Independent Board Director at AMFM, an innovative and rapidly growing community-based mental health care provider.Primary contributions include:- Advising the Executive Management team as a group; advising and coaching individual executives as they develop into stronger, more effective leaders- Supporting efforts to maintain and accelerate growth through enhanced sales and marketing- Coordinating strategic planning process to create value for customers, employees, and shareholders- Sequencing strategic initiatives and investments in coordination with planned capital events- Advising founders through successful recapitalization- Structuring Board committees and processes

NAMI San Francisco helps individuals with mental health conditions and their loved ones build better lives.

JCP Advisors helps clients bridge the gap between the ongoing technology-driven marketing revolution and traditional approaches and capabilities. We offer assistance to a small set of clients on a range of issues, including:• Business model; defining and refining to enable scaling and growth• Customer (service -- using data and artificial intelligence to deliver superb customer service at high volume; segmentation — balancing the practical with the possible; insight — understanding customer needs and expectations as they evolve) • Digital (marketing process and strategy; system and social media platform design and installation; content development and management strategy and process; digital infrastructure strategy and roadmap)• Product (development processes; launch processes, particularly through large field systems)• Marketing organization (design; metrics systems, particularly around CLTV; satisfaction and loyalty systems, particularly NPS)

Lectured on digital marketing in open-enrollment program on Advanced Marketing Management

Worked in a number of capacities. Led large client relationships, coordinated programs with key Latin American partners, developed leading edge programs and capabilities, and lectured on a number of emerging Marketing topics.

Developed and taught content around Customer Insight and product Development; led design and delivery of custom Executive Education programs with large clients

Built and led a team of 55 professionals within the $10B North American middle market division that increased profitability through the economic downturn. Drove growth with selected customers as the division withdrew from unprofitable products and accounts, thereby maintaining net income as premiums declined. Due in large part to this team’s efforts, the division:• Grew annual premiums in selected customer industry verticals from $600 million to $1.2 billion in three years by designing and launching comprehensive offerings based on customer needs, executing multichannel marketing campaigns, and supporting the development of organizational units targeted at specific chosen customer industries • Increased retention rate for cross section of customers by 5% through a digital customer contact program delivering a steady communications stream built around the renewal cycle• Increased new business win rate from 11% to 21% on a subset of broker submissions through an integrated CRM/digital marketing system, using outbound advertising and promotion to encourage prospective buyers to register, then delivering expert content to registrants monthly. Over 100,000 registrants now in the system.• Increased advertising impact while cutting spend in half by quantifying ROI by media channel and step in the sales process, and shifting mix accordingly.• Accelerated new business production by reorganizing market-facing underwriter structure based on insights from large scale data analysisAdditional individual contributions:• Led a culture change in the Marketing function, raising employee engagement scores to some of the highest levels in the corporation. • Positioned Zurich as a marketing leader in commercial insurance through speaking engagements and interviews with Best’s Review, Risk and Insurance, Think With Google, BtoB, CMO.com, RIMS, IMCA, Argyle Journal, and others.• Led development of Brazilian growth strategy, traveling to Sao Paulo throughout 2011.

• Founded KPL’s Chicago office, and built up a group of eight associates. Developed and led third-largest client relationship in the firm, generating over $2 million in annual fees three consecutive years; developed three other profitable client relationships as well.• Supported extensive product innovation initiatives for lead client, a P&C insurance company; developed innovative product launch capabilities that contributed to two products exceeding $1 billion in sales by the second year, and a third reaching $500 million.• Made significant contributions to Firm’s knowledge regarding product development and launch, first in pharmaceuticals and then in insurance

• Led in-flight design of product development consulting and research organization for mid-sized pharmaceutical companies; Led 40-person Chicago operation.

• Designed, funded, and built innovative company serving homebound seniors through two-way video technology. Wrote successful NIH grant application.• Service doubled the healing rate for patients with chronic wounds.

• Co-led highly impactful multiyear relationship with large Property & Casualty insurance company; large reengineering efforts contributed to increases in client’s Operating Income from $1.0 billion in 1993 to $2.6 billion in 1998. Led teams that restructured Claims, Sales, and Underwriting/Pricing functions.• Co-led the insurance practice in Chicago and co-founded the Healthcare practice in Chicago. Served a variety of other clients including hospital systems, health care payors, and commercial banks.• Managed projects for US retail bank including restructuring credit processes, developing a product management organization, and restructuring branch, unit-bank, call centers, and ATM network into an integrated distribution system; work took place as net income increased from $57 million in 1990 to $312 million in 1992.• Worked on a number of other teams serving clients in health care delivery, pharmaceutical product development and launch, workers compensation insurance, European commercial banking, financial information, equipment leasing, and steel.

Product marketing manager for venture-funded computer software startup.

Research associate in the transportation group; completed quantitative and qualitative analyses of transportation-related issues