Helping plan fiduciaries, reduce plan fees and maintain the quality of service and advice participants deserve. Aligning nationally the most qualified retirement professionals with plan sponsor companies in order to enhance the benefits of plan participants and their beneficiaries.

Creative and performance-driven Digital Marketing Consultant with an extensive experience and comprehensive background in evaluating client’s business and marketing strategies, developing content plans and new digital tools and resources.

Digital Marketing Highlights- Launched, managed, and optimized Google Display Network and remarketing campaigns- Turned around four-year negative online sales via digital marketing strategies and campaigns- Increased email click through response rates from 5% to 12% (Mailchimp, Constant Contact, AdMail, Benchmarch)- Composed, designed and rebranded all email campaigns- Redesigned online retail store: Volusion to Big Commerce – 27% lift in online sales in first month- Developed and managed social advertising campaigns for Facebook, Twitter, Instagram, and LinkedIn - Produced print point-of-sale marketing collateral- Built lead generation sales funnel for new customer acquisition programs- Instituted CRM sales funnels with Zoho, Salesforce, Hubspot- Designed landing pages for digital lead generation programs

Drove financial services revenue through membership growth/retention. Led the creation & execution of all marketing plans with digital (email, web, search, & social media). Directed an in-house marketing team and ad agencies. Oversaw all product development, advertising, promotions, media placement, market research, public relations, and CRM. Coordinated with the Executive Team to draft/refine a $1.5M - $2M marketing budget encompassing digital (70%) and onsite promotions (30%).