Marketing consultancy focused on acquisition and activation for financial industry, including FinTech, insurance, real estate, crowdfunding, crypto, lending, and brokerage.

Customer acquisition experts who produce results for early stage financial brands.

Create and deploy marketing programs for early-stage FinTech platforms and investment offerings distributing through wealth managers, family offices, TAMPs, RIAs, IFPs and institutions.

I lead client success for a remarkable marketing agency providing technology and performance marketing services for growth oriented brands all over the world

Leading the marketing program for our innovative NPL marketplace, with the goal of enabling real estate investors to buy non-performing mortgages one-by-one from large institutional sellers in order to revitalize their communities while creating financial gains for themselves.

Led growth of private equity-backed $36 billion mortgage originator focused on delivering a transparent, streamlined customer experience. Founded in 2001 and relaunched in 2020, Interfirst is built on a proprietary loan origination technology platform and an expanded business model featuring an integrated retail and wholesale offering. With innovation at its core, Interfirst enables mortgage broker partners and loan originators the ability to operate efficiently and friction free through a technology-driven model based on service, speed, competitive products/pricing, and sustainability.

At a time when online brokerages had not changed much in 20+ years, along comes M1 Finance to change the game in 2016. I had the good fortune to help lead a remarkable team of people committed to the cause of transforming the online brokerage experience for long-term personal investors. I recruited a new marketing team to support our cost-efficient marketing program across paid/organic search, affiliate, customer referral and email channels, and refreshed the brand, helping generate 3x growth of customer base and assets in just over a year. Particularly proud of the synchronicity of our marketing team with the greater M1 team, including product, engineering, compliance, people, success, support and operations, and earning our #1 rating by Investopedia.

Drove new business growth at Bento (now US Bank), a unique solution for business owners who want a hassle-free way to allocate monies to staff, simplify expense reporting and control spending. Both our plastic and virtual expense cards can be tightly controlled by our proprietary software from any device. I led all things that have direct impact on revenue, including new business sales (account acquisition), channel sales (partnerships), account management (renewals/retention) and product marketing (inbound/outbound lead generation), as well as building a fun, high performance culture within the firm.

Driving vertical lead generation through integrated marketing campaigns, with emphasis on SEO, SEM, PR, DR, Email, Digital networks, and channel partnerships. Together with leadership team launched insureon in 2012 as alpha brand. Insureon, a leading insurtech firm distributing insurance solutions for small business, serving the self-employed and companies with 10 or fewer employees. Insureon allows small businesses to apply online for insurance and receive multiple quotes from leading insurance carriers, completing in minutes a process that otherwise would take a week or longer. Insureon also has a best-of-breed team of expert salespeople who each specialize in a particular type of business. For more information, visit insureon.com or techinsurance.com.

Bizy was the first of its kind daily deals site connecting business sellers with small business owners. For many small business owners, what they save is a big part of what they earn. Bizy was an attractive alternative purchasing channel for millions of small-business owners for a wide array of products and services—from office equipment to travel. Through trade organizations and events including the National Restaurant Assn, Bizy provided a new way to access large numbers of motivated small-business buyers, generate substantial sales spikes, help deplete product inventories and prime the pump for successful new product and service launches.

Lead integrated marketing and promotion for Reverb Music, a music instrument retailer and owner of chicagomusicexchange.com. Relaunched e-commerce platform, expanded social media strategy, ongoing customer communications, and local advertising/PR. Initially responsible for operations and recruiting at reverbcapital.com, and independent trading firm.

Responsible for driving revenue growth through new business relationships, marketing initiatives, and product positioning. Worked side-by-side with founder/inventor of one of a kind eLearning platform that transforms corporate training through online video recording/playback interface. See http://goo.gl/F0DYf.

Lead all marketing execution from startup environment to established online broker, from 25 to 250,000 customers. Recruited best-in-class team to manage innovative online marketing tactics, results-oriented public relations program, channel partnerships, and educational initiatives. Achieved best cost-per-account, best return on ad spend, in the brokerage industry every year. http://www.optionsxpress.com

Responsible for loyalty initiatives for primary client United Airlines Mileage Plus, including launch of MyMileagePlus channel. Lead team in projects ranging from charity miles contests to partner programs to incentives targeted to flying behaviors. Brierley & Partners creates, manages and supports some of the world's most successful loyalty programs.http://www.brierley.com

Lead generation, trade show marketing, 1:1 campaigning, customer training