Katherine Paulson is CMO of Bridgemark Strategies and is responsible for shaping the brand and marketing strategy for the firm. She has over 20 years of financial services experience and extensive knowledge in the marketing and distribution of insurance products, mutual funds, and private funds.
Prior to Bridgemark, Ms. Paulson was CMO of CR Capital Group a financial services firm that partners with business sponsors to raise capital through the development of distribution platforms that partner closely with wealth management firms across a wide array of business models and sizes. In this role, she was responsible for CR Capital Group’s brand and marketing strategy including digital, research, and insights functions at the firm. Ms. Paulson was also Assistant Vice President and Director of Marketing Communications at MetLife for 11 years where she led the creative and digital marketing teams for the U.S. Retail Annuities business. During her tenure, Ms. Paulson helped grow the company’s variable annuity sales from $6 billion to $28 billion. Ms. Paulson was also AVP, Marketing Director at Voya Financial, and also the Director of Marketing Communications at Altegris where she led the marketing team for the wirehouse, independent, and private client channels.
Earlier in her career, she worked for eight years at Jackson National Life Distributors, Inc. as Director of Product Development where she helped launch and develop the company’s flagship variable annuity product suite.
Ms. Paulson received a Bachelor of Arts in English from the University of California, Los Angeles. She holds her FINRA 6 and 26 licenses.