the human in the loop

Data-Guided Strategy. AI-Powered Communication. Human-Led Consensus.

In today's marketplace, data is the new currency, but it’s useless without a translator.

Most leaders focus on a single piece of the puzzle—tweaking SEO, optimizing ad spend, or refining a financial model. I’m not that guy.

I’m the leader who sees the entire board. I build the complete, AI-forward communication and revenue strategy—from first click to lifetime value—and get your entire organization aligned to execute it.

My Philosophy: From Market Focus to Customer-Centric

My foundation in finance taught me to see every business as a complex puzzle of revenue, cost, and market opportunity. But the market has evolved. Today, winning isn't just about financial engineering; it’s about data-guided, customer-centric thinking.

This is my core strength. I don't just analyze what a customer does. I build the systems to understand why and predict what's next.

My approach connects:

The Data: Leveraging modern BI and AI tools to map the true customer journey.
The Message: Developing communication and content that speaks to a customer's specific context, not just their demographic.
The Model: Architecting the full-funnel strategy, with a clear-eyed focus on driving LTV (Life-Time-Value-of-the-Client).

The Differentiator: Building the Path to "Yes"

The best strategy in the world will fail if it lives in a silo. The CTO, CFO, and CMO speak different languages, and great ideas die in translation.

I am that translator.

My most valuable skill is an amenable way of understanding and articulating complex issues. When consensus is required to move forward, I build the path.

I translate data-driven insights into clear, compelling marketing campaigns.
I translate market-facing strategy into concrete financial models and KPIs.
I translate technical capabilities (like AI and MarTech) into a unified vision that all stakeholders—from the board room to the sales floor—can understand and get behind.

This ability to build consensus is what keeps momentum and propels a business forward.

The Proof: Seasoned by Entrepreneurship

This isn't theory; it's a practice I’ve honed through my entrepreneurial efforts.

When you’ve built complex financial service "puzzles" from the ground up, you learn what it really takes to be a leader. You’re not just managing a budget; you're in the trenches:

You’re architecting the tech stack on Monday.
You’re negotiating with partners on Tuesday.
You’re building the financial model on Wednesday.
You’re crafting the message on Thursday.
And you’re leading the all-hands meeting on Friday.

That entrepreneurial fire is what makes me a seasoned, adaptable executive. I thrive on complexity and am driven to build high-value, innovative, and unified teams.

How I Can Help: My Core Solutions

My value is not in a single function but in my ability to integrate strategy, operations, and people. I architect the plan, I build the consensus to execute it, and I lead the team that gets it done.

Architecting Full-Funnel Strategy

I design the complete revenue and communication engine, from first-touch to lifetime value. This is where I connect your data, your message, and your market.

Campaign & Channel Design: I build and execute complex campaigns—from digital funnels and events to strategic partnerships. I design the KPIs, feedback mechanisms, and data workflows needed to manage them dynamically.
"High-Information" Messaging: I excel with complex, high-information products (tech, finance, compliance-heavy) and translate their value for varied audiences, from engineers and analysts to end-user consumers.
Community-Centric Focus: My strategies are built around a core belief in community. I develop the emotive anchors, loyalty strategies, and technological engagement to create a brand that people trust and return to.

Leading as the Integrator

My most valuable role is serving as the "translator" who ensures the entire organization is aligned. I create the ecosystem for people to work together effectively.

Executive & Cross-Functional Comms: I speak the language of the C-Suite, finance, legal, and engineering. I manage executive messaging (earnings calls, roadshows, proposals) and foster the cross-functional dialogue that gets projects from idea to launch.
Operational & Financial Fluency: I know my way around a P&L, contract negotiations, and compliance. While not a lawyer or CFO, I am the leader who understands the operational realities and ensures the marketing strategy is aligned with the business's financial and legal guardrails.
Generalist + Specialist: I have a generalist's understanding of accounting, software design, and legal, combined with a specialist's background in capital markets, corporate communications, and project management.

Building & Leading High-Performance Teams

I am an entrepreneur at heart. I love to build teams, mentor talent, and create a culture of innovation and execution.

Developing People: I have a passion for developing people, from interns to management teams. If you want to learn and grow, I will foster that environment and find the resources to help you succeed.
Results-Oriented Leadership: I am a "let's do that right now" person. I set common goals and interject education inside of tasks, creating momentum and anchoring learning in real-world accomplishment.
Market Vision & E.Q.: I bring a passion for innovation, a strong feel for the room, and a proven ability to capitalize on new opportunities. I'm not afraid to take smart risks or ask for the business.

Introduction