Strategically developed and tactically implemented an early-stage global SaaS company’s customer acquisition and retention program from scratch, including direct marketing, classical brand marketing, advertising, public relations, marketing communications, corporate communications, digital marketing (web design, search engine optimization, search engine marketing and social media), database marketing, marketing analytics, customer relationship management (CRM), marketing automation, consumer insight, market research, sales and business development. Built company’s first internal multidisciplinary marketing and sales and business development team. Cross-trained team members to integrate marketing, advertising, public relations and market research – aligned with sales and business development. • Developed brand architecture to articulate the company’s value proposition, including messaging and media, as well as rebranded the company.• Established the company’s first direct and digital marketing program, including web site development, SEO, SEM and social media.• Recruit, train and manage the company’s first marketing, sales and business development teams.• Implemented first customer relationship management (CRM) program, including the creation of dashboards to measure the efficacy of the marketing, sales and business development efforts.• Provide strategic counsel to the company’s founders in terms of all facets of the business – including operations, finance, human resources and legal.

Directed strategic development and tactical execution of a Fortune 500 insurance company’s Specialty Risk division’s customer acquisition and retention, including direct marketing, classical brand marketing, advertising, public relations, marketing communications, corporate communications, digital marketing (web design, search engine optimization, search engine marketing and social media), customer relationship management (CRM), marketing automation, consumer insight and market research. Built company’s first internal multidisciplinary marketing team. Cross-trained team members to integrate marketing, advertising, public relations and market research. • Developed first brand marketing program, positioning company’s 6 portfolio companies as industry leaders.• Created and managed company’s first customer acquisition and retention program through an integrated marketing program, including implementation of first-time attitudinal-based customer segmentation analysis, customer journey, market attractiveness index and digital lead generation program. Sales increased 30% in 1 year.• Prepared financial forecasts and corporate dashboards to project revenue and profitability.• Positioned division’s spin-off realizing a sale price of $1 billion and a forty-nine percent interest in the new entity.AmTrust Spun-off Specialty Risk Division through Leveraged Buyout to Private Equity Firm

Managed and directed full-service integrated marketing consulting firm (both B2B and B2C), including advertising, public relations, marketing communications, corporate communications, digital marketing (web design, search engine optimization, search engine marketing and social media), customer relationship management, business development, product development, consumer insight and market research. Built marketing consulting firm from scratch and supervised staff of 8. Worked with wide array of clients, including Wells Fargo & Company, LT Apparel, Aames Financial and Sokolove Law. • Grew annual revenue by 750% in 3 years.• Strategically developed and tactically executed the first marketing audit for the fourth largest bank in the United States by assets and the second largest bank by market capitalization. Aligned brand marketing and direct marketing to improve the efficacy of lead acquisition and client retention through an integrated marketing program.• Oversaw marketing plan and strategy, leading to global expansion of New York-based commercial real estate software as a service (SaaS) company.• Developed and executed first national integrated marketing program and e-commerce strategy for the largest manufacturer and distributor of children’s apparel and school uniforms in the U.S., realizing 25% increase in annual gross sales in 1 year.

Member of senior management team for one of the nation’s leading digitally enabled online lending companies (direct lender delivering commercial loans). Led development and management of all client-facing and lead generation functions, including marketing, sales and business development, supervising team of twelve and maintaining full P&L responsibilities. Developed company’s first customer relationship management system and marketing automation program, as well as database marketing and marketing analytics functions, to drive customer acquisition and customer retention, including measuring efficacy of marketing, sales and business development efforts and overall business through comprehensive dashboards. • Facilitated annual revenue increase of more than 200%, from $35 million to $100 million, in 1 year through an integrated marketing program.• Implemented first CRM and marketing automation platforms.• Established and implemented company’s first digital strategy, including web design, SEO, SEM and social media.• Created first strategic public relations program, elevating the Fundation brand.• Developed and structured a uniform sales methodology for world-class customer service, while successfully moving leads through the sales funnel.Fundation Group's Private Equity Sponsor Discontinued Direct Marketing Program

Managed and directed full-service integrated marketing consulting firm (both B2B and B2C), including advertising, public relations, marketing communications, corporate communications, digital marketing (web design, search engine optimization, search engine marketing and social media), customer relationship management, business development, product development, consumer insight and market research. Built marketing consulting firm from scratch and supervised staff of 8. Worked with wide array of clients, including Wells Fargo & Company, LT Apparel, Aames Financial and Sokolove Law. • Grew annual revenue by 750% in 3 years.• Strategically developed and tactically executed the first marketing audit for the fourth largest bank in the United States by assets and the second largest bank by market capitalization. Aligned brand marketing and direct marketing to improve the efficacy of lead acquisition and client retention through an integrated marketing program.• Oversaw marketing plan and strategy, leading to global expansion of New York-based commercial real estate software as a service (SaaS) company.• Developed and executed first national integrated marketing program and e-commerce strategy for the largest manufacturer and distributor of children’s apparel and school uniforms in the U.S., realizing 25% increase in annual gross sales in 1 year.

Member of senior management team for leading, privately-held financial technology company providing industry’s most innovative cash management and cash-related solutions to broker-dealer, bank, qualified retirement plan and retail direct markets. Guided development and management of strategic marketing initiative and each companies’ integrated marketing, including advertising, marketing, public relations, marketing communications, corporate communications, digital marketing (web design, search engine optimization and search engine marketing), customer insight, market research, customer relationship management and product development.• Developed and implemented first integrated direct marketing program, including marketing, advertising, and public relations, realizing 100% increase in lead generation for Intrasweep LLC in launch phase over previous year’s combined marketing campaigns.• Increased number of Access Control Advantage, Inc. clients by 300% in eighteen months and secured 20% of targeted prospects as leads through 2 national trade shows within 5 months.• Established in-house creative services department, reducing corporation’s annual marketing budget by 40%.• Successfully positioned Double Rock Corporation for the very successful sale of its operating companies.Double Rock Corporation Sold its Operating Companies

Managed and directed full-service integrated marketing consulting firm (both B2B and B2C), including advertising, public relations, marketing communications, corporate communications, digital marketing (web design, search engine optimization and search engine marketing), customer relationship management, business development, product development, consumer insight and market research. Built marketing consulting firm from scratch and supervised staff of 8. Worked with wide array of clients, including Wells Fargo & Company, LT Apparel, Aames Financial and Sokolove Law. • Grew annual revenue by 750% in 3 years.• Strategically developed and tactically executed the first marketing audit for the fourth largest bank in the United States by assets and the second largest bank by market capitalization. Aligned brand marketing and direct marketing to improve the efficacy of lead acquisition and client retention through an integrated marketing program.• Oversaw marketing plan and strategy, leading to global expansion of New York-based commercial real estate software as a service (SaaS) company.• Developed and executed first national integrated marketing program and e-commerce strategy for the largest manufacturer and distributor of children’s apparel and school uniforms in the U.S., realizing 25% increase in annual gross sales in 1 year.

Member of the company’s Executive Team that governs the day-to-day management of a division of a Fortune 500 company, which is one of the largest national retail home equity lending companies in the United States. Annual sales totaled $1.8 billion. Directed the strategic development and tactical execution of the company’s advertising, marketing, public relations, corporate communications, digital marketing (including web design, search engine optimization and search engine marketing), consumer insight, market research, customer relationship management (CRM), product development and business development. Hired, trained and motivated an internal staff of 22, including several internal promotions. Built the company’s first multidisciplinary marketing team, cross-trained team members to integrate marketing, advertising, public relations and market research. Managed an annual budget of $50 million.• Created and executed the company’s first national integrated marketing program, including TV, radio, print, direct mail, Yellow Pages, out-of-home advertising and the Internet that resulted in a 70% increase in annual sales with a 20% reduced marketing budget in 2001, exceeding the annual sales goal by 30%.• Rebranded and repositioned a 20-year old company in 6 months.• Identified new markets, products and channels to increase market share. Entered 3 profitable markets, while exiting 4 markets that were not demonstrating sufficient profitability.• Successfully developed and implemented an E-commerce strategy for Champion. Increased the number of referrals made to Champion’s web site via search engines by 52% and increased the number of times Champion appeared in the “top 30” rankings when searches were conducted against an industry-specific list of 106 keywords/phrases by 64% in 3 months.KeyBank Sold Champion Mortgage

Managed and directed full-service integrated marketing consulting firm (both B2B and B2C), including advertising, public relations, marketing communications, corporate communications, digital marketing (web design, search engine optimization and search engine marketing), customer relationship management, business development, product development, consumer insight and market research. Built marketing consulting firm from scratch and supervised staff of 8. Worked with wide array of clients, including Wells Fargo & Company, LT Apparel, Aames Financial and Sokolove Law. • Grew annual revenue by 750% in 3 years.• Strategically developed and tactically executed the first marketing audit for the fourth largest bank in the United States by assets and the second largest bank by market capitalization. Aligned brand marketing and direct marketing to improve the efficacy of lead acquisition and client retention through an integrated marketing program.• Oversaw marketing plan and strategy, leading to global expansion of New York-based commercial real estate software as a service (SaaS) company.• Developed and executed first national integrated marketing program and e-commerce strategy for the largest manufacturer and distributor of children’s apparel and school uniforms in the U.S., realizing 25% increase in annual gross sales in 1 year.