AI Made Easy - A simple, visual, easy-to-use platform that enables agencies to uncover insights, predict key outcomes and optimize campaign performance. akkio.com

Sequoia backed - Series B digital identity company focused on consumer privacy and control. Truework allows lenders to instantly verify anyone’s income or employment information.Building marketing team to increase adoption of Truework's automated employment verification for multiple lending verticals with a focus on mortgage. Strategic efforts include GTM, category creation, demand generation optimization, vertical expansion, research, brand building and public relations. Successfully led 3 key GTM initiatives for SMB and enterprise mortgage lenders. Developed close partnerships with Product, Sales and Customer Experience to deliver customer value (and drive revenue expansion) through GTM strategies. Helped grow YOY revenue by 4x in 2020.Defined the customer journey and built the buyer personas for the marketing and sales teams through extensive marketing research. Responsible for events and sales enablement tools.

Guideline is a Saas-based 401(k) plan for startups and SMBs - easy implementation with great pricing. Built and led Guideline's marketing team to increase brand awareness and grow Guideline's participant base. Focus on B2B2C marketing efforts. Developed and executed multi-channel marketing campaigns that are differentiated, increased reach, and powered revenue growth. Responsible for 5x acquisition growth of participants. Partnered cross-functionally to ensure the best user experience. Led GTM strategy for a new financial product and exceeded adoption goal of 15% for 1st quarter.Developed and executed a national multi-media takeover campaign that drove 3x direct website visits and 45% more sign-ups.

Led acquisition efforts through multi-channel approach - digital, SEM, affiliates, social, direct mail and strategic partnerships. Grew investor base YOY 30% and increased AUM by 25%. Partnered with the engineering/product/design team to improve the user experience and sales funnel, launched new website and products and optimized sales funnel. Responsible for lifecycle marketing including email and in-product experiences for upsell and retention. Launched a successful automated lead-gen campaign for a new product for high net worth investors with a 20% increase in AUM. Developed key strategic partnerships for growth opportunities - implemented major airline partnership for a 20% lift in revenue.

Developed, managed and execute online programs for the consumer and small business segments. Focused on optimizing the marketing levers that impact sales and revenue. Responsible for strategy, defining, and managing detailed marketing campaigns across channels – online media both inbound and outbound and integration with offline programs. Partner with channel execution teams to target and launch campaigns, creative agencies to develop creative assets, and business line to review and approve campaign deliverables. Responsible for social media and third party search strategy, implementation and ongoing monitoring. LOBs: The Private Bank, Retirement, Brokerage, Advantage Funds (Mutual Funds) and Health Savings Accounts

Responsible for strategic planning, competitive analysis and business development for Natura Capital, an alternative investment fund. Worked with portfolio managers and traders to determine best market positioning for channels as a diversity-based emerging manager.• Identified key channels for expansion growth including RIAs (Registered Investment Advisors), high net worth individuals, pension plans, family offices and endowments.

- Think tank consultant for global fashion site, kids online educational tools and online travel scavenger hunt. Responsible for competitive analysis, strategic marketing, forecasting and design concepts.- Strategic planning for product expansion including competitive analysis and annual marketing planning: Mira Aster (handcrafted upscale stationery and wedding invitations).• Competitive analysis of Northern California wine distribution market and business development: The Austrian Wines.• Production management: responsible for talent and site location, client management, shot list and billing: Shutterfly and Clipper Card.

Successfully launched profitable Western U.S. region digital team including business development, client management and project management of Internet based employee solutions for Fortune 500 clients. Managed design and implementation of Internet based company solutions to make employees more effective and streamline challenging processes. • Decreased corporate call center volumes by approximately 30%-40%.• Exceeded all targets for business development and billable hours by 20% annually.• Presented influential case studies at national industry conferences.• Managed Western U.S. region Internet communication team of 6 people.Clients: AT&T, American Express, Tektronix and Franklin Templeton

Planned and executed marketing strategy for residential Internet service. Identified and championed new product development enhancements including marketing requirements. Defined channel strategy for consumer market and establish new channels Managed a 2 person team for channel and promotion management. Worked with internal communication team and advertising agency for development and execution of creative campaigns. Responsible for consumer marketing for a seven state region for an internet service provider.