Asset-Map centers around the digital visualization of household facts to build highly customized, design-thinking presentations in minutes that help advisors and their customers make better financial decisions.

Sierra Lending was co-founded by financial industry and fintech executives looking to do things differently from traditional lenders. We specialize primarily on self-employed, foreign national and ITIN mortgage borrowers that may have had a tough time finding a loan with more traditional mortgage lenders. As CMO, responsible for overall marketing strategy, online and offline customer acquisition, website strategy and design and branding

At Income& we reinvented the idea of fixed-income investing. Traditional fixed-income options featured either frustratingly low yields or exceedingly high risk. That’s why we invented the PRIMO, a new kind of investment backed by one single prime-rated non-QM residential mortgage loan. Our next generation PRIMO marketplace gave investors full visibility into individual mortgage data and performance. Accolades include: 2019 Top 100 WealthTech companies in the world, 2018 FiNext Top 10 companies in Finance, 2017 Benzinga Fintech Awards Finalist, 2017 LendIt Industry Awards Finalist, 2016 SXSW Accelerator Finalist - Overall Responsibilities: Strategic planning, all online and offline awareness and customer acquisition, branding, website strategy and design, public relations, equity investor acquisition and ongoing investor relations - Website: Built incomeand.com from scratch including design, content, and purchase process - Customer Acquisition: Grew customer base from 0 to 150 account holders and sold $2MM in PRIMOs the first year - Public Relations: Built the Income& team into subject matter experts so that we were covered in major offline and online media channels - Social Media: Developed Twitter, Facebook, and LinkedIn profiles and content - Fundraising: Raised $1.6MM in seed funding and $2MM in funds used to purchase mortgages for PRIMOs - Traction: In 12 months grew PRIMO sales to $2MM and over 150 active customer accounts

In 9 months and with a small startup team, launched MyWealth.com.au, a global first online self-directed wealth management hub with all investment classes (shares, property, super, cash), news/educational information and a social support community. Accolades include Canstar 2014 Innovation Excellence Awards: Standout Innovation in Financial Services; Finalist Project of the Year: Project Management Institute; #2 Most Innovative Company: BRW; CommBank CEO Award - Team Management: Led the Customer Experience team, including UX Design, Visual Design, and Customer Insights - Consumer Digital Experience: Championed digital experiences for customers by overseeing user engagement and visual design efforts, utilized advance Agile principles to build, measure and learn - Customer Satisfaction: Drove overall customer satisfaction through direct feedback and analysis of customer, channel, and product data - Market/Customer Research: Focused on the use of internal data and external research to help identify customers’ wants, needs, and expectations. Included overseeing innovation ideation processes - Website Iterations: Analyzing insights from research and internal data, developed corresponding strategies to iterate and continuously improve the site on a six week release schedule - Traction: Grew AUM to $180MM with 80K registered customers in 18 months

Developed and executed all marketing strategies and plans to increase brand awareness, driving consumers to get their daily news on baycitizen.org and through social media properties, and maximize sponsorship revenue. - Team Management: Led the Marketing team, including Marketing, UX/Visual Design, Customer Insights - Strategic Planning: Developed annual strategic marketing plan including timing, budgeting and implementation - Brand Advertising: Launched and managed comprehensive brand advertising strategy including planning, negotiating and closing media buys across both offline and online/social media channels - Website: Launched innovative website redesign with main goals to optimize user experience and stimulate deeper engagement with the news. Site featured leading edge design, multiple ways for readers to interact with news stories, and social media integration - Social Media: Analyzed site and social media traffic patterns to increase interaction on and between website, Facebook and Twitter, thus growing reader engagement on all three main news delivery channels - Engagement Strategies and Execution: Define and execute audience building and engagement strategies including: online and offline promotions, social media promotions, SEM/SEO, email list building, and mobile marketing - Analytics: Managed marketing analytics to ensure effectiveness of marketing spend - Public Relations: Managed all PR activities including external communications and press releases - Traction: In 8 months grew site traffic by 100%, quadrupled Facebook Likes, tripled Twitter followers, launched comprehensive brand strategy and complete site redesign

Managed all online and offline marketing activities including major media, email acquisition, site optimization and branding, website design/user experience, and online research/testing. Drove exponential growth for the leading peer to peer lending company.- Team Management: Led the Marketing team, including Marketing, UX/Visual Design, Product Management and Customer Insights- Site Design and Navigation: Redesigned Prosper.com website and other marketing communications. Streamlined messaging and simplified user experience/site navigation. Using internal resources, saved company $150,000 - Branding: Developed and launched new brand identity, tagline and messaging strategy and implemented across website and all marketing communications - Direct Response Media: Launched direct response TV and Radio campaigns including extensive tracking of results through all levels of sales funnel. TV resulted in immediate increase in Google searches of Prosper keywords - Existing Customer Communications: Developed, wrote, and managed email strategies to mine customer database for new and repeat customers - Sales Conversion: Increased conversion in sales funnel for both borrowers and lenders, contributing to a 22% increase in business - Public Relations: Managed all PR activities including press releases and launch of innovative Talk Taboo campaign resulting in major media and blog coverage of Prosper.com and Taboo microsite - Traction: In 18 months grew loan originations from an average of $2MM per month to $5MM per month, and added 14K new investors to the platform

Marketing Consultant focused on helping small, mid-sized, and large corporate businesses with their marketing strategies. For my small business clients, I helped them to develop clear, concise, world-class marketing plans - like the big guys - on a small business budget. For my larger corporate clients, I focused on growth marketing strategies.

Marketing Consultant: Central Marketing Department; Registered Investment Advisor audience - Launched new online email tool for sales to ensure brand compliance and consistent messaging - Developed first overall mutual funds collateral architecture and rebranding across multiple brands and received top management approval to implement - Produced innovative email campaigns that increased open rates to an average of 40% - Created plan to transfer all Schwab Institutional marketing communications to Schwab central marketing - Developed new process to streamline future marketing activities

Responsible for all marketing strategies, programs and promotions for Visa small business, middle/large market and government products. - Directed acquisition, activation, usage, and retention marketing strategies along with promotions and analysis - Responsible for overall program management, development of marketing materials, agency management, customized marketing and direct marketing for specific Visa Issuers - Managed $7 million budget, six direct reports, doubled adoption of key programs by Visa financial institutions in one year - Collaborated with small business and commercial product groups along with strategic marketing to develop high-level marketing plans for Visa Business, Visa Corporate, Visa Purchasing, and other Visa products - Managed segment content, nomenclature and navigation on Visa.com - Managed Visa Business Partner Advantage, a discount offer program for Visa Business cardholders offering discounts from well-known partner companies like OfficeMax, Cingular, and Choice Hotels - In one year doubled adoption of program by key Visa financial institutions - Responsible for several national promotions including: - “Visa Business Dream Big Contest” in conjunction with Inc. magazine: national promotion with a goal to increase awareness of Visa Business cards and benefits - “Personal Helper” and "Year of Treasure": national promotions promoting Visa card usage at the peak holiday season