• Serve as chief marketing officer on key account teams, collaborating with practice leaders to develop growth strategies and marketing campaigns aligned with business objectives. • Lead account-specific strategic marketing planning and program execution for several of the firm's marquee global clients in the consumer products, technology, and telecommunications industries.

• Directed the implementation of and reporting on client experience (CX) programs to enhance brand promise delivery and improve the firm’s competitive position. • Collaborated with the firm’s executive team to develop and evaluate RSM’s CX strategy. • Managed multiple complex work-streams to ensure timely and quality deliverables on enterprise change management programs. • Collaborated with national research and strategy team to help enhance and implement the firm’s CX measurement platform. • Directed the firm’s CRM marketing enablement function – optimizing RSM’s use of CRM across the marketing organization.

• Led regional team and oversaw development and execution of comprehensive marketing plan covering most major markets. • Advised industry go-to-market teams on strategic account planning and implemented account-based marketing programs to increase opportunity pipeline and win rates for target accounts. • Collaborated with wide range of marketing specialists (including database, digital media, and marketing automation teams) to create customized, issues-based campaigns in support of industry and service line practices. Practice areas included assurance, tax (international, federal, and state and local), risk advisory services, technology and management consulting, and transaction advisory services. • Developed pursuit management process to analyze and capture pre-sales-ready prospects as well as prospects from lost proposals - and place them into appropriate nurture programs. • Created proposal process and production methodology for firm’s west region practice. • Managed multi-office proposal team. • Wrote customized RFP responses proposing audit, tax and consulting services to public and privately held companies in a variety of industries. • Served as alliances marketing leader for technology consulting team in the west region: led program planning for ERP and CRM practices supporting the Microsoft and Oracle NetSuite alliances. • Oversaw development and execution of national webcast series on middle-market issues as part of firm’s first-choice advisor program. • Created the firm’s first new client welcome program. • Activated firm’s thought leadership programs, including industry and economic reports, white papers, and other publications, for brand positioning in local markets. • Analyzed market assessment data and market share by industry sector in support of strategic planning for west region markets. • Conceptualized and oversaw internal communications program for west region. • Oversaw media relations strategy for west region practice.

• Managed wide range of seminars, events, and conference sponsorships, including promotional messaging, follow-up campaigns, and measurement of results. • Collaborated with sales team to develop lead generation programs, including go-to-market messaging, target qualification, and database enhancement.• Developed data management processes to produce growth report used for stakeholder accountability and pipeline analysis. • Conducted market and competitive research for marketing plan development.• Created and managed internal marketing newsletter.

• Collaborated with practice group leaders in the Los Angeles office to develop and execute comprehensive business development plans. • Managed seminars and events for attorney groups in Southern California. • Collaborated with attorneys to develop credentialing documents – including biographies, presentations, statements of qualification, and proposals. • Oversaw development and maintenance of marketing contact database. • Supported public relations team through news releases and research.