Helping RIAs drive organic growth. Co-creator and lead of Ficomm's Advisor Accelerator.

Innovative consumer tech for younger generations to easily show Silver-haired loved ones that we care. Just $5 per month. "The Silver Post has the highest emotional ROI of any subscription service I use." -Adam, Member since Beta launch in 2017How? Customers text 617-652-5562. We turn their photos and message into a glossy postcard, and mail it to Grandpa on a routine. Magical connection ensues. Why? A big-yet-solvable problem. 1 in 3 adults aged 45+ report feeling lonely, and loneliness is linked to increased risk for heart disease, stroke, dementia, and more >> https://www.cdc.gov/emotional-wellbeing/social-connectedness/loneliness.htm

The in-house marketing consultant and educator for fee-based financial advisors within the XY Planning Network. Designed and delivered all marketing resources, including 1-on-1 consulting, group workshops, on-demand courses, and scalable solutions for 1,600+ members of the network.

Spent one year helping this MIT startup with post-Kickstarter growth. Increased B2C sales of $4,500 flagship product by 8x within one year through strategic digital campaigns and improvements to product-market fit.

Created and managed all user-facing communication. Conducted user research. Validated product team's hypotheses through testing. [Reason for leaving: Product team was laid off]

Built Blueleaf’s content marketing process from the ground up, delivering highly qualified leads to the sales team every week. Designed and tested all growth and nurturing campaigns, effectively driving conversion within Blueleaf’s growing community of 40k+ customers and prospects.

Founded a 2011-2013 social support site that provided a free, safe, confidential venue for users to vent. In response to posted 'vents'​, the community provided advice, insight and support - all of which solved problems, reduced stress and improved relationships.

Worked directly with 80+ ecommerce clients to determine a custom marketing strategy. Managed in-house execution of technical projects, reported ROI metrics to client, evaluated campaigns, and facilitated project expansion.

Performed statistical analysis for the Prospect Research team at MGH. Identified potential "major donors" in their database based on descriptive and bivariate statistics and produced data-driven recommendations for MGH to pursue during the final quarter of their $300 million campaign.

Worked alongside Lyra’s Vice President and Senior Analyst to provide Global 500 clients with data-driven answers to their research objectives. Conducted primary and secondary research, processed data using SPSS and Microsoft Excel, analyzed qualitative and quantitative results, and built client presentations.

Marketed advisors' practice to prospective clients via LinkedIn and events. Built Excel reports for presentation and organizational purposes, and created PowerPoint illustrations for advisors’ use in client meetings.