Katie McLellan

Inspirer
DISC Type : di

Vice President of Marketing at ECHELON Partners

Vista, California, United States

Overview

A marketing leader with over 15 years of experience in the financial services industry, Katie is the Vice President of Marketing at ECHELON Partners. A University of Illinois graduate, she specializes in driving business growth and digital innovation. Colleagues describe her as strategic, energetic, proactive, and passionate.

Originally from the Chicago area, Katie now resides in San Diego County. As a working mother, she is a passionate advocate for true work-life integration and values a supportive firm culture that allows her to balance a collaborative office environment with her family life.

While at Charles Schwab, she led a high-net-worth program launch that successfully brought in hundreds of millions in new assets for the firm.

Personality Overview

Achievment Oriented

Charming & Persuasive

Generous

They usually prefer to drive the conversation.  They don’t mind taking a stand if they believe in something. They measure a product on its merit but can be influenced by strong testimonials.

Topics They Care About

Wealth Management Marketing
Her career is focused on marketing for the wealth and investment management sectors, driving growth and client engagement for firms like ECHELON Partners and Charles Schwab.
RIA Industry Trends
She was instrumental in bringing the ECHELON Partners' "2025 RIA M&A Deal Report" to market, translating deep industry research into a cohesive and compelling story.
Brand Storytelling
Passionate about creative storytelling that generates brand awareness and leads to conversion, a key focus in her marketing strategies and content development.

Media Appearances

Katie has no verified media appearances

Work History

3-2025
Vice President of Marketing at ECHELON Partners
1-2024 - 3-2025
Vice President Marketing at Ficomm Partners
8-2022 - 1-2024
Senior Marketing Manager at Charles Schwab
2-2019 - 8-2022
Vice President PR and Social Media - LightStream, the nation's premier online lender at Truist
12-2015 - 1-2019
Vice President of Marketing Partnerships - LightStream, the nation's premier online lender at Truist

Education

8-2003 - 5-2007
Bachelor's degree from University of Illinois Urbana-Champaign

More Information

Social Presence :

Prographics :

Exp : 18 Location : Vista, California, United States Job Level : Senior Designation : Vice President of Marketing at ECHELON Partners
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Insights For Selling To Katie

During A Call Or A Meeting

DO's

  • Refer to testimonials from well known people to highlight the value of your product
  • Clearly address the competitive aspects
  • Acknowledge their status and position during the conversation

DONT's

  • Don't be unorganized, be prepared for the pitch
  • Don’t be very informal even if they are being so themselves
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katie is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from Katie

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will Katie move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Katie take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Katie

Personality Compatibility


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