As Head of Client Services at Simon/Myers, I led the client services team, overseeing account and project management. My focus was on scaling the agency, driving revenue growth, and optimizing operations. I joined during Simon/Myers’ transition from a shopper marketing agency to a full-service marketing agency, expanding into digital marketing, social media, influencer management, digital experience design, and brand campaign advertising. During my tenure, the agency grew from 8 to 22 employees, achieving over 500% revenue growth.•Client Leadership & Strategy:Led strategy and execution for key clients, including Delta Faucet, Brizo, Kichler Lighting, DeVry University, BrassCraft, and LG Electronics ESS. Directed omnichannel B2B and B2C marketing strategies from concept to implementation, covering brand campaigns, digital marketing, paid media, social media, e-commerce, website design & development, and experiential design.•Revenue Growth:Drove year-over-year revenue growth by introducing new digital services and a tiered pricing structure. Enhanced profitability through streamlined services and resource management, improving productivity and achieving staff utilization goals. Built strong client relationships that delivered impactful results in trade and retail channels.•Team Management & Operations:Managed a diverse team of account supervisors, strategists, producers, and client-side marketers. Developed a creative process utilizing cross-functional teams to deliver insights-driven solutions to meet client goals with C-suite stakeholders.•Executive Leadership:As part of the executive leadership team, contributed to business development, operations, recruitment, and cultural initiatives. Created "How We Grow" committees that scaled the agency and transitioned it to a hybrid work environment using Google Workplace, Slack, Zoom, Asana, and HubSpot. My efforts ensured smooth operations and sustained growth in both revenue and client service capabilities.

I founded SBW, a digital and marketing agency, to deliver agile and iterative marketing solutions that span the entire customer experience. My entrepreneurial venture focused on providing digital strategy and business consulting services to start-ups and small to mid-sized companies, guiding them from strategy through execution with measurable outcomes.•E-commerce Expansion: Implemented and designed e-commerce capabilities for a gourmet take-away restaurant, significantly expanding their food delivery business. This involved creating a website redesign, and developing new packaging and in-store layout concepts based on primary consumer surveys and research I conducted, leading to a more cohesive and appealing brand experience.•Digital Experience Optimization: Enhanced the online customer experience for a telemental health therapy start-up by providing UX optimization solutions. Initiated and managed various Google AdWords campaigns, resulting in a significant increase in website traffic by over 80%, resulting in greater visibility and user engagement.Industries: Food/Restaurant, Healthcare, Consumer Products

RTTH is a private hospitality company with brands including Blue Plate Catering, tesori trattoria & bar, Larkin Hall, and the Wild Blue intrapreneurial program.As the marketing executive leader, I joined RTTH during a crucial transformation to expand into business catering and explore new restaurant openings. This shift coincided with RTTH’s move to a new headquarters, doubling its capacity to target business catering clients. I focused on modernizing marketing through digital strategies, rebranding, and creating a digital transformation roadmap for a unified customer view.•Business Transformation: Expanded RTTH's focus from event to business catering, leading rebranding efforts and creating new brand strategies for B2B (catering) and B2C (restaurants) segments.•Digital Marketing: Introduced paid media and digital marketing strategies, including SEM and social media management, leading to over 700M impressions and a 40% increase in sales and reservation leads.•Customer Experience: Spearheaded digital transformation, integrating IT platforms across finance and operations to create a unified view of the customer. Reviewed CRM platforms (Salesforce, HubSpot, Marketo) to enhance customer retention.•Revenue & Social Media Growth: Developed integrated marketing strategies that boosted brand awareness by 80% and sales by 40%. In 2015, secured record revenues of $30M for the largest brand. Led social media efforts, increasing engagement by 150%+ and tripling fan bases across major platforms.•Brand Strategy & Advertising: Managed rebranding and launched new campaigns across five brands with a $1M+ budget, establishing guidelines to build brand equity.•Leadership & Collaboration: Managed an internal marketing team and partnered with PR and SEM agencies, driving growth and engagement across all channels.This role allowed me to combine executive leadership with hands-on execution, driving significant growth and laying the foundation for RTTH’s future success.

At Razorfish, I led digital strategy engagements for key clients such as State Farm, Samsung, US Foods, and Invesco, managing engagements ranging from $700K to $1B. My work centered on transforming customer experiences through strategic digital initiatives and advising C-suite stakeholders in Marketing, Sales, and IT.•Digital Strategy & Roadmap Development: Delivered comprehensive digital strategy roadmaps by conducting market research, competitive analysis, and stakeholder interviews. These strategies re-imagined digital experiences, like online shopping, quoting, and knowledge sharing, to introduce unique offerings, optimize online experiences, or reach new customers.•Customer Experience Design: Facilitated workshops with C-level executives to re-imagine customer experiences, applying design-thinking principles to create a vision for future digital experiences. Developed actionable digital roadmaps to achieve these goals and drive revenue growth.•Digital Transformation & Governance: Advised clients on digital governance and organizational structures, helping them address critical questions about team organization, ownership of digital experiences, and governance models. Led cross-functional teams, including creatives, UX designers, planners, analysts, project managers, and tech architects, to translate strategy into actionable user stories for agile development.This role allowed me to combine strategic thinking with cross-functional leadership, driving digital transformation and enhancing customer experiences for major global clients.

As an Engagement Manager at PwC, I advised C-suite and executive-level stakeholders at large global companies and mid-sized U.S. companies on process re-engineering and growth strategies. My role involved leading high-impact engagements in financial services, product, and services sectors, driving critical corporate strategy, process improvement, and operations initiatives. Key clients included, Travelers Insurance, Northern Trust Bank, Allstate, W.W. Grainger, and Fannie Mae.•Revenue Growth & Market Expansion: Led revenue growth engagements ranging from $100K to $750M, identifying and assessing new market opportunities that doubled revenues in three years, generating over $150M in incremental revenue. •Process Re-engineering & Cost Optimization: Redesigned business processes to enhance operational efficiency, resulting in a 10% reduction in operating costs, amounting to $2.5B in savings for a major U.S. mortgage lending company. Managed redesigned anti-money laundering compliance processes for a global bank, leading it to successfully pass its AML requirements. These initiatives involved detailed process mapping and optimization recommendations across cross-functional teams.•Strategic Advisory & Market Analysis: Provided strategic advisory on new market, multi-channel distribution, and sales incentive redesign. Conducted competitive analysis and identified key target markets for a consumer electronics startup, positioning them for successful product launches.This role allowed me to offer my expertise in management consulting to drive business transformation and growth for clients while collaborating closely with cross-functional teams and executive-level leaders.

As a Business Planning Manager at Walt Disney Parks & Resorts, I led the development of growth strategies that shaped the future of the WDW Marketing & Sales Organization and Disney Sports Attractions Organization. I was responsible for leading growth strategies that required close collaboration with cross-functional teams across the US and international markets, including marketing, sales, finance, and operations. My work directly influenced business planning, strategy development, and new business valuations.•Global Sales & Marketing Strategy: Led cross-functional teams in the US, UK, Canada, Japan, Mexico, and Germany to develop and implement a $1B international marketing and sales distribution strategy. This strategy delivered over $50M in cost savings and achieved record revenues in 2004.•New Business Valuation: Collaborated with Disney Sports Attractions to lead the pro forma valuation for a potential $15M capital investment at Disney’s Wide World of Sports. Conducted customer segmentation analysis, factoring in pricing strategies, market cannibalization, and opportunities in both local and tourist markets.•Market Demand & Opportunity Analysis: Developed customer segmentation demand models to identify $5B in global market opportunities in Japan, Canada, Mexico, and Hong Kong. These efforts led to the alignment of key target segments with focused customer acquisition strategies, enhancing the overall customer experience.This role allowed me to leverage my expertise in growth strategy, valuation analysis, and international collaboration, driving significant business outcomes in a large multinational matrix organization.

Industries - Municipal Pension Plans, Not-for-Profit Foundations, and CorporationsExperience - Investment Portfolio Attribution; Benchmarking; Asset Allocation Strategy

Industries - News & Media Corporation, Healthcare and Hospitals, Not-for-Profit Foundations, High Net Worth Family OfficesExperience - Portfolio Manager Assessment (Qualitative & Quantitative Attribution Analysis); Investment Portfolio Attribution; Benchmarking; Asset Allocation Strategy; International Equity and Bond Market Analysis; Alternative Asset Classes Assessments (Hedge Funds, Commodities, Real Estate)