Leads digital conversion strategy for an 800,000+ paid membership organization.Collaborates with business and tech leadership to identify, define, and drive digital marketing projects.Leads an agile team accountable for over $12 MM in revenue per year via digital lead "follow-up" marketing.Increased email sales 300% YoY in 2020 by launching an aggressive direct-response strategy. Leads the $6M promotional budget and strategy for all of Digital Sales (owned and paid channels).Steeped in A/B testing best practices. leads teams that continually optimizes digital sales funnels, along with "big swing" ideas.

Worked with the CEO and other executives to develop go-to-market strategies for enterprise sales. Interfaced with enterprise and government decision makers, sales leaders and their team to create highly-effective customer-centric campaigns (pitch decks, case studies, etc.)

Created and executed social media, email and PR campaigns for the 2019 Utah Arts Festival. Increased email CTR by 30% YoY.Averaged over 1,000 social engagements per post, exceeding targets.

• Led brand marketing campaigns and oversaw messaging across all external touchpoints.• Coordinated a name change and brand positioning update.• Spearheaded Nav’s business grant competition that now results in 300 customers per quarter below our average CAC, nets multiple backlinks from high-value sites and gets earned media placements. • Coordinated with California Senator Steve Glazer’s office on SB-1235 (California’s Truth-in-Lending Small Business Bill), drafting our CEO’s support letter and testimony, which passed and is now law. • Drove product marketing for our first enterprise partner, Clover. Established our GTM and guided our marketing efforts to hit acquisition and revenue goals.

• Built a long-term content plan and strategy from scratch that established Nav as a leader in small business financing. • Grew monthly organic site users from 0 in 2014 to 390,000 in 2017.• Acquired 8,600 organic customers in 2017 (72% y/y growth). • Managed a freelancer budget (3 freelancers) and two in-house writers to consistently exceed our traffic, SEO and customer goals. • Led weekly editorial meetings to sync the team on content ideas, strategy and performance. • Managed our PR agency and leveraged our customer data to produce PR campaigns that consistently hit earned coverage goals.

Developed and wrote content for inbound and direct response marketing campaigns: web, mobile, social, direct mail, and print ads. Worked with Editorial team to ideate and produce quarterly magazine for financial advisors. Optimized CTAs throughout corporate website.

Developed and wrote content for the web, microsites, social channels, email campaigns, newsletters, and internal communicationsHelped launch social strategy: YouTube, Twitter, Instagram (content strategy and copy)Implemented paid and unpaid content syndication program alongside SVP. Researched and built relationships with top-tier online pubsUsed Aprimo software to organize A/B email testing and optimize messaging Collaborated with Digital Strategy team to launch inaugural Q1 e-newsletter to support National Sales, which elicited strong CTA response and special request from targeted firm to expand distribution list.

Provided retirement consulting to high-net-worth brokerage and 401k clients

Successfully launched Putnam's brokerage division as one of six start-up employeesRecognized for 100% trading accuracy (equity, fixed income and options)Selected to serve as Options Principal (Series 4)Drafted a library of client correspondence letters and forms

Quickly acquired Series 7 and 63 licensesSelected to lead team's inaugural outbound phone sales campaign