Apliant provides software technology that enables insurance agents to reach new markets and drive higher productivity, powering profitable growth and  expanded value for consumers, agencies and insurance carriers.

Acquired by Noodle EducationProvided strategic and operational guidance for the company in its pursuit to build a customer base, and revenue stream. Developed the funding strategy and present the company to institutional investors. • Established paid and unpaid marketing programs that drove 100k monthly visitors to the website, leading to class signups and downloads of the company’s app.• Implemented tracking tools and programs to provide UX guidance that increased page views per session and improved conversion to sign up 20%.

Responsible for delivery of all company objectives and day-to-day operations of all departments across two locations. Mentor and manage 10 department heads to deliver P&L; Sales, Customer Services, Training, Recruiting, HR, Marketing, Project Management, Technology, Business Development, and Operations.• Owner of $55M budget and 450 employees that created the largest agency producer for Progressive, Safeco, and MetLife and grew 300% annually for 4 years.• Generated $200M annual personal lines insurance premium by securing 140,000 new clients annually, and managed $700M in renewing premium.• Helped secure $50M Series C financing from top-tier investors.• Developed and operationalize recruiting, training and sales operation enhancements to double agent productivity and revenue, and increase hiring throughput from 10 to 40 employees per month.• Drove scalable technology infrastructure in marketing, sales and training operations to increase productivity and revenue per employee to 2x industry average.

Professionalized the sales center and marketing operations, developed product offering, and scaled the organization 10% a month from a base of 25 employees, less than $2M revenue, and negative EBITDA. Responsible for daily delivery of sales, marketing, technology, sales operations, finance and product expansion of a fast growing online independent P&C insurance brokerage.• Responsible for marketing, sales, and technology operations to grow both staff and revenue 10% a month while reducing operational expense.• Installed sales automation support: CRM, predictive dialer, and developed proprietary sales applications and processes that improved agent productivity by 150%.• Reduced client acquisition costs by 40% while increasing revenue per sale by 20% through partner development and expansion, and intelligent marketing systems.• Expanded product offering to include home, renters and life insurance across the country and added 10 insurance carriers to the comparison platform.

In charge of daily operations with a focus on technology client projects to identify solutions to their business problems, enhance customer acquisition strategy, streamlines processes, evaluate existing systems and procedures to make recommendations for improvement, and boost their revenue. Consult with clients regarding market segmentation, CRM, and sales automation, analytics and analysis, as well as database configuration, ecommerce, and lead generation. • Boosted online marketing channel volume while slashing cost-to-acquire sales by 475% for a $15M software-marketing client; the online channel is now their most profitable marketing method.• Raised sales 25% for a client by coaching their marketing and sales team through best practices that improved lead efficiency and sales process success.• Recommended new product, market position, and messaging that was accepted by a $20M venture-backed VoIP company that has invested in developing the new product.

Acquired by Legacy.comCrafted consumer vision for marketing strategy, website, product, and enterprise partners. Conceived and instituted product direction, user experience, and features of service through setting product roadmap and project parameters for the engineering and design teams. Conceptualized and managed all marketing initiatives.• Exceeded forecasted traffic model by 50%, reaching the level of 2M monthly visitors to the site, a 20% month-over-month increase. • Gained #3 organic listing spot for targeted keyword searches on Google, Yahoo, and Bing by optimizing site content and architecture.• Initiated marketing-partner Web-hosting program that enabled management of more than 6K partner websites and national news sites.

Currently operating Climber.com and Postings.com.Spearheaded business development, marketing, and call center operations. Optimized company websites to drive traffic and achieve better customer conversion ratios, reaching positive ROI. • Launched EDLOAN, a student loan company that generated $20M in monthly federal student loan volume through marketing and call center operations and was profitable in the 1st year.• Orchestrated development of proprietary CRM system that is integrated with a predictive dialer and e-signature that facilitates all student loan processes from application to funds disbursement.• Boosted sales efficiency 50% by streamlining loan operations for a sales call center and customer relations department.• Created and launched proprietary ad-serving technology that allocated marketing dollars according to best conversion ratios for a specifically targeted user.• Founded Climber.com, a job search and recruitment tool, that acquires subscription customers through direct call center operations.

Acquired by Student Loan Xpress / CIT.Generated $1B in annual student loan volume through effective Web marketing initiatives. Spearheaded efforts in developing brand recognition of both financialaid and the revenue generation our sister websites through effective use of technology and online marketing strategy coupled to an inside sales organization. • Achieved 5x ROI for marketing budget of $20M. • Web optimization efforts resulted in 300% increase in efficiency in lead generation and in call center operations. • Created and managed campusdirt.com to become the #1 ranked college search Website and RateYourCampus.com into the most popular college survey on the Web.