Intention.ly Director of Account Strategy and first full-time employee, Kelly has a unique blend of agency, SaaS and financial communications experience that drives her strategic approach to marketing, communications, and client service.
Kelly spent the first leg of her career at the nationally ranked financial services public relations firm Gregory FCA, where she drove strategic communications campaigns for some of the largest players in the financial services industry–including nationally recognized RIAs, broker dealers, FinTechs and more. A leader on the account team serving Orion Advisor Services, Kelly worked with now-Intention.ly Founders Kelly Waltrich and Meghan Richter to elevate the Orion story in the media and expand the fintech’s visibility and brand awareness.
Throughout her career, Kelly has tapped into her storytelling mastery to produce thoughtful, results-driven content. Her journalistic mindset helps brands realize the power of storytelling to fuel their content engines that connects them with the right people and drives lasting results.