Creative Planning's Practice Development Team is comprised of experienced executives across the country who have led successful growth initiatives. Recruited for natural networks, high integrity, and for commanding respect in respective industries. Roles include developing new business lines, representing the organization and strategy.Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning was named the #1 Wealth Manager by RIA Channel - published by Forbes (2020), #1 Independent Wealth Management Firm in America by Barron’s (2017), and CNBC #1 Independent Wealth Management Firm in the United States for two consecutive years (2014-2015). Creative Planning currently manages approximately $90 billion for clients in all 50 states as of June 30, 2021.*Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. The Company never pays a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.

As a member of the CASE Team (Connected, Autonomous, Shared & Services, and Electric), responsible for all retail and customer facing programs with respect to electric vehicle charging & infrastructure in North America.

Involved in all aspects related to implementing MBUSA’s plans to sell a full range of electric vehicles, and to launch mobility solutions. This includes but is not limited to new vehicle sales and aftersales dealership operations for electric vehicles, such as; sales forecasting, allocation, parts and service initiatives, charging infrastructure, The Customer Experience, logistics, marketing, training and program administration.

Managed integrated campaigns from briefing, concept selection, production, execution to post-campaign wrap up for Mercedes-Benz USA volume vehicles, E-Mobility and smart cars; Including lifecycle communications across traditional (TV, radio, print, OOH, POS) and digital channels (Branded Entertainment, Programmatic Display, DCO, CRM, and Search)

Directed the national marketing strategy and brand positioning of all RIDGID® power tools, HART® hand tools and Arctic Cove™ consumer products in North America while managing a merchandising budget, coordinating a comprehensive packaging redesign, implementing CRM enhancements, and enhancing social media and branding efforts.

While reporting to the SVP of Marketing, as acting Director of Marketing, drove retail sales through the marketing of disruptive product placement, increasing digital efforts and enhancing training efforts of field sales representatives.

Lead marketing strategy for Bench & Stationary, Tile and Pneumatics power tool categories of the RIDGID® and RYOBI® Brands in all The Home Depot® Stores. Reported to the Directors of Marketing and Sales who report to the SVP of Marketing, while developing integrated marketing initiatives that increased sales, brand awareness, and brand advocacy

Within 4 months, chosen above peers to take on a new challenging and diverse market with an increase of over $800,000 in sales revenue.

Leveraged education and sales experience to create internal and external brand awareness, and drive year over year growth in two territories of 5-7 The Home Depot® stores. Developed and honed knowledge of TTI products through leadership training, research and direct selling.