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

Writer

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

Content Director & Financial Writer

OakPath Financial is a startup independent RIA (Registered Investment Advisor) focused on retirement plans.<ul><li>Worked closely with CEO/founder to develop the corporate name, logo, and brand positioning.</li><li>Developed targeted marketing collateral to be used across a variety of platforms.</li><li>Crafted website copy and blog and maintained the site using a content management system.</li><li>Ensured consistent brand guidelines and messaging were used across all collateral.</li><li>Led the creation of company website and social media accounts.</li><li>Presented retirement plan details to participants.</li></ul>

Director, Participant Education

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

Marketing Consultant

<ul><li>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.</li><li>Developed superb attention to detail as a trusted editor to the marketing team, acting as the final set of eyes on material.</li><li>Provided creative direction and directly supervised in-house graphic designer.</li><li>Completed all projects under the given budget.</li><li>Ensured the look and feel of all material adhered to corporate brand style guidelines.</li><li>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.</li><li>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.</li><li>Communicated with funds’ distributor to ensure materials were NASD/FINRA compliant.</li><li>Tracked results of campaigns by measuring sales using a CRM system.</li><li>Managed relationships and negotiated rates with outside vendors, including printers and graphic designers.</li><li>Composed monthly, quarterly, semi-annual, and annual mutual fund commentary from regular conversations with portfolio managers.</li><li>Coordinated product launches and product training for internal and external wholesalers.</li><li>Functioned as a primary liaison to the appropriate investment management teams in London, Singapore, Tokyo, and the U.S.</li></ul>

Marketing Assistant, Product Manager & Marketing Communications Manager

Created the company factsheet for fee-based RIA specializing in retirement services.

OakPath RIA Fact Sheet

Kathryn Flynn

Developed another mutual fund portfolio manager commentary for Henderson Global Investors.

Henderson Worldwide Income Fund - Portfolio Manager Commentary

Developed mutual fund portfolio manager commentary for Henderson Global Investors, a global investment company.

Henderson Global Equity Income Fund - Portfolio Manager Commentary

Introduced 529 ABLE account and its benefits.

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

Created an article providing four planning strategies in preparing a family for the unexpected.

4 Basic Financial Documents Every Family Should Have

Wrote on how the latest version of the Tax Cuts and Jobs Act could affect the way families pay for private elementary and high school.

What Tax Reform Really Means for 529 Plans

Wrote copy on college savings survey and worked with an outside vendor to create the infographic.

College Savings Survey Results

Discussed why most parents are confused about how 529 plans work.

When It Comes to 529 Plans, Parents Just Don't Understand

Wrote copy on the history of the 529 plan and worked with an outside vendor to create the infographic.

History of the 529 Plan

Crafted an ebook guide for families and financial professionals on how to effectively save for college and still qualify for need-based financial aid.

Maximize Your Future Financial Aid Eligibility With Smart Planning Today

Developed an analysis of 529 plan performance, fees, and asset allocation for a given time period.

Quarterly 529 Plan Report

Listed down some emotional investing mistakes and how to avoid each of them.

Emotional Investing Mistakes to Avoid When Saving for College

Wrote an article providing a few more ways a prepaid plan can help boost college savings and keep a child out of debt.

How a Prepaid 529 Plan Can Help You Meet Your College Savings Goals

Shared six of the biggest misconceptions that may be preventing families from enrolling 529 plans.

Six Biggest Myths About 529 Plans

Wrote on how summer job income might affect financial aid.

Summer Jobs and Financial Aid: What You Need to Know

Created an article on the comparison of the average 529 plan balance to determine the appropriate benchmark to find out if college savings are on track.

Average 529 Plan Balance: How Do You Compare?

4 Ways a Work-Study Job Can Pay Off

Crafted B2B content piece explaining the benefits of using a cash balance defined benefit retirement plan.

Cash Balance Plans: Unique Benefits of a Hybrid Plan

Discussed why families are taking advantage of the tax benefits and favorable financial aid treatment offered by 529 plans.

4 Reasons You Should Invest in a 529 Plan Today

Produced another ebook guide for families and financial professionals on how to maximize the value of a 529 college savings plan and avoid taxes and penalties when taking distributions.

529 Plan Withdrawal Tips

English (American)

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.

Kathryn Flynn

Employment Highlights

Education Highlights

Portfolio

OakPath RIA Fact Sheet

Henderson Worldwide Income Fund - Portfolio Manager Commentary

Henderson Global Equity Income Fund - Portfolio Manager Commentary

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

4 Basic Financial Documents Every Family Should Have

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

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

4 Basic Financial Documents Every Family Should Have

What Tax Reform Really Means for 529 Plans