Directed Trust Company

Marketing leader at Directed Trust Company—one of the nation's leading custodians of self-directed retirement accounts. Brands: Directed IRA, Directed Custody, Mat Sorensen Brand.

Most account holders at Directed IRA are using their retirement plan funds to invest in non-publicly traded investments such as real estate, LLC/LP, IRA/LLCs (aka, checkbook control IRAs), precious metals, notes, and Bitcoin and cryptocurrency. Learn more at directedira.com.

Director of Marketing

Consultant / Independent

Fractional marketing services across a wide variety of industries and platforms:
• Designed and implemented content strategies, social media campaigns, sales funnels, branding, etc.
• Project management, SEO, copywriting, web design, B2B & B2C sales, UX, graphic design, podcasts, video, etc.
Portfolio:
• 10+ Clients ranging from small startups to public companies (SaaS, Finance, MSP, Real Estate).
• Hired/Managed 3 employees to expand services and meet quota.
• Technologies: Office365, HubSpot, JIRA, Google Analytics, Mailchimp, Hootsuite, Semrush, Moz, Adobe Creative Suite, WordPress, Kajabi, Wix, Squarespace, Square, Asana, PipelineDeals, and more.

Digital Marketing & Strategy

MarCore Group

Digital Marketing Agency – 2023 Recap: $4.5M ad spend, $13M affiliate sales, 550k+ email and sms captures, social/influencer/UDC programs, e-commerce, SEO, and more. 

My Role:

50% - Agency Operations 
✅ Scaled systems, technology, and SOP as we grew from approx. 10 employees to 25+. 
✅ Responsible for the success, growth, and capabilities of internal teams and partners. 
✅ Ensured that omnichannel execution of client campaigns was profitable and repeatable at scale. 
⭐ Built the company's DAM, intranet, PM infrastructure, resource allocation models, brand guide, client reporting templates, onboarding process, training videos, internal comms SOP, and more. Owned the utilization and training of SMEs and project managers. 

40% - Client Onboarding / Campaign Management 
✅ Onboarded new clients, making sure that cross-channel technologies and processes are seamless and efficient. 
✅ Active support of strategists and stakeholders to develop/execute omni-channel campaigns. Managed internal and external teams as needed to keep projects on track and maximize output. 
⭐ Designed the Asana infrastructure for our largest client's e-commerce/commercial BUs. Successful GTM initiatives and product launches. Active role in helping design and kickoff marketing campaigns. 

10% - Reporting & Dashboards 
✅ Worked with account managers and strategists each week to create and present to clients—performance reports, campaign and strategy decks, pitch decks, and more. 
⭐ Created company templates/SOP for client audits, pitch decks, performance reports, roadmaps, execution digests, operation updates, business cases, etc.  

• PM Tools: Asana, Monday.com, Jira, Teamwork, Slack, O365, G-Suite, Zoom 
• Reporting Tools: Looker Studio, Agency Analytics, Slides/PP, Sheets/Excel, Miro, Figma 
• Marketing Tools: SFMC, Rival IQ, Klaviyo, Meta Business Manager, GA, Shopify, ChatGPT, Semrush

Sr. Manager, Agency Operations

Adobe

Led development of B2B content across the entire digital experience (web, apps, social, email, etc.):
• Designed & presented content briefs that drove direction and strategy for copywriters and graphic design teams.
• Managed projects between various stakeholders to ensure content was on brand and met deadlines.
• Reviewed integrated KPIs and offered revisions to copy, A/B tests, UX/UI, social, toolkits, etc.
• Go-to for all ad hoc requests from solution and industry marketing DX managers.

Global Content Strategist

Fourplex Investment Group

Led a full rebrand of the business/client experience: **Results Below**
• Rebuilt websites from the ground up, blogs, social, email, sales funnels, etc.
• Created client portals, newsletters, video campaigns, email journeys, etc. to elevate the digital experience.
• Ran ads, mailers, social media campaigns, project updates, graphic design, market reports, and wrote an eBook.
⬇ Since the Rebrand
• Launched social media campaigns, sales funnels, and websites driving over 560k in traffic (1,100%+ growth vs previous 2 yrs).
• Averaged 200+ leads per month over the course of 20 months (with less than $500 total ad spend).
• Authored 450+ blog posts/videos resulting in 50k+ views within 2 yrs.

The Build-to-Rent Show

Pitched a video podcast idea to three industry experts looking to grow their personal brands and directed the launch:
• Built the studio, produced, and managed the show's content calendar under a very limited budget and zero ad spend. 
• Designed website, brand kit, social media campaigns, email nurtures, landing pages, etc.
Results:
• 20+ Investor leads and over 9,000 organic website visits in the first 6 months (zero ad spend)
• 350+ Subscribers (within the first 20 episodes)

Content Strategy & Production

CollabTalk

Prepare and research content for eBooks, articles, presentations, etc.:
• Social media management and insights related to Microsoft and digital collaboration technologies.
• Emphasis: Office365 (specifically Teams, SharePoint, and Yammer).

Research & Digital Content Manager

Convergo

Managed all social media accounts for a digital marketing agency:
• Authored/resurfaced 50+ social media posts per day.
• HubSpot Inbound Marketing Certified.

HubSpot Social Media Manager

Omnichannel marketing operations professional — combining an agency operations background with a deep track record of digital strategy and execution. 

Professional Interests:
• All things marketing & operations
• Teaching/training/online course building
• Real Estate Investing (licensed in Utah)
• The Petal Press (wife’s startup)
• Self-directed IRAs/401k

Other Hobbies: 
• Brazilian Jiu-Jitsu
• Camping/Backpacking
• Kayaking 
• Religious history and maps

Taplio

Preston Buckley's Linkedin Analytics

Want to drive more opportunities from LinkedIn?

Taplio

.css-1jgreyo{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;}Preston Buckley's Linkedin Analytics

Want to drive more opportunities from LinkedIn?

Preston Buckley's Linkedin Analytics