Justin Estes

About

I am an award-winning writer, strategist, and certified financial marketing expert with over 5 years of experience creating high-impact educational content and experiences for leading finance brands. Leveraging my expertise across banking, investments, fintech, and real estate private equity, I distill complex insights into engaging narratives tailored for each audience. Additionally, I have over 7 years of experience working with cafes and coffee brands to successfully elevate their performance through initiatives spanning beverage development, marketing, accounting, and more. My passion is helping coffee shops scale and enhance the customer experience.

Experience

• Senior Copywriter · Financial Bestes, LLC04-01-2020

  Financial Bestes, LLC logo Senior CopywriterSenior Copywriter Financial Bestes, LLC · Full-timeFinancial Bestes, LLC · Full-time Apr 2020 - Present · 3 yrs 7 mosApr 2020 - Present · 3 yrs 7 mos Create content strategies and integrated marketing campaigns for tier-1 clients, including NYSE, Franklin Templeton, Credit Karma, Citi, and UBS, driving strong engagement Produce thought leadership assets across websites, blogs, whitepapers, emails, and social media to articulate brand stories Craft authoritative yet accessible insights on complex topics tailored to each target audience and brand voice Assemble teams of subject matter experts, designers, and specialists to execute large-scale content programs Ghostwrite contributed articles published in Forbes, Barron's, ThinkAdvisor for finance executives Develop and manage relationships with major financial institutions as an Expert-Vetted Upwork writing expert representing the top 1% of talent of the world's largest freelance marketplace.

• Director of Customer Success and Content Strategy · Kapitalwise06-01-2022 – 10-01-2023

  Shaped end-to-end copywriting and content strategy as Director of Customer Success for B2B fintech SaaS Produced AI-optimized, segmented email campaigns, website/blog copy, pitch decks, and other digital content Partnered closely with sales team to refine messaging and craft customer presentations including Barclays Led consumer journey mapping initiatives to optimize user experience and conversion funnel Executed SEO strategies and best practices including keyword research, metadata optimization, linking, etc. to boost client domain authority and organic visibility Increased website traffic 2x by strategically optimizing page content, tags, URL structure, and technical elements Analyzed actionable SEO insights from analytics tools; made data-driven recommendations to improve rankings and click-through-rates

• Co-Founder · Pack Technologies, LLC08-01-2020 – 03-01-2022

  Co-founded and helped lead on-demand logistics startup, securing seed funding and launching in multiple markets Forged 50+ strategic partnerships with retailers and restaurants to fulfill package pickup demand Led recruiting, training, and management of early team members across operations and customer service

• Fund Accountant · Brookfield Asset Management10-01-2019 – 08-01-2020

  Supported $2B real estate PE fund through underwriting, modeling, due diligence, and asset management Managed portfolio financial modeling, capital transactions, investor reporting, and financial statements Led proprietary database transition from in-house database to MRI, improving access and analytics Partnered closely with CIO and CFO to implement new platforms and optimize processes

• Investment Accountant · Greystar12-01-2018 – 09-01-2019

  Supported $4B in real estate private equity transactions through underwriting, modeling, due diligence, and asset management Performed valuation analyses on $3B commercial real estate portfolio to derive fund NAV Managed portfolio-level waterfall modeling, capital transactions, investor reporting for 3 $1B+ funds Communicated complex analyses and recommendations clearly to institutional investors

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