As the Marketing Recruitment Director at Avantax, a leading wealth management company, I was responsible for developing and executing strategic communications and marketing tools to attract and retain financial professionals who want to grow their wealth management practice. I leverage my skills and expertise in marketing programs, marketing communications, new business development, strategic planning, marketing strategy, local marketing, developing high-performing teams, forecasting/budgeting,… Show more As the Marketing Recruitment Director at Avantax, a leading wealth management company, I was responsible for developing and executing strategic communications and marketing tools to attract and retain financial professionals who want to grow their wealth management practice. I leverage my skills and expertise in marketing programs, marketing communications, new business development, strategic planning, marketing strategy, local marketing, developing high-performing teams, forecasting/budgeting, media, marketing execution, lead generation, and CRM to create and implement effective and efficient solutions that align with the company's vision and goals. My mission is to help financial professionals achieve their full potential and deliver exceptional value to their clients. Show less

Responsible for Avantax’s marketing team to develop strategic communications and marketing tools to grow our financial professional’s wealth management practice.

Manage the strategic delivery and execution for the firm with teams in Austin, Kansas City, Chicago, Cleveland and India.

I work with large national clients to leverage BrandMuscle’s products and services in the development and execution of hyper-local marketing and advertising programs that align with the corporate strategies while driving local results.

I led a team responsible for strategic planning, development and implementation of the firm's overall brand and practice areas. This included lead generation, content development, digital initiatives, advertising, proposals, CRM, event management, public relations and communications.

Responsible for leading client account teams, managing client relationships and developing new business opportunities to deliver interactive marketing, ecommerce solutions including SEO, SEM, Social Media and mobile marketing.

Managed company advertising efforts for Australia, XPrize title sponsorship, brand experience, agency channel and commercial auto.

Vice President Marketing: Consumer Marketing, Business Banking, Retirement, Affluent Market, Consumer Finance Responsible for the planning, execution and continuous improvement of marketing strategies and tactics in support of various market spaces.

Account Supervisor: Cleveland Cavaliers, Cole Optical, B.F. Goodrich, New Business.Created marketing communications strategies and directed implementation of advertising, public relations, web site, trade show and direct marketing.

Managed advertising for regional Ford and United States Marine Corps accounts.