• Managed the company’s marketing transition into the COVID era with a sharper focus on email marketing, virtual events, and remote collaboration• Designed, tested, and deployed email campaigns tailored to clients’ branding and messaging• Developed and delivered marketing content such as email campaigns, pitchbooks, brochures, social media, and taglines.• Created and interpreted regular analytics and reports tracking marketing and production analytics for products and personnel in all production departments• Created call lists for the call teams • Modified CRM structures to optimize production efficiency and minimize risk for the firm, and managed connections between our CRM and client CRM• Worked with industry compliance officers to eliminate potential liability

• Founded the organization, producing all initial government filings, budgets, and systems• Developed a subscription-based database cataloguing an emerging “hot spot” area of litigation • Designed and implemented the organization’s website (titleixforall.com) and e-commerce systems• Expanded reach and engagement in critical audiences via marketing efforts (social media, email campaigns, relationship-building, and event networking)• Performed donor outreach; successful in obtaining landmark donations to grow the organization• Interviewed, hired, trained, and managed data and marketing assistants• Performed public speaking at conferences and symposia, including keynote speaking roles• Produced regular academic and legal literature• Interviewed, cited, and mentioned positively in a plethora of news articles, legal and academic journals, government regulatory proposals, legal filings, etc., regarding our work cataloging litigation

• Designed highly detailed marketing proposals and offering memoranda regarding industrial, medical, office, land development, and multifamily properties in the $5-100 million range in Texas and the surrounding states• Coordinated with, supported, and conducted regular research of local and national market trends to advise and inform investors, agents, staff, and clients• Designed, scheduled, and deployed email campaigns tailored to high-net-worth investors, real estate agents, and general corporate staff• Managed and improved upon CRM and filing systems, proactively managed thousands of critical due diligence documents• Prepared and updated a wide array of critical documents including representation agreements, purchase and sales agreements, financial modeling workbooks, letters of intent, estoppels, wire instructions, and so forth

• Managed 25+ sales, marketing, and technology professionals to ensure timely meeting of quality and volume targets across all products• Interviewed, hired, reviewed, and trained personnel• Increased senior staff production by 15% by overhauling training, systems, and compensation• Increased client retention rate by 20% by establishing new quality control systems• Improved the work culture by implementing systems solutions that prevent conflicts before they begin• Negotiated with other executives to expand critical resources for the production division• Collaborated with programming professionals to increase team efficiency via systems• Managed relationships with clients, contractors, and vendors

Sample of duties and highlights as Survey Researcher:• Led in-house survey teams to conduct survey research for Fidelity Investments (the nation’s top 401(k) record-keeper in terms of assets under management) and Dave Ramsey. The latter surveys were critical to the launch of Dave Ramsey’s financial wellness product SmartDollar.Sample of duties and highlights as Quality Manager:• Designed & implemented the company’s first centralized appointment-setting scheduling system, lowering the initial fallout rate of billable leads by 10% across the board• Reviewed all leads generated by multiple production teams to ensure quality standards• Devised & implemented the company’s first quality checklist, scoring each lead by 20 different waysSample of duties and highlights as Account Executive:• Ensure production of appointments generated for financial advisors regarding corporate benefit plans.• Consistently produced ~15% of the revenue on a 15-man sales team. Top sales in critical projects contracted to our firm by Motley Fool Wealth Management.• Honored before the firm by then-VP of Production for being one of only two employees in Acceleration Retirement’s 10-year history to produce an excess of 35 401(k) leads in a single month (firm-wide employee monthly average is 7).

Taught freshman composition and argumentation, literature, remedial reading and writing, and tutored at-risk students. Editor of The Mayo Review, A&M-Commerce's in-house creative arts journal.

Acted periodically as job foreman for a local electrical contracting company. Installed and repaired wiring, lighting, and electrical devices, mostly for residential communities.