Deliver long-term sustainable growth through relevant charitable planning education for partners and high net worth clients. Identify new opportunities for growth of Schwab Charitable’s donor advised funds. Manage relationships with donors, financial consultants, and non-profit organizations.

Provide strategic marketing counsel to a broad group of senior leaders. Deliver strategic messaging and positioning framework to inform content strategy that will deliver awareness, leads and revenue.• Develop strategic messaging framework to drive best-in-class storytelling for a mission driven organization that’s products connect to 911 to save lives. • Deliver 12-month content strategy across State, Local Gov and B2B. • Launch new vertical campaigns, story driven sales tools, and thought leadership to deliver leads.

Promoted 3x to lead brand, field, product, customer marketing strategies, and corporate philanthropic initiatives to deliver the brand awareness, consideration, and revenue growth that took T-Mobile from #4 to #2. • Conceived & launched C-Level $30M community grants program to increase brand affinity and social impact through local giving. Evaluated market opportunity, identified and onboarded non-profit and corporate partners, and grew hyper-local earned media impressions. • Delivered 5x activations through regionalized strategy for Project 10M, the commitment to provide free wi-fi to 10M households over 5 years, by partnering with Feeding America and Boys and Girls Clubs to scale the program.• Built multi-year rural area marketing strategy to deliver brand awareness and consideration, +2% QoQ, #1 Share of Port-Ins, and +16% lift in activations. • Led incubation and innovation team. Launched 10 incubation programs in 12 months, with 80% of programs scaling to national/regional focus programs.

Directed product marketing strategy and execution to drive consumer adoption for U.S., European and Asian markets.

Owned messaging and positioning for Flagship service, WebEx Meeting Center, to inform multi-channel product marketing strategies, including event/sponsorship execution, webinars, demos, web copy, pitch decks, customer testimonials, and thought leadership• Successfully launched two new products and 3 new features, exceeding lead targets by 10-25%. Designed and delivered all new product training and education• Delivered field enablement strategy and content to ensure sales teams are educated on most current offerings and positioning across all domestic and global geographies to drive prospect attach and customer adoption

Coached and trained wealth management teams on best practices for growing customer share of wallet, business development, marketing, and integrating financial planning technology into their business practice• Selected as one from 100+ divisional professionals to present at Chairman’s Club event(s), providing guidance and coaching on leading strategies to leverage technology to grow share of customer investment portfolio. • Assisted Regional and Branch Managers in their Financial Advisor recruiting efforts by showcasing technology capabilities for financial planning and online trading delivering $150M+ in new asset transfers• Managed high performing team of marketing and training professionals. Leadership style focused on coaching, mentoring, and investing in individual growth. • Key contributor on the JC Bradford/PaineWebber/UBS merger team, with responsibility to ensure field marketing and training teams had the tools to successfully retain key financial advisors and clients. Transitioned 80 branches with 900 advisors in 2 months.

Built a new Sales Assistant training and career development program focused on onboarding and preparation for long-term success in the role Created all training materials and content for weeklong trainings for Sales Assistants across the organization  Built curriculum for new and existing employees to gain the knowledge to prepare for advancement by completing their licensing  Presented all training content and materials on a weekly basis