NeuroEM is commercializing groundbreaking wearable technology poised to revolutionize the treatment of cognitive decline. This first-of-its-kind device offers a safe, effective, and non-invasive approach to treating neurodegenerative diseases, including Alzheimer's disease, and protecting brain health throughout the aging process.

At the end of the day, we are all patients, deserving access to innovative and sustainable health care. Coda helps medical device and health IT companies bring those solutions to market through comprehensive marketing strategy and execution.Services and Achievements:❖ Strategic Leadership: Acting as the Chief Marketing Officer/Chief Product Officer for a startup focused on developing innovative devices aimed at treating Alzheimer's and enhancing brain health❖ Policy Advocacy: Champion the interests of health IT trade organizations through policy advocacy, engaging directly with state and federal regulatory bodies and leveraging media channels to shape policy and regulatory outcomes.❖ Brand and Strategy Development: Following the merger between three leading health IT companies, spearheaded the creation of a new brand identity, developed a comprehensive suite of marketing materials, and devised a strategic communications plan for the newly formed entity.❖Product Development: Recognizing the evolving needs in health information management, developed and launched a new self-serve solution for patient identity management, designed to streamline processes and improve efficiency.

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Collaborated with clients’ engineering, sales, regulatory, and marcoms teams to bring medical device products from strategy to messaging, brand development, regulatory clearance, and market launch.Services and Achievements:❖ Medical Device Launches: Launched 6 products and supported dozens more for medication delivery, patient monitoring, and renal therapy. ❖ Regulatory Navigation: Supported product teams through regulatory approvals in the U.S. (FDA), Europe (CE), and Canada (MDL)❖ Strategic Brand Leadership: Led a comprehensive corporate rebranding for a multinational health company with $14.8B in annual revenue, redefining its global brand identity and positioning it for future growth.❖ Creative and Content Direction: Directed internal content and creative teams to develop and execute impactful sales and marketing campaigns, brand designs, and event media, ensuring coherence and consistency across all channels.

Established a consultancy dedicated to empowering entrepreneurs within healthcare and technology sectors, delivering targeted business and marketing strategies that drive growth and innovation.Services and Achievements:❖ Profit Growth: Successfully guided clients to achieve an average of 20% increase in net profits, showcasing a strong ability to enhance financial performance through strategic planning.❖ Fractional Leadership Services: Provided critical interim management services (CEO, COO, VP of Sales & Marketing) during periods of growth or transition, steering changes while ensuring company stability and continuity.❖ Operational Excellence: Led the design and implementation of comprehensive operational systems across client organizations, enhancing efficiency and productivity.❖ Growth Protocols: Developed and implemented protocols for business growth, focusing on user adoption, training, and implementation, to ensure sustainable expansion and operational success.

At the helm of this premier digital marketing agency, I had the privilege of leading and managing a talented team dedicated to serving global enterprises in the biotech, medical device, pharmaceutical, and health IT sectors. My role encompassed a blend of strategic leadership, operational excellence, and creative direction.Services and Achievements:❖ Sales Enablement Innovation: Spearheaded the development, pitch, and production of cutting-edge sales enablement strategies and tools for the world's foremost medical device and pharmaceutical companies, enhancing their market engagement and sales effectiveness.❖ Business Development: Initiated and cultivated new lines of business including needs analyses, sales ethnographies, and conversation maps for app development, diversifying our service offerings and driving revenue growth.❖ Turnaround Leadership: Directed a comprehensive business turnaround, restoring the agency to a financially viable business prepared for acquisition through strategic realignment, cost management, and innovative business development to secure the agency's future.

With a focus on growth strategies, market expansion, and community engagement, grew this health IT start-up from relative obscurity to become a top contender in the regional Electronic Health Records (EHR) market.Services and Achievements:❖ Market Expansion: Increased Aprima EHR market share from zero installations to ranking in the top three within the region, reaching 1,000 users among local ambulatory physician practices.❖ Constituency Building: Administered a $3M software grant to lay the groundwork for a Health Information Exchange (HIE) initiative in Tampa Bay, contributing to the region's health IT infrastructure.❖ Revenue Growth: Drove the company to achieve more than 200% annual revenue growth for three consecutive years, demonstrating strong business acumen and effective growth strategies.❖ Content Marketing Success: Launched Dr-News™, a weekly e-newsletter that reached 10,000 physicians and healthcare leaders. This initiative led to a 682% increase in website visitation, significantly boosting our digital presence and engagement with the healthcare community.

Primarily accountable for the human resources, marketing, and operational needs of this full-servicecommercial law firm. Responsibilities spanned from enhancing brand presence to team management, ensuring both high employee satisfaction and exceptional firm reputation.Services and Achievements:❖ Strategic Proposal Writing: Authored winning RFP responses that positioned the firm as the exclusive legal representative for the Hillsborough County School System across four key areas of law, highlighting the firm's expertise and trustworthiness.❖ Firm Rebranding: Led a complete overhaul of the firm's branding, including the logo, website, collateral materials, and signage, revitalizing the brand image to align with a more modern, client-focused approach.❖ Human Resources Leadership: Managed HR responsibilities for 150 full-time and contract employees, including hiring, coaching, counseling, retention, terminations, and benefits administration, fostering a supportive and productive work environment.❖ Marketing and Community Engagement: Elevated the firm's profile and that of its 80+ attorneys through effective media publicity, hosted events, and community outreach, significantly increasing visibility and engagement within the community.❖ Attorney and Firm Recognition: Achieved a preeminent client review rating of 5 out of 5 for the firm, with over 50% of attorneys receiving AV peer review ratings, underscoring a commitment to excellence in legal services.

Supported both new and veteran financial advisors, empowering them with tailored marketing and direct sales strategies.Services and Achievements:❖ Advisor Growth: Assisted 10 advisors in significantly increasing their portfolios, with investments under advisement growing by an average of $4-6 million each, demonstrating the effectiveness of the strategic advice and support provided.❖ Referral Success: Achieved a remarkable 100% referral rate from new clients, demonstrating the high level of client satisfaction and trust in advisors and their services.❖ Firm Expansion: Successfully transitioned the firm from a competitor agency and spearheaded its growth from the ground up. This involved leveraging existing accounts and cultivating new ones to establish a robust client base.❖ Strategic Partnerships: Enhanced advisors' market presence by establishing partnerships with over 25 CPAs, attorneys, mortgage brokers, and other influential professionals, creating a powerful network that contributed to business growth.❖ Networking Initiatives: Organized and hosted customer appreciation events and sales seminars, effectively creating valuable networking and prospecting opportunities that furthered the firm's and advisors' engagement with current and potential clients.