Business consulting engagements

Midwestern Financial Group (MFG) was originally founded in 2012 and recently restructured to accommodate the merger with Patrick Campbell and his prior firm. MFG provides comprehensive financial planning and wealth management services to individuals, families and businesses.

As part of a merger with Midwestern Financial Group and Campbell Financial Group (CFG), an Iowa-based firm founded by Patrick Campbell, CFG is no longer accepting clients via this firm.

Analyzed the feasibility of bringing a career focused web service with its own proprietary technology to market. Completed specific primary and secondary market research and analysis. Developed the company’s strategic vision, sales & marketing plan.• Executed primary and secondary research initiatives through the use of numerous online publications and content aggregators. Implemented primary research methods, which included face-to-face interviews, multiple surveys, and competitive analysis. Analyzed data to better judge business feasibility, potential market penetration, and align strategic marketing initiatives.• Managed elements related to business planning. Prepared business feasibility analysis and compiled statistical data.• Drafted marketing plan with significant focus on strong affiliate marketing through web publishers and related content sites, traditional publication advertising, social media outlets, and viral marketing.

World Trend Financial is an independent broker-dealer and a registered investment advisory firm. We employ registered representatives and investment advisors. Established in 1991, we developed from the accounting firm Terry, Lockridge & Dunn. Our affiliation gives us a unique advantage: we combine the insight of the accounting profession with the foresight of financial planning. This comprehensive approach allows us to address all of our client’s financial needs.

Directed a number of marketing initiatives resulting in securing a key distribution deal with an industry distributor and technology leader with sales of 1.4 Billion in 2006. Oversaw marketing projects from conception through completion.• Implemented internal marketing initiatives to enhance brand management and consistency, while executing campaigns focusing on delivering content through innovative delivery platforms and establishing distribution partnerships.• Structured and directed key marketing initiatives; such marketing initiatives consisted of direct mailing campaigns, online affiliate marketing programs, search engine marketing, search engine optimization, and database marketing.• Attended health care association trade shows. Presented product demos to specific buyers and purchasers.• Co-developed and managed marketing plan.• Assisted with customer acquisition.• Compiled key marketing and sales results to prepare reports for executive management.

• Before being promoted to Director of Marketing, served as marketing and sales associate. As an associate, implemented direct mailing campaigns, coordinated marketing collateral creation, acted upon follow-up conversion leads, prepared marketing reports, and acted as an inside sales representative.• Developed a data mining strategy in order compile key market data.• Managed CRM database.• Observed how quality health education plays a significant role in the health care delivery paradigm.