Edelman Financial Engines is one of America's largest independent registered investment advisor (RIA) firms, and ranked #1 by Barron's for six consecutive years (2018-2023). The company was formed by the 2018 merger of Financial Engines and Edelman Financial Services. As Chief Client Officer, I co-led an organization focused on serving retail wealth management clients, employers and individuals at the workplace, along with the marketing and shared services teams that support these groups.

As Head of Wealth Management, I had P&L ownership and general management responsibility for EFE's retail wealth business unit managing $55B AUM. I led a nationwide team of 850+ individuals, including 350+ financial advisors, responsible for marketing, financial planning, workplace-to-retail activation, client service, advanced planning services and M&A integration.Together, we grew the business from $34B AUM to $55B AUM through multi-channel organic and inorganic growth. We earned a world-class client NPS and were named Barron's #1 independent financial advisory firm for six consecutive years.

Responsible for insights, product, design, marketing and enrollment / revenue management. Led a team of 70+ purpose-driven, growth-oriented product managers, designers and marketers to help millions of people build confidence in their financial futures. Inspired transformational change that focused on customer empathy, bringing the brand to life, acquiring new clients, and creating brand advocates through an innovative product and customer experience. With oversight over both retail and institutional channels, my team achieved triple-digit growth in product use and double-digit growth in assets under management.

Everspring helps universities design and deliver the future of education, online. Everspring is a venture-backed startup providing technology-enabled online education services to leading state universities. Scope of direct responsibility included strategic planning, product design and development, marketing and customer acquisition. As a founding executive, indirect responsibilities included enterprise-level business development and corporate development.

Senior marketing officer responsible for driving growth and innovation from Capella University's core markets. Scope of responsibility included market insights, product design and development, strategic marketing, brand development, social, digital marketing, analytics and outside sales. Reported to the CEO, managing a nationwide team and a roster of strategic marketing partners.Key accomplishments included:- Implementing a brand-driven marketing strategy across mass media, digital, social, and partner marketing channels amidst significant market disruption- Leading the organization through a design and innovation effort to transform the learner experience- Rebuilding the new product pipeline to drive growth and reduce time to market- Energizing a nationwide marketing organization, attracting world class talent and exceeding high-performance norms for employee engagement

Responsible for the P&L success and strategic development of Capella's Mental Health Services (MHS) market. Served as cross-functional leader of the MHS market team, leading the creation of market-focused insights, partnering with school leadership to create a clear market vision, translating the vision into winning strategic plans for the total business, and ensuring delivery of P&L objectives. Revitalized the segment, increasing annual growth from 15% to 40% in a high share market.

Crafted marketing strategy and drove execution for new learner acquisition. Scope of responsibility included online and offline advertising, search marketing, Web site management, and direct marketing. Led the organization’s enrollment and revenue execution, in partnership with Vice President, Enrollment Services.Envisioned and implemented a best-in-class infrastructure for digital marketing recognized by a leading industry analyst as "the most sophisticated understanding of lead sourcing effectiveness of any provider operating today."