We are builders and customer experience experts who believe that the right mix of AI and professional expertise will make comprehensive financial planning advice accessible to millions more people.

After leaving the company at the end of 2020, I continue to serve in an advisory capacity.

- Assisting engineering team by overseeing schedule and helping communications within Wallaroo- Demand generation: Put strategic plans in place to drive sales leads and meetings, and ensure execution. - Help the executive team with any areas where there are bandwidth constraints

Hired to spearhead strategy and initiatives to fuel growth. Initially focusing on ramping up the consulting business while later pivoting to a product startup.> Oversaw the recruiting and staffing initiatives responsible for building out of the core engineering team of six within three months.> Devised and initiated time and cost-saving business processes, including OKRs, business reviews, annual performance reviews, product development, team communication, and team events sidestepping the need for several additional hires.> Negotiated MSA, SOWs, deliverables, and provided technical and project oversight for engagements with Bank of America and McCann. Enabled critical revenue generation.> Led, developed, and executed business development strategies with the US Department of Defense SBIR program, generating new business worth over $1.5M.> Advised CEO on fundraising strategy, identified a target list of VCs, and built investor decks leading to $6.8M in funding.> Responsible for the product roadmap, product development, and developer relations marketing initiatives.

In 2020 I started working with Peter Kang, Co-founder and Partner at the digital agency Barrel, to grow an information product business that he launched, AgencyDocs. AgencyDocs is a collection of templates and documents that help grow agencies $5M and Beyond.

> Partnered with AgencyDocs to reintroduce products to market, developed and executed content marketing strategy, and developed five new products.> Serve as a strategic and technical advisor to Wallaroo Labs and oversaw the engineering team during the search for VP Engineering replacement.

Hired to accelerate the development process and quickly bring a social recruiting product to market.> Migrated the company from a bloated development process to a Lean/Agile/Scrum approach that enabled the speedy development of an MVP and eventually full product.> Reduced technical costs by more than 50% by cutting inefficient internal resources and strategically > Formalized customer research processes including focus groups, individual feedback sessions, and user testing, identifying customer needs specific to referral system development.> Devised technology implementation, revenue models, products, marketing strategies, tools, and roadmaps. > Headed day-to-day technical operations, set performance goals, and conducted technical reviews of products to evaluate applicability.

• Launched a B2B SaaS to track and monitor email campaigns from market competitors and industry-leading brands.• Project to develop a tool that analyzed email marketing programs made publicly available following positive reception by other respected email marketing professionals. • Conceived and built a successful process for successful newsletter registration, including multiple quality checks.• Engaged beta testers and solicited feedback ultimately incorporated into the enhanced product version.

Served as VP of Operations, operating as Chief of Staff to the Publisher of Premium Services, leading various initiatives across subscription content, budgeting and P&L, editorial, and marketing after TheStreet acquired Kikucall.• Created and supervised dashboard and daily report development used by department heads to identify KPIs (customer acquisition, retention, B2B metrics). • Managed eight operational and development employees, providing training, goal setting, OKRs, and needs assessments. • Led contract negotiations for A/B testing tool, choosing vendor (creative, copy, and landing page) and commencing. • Produced sales funnel conversion improvements through ongoing marketing tests conducted by direct-report personnel.• Increased new subscribers via email channel, per send, by 20%. Accomplished by migrating a 2 million prospect database to Exact Target, improving deliverability, creating lead nurturing and re-marketing efforts, increasing segmentation, and streamlining the creative process.

A digital marketing agency specializing in mobile and content marketing for a roster of blue-chip consumer-facing clients, including Nike, Samsung, and Kraft.• Conceived and constructed web, e-commerce, and subscription mobile marketing platform.• Managed a team of four engineers.• Executed online marketing strategies across mobile, social, email, and web. • Developed recurring billing engine and marketing landing page testing suites during initial platform start-up.• Improved acquisition, retention, and ROI by up to 30% average through analytics and cohort analysis.

A Flatiron-invested Adtech company.Oversaw and ensured on-time and quality delivery of products, interfacing between upper management and the operations team.Coordinated delivery of products using Sonata's Java-based technologyAssisted clients in defining their business needs and addressing conceptual and technical issues in producing applications.

Managed IT support and project teams in a high-pressure / high-volume work environment.