Financial Services startup in growth stage with 23 employees and $1B in AUM. Created in 2020, the firm provides wealth management and investment solutions through financial advisors to clients across the Southeast with a unique positioning of helping clients align their investments with their values. Accountable for firm’s strategic vision, direction, and operational execution with goal of growing to $4B and 40 locations in 10 years through organic growth and aggressive acquisition plan. • Provide direct leadership to financial advisors and teammates responsible for client experience, organization development, marketing, finance, and ministry.• Spearheaded comprehensive long-term strategy with defined milestones and key performance indicators (KPIs) that are consistently monitored, tracked, and reported on to ensure progress and alignment with organizational goals. Led team to deliver growth trajectory of doubling in size during each of the first three years of 10-year roadmap.• Revamped client service model which increased the percent of Tier 1 clients receiving “comprehensive advice” from 9% to 74%, as measured by clients having documented goals, financial plans, and trust/estate docs.• Foster positive and purpose-driven culture of highly engaged teammates, supported by an Enterprise Operating System (EOS) to promote clarity and accountability. Firm recently honored with the "Best Places to Work" award by the Birmingham Business Journal.

Full-service CPA firm with $3B Wealth Management RIA. Firm ranks among the top 30 largest accounting firms in the US, employing over 850 individuals across 15 offices. Recruited as firm’s first CMO with charter to mature and modernize the business development and marketing capabilities to drive incremental growth across entire firm. Led Firm strategic growth plan resulting in an increase of Firm billings from $114MM to $150MM. • Led team of 25 with direct reports that included leaders of Corporate Marketing, Branding, Digital Marketing, Segment Marketing, Content Marketing, Data Analysis, Business Development, and Proposal Management.• Leveraged extensive market research and analysis to develop and roll out a new go-to-market organizational structure, centered around the client, called “Warren Averett 360”. o Identified and led Industry Group, and Service Group Leaders who were charged with driving near-term results and overall health of their defined practice group. o Devised and implemented strategic business plans for key industries, resulting in firm achieving highest organic growth rate in 10+ years. Set firm records in new client acquisition ($14MM, +11%). o Created and launched “WA Insight Central”, a business intelligence portal designed for leaders to easily access actionable data to foster accountability and identify opportunities (dashboards, KPIs).o Delivered $15MM in annual revenue by increasing average number of services per client by 22%.• Oversaw overall firm pipeline process including Large Opportunity Process (LOP) pursuits. Generated over 400 proposals and 82 large pursuits, a 52% increase from years past. • Modernized digital marketing capabilities to drive marketing qualified leads and more effectively manage pipeline across all stakeholders. Introduced new tech stack with new CRM, marketing automation platform, inbound lead management systems, social media, and content marketing platforms.

Sterne Agee, now owned by Stifel Financial, was a privately held financial services firm with $26B in assets, 2,000 teammates, and 60 offices. The firm had a diverse range of business units including Wealth Management, Retail Brokerage, Asset Management, Correspondent Services, Investment Banking, Institutional Equities, and Fixed Income. Chief Marketing Officer • Recruited to join Firm’s new management team as first CMO. • Championed the corporate strategy effort with the Firm's top 40 executives, culminating in a transformative redefinition of the overall Firm mission, vision, and brand strategy. • Led comprehensive brand strategy, marketing, and communications efforts, overseeing digital marketing, PR, event planning, and an outbound contact center recruiting advisors. Achieved exceptional results, including 230+ TV appearances (CNBC, Bloomberg TV, etc.), 550 fulfilled marketing requests, support for 60 events, and a successful corporate website redesign.• Trusted advisor tasked with helping to reposition Firm for strategic buyer, resulting in Firm being acquired by Stifel Financial.AREAS OF EXPERTISE AND TECHNOLOGY PROFILEB2B Marketing | Integrated Marketing | Product Marketing | Contract Negotiation | Digital Marketing | Self-starter | Market Research | Consumer Insights | R&D | Public Relations | Demand Generation | Program Launch Excellence | Marketing Function | Talent Management | Competitive Insights | Growth Mindset | Inorganic Growth Strategies | Revenue Channels | Voice of Customer | Trend Analysis | Behavioral Science | Key Performance Indicators | Marketing Planning | Marketing Campaigns | Budget Management | Corporate Communications | Internal & External Communications | Communications Programs | Corporate Social Responsibility | Campaign Development | New Business Initiatives | Industry Events | Innovation | Content Strategy | Content Development | Strategic Planning | Audience Segmentation | Targeted Marketing

Financial institution with approximately 19,000 employees serving clients in 15 states. Bank provides full retail and commercial banking services and wealth management solutions through its online platform, mobile apps, and branch network of 1,400 locations. Strategic lead for bank’s mass market and mass affluent savings and retirement offering. • Created vision and strategic roadmap for plan to attract and to deepen Mass Affluent relationships across banking and wealth management, gaining sponsorship from the Heads of Consumer and Wealth. • Key impacts: enhanced online user experience, additional digital tools, services, 50% increase in branch associates addressing long-term financial needs, and heightened lead generation for Financial Consultants.• Championed and rolled out Mystery Shop research program in branch channel to measure and coach to key behaviors. Effort led to 40K new savings relationships in first 6 months of program.• Re-launched consumer checking product set with new pricing and online solution, resulting in highest new household growth rate for bank in 4 years.

BBVA Compass, at the time a subsidiary of Banco Bilbao Vizcaya Argentaria, now owned by PNC, is a financial institution with over 10,000 employees that generates $3.5 billion in annual revenues. The bank provides full retail and commercial banking services and wealth management solutions through its branch network, online platforms, and mobile apps.Head of Payments Product Management • Owned end-to-end P&L accountability for Checking and Debit businesses, effectively overseeing a customer base of 1.2M, generating $700M in revenue, managing $6B in deposits, and strategically directing $20M in marketing. • Achieved a remarkable +10.5% increase in checking sales production in 2010, surpassing the bank peer group's decline of -2.3%. This accomplishment marked the first positive growth in the past seven years.

Enterprise Offer Management Executive, SVP• Drove the strategy, measurement, and business process for Interaction Management, BAC's groundbreaking initiative aimed at maximizing the impact of 9 billion customer/employee interactions across digital and offline channels. Leveraged real-time data to deliver highly optimized offers and messages at every interaction.• Secured a substantial $30MM technology funding to successfully develop a centralized offer engine seamlessly integrated with multiple channels.• Generated notable outcomes by delivering an incremental 1.2 million in product sales and generating $450MM in three-year shareholder value added (SVA).Head of Debit Card Product Management • Effectively managed the $2B debit P&L, leading team of 10 senior-level Product Managers.• Surpassed financial goals by delivering revenue of $1.9B, up +$355M, or +23% in part due to launch of new “Keep the Change” feature. Savings Product Executive, SVP • P&L responsibility for $26B Regular Savings portfolio. • Utilized Six Sigma approach to redesign new account opening sales process resulting in cross-sale rates skyrocketing from 14% to over 50%. As a direct result, bank experienced a remarkable increase of 1.9MM net/new savings accounts. This comprehensive initiative grew deposit balances by $3.6B or +14%, while industry declined -2%. Head of Corporate Brand Strategy• Managed team of 20 marketing teammates responsible for BofA’s master brand strategy and identity. • Spearheaded overall brand repositioning strategy across entire bank and presented status updates to Chief Executive Officer.

Held the following positions:• Product Director, Women’s Health • Assistant Product Director, HEALTHY WOMAN Brand• Assistant Product Director, Johnson & Johnson Oral Care