KATE HARTMANN
Branford,CT
Summary
Creative marketing professional with a Bachelor of Design and over four years of experience leading brand and client engagement initiatives in financial services. Successfully managed 50+ annual marketing pieces and 10+ events, establishing a cohesive visual identity and scalable design standards while collaborating across departments.
Overview
12
12
years of professional experience
Work History
Marketing & Event Coordinator
PRINCIPLE WEALTH PARTNERS
Madison, CT
05.2022 - Current
- Lead and execute a broad range of marketing, creative, event, client engagement, and brand initiatives for an independent wealth management firm. Acted as a cross-functional resource connecting marketing, advisors, operations, client service, and leadership.
- Plan and execute 10+ client and internal events annually, managing projects from initial concept and budgeting through execution and post-event follow-up.
- Coordinate venues, reservations, catering, vendors, entertainment, promotional materials, invitations, RSVP tracking, guest lists, name tags, presentations, signage, and event logistics.
- Manage on-site event execution, including setup, registration, guest greeting, vendor coordination, troubleshooting, and breakdown.
- Built and maintained strong vendor relationships, negotiating pricing and coordinating services to align with event objectives and budget requirements.
- Manage the development and execution of 50+ marketing pieces annually, including newsletters, market updates, advisor profiles, pitch books, proposals, advertisements, signage, event materials, client communications, and other branded collateral.
- Design and produce marketing materials in-house using Adobe InDesign, Illustrator, Photoshop, and Lightroom, reducing reliance on outside design and marketing agencies.
- Established and maintained cohesive visual identity across firm communications, ensuring consistency in typography, layouts, imagery, color, messaging, and overall presentation.
- Develop design concepts and templates for new marketing initiatives while ensuring materials remain aligned with established brand standards.
- Edit and refine marketing copy to improve clarity, grammar, tone, structure, and consistency with the firm's voice.
- Manage website content, including editing pages, advisor biographies, articles, announcements, and other digital content.
- Created social media copy and visual assets for firm initiatives, events, awards, educational content, and market commentary, enhancing engagement and brand visibility.
- Prepare and distribute email marketing campaigns through Constant Contact, including contact uploads, distribution lists, content preparation, and coordination of compliance review.
- Collaborate with internal stakeholders to translate complex financial topics into polished, accessible, client-facing communications.
- Design all event invitations, signage, printed materials, and supporting visual assets in-house.
- Maintained client birthday lists to foster strong relationships and enhance client engagement., holiday cards, personalized gifts, and other client touchpoints designed to strengthen relationships and create memorable experiences.
Assistant Town Clerk
TOWN OF GUILFORD
Guilford, CT
02.2021 - 05.2022
- Provided professional, high-volume customer service to residents, businesses, and members of the public in a municipal environment.
- Managed confidential records, documentation, correspondence, and administrative processes with a high degree of accuracy.
- Assisted residents with inquiries, applications, forms, and municipal procedures, fostering a professional and approachable service environment.
- Processed and organized official records and documentation according to established procedures and regulatory requirements.
- Coordinated with municipal departments and external parties to resolve inquiries and streamline administrative processes.
- Managed competing priorities and time-sensitive requests in a fast-paced public-facing environment, ensuring timely resolution and service delivery.
- Developed strong organizational, communication, problem-solving, and interpersonal skills applicable to client service and business operations.
- Approximately 2 Years
Lead Graphic Designer
ROYAL PRINTING
Guilford, CT
01.2015 - 11.2018
- Led graphic design projects from initial concept through production for a range of print and marketing materials.
- Collaborated with clients to define project objectives, develop creative concepts, and deliver polished final designs that met client vision.
- Managed typography, layout, imagery, branding, and visual hierarchy across a variety of projects.
- Prepared production-ready files for professional printing, ensuring correct dimensions, resolution, color profiles, bleeds, margins, trim areas, and file formats.
- Reviewed files for technical accuracy and print readiness before production.
- Coordinated with printing and production teams to troubleshoot design issues and ensure timely project delivery that aligned with client expectations.
- Applied strong working knowledge of RGB vs. CMYK color environments and the technical differences between print and digital production.
- Managed multiple projects and deadlines while ensuring accuracy, consistency, and attention to detail in all deliverables.
Education
Bachelor of Design -
CONCORDIA UNIVERSITY
Montreal, QC01-2013
Skills
- Marketing strategy
- Brand Development & Consistency
- Marketing Communications
- Digital Marketing
- Email Marketing
- Social Media Content
- Website management
- Client Communications
- Visual Design
- Graphic Design
- Adobe Creative Suite
- Adobe Illustrator
- Adobe Photoshop
- Adobe Lightroom
- Print design
- Layout & Typography
- Brand Identity
- Collateral design
- Image editing
- Print Production
- Print-Ready File Preparation
- Event Planning & Production
- Event branding
- Client Appreciation Events
- Educational & Networking Events
- RSVP management
- Vendor Coordination
- Catering coordination
- Event management
- Project management
- Vendor Management
- Department collaboration
- Resource management
- Deadline management
- Process optimization
- CRM Data Management
- Website CMS Platforms
- Microsoft Office & Teams
- Constant Contact
- Redtail CRM
- Design production
- Team Collaboration
- Project Leadership
- Project Ownership
- Adaptability
- Communication
- Relationship Building
- Organization
- Attention to Detail
- Resourcefulness
- Client Service
- Interdepartmental Collaboration
- Initiative
- Problem solving
- Detail orientation
- Time management
- Interdepartmental Collaboration
- Initiative
- Problem solving
- Detail orientation
- Time management
Personal Information
Title: MARKETING & BRAND PROFESSIONAL | CREATIVE | EVENTS | CLIENT EXPERIENCE
Timeline
Marketing & Event Coordinator
PRINCIPLE WEALTH PARTNERS
05.2022 - Current
Assistant Town Clerk
TOWN OF GUILFORD
02.2021 - 05.2022
Lead Graphic Designer
ROYAL PRINTING
01.2015 - 11.2018
Bachelor of Design -
CONCORDIA UNIVERSITY