Executive Summary
Nice to meet you,
And to begin our conversation by introducing myself and how I might impact your Organization. As a seasoned practitioner in Financial & Corporate Communications, Business Development, Technical Marketing and Company/Project Management with Consumer & Institutional experience with:
- Corporate and product positioning
- Revenues strategies
- Partnerships; Sponsorship;
- Lead generation, omni-channel marketing, CX,and Loyalty
- Sales management and client acquisition campaign design
- Marketing tech & AI literate
I’ve had impactful engagements across multiple verticals and several experiences on the cutting edge of technology and consumer industry evolutions that has built a nimble executive that thrives on being part of innovation and creativity.
A native Michigander who cut my professional teeth in NYC (it makes me politely competitive). Studied, analytical, technical and measured, but laid-back (with some comic chops). And best in a dynamic environment where I can elevate the team. Quick, well-educated and aggressive.
Management Style
20 years of C-level communications has made me comfortable in most environments. It's cliche to say from the factory to the boardroom but it’s true with context.
- Energetic & Inquisitive
- Creative Thinker & Detailed
- Negotiations & Selling Skills
- Believe that I can learn something from everyone
An Integrator at heart. Seeking to understand first, then I know where I can assist or leverage.
Striving to be inclusionary while remaining focused on maximizing talents & impact. The coach in me also sees the difference between game management. and winning time. That allows me to engage by leading, organizing or supporting.
- It’s important to share business wins as a teammate and leader
- Necessary to make time with staff to do mirroring activities (like meeting prep, calls, or problem solving), relationship management, and intentional professional development
- Come prepared, if not polished.
B2B & Consumer Marketing
Background as an operator, building financial & education communities, and managing the lead generation process (100 micro-campaigns resulting in $1m+ new business opps a Q). Utilizing immersive media, nurturing funnels, compliance-touchpoints, Facebook/ Google SEO, persona identification & modification, analytics, timing, as well as multi-step qualification & validation and iterative prospect communications. Duties included:
- Project manager; Built workflows and scripting for onboarding and client acquisition/nurturing campaigns in HubSpot & Azure
- National Facebook & Google Ad campaigns and 44 regional markets
- Hootsuite deployment for unified brand marketing and engagement
- Internal business prompting & systematic client engagement
- Content throughout the sales and ongoing engagements
- Custom marketing materials for onsite and virtual seminars
- Overseeing digital design (internally & outsourced) & content development of over 100 individual campaigns
Impact & Successes
Founded Company that Blended Financial Services & College Financing into SaaS Tools and Bus. System
Client Acquisition, Engineering, Marketing and Private Equity Negotiations resulting in $100m offers
Founded Company that Blended Financial Services & College Financing into SaaS Tools and Bus. System
Built lead generation systems, training, sales, marketing & back-office and recruited a 44 Advisor, national distribution network; negotiated participation of our Pay-for-College program with 4 Universities; Developed solution software, calculators, agent onboarding, LMS, and business/practice management system; National certification and ongoing market training and thought leadership.
Managed Revenue for a $20m/annum Multi-Family Office (25 RIA's & 1,500 clients)
Client Acquisition, Engineering, Marketing and Private Equity Negotiations resulting in $100m offers
Founded Company that Blended Financial Services & College Financing into SaaS Tools and Bus. System
Ran planning, revenue management & business development at a comprehensive wealth management, business services, tax, legal & private banking family office firm.
Co-ran a practice ($30m AUM,/$750k GDC).
Served as Business Development, Social Security & Portfolio Specialist for Advisors.
Advanced planning & tax strategy (cash-balance plan, a foundation, premium financing (deferred comp)
Client Acquisition, Engineering, Marketing and Private Equity Negotiations resulting in $100m offers
Client Acquisition, Engineering, Marketing and Private Equity Negotiations resulting in $100m offers
Client Acquisition, Engineering, Marketing and Private Equity Negotiations resulting in $100m offers
National consolidation of 20 entertainment properties, proforma & expansion model, facilitating negotiations with franchisor, franchise minorities, and the existing master franchisee. Financial engineering of an integrated entity, and managed the competitive bidding process with blue chip firms. Ultimately creation of a unified balance sheet. Offering analysis and served as primary negotiator with the firms and facilitating due diligence.
IR & Financial Consulting Background (20 public) / (10 private) clients
Client Acquisition, Engineering, Marketing and Private Equity Negotiations resulting in $100m offers
Account strategy & management for market awareness campaigns and day-to-day IR activities; M&A; Delisting crisis; National rebrand; Bankruptcies; Marketing Positioning; Valuations.
Managed $65,000 a month in professional services, all the ad hoc project revenue, while supporting the breadth of practices on new business efforts.
Conferences Producer Executive Education ($10m on my projects)
Produced 4 three-day events on advanced systems & software integration.
- Demand Chain Management
- Credit Risk Management
- Supply Chain Driving the Enterprise
- Design & Security: Optical Network Technology
Education Seminar Series (Prudential/EPR/RCA)
Designed an Education Planning Seminar(s) and created enough credibility through pre-approach, hand-outs and content to be invited to present at schools by Counselors, Principals, community education, PTA's and affinity groups.
The seminars were marketed by the schools with, limited budget and consistently yielded 50%+ conversion to meetings.
Events Conferences & Roadshow
National Conference & Recruiting Events – Responsible College Advocates
- 3-Day event(s) featured product vendors, higher education executives panel, sales training and practice management presentations. Workshops and Vendor Dinners
- Business process, marketing & software demonstrations
- Education industry participation
Public Launch - Targeted IR & On-site Events Reserve Merger (SCRH)
- Threw 6 Wall Street parties w/ 1,000 unique licensed attendees
- Cultivating interest in the entity and discussing the flow of public comments that we were making available
- Drove early volume and interest to help facilitate a management buy-out
Software Launch: Financial & Industry Roadshows, New Business Pitches
- Strategic communications & top-tier Silicon Valley Roadshow to introduce Neural Network technology, presentations to partner companies, and eventual $100m acquisition.
- Constructed messaging, market research & presentations
- Helped developed branding and a vertical IP licensing model