Quantitative and research driven mutual fund and ETF provider, specializing in defensive diversifier strategies in equity and fixed income• Led growth of assets under management from $400M to over $1.5B in 2023 via demand and lead generation campaigns coupled with client nurturing programs and internal sales desk operations• Instituted lead automation and content marketing strategies paired with extensive testing to accelerate prospecting and shorten sales cycles by over 40%• Increased web lead conversion by 30% by developing company and core fund messaging targeting various buyer personas for use in printed collateral, thought leadership campaigns, whitepapers, sales presentations, and web

• Developed core product messaging and use case stories targeting various buyer personas for use inprinted collateral, thought leadership campaigns, sales presentations and online.• Established Counterpoint's first ever sales desk building a team of internal wholesalers responsible for driving new business through sourcing new advisors and nurturing new business• Created all marketing and sales reporting from the ground up, including a complete web redesign, pipeline reporting and launched the company’s first full-fledged customer relationship management (CRM) system• Reduced sales onboarding time by 50% by creating a 2-week 18 course training program including fund positioning, sales process, client engagement and sales automation

Marketing and sales consultancy specializing in developing b2b and b2c marketing programs, demand generation, lead automation and sales process

Operational intelligence SAAS platform for gaming, the connected resort, sports venues, and the smart hospital• Launched numerous SaaS products and helped source over 40% of new product sales by partnering with the product organization to deliver go-to-market campaigns• Implemented campaigns and content marketing programs directly responsible for growing marketing sourced deals by over 70% year-over-year and nurtured 85% of entire sales pipeline• Built out content across entire buyer’s journey journey; leveraging KPIs, conversion metrics, as well as test and control, to shorten the average sales cycle by over 50% • Established VizExplorer as a thought leader in SaaS analytics across 4 industry publications and conferences with informative videos, testimonials, whitepapers, case studies, and contributed articles• Built the marketing organization from the ground up, from onboarding and mentoring direct reports to launching a new CRM, website and lead automation platform to measure and drive marketing ROI• Managed VizExplorer branding, creative design, communications, marketing strategy and operations

NeuLion specializes in digital video broadcasting, distribution and monetization of live and on-demand content, up to 4K, to Internet-enabled devices• Executed thought leadership campaigns using innovative product demonstrations, whitepapers, product messaging and sales training leveraged at over 20 trade shows and conferences worldwide• Directed trade show presence at over 7 conferences annually worldwide, including advertisements, messaging, product demonstrations and lead capture across MainConcept and DivX product lines• Automated prospect product evaluations and marketing campaigns to drive over 30% year-over year growth in sales• Lead marketing strategy, product planning and analysis in concert with commercial business strategy at NeuLion

Information technology and services provider of next-generation digital video technologies and Over-The-Top services• Ran product launch campaigns delivering net-new technologies to market requiring thought leadership and extensive internal and external education campaigns across 6 business divisions• Managed entire product lifecycle across 4 product lines including market sizing, product messaging, press releases, pricing, collateral, web, sales tools, campaigns, and corporate communications• Improved product planning and development via new processes in Salesforce CRM to streamline capture and dissemination of customer feedback to sales, product and engineering teams spanning 10 time zones worldwide

Video entertainment technology including guides, data, ads, display and delivery solutions• Managed P&L, product messaging, pricing, collateral, web SEO and lead generation, sales tools, campaigns and communications throughout the complete product lifecycle for MainConcept and TotalCode product lines• Lead development of new sales and product evaluation process, with optimized reporting and visibility for management via Salesforce CRM, which resulted in an improvement to lead conversation• Leveraged industry trends and advocated on behalf of customers to drive product roadmap planning amongst cross-functional teams, to ensure a seamless end user experience and successful integration of strategic products

• Successfully launched first mobile application to deliver streamlined information to students• Lead development, requirements gathering, and technical resource management to ensure product launch stayed on schedule and in budget

• Designed and implemented market research survey to validate target market, strategy, pricing and value proposition• Conducted online survey analysis and presented findings and recommendations to senior management.• Increased social media awareness by over 70% with Facebook marketing campaign

• Developed a marketing plan to ensure realistic and relevant communication regarding IT services and process• Analyzed IT processes and lead times to provide expectation of sustainable services to internal customers resulting in streamlining request to implementation time• Forecasted resource allocation between six different departments to determine allocated and direct charge services correlating business needs and cost • Documented internal processes for IT services and presented to management with recommendations

• Streamlined business processes and sales productivity reporting across sales and order processing. • Analyzed sales force, call and activity volumes to recommend implementation of new process to sales management • Collaborated with sales and IT teams to develop technical and business requirements for reporting• Developed documentation system to streamline processes

Unified email security, email archiving and data loss prevention solutions for enterprise, state and local government• Closed over $4 million of net-new business, the second highest across the entire organization in 2008• Managed the complete sales cycle, which included meeting with prospects, running product evaluations and giving sales presentations to IT professionals and senior management• Developed product evaluation guidelines, which were implemented across the entire inside sales team

• Developed a successful guideline for evaluating the product to a customer that was utilized by the entire 30 person inside sales team.• Worked with over 10 channel partners to uncover opportunities and develop relationships.• Succeeded at finding new opportunities by utilizing extensive cold calling.

Network security devices including firewalls, content filtering, email security, and strong authentication• Sold to local government and small to large enterprises including: Cisco, and California Office of Emergency Services. • Prospected through cold calling and developed warm leads to close.• Focused on growing customer base and visibility by promoting events and marketing outreach. • Developed relationships by providing technical and customer support to over 500 accounts.

• Member of the Apple Store business team selling to small and local business.• Coached 30 team members on sales techniques.• Provided excellent customer service to more then 20 clients per day by troubleshooting technical questions and educating them on products and services.• Improved revenue by increasing sales and product add-ons by 130%

• Worked directly with the CEO reviewing webpage options and development. • Managed the design and development of company’s new website. • Imported and edited images of the product line, and included new examples of product placement to create a professional website to market the company and products. • Designed the web site to match the customer by maximizing the ease of use with simple menus, and a clear layout.