Resolve helps patients easily lower their medical bills.Identify, test, and optimize levers across marketing, product, and sales for profitable revenue growth. So far, this has included SEM and performance marketing, A/B testing, lifecycle/email marketing, SEO, branding, sales empowerment, pricing strategy, full funnel optimizations, and partnerships.

Retirable® helps adults in or near retirement with their financial planning, investing, and income needs.

Worked on everything related to being a founder, finding product-market fit, and growth:Pre-Product: growth and product strategy, performance testing, false door testing, user interviews, market research, UX, branding, content, fundraisingGo-To-Market: our original product was a $99/year retirement CFP app. Used our pre-launch learnings to design pricing, launch channels, branding, and customer journeys. Led weekly growth testing post-launch across the full funnel to drive over 50,000 new users within 6 months.Strategic Pivot: Worked with co-founders to identify product opportunities for stronger unit economics. Market research, user interviews, and our fintech backgrounds led to current Retirable offering (financial advisory, planning, decumulation investing, retirement income, and debit card). Oversaw company rebrand (hired/managed agency and brand hire), pivot from product-led to sales-led strategy, lead generation and marketing material for new sales team, and new client journey for relaunch.Distribution Pivot: Started to explore distribution partnerships after first 6 months of performance channels weren't generating the changing investor requirements after the VC bubble burst. Identified Medicare as strongest opportunity and quickly rebuilt team structure, lead sourcing ops, and marketing material.

WiseBanyan was rebranded to Axos Invest to become the D2C investing and financial planning service under Axos Securities. Continued to lead team and also worked on strategic initiatives to determine how to build B2B services for RIAs.

Integrated WiseBanyan's tech and team into new Axos banking and securities ecosystem. Owed P&L, hiring, integration roadmap, and strategic initiatives.

Promoted to CEO. Continued to lead product/growth on top of CEO stuff.Led team to acquisition by Axos Financial (NYSE: AX), which became the bank's new consumer securities division (Axos Securities).

Responsibilities evolved into a Chief Product Officer & Chief Marketing Officer hybrid role.I built and led the Strategy team, which oversaw product management, product marketing, and client acquisition. Launched our SEO/content, client referral program, and iOS/Android apps as growth levers. Also launched our premium packages and partner cross-sells (i.e. mortgages, student loan refinancing, life insurance) to start testing revenue.Led growth pod's weekly testing and used product-led growth as a strategy before it became so well branded.

WiseBanyan was the first free(mium) financial advisor, innovating across our business model, financial planning experience, and product offerings. Hired as the first full-time employee before we raised venture funding.Designed our business model and go-to-market strategy and executed on everything required to launch and sustain user acquisition velocity. Went from 20 beta users to 10,000 funded accounts without marketing spend. Also helped raise our first venture round and hire the rest of the founding team.

Pricing Nation was building a real-estate forecasting product to help homeowners plan for the future values of their properties.I was the first full-time employee and joined as company was testing a regional beta product. Hired to oversee marketing and growth, but primarily did market research on optimal pricing model and generating pre-launch demand.

Second MBA summer internship. Middle-Market Private Equity and Platform Incubator focused on specialty finance, telecom, media, technology, and business services. Researched opportunities (markets, trends, companies) to help with earlier stage consumer Internet investments.

MBA Summer Internship. Developed new digital media product to help company streamline media agency and publisher operations.

Digital marketing strategy, planning, buying, and analytics. Managed annual budgets ranging from $200k - $100M+. Media Contacts has since rebranded to Havas Digital.

Initiated 6 month exchange between NYC and São Paulo offices. Conducted all business in Portuguese.

Digital marketing strategy, planning, media buying, and analytics.