As the Founder and Principal of Egmont LLC, I provide marketing and sales consulting services, specializing in the financial services industry. My expertise includes developing and implementing strategic marketing campaigns, client acquisition, and relationship management to help firms grow their assets under management.Currently, I work with Mad River Investors, where I lead efforts to increase client engagement and attract new prospects through tailored marketing initiatives, content creation, and direct outreach. I am also pursuing my Series 65 license to expand my role into selling securities as an investment advisor representative for Mad River Investors, while continuing to operate my consulting firm.Key Services:- Marketing strategy development- Client acquisition and retention- Channel marketing and content creation- Business development and sales support

Allego’s mobile-first platform allows organizations to create and curate the best content from the field and subject matter experts. We then enable businesses to activate sales teams and impact revenue at reduced time and cost. Our users love it since it's as simple as any other consumer tech they use.

Kantar (fka - Compete Inc.), part of WPP, is the world's leading data, insights and consulting company. We are passionate about helping clients understand their customers, markets and brands. Our experts work with clients to identify opportunities, create strategies and deliver solutions that build better businesses. Our expertise spans a broad range of specialties, including brand and communication, shopper and retail, media, digital and technology, research, consulting and analytics. With more than 30,000 people working in over 100 countries, Kantar provides marketers with the answers they need to grow their business and create meaningful connections with their customers.

Footprint's custom audience platform helps advertisers build awareness, consideration and sales using digital display advertising, video, mobile and social. Our advanced technology is supported by expert traders with experience in most major verticals including automotive, retail, financial services, entertainment and hospitality. Footprint's process begins by working with you to understand your business which allows us to provide unique data driven strategies, transparency, measurable results, recommendations and continuously improve performance.

Cox Automotive (fka - Chrome Systems, ALG) is a leading provider of automotive services, including vehicle remarketing, digital marketing and software solutions, financial services and media offerings for automotive dealers, manufacturers and consumers. We are committed to providing the best customer experience and a wide array of innovative products and services. Our goal is to help transform the automotive industry by providing the most comprehensive suite of integrated solutions available in the market. We are committed to providing the highest quality of service to all of our customers, from dealers and automotive manufacturers to individual consumers. Our experienced team of professionals is dedicated to helping our partners succeed and providing the best customer experience in the industry.