Westlake Securities is a leading middle market investment bank group dedicated to helping companies reach financial, operational and growth goals. We work closely with our clients to determine what it will take to create the growth and/or liquidity desired. As Managing Director, CMO Services, my focus is on building our client brands and businesses, enhancing their company's value in the market and identifying opportunities for growth. My expertise and passion is in overarching omni-channel strategy, planning and activation, from results-driven media and performance marketing to brand marketing.

Client-lead and business partner accountable for strategic business planning through execution of commerce and brand marketing initiatives. Clients served include PepsiCo (Gatorade, Quaker and Tropicana brands), Clorox (Kingsford, Brita, Hidden Valley and Cleaning brands), Vi Living (Luxury Senior Living and Care), and QuidelOrtho (Healthcare) business.Served as day-to-day lead for agency business development and growth team, establishing strategies and systems for new client acquisition, integrating AI technology partner to enhance prospecting, and developing annual plans for agency growth.• Client leadership & organic growth – Consistently deliver organic growth by identifying and prioritizing opportunity areas based on client brand and business needs, and developing strategies that lead to innovative ideas and support investment.• Business development leader – Successfully led efforts on new business pitches across full suite of agency capabilities: retail media, digital media, ecommerce & performance marketing, digital production, data & strategy, global resourcing, and technology.• Team development & mentorship – Ensure that team members are growing and utilized appropriately on businesses. Successful agency/team integration into clients’ multi-agency models.• Industry advocate – Served as agency representative on industry trade group steering committee, helping shape core strategies and initiatives for its membership.

Experienced Account Manager for key CPG, Financial Services, and B2B clients, including Kraft Foods, Nestle Ice Cream Company, Chase Bank, and ADM.• Helped launch first-ever integrated AOR team for Kraft Pizza Company; aligning all agency disciplines including promotion, advertising, PR, and event marketing with individual brand strategies to provide seamless delivery of programs• Developed and executed strategic partnerships across entire portfolio of Nestle Ice Cream Company brands; including Major League Baseball and media-network partnerships • Managed retail merchandising and promotional campaigns for entire network of Chase Bank branches• Utilized mobile marketing and event sponsorship to re-position ADM as an advocate for agriculture, focusing message toward rural communities and schools

Managed full-funnel marketing program development and execution for marquee agency client, Buick Motor Division – Dealer Marketing Group activity.• Managed all researching, planning, creation and implementation of advertising and marketing plans in more than 20 General Motors, Buick Division markets• Led Buick brand-partner efforts with properties such as American Airlines, PGA Tour, USGA and Charles Schwab• Planned and executed training program for entry-level hires• Experience in omni-channel media including broadcast television (with in-house production), radio, print, direct marketing, event marketing, outdoor, and point-of-purchase