Lee Morgan

About Lee Morgan

I help financial services and mission-driven brands grow by building content and marketing strategies that deliver measurable business outcomes. My work sits at the intersection of creativity and analytics: I craft messaging that resonates emotionally, then optimize it through data-driven insights across SEO, paid media, email, and social channels.What sets me apart is an ability to translate complex financial concepts into clear, engaging narratives—whether the goal is building awareness, driving lead generation, or deepening client trust. I’ve partnered with cross-functional teams to launch campaigns that increase organic visibility, strengthen brand reputation, and deliver meaningful ROI.I thrive in environments where compliance and creativity meet, helping financial institutions connect authentically with their audiences while maintaining rigor and accuracy.Core SkillsContent & Messaging: Brand positioning, customer journey mapping, compliance-friendly storytellingPerformance Marketing: SEO strategy, paid search, social media ads, conversion optimizationAnalytics & Optimization: Google Analytics, Looker, SEMrush, Google Search ConsoleClient & Team Collaboration: Cross-functional leadership, project management (Asana, Jira, Trello)Creative & Delivery Tools: Figma, Canva, WordPress, HubSpot, SquarespaceSelected AchievementsDirected SEO strategies that boosted organic traffic by 500% and expanded keyword visibility by more than 2,500%.Managed multi-channel campaigns (paid + organic) that increased qualified leads while reducing acquisition costs.Partnered with senior leaders in financial services to launch new messaging platforms and high-performing digital campaigns.Led initiatives that streamlined content production, improving efficiency and driving measurable ROI.MotivationI’m committed to using my skills to support businesses that create lasting, positive impact—especially in financial services, where the right message can help people make better decisions about their futures.Get in touch: m••••••••@gmail.com

Experience

1. Senior Copywriter

   Edelman Financial Engines

   Jan 2026 — Present · New York, NY, US

Education

• Roger Williams University

  Bachelor of Arts (BA)

Skills

• Sales Management
• Advertising
• Market Research
• Microsoft Office
• Sales
• Twitter
• Facebook Marketing
• Social Media Marketing
• Salesforce.com
• B2b Marketing Strategy
• Interactive Advertising
• Networking
• Cross Selling
• Hootsuite
• Growth Strategies
• Direct Mail Campaigns
• Management
• Pitching Ideas
• Customer Segmentation Strategy
• Value Propositions
• Cross-Functional Team Leadership
• Out of the Box
• High-Impact Sales Presentations
• Marketing Strategy
• Positioning
• Sales Presentations
• Brand Awareness
• Linkedin
• Investment Strategies
• Alternative Investments
• Thought Leadership
• Target Marketing
• Direct Sales
• Mac Os
• Pinterest
• Brainshark
• Customer Engagement
• Behavioral Marketing
• Segmentation
• Educational Leadership