitoring of financial advisors CRMs. Researched, negotiated.
• Led all policy and procedural training to new client service reps and financial advisors. Coordinated and trained all branch employees with updated regulatory policies and new products.

Philadelphia, Pennsylvania, US

• Responsible for HR, Compliance and Operations for LFA Sacramento region OSJ office.
• Owned development of employees and managed company’s annual Performance Management and Review.
• As a regional leader, recruited, hired and trained new Advisors and operations employees of internal operations, compliance procedures, new products, services and promotions. Conducted and managed quarterly and annual.
• Represented the management leaders in communicating internal policies and procedures, ensuring adherence and accordance with internal audits.

Westlake, Texas, US

• Conducted and managed quarterly and annual reviews, employees growth and training.
• Prepared and passed yearly compliance audits. Drove each branches to flawless execution of operations (e.g. Alternative Investments, Restricted Stocks, Options, Trades executions, and Outgoing Correspondence) while.
• Supervised and coordinated five different types of seminars and Marketing/ Sales events. Successful events led to new customers enrolling with Schwab Advisor Network (SAN), Schwab Private Client (SPC), Managed Account.
• Marketed and developed research to target specific geographical area to best advertise Schwab Global Markets in the U.S. market.
• Created and translated Global Market brochures, account applications, seminar materials and advertisements. Reviewed creative contents and media channels to implement ways to expand business interest through.
• Cultivated leads and strengthen customer relationships by actively participating in outbound sales and warm calls.