Work With High Performing Talent On Demand

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Work With High Performing Talent On Demand

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Kathryn Flynn

Finance Writer

Kathryn Flynn

Forbes Personal Finance top contributor.

Kathryn Flynn is a content marketing professional with over 15 years of experience in the financial services industry. Specializing in personal finance and wealth management, covering investing, college savings, retirement planning, and family budgeting, she has written engaging content for brands, content marketing agencies, and financial advisors. Kathryn was Forbes Personal Finance top contributor and has also ghostwritten articles in other niches, including real estate, insurance, and interior design.

Finance Writing
Personal Finance Content
Corporate Finance Content
Financial Writing
Content Marketing
Content Strategy
B2B Content
B2C Content
Financial Services Content
Investment Management Content
Insurance Writing
Retirement Content
Branding
Real Estate Content
Article Writing
Kathryn Flynn

Kathryn Flynn

Forbes Personal Finance top contributor.

Finance Writer

Kathryn is Available for Projects

Work with Kathryn

Employment Highlights

Writer

Independent

February 2011 - Present (13 years 2 months)

Content Director & Financial Writer

Saving for College, LLC

February 2014 - January 2019 (5 years)

Director, Participant Education

OakPath Financial

October 2011 - June 2013 (1 year 9 months)

Marketing Consultant

Merit Insurance

February 2011 - June 2012 (1 year 5 months)

Education Highlights

Master of Business Administration (MBA), Finance Concentration

De Paul University - Kellstadt Graduate School of Business

August 2005 - May 2007 (1 year 10 months)

Bachelor of Science, Marketing

Northern Illinois University

January 1998 - May 2001 (3 years 5 months)

Portfolio

OakPath RIA Fact Sheet

Henderson Worldwide Income Fund - Portfolio Manager Commentary

Henderson Global Equity Income Fund - Portfolio Manager Commentary

Forbes

Should You Open an Able Account for a Child With a Disability?

Forbes

4 Basic Financial Documents Every Family Should Have

Forbes

What Tax Reform Really Means for 529 Plans

OakPath RIA Fact Sheet

Henderson Worldwide Income Fund - Portfolio Manager Commentary

Henderson Global Equity Income Fund - Portfolio Manager Commentary

Forbes

Should You Open an Able Account for a Child With a Disability?

Forbes

4 Basic Financial Documents Every Family Should Have

Forbes

What Tax Reform Really Means for 529 Plans

Resume

Writer

Independent

February 2011 - Present (13 years 2 months)

  • Wrote engaging articles for brands, content marketing agencies, and financial advisors.
  • Considered as Forbes Personal Finance top contributor.
  • Crafted byline and ghostwritten pieces.

Content Director & Financial Writer

Saving for College, LLC

February 2014 - January 2019 (5 years)

Savingforcollege.com is a source of unbiased information on 529 plans and other ways to save and pay for college.

  • Crafted, revised, edited, and proofread personal finance content for the company blog, web pages, press releases, email campaigns, and advertising material.
  • Achieved weekly blog pageview goals as defined by company-wide KPIs.
  • Oversaw the editorial calendar, creating new content weekly.
  • Coordinated weekly and ad hoc email campaigns using MailChimp, resulting in increased open and conversion rates over previous efforts.
  • Managed social media presence, including Facebook, Twitter, and Linkedin.
  • Gathered metrics from Google Analytics and AdWords on campaigns and web content to improve search optimization.
  • Developed public relations and media requests.
  • Hosted webinars for consumers and financial advisors.
  • Contributed to the book: The Best Way to Save For College, A Complete Guide to 529 Plans, authored by Joseph Hurley.

Director, Participant Education

OakPath Financial

October 2011 - June 2013 (1 year 9 months)

OakPath Financial is a startup independent RIA (Registered Investment Advisor) focused on retirement plans.

  • Worked closely with CEO/founder to develop the corporate name, logo, and brand positioning.
  • Developed targeted marketing collateral to be used across a variety of platforms.
  • Crafted website copy and blog and maintained the site using a content management system.
  • Ensured consistent brand guidelines and messaging were used across all collateral.
  • Led the creation of company website and social media accounts.
  • Presented retirement plan details to participants.

Marketing Consultant

Merit Insurance

February 2011 - June 2012 (1 year 5 months)

Merit Insurance is a 60 plus-year-old independent, nationally recognized brokerage firm specializing in long term care, life insurance, disability insurance, annuities, and senior benefits.

  • Assisted independent insurance agency with gaining brand recognition in the local area.
  • Created and managed social media sites, newsletter, and website content.
  • Acquired knowledge of life, auto, and home insurance products.

Marketing Assistant, Product Manager & Marketing Communications Manager

Henderson Global Investors

April 2004 - December 2010 (6 years 9 months)

  • Produced marketing collateral and promotional campaigns for new and existing retail mutual funds and separately managed accounts including one-pagers, brochures, presentations, emails, and postcard mailings.
  • Developed superb attention to detail as a trusted editor to the marketing team, acting as the final set of eyes on material.
  • Provided creative direction and directly supervised in-house graphic designer.
  • Completed all projects under the given budget.
  • Ensured the look and feel of all material adhered to corporate brand style guidelines.
  • Managed redesign of the external website in 2010, which included new pricing and performance pages, HTML fact sheets, and adding banner ads to the homepage.
  • Developed and managed a new process for content, design, and printing of quarterly fact sheets, data guide, and one-pagers that saved department time and money.
  • Communicated with funds’ distributor to ensure materials were NASD/FINRA compliant.
  • Tracked results of campaigns by measuring sales using a CRM system.
  • Managed relationships and negotiated rates with outside vendors, including printers and graphic designers.
  • Composed monthly, quarterly, semi-annual, and annual mutual fund commentary from regular conversations with portfolio managers.
  • Coordinated product launches and product training for internal and external wholesalers.
  • Functioned as a primary liaison to the appropriate investment management teams in London, Singapore, Tokyo, and the U.S.

Education

Master of Business Administration (MBA), Finance Concentration

De Paul University - Kellstadt Graduate School of Business

August 2005 - May 2007 (1 year 10 months)

Bachelor of Science, Marketing

Northern Illinois University

January 1998 - May 2001 (3 years 5 months)