Founding Partner
Trade Nte (Acquired By Icf Olson)
Trade was founded as a CMO digital transformation advisory. I, along with my two business partners, formerly at Publicis and Scient (Razorfish), designed the service offerings for three practice areas – Narrative, Technology and Economics. The unique intersection of the three aspects of digital transformation were focused on digital direct response (DDR) defining strategic imperatives for Martech with a focus on lower funnel, customer acquisition.Trade was selected by GE Capital Bank to serve as the strategic advisor for the technology selection, brand architecture, content strategy and governance model development for the launch of the online bank, www.gecapitalbank.com, now Marcus by Goldman Sachs www.marcus.com within a 7 month timeframe. As the Practice Lead, I managed the business, functional and technical requirements development spanning 14 categories of technology supported by 72 vendor evaluation work streams. Utilizing a combination of paid, earned and owned media, the GE Capital Bank strategy generated $16B in deposits. Led digital transformation initiatives within FinTech vertical at First Data, Clover and Bank of America and Health vertical at Anthem and Ipsen with teams located in Atlanta, Chicago, New York and Boulder.Trade was selected to lead the due diligence team in concert with Jeffries & Co., PWC and Ad Media Partners on the $295M acquisition of Olson, owned by (Mountaingate Capital). Post-acquisition, ICF International’s (Olson + Co) division acquired Trade in Nov. 2016,.