I founded Gray Carroll Consulting out of my passion for helping great people and companies solve complex problems. With a proven track record in driving growth and increasing revenue, my expertise lies in product marketing and go-to-market strategy for FinTech SaaS companies. I'd love to partner with you to bring your vision to life.

- Grew a new channel alliances business unit, focusing on partnering with the world’s largest investment managers, leading wealth management technology providers and major custodians.- Developed a new partnership and distribution model with BlackRock, which included co-business plan creation, sales enablement, lead generation, training tools and success measurement.- Built a proprietary customer database of Registered Investment Advisor and Independent Broker Dealer firms to perform market analysis and opportunity assessment enabling new strategic enterprise partnerships.- Partnered with engineering and built custom business analytics in Domo, which delivered valuable insight on platform assets under management and client investments to the business unit and CIO.- Created an internal channel alliance playbook to onboard new hires, provide on-the job training, facilitate internal business unit working relationships and equip the channel alliance team with frameworks for establishing, growing and maintaining healthy on-going partnerships.- Constructed financial analysis, alliance scorecards, long-range forecasting and analysis studies for current and potential partnerships.- Traveled with partners to industry roadshows and events, presenting technology solutions to large customer audiences, generating highly qualified leads for our sales organization.

- Led the marketing team responsible for launching the first closed-end fund IPO in over a decade, effectively raising over $250M in seed capital, exceeding the goal by 25%. - Strategically partnered with NA Retail Sales to improve and create new sales enablement processes, and foster collaborative relationships amongst business units. - Played a key role in attaining new institutional business of $5B in Q4 2016 by partnering with the fixed income business unit to create new presentations tailored specifically for consultant firms.- Exceeded prior marketing goals by creating the 2015 marketing plan for the global fixed income unit; effectively growing thought leadership and successfully increasing advocacy from consultants and retail home offices.

- Successfully launched 4 new mutual funds, including a new private equity product with industry leading multinational private equity firm KKR & Co. L.P. that brought in over $99 million in AUM the first year. - Regularly collaborated with the C-Suite to determine product positioning and strategy; produced competitive intelligence and presentations for board meetings and new strategic business partnerships.- Collaborated with PR agencies to establish consistent brand messaging in the press including publishing bylines with Forbes and the Wall Street Journal and securing executive appearances on CNBC and Fox News.- Partnered with Sales leadership to determine channel strategy and the optimal marketing mix within each segment.- Improved operational efficiency by writing VBA macros to automate production of marketing fact sheets.

- Led a team of analysts responsible for fostering client relationships, performing portfolio analytics and assisted in on-boarding three new institutional clients, with a cumulative net asset value of over $13 billion. - Worked closely with investment consultants to develop specific reports tailored to clients’ requirements, effectively decreasing process redundancies and saving hours in report generation.- Computed investment returns and provided timely delivery of performance, attribution, and risk reports for UC Regents, State of Oklahoma, CalPERS, and other institutional investors with total net assets of over $29 billion. - Effectively tested and implemented a new software platform enabling enhanced analysis and reporting for our largest California clients.