Total Expert
Katie Nelson possesses extensive experience in lifecycle marketing, with a strong background in account-based marketing (ABM) and campaign management. At Total Expert, Katie served as Director of Lifecycle Marketing and previously as Senior Manager of Lifecycle Marketing, where efforts focused on building large-scale intent-based campaigns, driving brand awareness, and delivering qualified accounts to support company goals. Prior roles at Huntington National Bank as AVP, Marketing Operations Manager, and TCF Bank as AVP, Senior Marketing Manager, highlighted proficiency in executing marketing programs, managing vendors, and developing strategies that enhanced customer retention and acquisition. Earlier career positions included leadership roles in marketing for Ameritas and Live Very Well, where strategic initiatives supported sales growth and brand management. Katie holds a Bachelor of Science degree in Graphic Design from The Art Institutes International-Minnesota.
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Total Expert
Total Expert is a fintech software company that built the first experience platform purpose-built for the modern financial institution. The platform enables sales and marketing teams to leverage data to seamlessly deliver products and services relevant to each customer based on their financial goals. Total Expert focuses on the unique compliance needs of financial services organizations that must integrate industry-specific data and applications to deliver a cohesive experience across the customer lifecycle.