Merrill Lynch Wealth Management

As a Financial Advisor, I made sense of the financial world and distilled it into actionable and personalized advice to help my clients stay accountable to and accomplish their lifelong goals. I was part of an elite wealth management team and managed over $22 million in assets. Our focus was to develop lasting relationships with our clients and make an overall positive impact on their lives.

Financial Advisor

Duke University - The Fuqua School of Business

MBA Candidate, Class of 2022

Duke Innovation and Entrepreneurship

Assisted the Duke I&E Director with New Ventures Discovery and New Ventures Development classes.

Teaching Assistant

Friday

Friday is a social sector strategy and design firm focused on the intersection of education, economic opportunity, and community. 

Key responsibilities: 
• Drove internal growth initiative by analyzing product-market fit and delivering go-to-market pilot product 
• Designed strategic roadmap for national environmental justice nonprofit; identified core capacity and impact goals needed to increase federal funding and influence top-level policy makers 
• Collaborated with and presented in front of executive leadership to re-define brand strategy for talent recruitment consulting firm; forecasted to increase brand awareness and competitive advantage within the field

Strategy & Design Fellow

Self-Help Credit Union

Self-Help Credit Union manages over $2 billion in assets and is one of the fastest-growing community development-designated financial institutions in the country.

Key responsibilities: 
• Developed investor-facing pitch deck & teaser for Self-Help’s Racial Wealth Gap Initiative
• Identified potential investors and partners for further diligence by Self-Help’s fundraising team
• Uncovered insights to help shape creation and go-to-market strategy for new products and overall initiative

Student Consultant for the CASEi3 Initiative on Impact Investing

Candid

Candid (formerly GuideStar) is a nonprofit that provides the most comprehensive data and insights about the social sector.

Key responsibilities: 
•	Led marketing and communications strategy for the Nonprofit Profile Program on GuideStar; grew new participants by 10% during the acquisition of GuideStar and re-brand to Candid.org
•	Oversaw Hubspot CRM; managed critical workflows for millions of stakeholders and established best practices to provide high-quality data, mitigate risk, and improve engagement 
•	Collaborated with Design, Product, Engineering, Customer Success and Leadership teams to deliver seamless user experience for marketing campaigns; converted 67% of new participants to power users

Marketing and Communications Manager

•	Grew program adoption by 200% with end-to-end ownership over 20+ email marketing campaigns, breaking annual KPI for first time in organizational history 
•	Built data dashboards to analyze program effectiveness; established baseline growth and developed processes to understand user behaviors and long-term trends 
• Participated in first-ever Equity Team to support diversity, equity, and inclusion (DEI) practices

Marketing and Communications Associate

•	Advised hundreds of nonprofit organizations, motivating 60% to become GuideStar power users
•	Created and executed outreach experiments to nearly 1,000 program participants; synthesized themes and discovered insights that drove engagement for future marketing campaigns

Program Marketing Intern & Profile Coach

Genesys

Genesys is a leader for omnichannel customer experience & contact center solutions, trusted by 10000+ companies in over 100 countries.

•	Copy wrote and edited website and product content for global marketing team 
•	Segmented customers into 7 buyer personas; translated insights into tailored sales materials
•	Created 40+ customer success stories for sales team members to promote externally

Portfolio Marketing Intern

KCSB-FM in Santa Barbara

KCSB-FM 91.9 is an independent, non-commercial, educational radio station located on the UC Santa Barbara campus. 

• Supervised the training program (KJUC) for KCSB-FM 91.9
• Successfully recruited and trained over 150 new radio disc jockeys (DJs) within one year
• Spearheaded the first KCSB Film Committee; wrote and published music videos, skits, and interviews via digital channels

KJUC Training Manager

I understand people and why they do the things they do. I began my career as a product marketer for an international software company, then made an intentional switch to the nonprofit sector to help thousands of organizations better tell their stories. 

After receiving my MBA from the Duke Fuqua School of Business, I worked at Merrill Lynch Wealth Management as a Team Financial Advisor, offering goals-based wealth management and planning, with a focus on retirement, concentrated stock options, and custom investing. 

Moving forward, I’d like to help organizations uncover the needs of their users and build better, more accessible products and services.

Taplio

Madeline Kardos's Linkedin Analytics

Madeline Kardos

Ready to grow your LinkedIn presence?

Taplio

.css-6ytdur{background-image:linear-gradient(284deg, rgba(39, 43, 72, 1) 0%, rgba(33, 47, 183, 1) 100%);color:transparent;-webkit-background-clip:text;background-clip:text;}Madeline Kardos's Linkedin Analytics

Madeline Kardos

Ready to grow your LinkedIn presence?

Madeline Kardos's Linkedin Analytics