Family Office Resource Group (FORG) empowers wealth management and professional services firms to deliver tailored family office solutions. We enable financial advisors with the tools and support to:· Provide superior client services· Stand out in a competitive market· Offer a more holistic, comprehensive wealth management approachFORG allows you to meet the unique needs of ultra-high-net worth clients’ on a white-label basis.Our vision is rooted in the commitment to empower our clients with the solutions they need to be successful and create deeper relationships by delivering unparalleled family office solutions without the burden and cost of internal infrastructure constraints. Learn more at www.forgfo.com.

● Spearheaded a fractional CMO/marketing consulting firm, pioneering integrated marketing strategies that increase brand awareness for diverse clients across multiple channels.● Implemented efficient solutions resulting in a boost in brand awareness for Pennington Partners and its subsidiary, Aquilance, through integrated marketing tactics.● Crafted and executed strategic marketing plans that identified key prospects, leading to a growth in successful engagements and client acquisition.● Developed comprehensive marketing strategies resulting in increased opportunities and market penetration.

● Directed and managed all marketing activities for ETF suite of products, Wealth Management, Private Bank, and Consultant Relations channels, resulting in increased market visibility and revenue growth● Strategized with business partners to develop and align marketing strategies with firm's value proposition, resulting in increased brand consistency and customer engagement● Orchestrated the marketing launch of ActiveShares®, managing all related activities to drive successful market introduction and brand awareness● Initiated and executed targeted marketing campaigns to amplify brand awareness, drive demand generation, and expand market share, resulting in accelerated firm growth● Leveraged data segmentation techniques to optimize lead generation and client profiling, enabling highly targeted marketing campaigns and improved conversion rates

● Established and directed the marketing and communications function, developing a comprehensive strategic marketing plan● Helped guide strategic direction of the company as a member of senior management team.

● Revitalized and spearheaded marketing organization to achieve sales, retention, and profitability growth across 3 divisions in North America, contributing to a $1.7B annual revenue● Designed and executed integrated marketing strategy encompassing branding, digital, social, advertising, events, communications and public relations programs and initiatives to accelerate achievement of company's overall business objectives and support channel and product leaders.

● Led strategic projects to increase sales and distribution of 401(k) plans, resulting in a 15% growth in client acquisitions● Analyzed marketing data to optimize product positioning, leading to a 25% increase in sales within target markets● Developed and implemented a strategic marketing plan for the Intermediary channel, resulting in a 15% increase in advisor engagement

● Directed development of institutional client investment reporting products for Marketing & Investment Services group.● Designed and executed optimal workflows to create and distribute reporting products.● Created and refined portfolio reports.● Managed database of investment professionals.● Collaborated with global product teams to develop and deliver information products based on analysis of client needs.● Partnered with data suppliers to ensure on-time production cycles for products.● Maintained brand consistency for products by communicating tactical and strategic client needs.