Katie Fellenz

Startup Advisor and Angel Investor

United States

About

Katie is a finance-minded marketer, startup advisor, founder and angel investor (Trust & Will, Monarch Money, Hello Divorce, Luna Diabetes, Interlock Capital). She is an empathetic and entrepreneurial leader specializing in digital strategy with experience across multiple verticals and org structures. From VC-backed start-ups to non-profits to Fortune 1000 companies, she creates and executes integrated marketing campaigns that drive results. Passionate about conservation and wildlife, Katie is a Certified California Naturalist through the University of California. She enjoys volunteering her time with organizations that work toward solving environmental challenges and sharing her love for nature with her community through interpretive hikes. Specific Skills: High Growth Startups, Growth Marketing, Team Building, Raising Venture Capital, Brand Marketing, Digital Marketing, Content Marketing, SEO, Analytics, Paid Media, Inbound Marketing, Lead Generation, Digital PR, Link Building, Copy Writing & Editing, Website Management, Affiliate, Team Leadership, CRM Management, Marketing Automation, Project Management, Social Media & Mobile Marketing

Experience

  • Principal Owner at Abundance Advisory Group
    Jul 2023 - Present · 3 yrs

    At Abundance Advisory Group, we provide business and marketing consulting services to organizations of all sizes who are seeking: * an outside set of eyes to identify blind spots when they’re just a little too ‘in the business’ * an experienced mind to help problem solve and provide solutions based on a proven track record * an extra set of hands for those times when you just need to get the job done We gladly share our abundance of hands-on knowledge of acquisition strategies, revenue and growth modeling, data and analytics analysis, & sales and pipeline systems, with executive teams and founders who are working to bring abundance to others through the growth of their companies.

  • Advisor at The Wishing Tree Company
    Feb 2023 - Present · 3 yrs 5 mos

  • Trust & Will (Full-time · 3 yrs 7 mos)
    • VP of Growth
      Nov 2022 - Jun 2023 · 8 mos

    • Head Of Marketing
      Dec 2019 - Nov 2022 · 3 yrs

      Trust & Will enables every family to leave their legacy with a fast, easy, and secure way to create and manage their estate plan online. Since 2017, we've helped hundreds of thousands of families plan for their future with a streamlined and intuitive approach that makes estate planning simple, affordable, and accessible. Trust & Will is backed by leading names in venture capital and is the estate planning provider for UBS, Fifth Third Bank, Northwestern Mutual, AARP, SoFi, and more, who all believe in our mission of helping every family leave their legacy. Get started today: https://trustandwill.com Join our team: https://trustandwill.com/careers As Head of Marketing, the first marketing hire, and one of the first 10 employees, I've built and nurtured a team of 10 across performance & growth, content & SEO, and PR/Comms. Since joining at our Series A, we've grown revenue 40% QoQ each quarter, diversified our channel mix, launched a robust content program that is responsible for close to 50% of our monthly traffic and has seen over 700% growth YoY, increased brand awareness through national television and audio campaigns, and activated partnerships with leading organizations like Acorns, 53 bank, SoFi and more.

  • Advisor at Hello Divorce
    Jul 2022 - 2023 · 7 mos

  • Vice President, Marketing at NextLeft
    Mar 2016 - Dec 2019 · 3 yrs 10 mos

    Founding employee of boutique SEO and Content Marketing agency that helps some of the world's most beloved brands amplify their share of voice and grow their audiences. Grew the agency from 2 employees to 25 in under two years. Grew revenue from $0 to 6-figure MRR in under a year. 95%+ client retention in our first two years. Key client experience includes: Hallmark, Fiskars Global, Gilmour.com, FortuneBuilders, Widen Enterprises and more Key client wins include: - increasing organic traffic for ecommerce client by 200+% YoY through strategic content ideation and creation - increasing B2B leads for an enterprise software client by 150+% in just 6 months - full site migration of 5,000+ page website with little to no drop in organic traffic