Marketing & Strategy Consultant◆ Direct marketing programs for clients in various industries.◆ Lead clients in strategic thinking about their products/services, markets, and customers.Startup Coach◆ Counsel numerous entrepreneurs on strategy, marketing, and operations.Fractional COO◆ Served as COO for startup in prelaunch phase.◆ Led several projects for established company, including recruiting process review, systematizing SOPs, streamlining approval process, and employer handbook review.

◆ Executive team member, including during acquisition in 2020 and integration in 2021. Company had 20-30% annual growth rate since 2014.◆ Operations: Led HR. Managed IT & procurement. Created protocols for cyber security compliance. Supervised vendor relationships. Administered Salesforce and other systems. ◇ Drove successful system migrations for accounting, CRM, and email. ◇ Created benchmarking reports to assist sales team with promoting nascent insurance products. ◇ Ensured legal compliance with regulations and managed contracts.◆ Marketing: Directed all aspects, including web site, newsletters, and webinars. Created content for national trade publication and other outlets. ◇ Led “get out the vote” campaigns resulting in wins of national awards in 2014, ‘17, ‘18, ’19, & ‘20. ◇ Secured company’s interview in nationally distributed Wall Street Journal newsletter. ◇ Launched and managed claims example database to help drive sales with reluctant prospects. ◆ Strategy & Growth: Created and led security services division. Developed policyholder portal. ◇ Increased attendance and sponsorships of flagship customer event since inception in 2012. ◇ Won appointments for producers focusing on key demographic customers. ◇ Led team to increase quality and quantity of data in prospect database.

◆ Developed curriculum for gifted seminars.◆ Supervised gifted directed study courses and off-campus student internships.◆ Taught numerous social studies classes.◆ Organized publicity campaign for gifted program.◆ Coached boys’ golf team.