I lead the Product Development team and drive actionable growth strategies across key business lines, including actuarial services, investment advisory, and third-party administration. As the product champion, I play a central role in translating client and business needs into technical requirements, overseeing the process to ensure products and solutions deliver real value. My work focuses on designing, building, and delivering innovative solutions through close collaboration with clients, internal teams, and technical resources.I develop and execute go-to-market strategies, create roadmaps, and define the product strategy for both new products and an existing portfolio of consulting and SaaS-based solutions. By driving cross-functional collaboration, I ensure that solutions are executed with precision and align with market demands.With a relentless focus on execution and data-driven decision-making, I optimize revenue generation and enhance the client experience (CX). Additionally, I design and implement strategic communications programs for retirement plan clients, fostering long-term growth through effective client acquisition and stakeholder management. My expertise positions brands for sustained success in a competitive marketplace.

I led the creation and execution of annual and long-term growth strategies for the Retirement & Investment Solutions practice of CBIZ, Inc., driving significant revenue and expanding client relationships. In this role, I managed the development and optimization of business processes, aligning them with strategic growth initiatives and product innovation.•Spearheaded the advisor managed accounts program, successfully onboarding over 200 clients and $58 million in AUM to the program, contributing to significant revenue growth.•Led the implementation of proposal automation software, optimizing the business development lifecycle, and managing a $6.6 million pipeline. Achieved $2 million in won revenue in the first year by developing a standardized content library to streamline RFP and proposal processes.•Facilitated high-profile, client-facing webinars and events featuring executive speakers from CBIZ and top industry partners, strengthening client acquisition and enhancing stakeholder engagement.Throughout this role, I leveraged my expertise in strategic communications, revenue optimization, and cross-functional leadership to deliver results that fueled both short-term wins and long-term success for the organization.

As Marketing Manager for the national Retirement & Investment Solutions and Life Insurance Solutions practices at CBIZ, Inc., I led the development and execution of strategic marketing initiatives to drive brand positioning, customer growth, and revenue generation. I managed a cross-functional team, focusing on content marketing, demand generation, and go-to-market strategies to support business expansion and align with customer needs.•Led a team of brand marketing, content marketing, and demand generation associates, driving a multi-channel marketing strategy that generated $1.3 million in revenue in 2021 (28% YoY growth from 2020).•Spearheaded the rebranding of the Retirement & Investment Solutions practice to incorporate new product offerings and align with evolving customer profiles, enhancing the firm’s market positioning and product development roadmap.•Developed and implemented an earned media strategy, securing 60% coverage of opportunities in the first year, including top-tier publications like The Wall Street Journal, CNN Business, and Reuters, enhancing brand visibility and reputation.•Led the successful integration of five newly acquired financial services brands into the broader strategic framework, driving business growth and synergy creation across product lines.•Appointed to the Executive Board for CBIZ Women's Advantage in 2021, contributing to strategic leadership and organizational growth initiatives.In this role, I leveraged expertise in go-to-market strategy, brand positioning, and cross-functional collaboration to drive product development and long-term business success.

As Senior Marketing Specialist, I led marketing strategy and business development initiatives for the national Risk Advisory practice and Northeast Ohio audit and tax practice at CBIZ, Inc. I collaborated with cross-functional teams to deliver impactful marketing campaigns and content, driving brand awareness and client acquisition across key markets. My focus on content development, event management, and marketing execution contributed to measurable business growth.•Developed comprehensive marketing collateral, including brochures, flysheets, articles, white papers, and case studies, in collaboration with the CBIZ national marketing team, supporting product development and strategic positioning.•Designed and implemented targeted marketing campaigns—including industry-specific and regional strategies—enhancing brand positioning and driving revenue growth.•Led the planning and execution of the annual national tradeshow and events strategy, aligning go-to-market strategies with business objectives to foster client engagement and lead generation.•Managed all media activity and advertising efforts in conjunction with our public relations agency, contributing to earned media and brand visibility.In this role, I utilized skills in marketing strategy, content creation, and event management to support business development, product innovation, and strategic growth for the organization.

My work primarily focused on helping organizations in the public and social sectors find new technology solutions, knowledge and partners to accelerate innovation and economic growth.•Monitored and managed business development and grant coordination for federal and state agencies.•Developed and organized marketing and promotional materials for new pursuits specific to prize-based innovation competitions in the public sector.•Supported company marketing and public relations initiatives for the NineSigma Gives Back program.

•Maintained the sales support infrastructure, including communication with local and remote sales personnel, as well as contract and proposal support. Ensured quality and infrastructure of Salesforce.com.•Maintained select company events and sales meetings.•Researched to enhance print and electronic media, develop case studies, and assist with product positioning.

•Responsible for spreading the mission of Scouting across the Eastern suburban communities of Cuyahoga County. Recruited over 400 new families to join Scouting in 2013, bringing Greater Cleveland area totals to over 15,000 families.•Continuously developed partnerships with small businesses and large corporations located in Cuyahoga County. Engaged top-level business and community leaders for financial sponsorship and assistance in the growth of our local Scouting programs.•Facilitated effective and timely communication with over 2000 volunteer leaders through the use of weekly and bimonthly electronic newsletters, as well as maintained up-to-date resources on organization’s website.

• Effectively scheduled, coordinated and managed quality community screening events within assigned territories, while adhering to all territory management regulations.• Researched quality event locations to insure strong total revenue by providing a desirable and appropriate screening environment for the the Ultrasound Team members as well as participants.• Implemented marketing campaigns for every event and maintain timely communications with event host contact person to develop partnerships.

• Researched company success stories and developed them into case studies for use on the company website. • Developed a content calendar to guide the update of NineSights, the company's social media platform. Updated and facilitated discussions on NineSights.• Guided the CEO in establishing hisTwitter presence and following.• Assited in the restructuring and redesign of the company website, www.ninesigma.com/• Coordinated onsite photoshoot of NineSigma's Executive Management team in order to update "Our Team" section of company website. Gathered team photos and quotes for use on the "Careers" section of company website.• Organized sales account hierarchies and verified existing contact records in company database, Salesforce.

• Updated the WHO global media contact list. Contacted over 8,000 journalists and then organized them into a database by region, language and beat.• Supported World Health Day public relations campaign through the creation of a “Toolkit for event organizers.” Toolkit was translated and distributed to all 147 WHO offices worldwide.• Organized communications plan for the first World Hepatitis Day. Created a toolkit distributed to all 147 offices worldwide.• Assisted in the revision and update of the WHO Communications handbook.