Katie Neilson Email and Phone Number
Katie Neilson work email
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Katie Neilson personal email
With over 15+ years of professional experience, I have cultivated deep expertise in operational excellence, innovative experience leadership, and entrepreneurial engagements. I leverage an entrepreneurial mindset to drive scalability and sustainability, positioning businesses for multimillion-dollar revenue and systematic organizational growth. I bring a comprehensive array of skills across multiple business functions, including product, technology, human resources, and finance, as well as work collaboratively to achieve unmatched results in process optimization. More than merely focusing on business operations, I take great pride in nurturing talent, developing enthusiastic high performers, solidifying mutually beneficial partnerships, and aligning the strategic vision across teams. Below are some of my proudest career accomplishments:• Leading Assure to its third ranking in Utah Business Fast 50 (#38) and second in Inc 5000 Fastest Growing (#3136), concurrently leading the organization to win the esteemed 2022 Innovation Award in Fintech.• Achieving accolades such as the 2022 CXO of the Year (Utah Business), two consecutive recognitions as a 2022/2021 JPMorgan Chase and WPO Woman to Watch, and a finalist for the 2022 Women Tech Council.• Spearheading the company's remarkable growth trajectory, significantly escalating revenues from 2019 to 2021, while successfully initiating Assure Syndicates and BoomStartup, dedicated divisions that championed the founder education and investment in over 100 diverse companies, effectively funneling millions of dollars into underserved sectors.I am excited to learn about new projects and connect with other innovators in the operations and brand development space. If you would like to connect, please contact me at katieneilson4@gmail.com.AREAS OF EXPERTISE High-Performing Team Development & Culture TransformationExecutive Operations & Innovative Business StrategiesProduct Development & Go-To-Market StrategiesInternal & External Creative Branding StrategiesFinancial Oversight & Budget ManagementOperational & Organizational OptimizationRevenue Growth Strategies & MarketingSustainability & Scalability InitiativesContinuous Process ImprovementStrategic Vision & Alignment
Stay In Bloom
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OwnerStay In Bloom Mar 2024 - PresentStay in Bloom is a retail location specializing in Large Events and Day-to-Day florals and gifts.
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Co-Founder And AdvisorSally, Inc Aug 2023 - PresentA white-labeled self-serve SPV engine to affordably run deals your way.Over 20 years of experience makes Sally the most knowledgeable automated SPV platform. We know what it takes to successfully run SPVs. From legal, tax, and accounting to compliance, banking, and admin, Sally streamlines each step of the process. Sally, Venture Forth!
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President & Co-FounderAssure 2022 - 2023Directed day-to-day operations of fintech platform pioneer managing multibillions in AUM across 9,000+ entities while leading 200+ professionals. Built a team of 5 C-suite leaders and oversaw business services side of organization across 11-year timespan with Assure. Contributed to product development of proprietary technology platform; implemented and migrated to new accounting systems; mentored startup community; engaged in key fundraising discussions; conducted diligent reviews for potential acquisitions; and directed change management initiatives to mitigate resistance and drive culture of continuous improvement.• Spearheaded implementation of customer experience plan that ensured chat responses in under 15 seconds, 2-hour email turnarounds, and 95% phone response rate.• Led presentation and negotiation for potential acquisitions in 2022, enhancing portfolio and growth opportunities.
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Chief Revenue OfficerAssure 2020 - 2022Pioneered transformative brand strategy, shifting from professional services model to technology-driven approach; designed and led creation of next-generation B2B and B2C platform. Developed sister company law firm to expedite legal process and revolutionized industry by providing free legal documents, establishing automated service that reinforced company's position as disruptive force in market. Led acquisition of Boom Startup in 2019 and hired managing director in 2021. • Led engaging marketing effort through podcasts, blogs, and virtual quarterly conference, reaching 1,000+ quarterly unique attendees to increase brand visibility.• Achieved dramatic surge in Marketing Qualified Leads (MQLs) from 75 to 1,500+ per month and increased monthly average of Service Agreements (SAs) from 15 to 48, reflecting powerful sales performance and market penetration.
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Co-FounderAssure 2012 - 2020Led diverse team of 55, overseeing all financial operations including invoicing, AP, AR, and financial reporting, while managing growing budget from $0 to multimillions. Formulated powerful mission statement and established core values and cultural competencies, instilling sense of purpose and unified culture across organization; directed hiring process from 2014 and team expansion in 2018. Pivoted to technology-focused strategy in 2016 and transitioned to operational role in 2018 to manage administrative, finance, and operations. • Transformed brand strategy 3X as company matured, aligning with market positioning while boosting brand equity.• Launched in-house technology team and led development of product that saved 40 hours per week in operational time.
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Marketing CoordinatorHanesbrands Inc. 1999 - 2000Winston-Salem, Nc, UsManaged the supply chain of 5 global brands from production to consumer. Was on the women and diversity in the workplace committee, the recruiting committee and was the Trademark legal aid for the division. -
Assistant To The Vp Of Marketing Hanes Her WayHanesbrands Inc. 1999 - 1999Winston-Salem, Nc, UsAssisted the Hanes Her Way marketing department with daily activities including market research, market analysis, presentation creation, tracking of production, etc.
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Health And Wellness CoordinatorHanesbrands Inc. 1998 - 1999Winston-Salem, Nc, UsManaged all wellness programs for the Hanes Brands site which included coordination with all service provider, marketing to the employees, event planning and implementation, payment processing and scheduling.
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Office ManagerKlever Marketing 1997 - 1998Was employee #4 for a venture backed technology startup in Salt Lake City, Utah which included managing all of the financials for the entities, investor relations, marketing, pr, product market fit and beta testing.
Katie Neilson Skills
Katie Neilson Education Details
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Brigham Young UniversityExecutive Mba -
Brigham Young UniversityGeography
Frequently Asked Questions about Katie Neilson
What company does Katie Neilson work for?
Katie Neilson works for Stay In Bloom
What is Katie Neilson's role at the current company?
Katie Neilson's current role is Integrator|FinTech & SPV Expert | BYU EMBA Candidate Class of 25 | Entrepreneur| Flower Lady.
What is Katie Neilson's email address?
Katie Neilson's email address is ka****@****sure.co
What schools did Katie Neilson attend?
Katie Neilson attended Brigham Young University, Brigham Young University.
What skills is Katie Neilson known for?
Katie Neilson has skills like Entrepreneurship, Recruiting, Private Equity, Strategic Leadership, Executive Management.
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