Erica Gellerman
Marketing Consultant and Writer for Financial Services Industry
- Role
- Marketing Consultant and Writer for Financial Services Industry at The Worth Project Consulting
- Location
- Oakland, CA, US
- LinkedIn followers
- 500 followers
About Erica Gellerman
I write about women, money, and living a good life. Sign up for The Worth Project: a newsletter about money that you actually want to read. Delivered every Friday. theworthproject.co Erica is a marketing consultant and writer specializing in the financial services industry. She runs The Worth Project, a weekly personal finance newsletter that has built a following of exceptionally smart and savvy millennial women. The newsletter provides practical, relatable information about money and boasts an industry crushing open and click through rate. She also runs the marketing consulting business, The Worth Project Consulting, which helps CPAs, RIAs, and financial services companies generate leads and nurture a loyal client/customer base through digital and content marketing. Her work has been featured in Forbes, Business Insider, DailyWorth, Huffington Post, and Money. She is also a finance writer for The Everygirl, The Everymom, and Cupcakes and Cashmere.She has her MBA from Duke University and holds a California CPA license.
Experience
Marketing Consultant and Writer for Financial Services Industry
Jun 2018 — Present · San Francisco, CA, US
Develop marketing strategies to help CPA\'s, RIA\'s, and other financial services companies reach and engage with their target clients and customers. Specialties include: SEO friendly content development and writing (blogs, articles, e-books, and white papers), newsletter creation and management, brand development, website copy, and sales funnel management.
Education
Duke University - The Fuqua School of Business
MBA, Marketing and Strategy
2010 — 2012
UC Santa Barbara
Business Economics
2001 — 2005
Skills
- Product Development
- Market Research
- Brand Management
- Cross-Functional Team Leadership
- Marketing Strategy
- Public Speaking
- Marketing
- Management
- Budgets
- Crm
- Strategy
- Strategic Planning
- Process Improvement
- Project Management
- Project Planning
- Competitive Analysis
- Business Strategy
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