Ivy Koerner

Marketing Sales Operations at AdvisorEngine

Ivy Koerner has a diverse work experience spanning different industries and roles. Ivy started their career at Marriott International as a Group Housing Coordinator, where they coordinated group room reservations and provided excellent customer service. Ivy then moved on to become an Event Manager at Marriott, responsible for planning and executing meetings and special events.

In 2014, Ivy joined Online Banking Solutions as a Product Specialist, where they served as a customer advocate and specialized in ACH products, manual web testing, mobile QA, front-end development, and web design/content management. Ivy also took on roles in specification writing, product design, project management, and product support.

In 2015, Ivy joined Oncology Solutions, LLC as a Senior Executive Administrative Assistant. Ivy'sresponsibilities included providing direct administrative support, coordinating special projects, arranging conference exhibitions, managing social media accounts, updating the company website, and participating in marketing and SEO initiatives.

In 2017, Ivy moved to Kredible Advisor Services as a Kredible Project Manager and Product Management Support. In this role, they managed client relationships, conducted webinars and in-person meetings, and actively solved pain points for clients using their analytical and problem-solving skills.

Currently, Ivy is working at AdvisorEngine as a Marketing Sales Operations professional. Ivy'skey responsibilities include managing the company's HubSpot account, overseeing data for the sales team, optimizing marketing tools, and driving results through monitoring and reporting key marketing/sales metrics. Ivy also focuses on lead generation efforts, building knowledge of HubSpot, and driving efficiency and transparency through reporting capabilities.

Overall, Ivy has demonstrated their versatility and expertise in various areas such as project management, customer support, marketing, and sales operations throughout their career.

Ivy Koerner has a Bachelor of Arts (B.A.) degree in Sociology from the University of South Florida, which they obtained from 2004 to 2006. In 2014 and 2015, they attended Chattahoochee Technical College, where they pursued Computer Information Systems Technology with a focus on Computer Programming. In addition to their educational background, Ivy has obtained several certifications, including a Direct-Response Copywriting Specialist certification from DigitalMarketer in March 2018, a Wedding Planner Certified certification from Marriott International in March 2012, and an Inbound Certified certification from HubSpot Academy in May 2020.

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Atlanta, United States

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AdvisorEngine

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AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform.


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