▶️ SnapshotRecruited by ICD founder to lead brand, marketing strategy, and production for startup company focused on sales and marketing business transformation (prior to COVID pandemic). Specialization iin Advisory Services and EIR (Entrepreneurs in Residence). Providing direction, guidance and expertise in corporate communications, demand generation and "experiential" live event production.

▶️ SnapshotPromoted to CMO, with full responsibility for all Brand, Marketing, Sales Enablement, Communications, Public and Press Relations, GTM Collateral, Experiential Live Events, Trade Shows, and Product Launches for $250M company with 80 employees managing $6T in AUM trade volume annually. (Company is now a portfolio company of Parthenon Capital.)▶️ Contributions✔ Spearheaded video and animation-based content marketing strategy; created, wrote, directed, and produced purpose-driven videos that enabled penetration of untapped domestic and global market share. ✔ Achieved CAGR ADB (Adjusted Debit Balance) of 35% with 99.36% client retention from 2013 to 2018.✔ Crafted brand, marketing, and communications assets, world-class domestic and international roadshows, webinars, created/edited “ICD Intelligencer” an institutional Investment and risk management publication distributed to the treasury industry and the U.S. House and Senate. ✔ Conceived and produced first-of-its-kind, “peer networking” experiential, live music performance and video-driven entertainment events that became a financial industry staple and sky-rocketed ICD’s visibility and international market status. ✔ Garnered event sponsorships from BlackRock, Morgan Stanley, Goldman Sachs, Fidelity, Federated, Invesco, Wells Fargo, RBS, J.P. Morgan, Western Asset, BNP Paribas, TradeWeb, Pimco and Bank of America.✔ Drove Association of Financial Professionals (AFP) guest attendance from 300 in 2012 to 1,700 in 2018 with global sponsors participation yielding 240 treasury practitioner prospects for the ICD sales team in a single event.✔ Propelled ICD’s industry prominence and leadership that attracted 60% investment from private equity company, Parthenon Capital in 2018. On April 8 2024 Parthenon Capital reached ICD sales agreement with Tradeweb for $875M.

▶️ SnapshotRecruited by CEO to establish organization’s first marketing department, providing a contemporary perspective to print, digital, collateral, sales presentations, social media, live events, communications, and production of experiential live national and international events. Led post-2008 financial downturn rebranding and GTM efforts. Scaled marketing department team to 10 in San Francisco, Los Angeles, Boston, and London; managed $1.8M budget.▶️ Contributions✔ Built marketing departments from the ground up, playing pivotal role in ICD achieving CAGR ADB (Adjusted Debit Balance) of 35% with 99.6% client retention. ✔ Partnered with ICD Tech in designing UX/UI SaaS Fintech trading portal with integrated APIs which elevated B2B, SaaS institutional investment, trading and risk management, ICD Portal to #1 globally. ✔ Produced high-quality animated portal product and API presentations that garnered support from Silicon Valley leaders including Apple, Google, Facebook, Cisco, and others to come on board.✔ Authored publication, “ICD Intelligencer” to counteract looming SEC and FINRA regulations which catapulted ICD into the national debate and became a desk reference for treasurers, regulators, and government entities.

▶️ SnapshotLaunched SuperRebus, Inc. Founder/Developer Apple iPhone Game Company

▶️ SnapshotRecruited by CEO of startup cable TV-targeted addressable advertising technologies to lead marketing, branding, communications, and events and trade show productions.▶️ Contributions✔ Created the ADVATAR© brand and marketing assets which fueled market interest, enabling company to raise ~$50M.✔ Played key role in scaling company to $130M with 70 employees.✔ Won multiple CTAM Gold Mark Awards for best brand and marketing campaigns.✔ Drove industry recognition, reputation, and profitability, positioning INVIDI for acquisition by AT&T, Dish Networks and WPP leading cable platforms to adopt its anonymized addressable advertising capabilities.

▶️ SnapshotEstablished brand and marketing, communications agency and scaled to $10M. Held full P&L accountability and led sales and client development. Clients included: Hilton Hotels, Caesar World, HITS Magazine, Hewlett Packard, TVG, SONY, Disney▶️ Contributions✔ Produced Shanghai China’s 2010 World Expo winning campaign and closing presentations, merging Western sensibilities with Shanghai’s international Chinese culture, versus finalists: Korea, Mexico, and Poland.✔ Transformed TVG (Television Games Network) from a technology-based startup into a next generation interactive sports wagering cable network that remains strong 20+ years later. TVG syndicated with NBC Sports in 2021.✔ Developed brand, wrote business plan, built network/programming vision and programming protocols.