As Co-Founder, Chief Strategy Officer (CSO), and Chief Revenue Officer (CRO) at Ai Fintech Corp, I am at the forefront of driving AI innovation in financial technology. In today’s world, AI isn’t just a tool; it’s the cornerstone of transformation across industries. At Ai Fintech Corp, we embrace this all-in AI approach, pioneering solutions that redefine how businesses operate and grow.I lead strategic initiatives that harness the power of AI to optimize processes, boost revenue, and elevate customer experiences. Our flagship product, Maisy365, exemplifies this vision—an AI-powered mortgage assistant designed to streamline the lending process, from lead generation to post-close engagement. Maisy365 empowers lenders and borrowers alike, delivering seamless, personalized, and efficient interactions.As AI reshapes the financial landscape, I am committed to driving forward-thinking strategies that position Ai Fintech Corp as a leader in this future. My mission is to ensure our technology not only meets today’s demands but anticipates the needs of tomorrow, shaping a smarter, more connected financial ecosystem.

Chief Marketing Strategist: A Digital marketing agency serving clients in SaaS, Business Services, Franchise, Sports Marketing, IT, Legal, Finance, Life Science. Help agency achieved Google Elite Partner with $5+ million in campaign management. Extensive experience in working with executives and key stakeholders to strategize and deliver solutions to meet critical business objectives. Clients range from small firm to midsize to Fortune 500 companies. Sample clients include SCI Corporation, Dignity Memorial, Purina Mills, FBC Communications, Sam Houston Race Park, Palais Royal, Stage Stores, and other organization in B2B and B2C.Performed marketing strategies and management functions by managing vendors and teams in different geographic locations to execute marketing objectives. Responsibilities include defining Marketing Services Best Practice, Digital Marketing Strategy, and Tactics for the end client. • Managed all of SCI International (NYSE: SCI) S&P 400 Component inbound SEM campaign throughout the United States with a yearly budget of about ~$2 million. SCI International has over 24,000 employees and over 2000 locations in the US and Canada with yearly revenue of 2.96 billion and 11.72 billion in asset (2015). • Worked with SCI International brands include Dignity Memorial and Dignity Planning.• Customized Software Development: Developed New Email and Event Marketing Cloud software for Purina Mills / Land O’ Lake. The marketing objective and software requirement were to provide direct marketing support for Purina Mills Field Marketing at events throughout the US. Marketing software features include integration with the customer database, email, newsletters, website, event cards and coupon redemption. The system as a whole enable closed loop data from marketing to field marketing and capture the data uniquely identified for each consumer.

RevGenius is a group of revenue generating sales and marketing professionals brought together to learn, share, support, and grow with each other. You can consider us your alt work family!

• Lead Partners and Geographic Diverse Teams: Lead line partners and recruited and managed global teams to deliver marketing solutions and services to meet organizational objectives.• Collaborative Leader / Marketing Strategist: Managed full deck end-to-end projects starting from strategy to concepts, process mapping, design, development, staging, and production. • Innovative & Tactical Marketing Technologist and Problem Solver: Implemented real-time on demand KPI Visualization Dashboard to visualize marketing metrics and performance data. The Digital Marketing Performance Dashboard (MPD) provides practical insights and performance for various marketing campaigns and channels. With the dashboard, marketing process and culture fundamentally changes from "wishful marketing" to a process that is data driven. The MPD gives the ability to evaluate, test, and optimize all campaigns at real time level. With visualizing, execution of campaigns and gauging changes from months to weeks in deliverability. When important KPI is seen holistically and gradually, the whole organization thrives. These marketing insights help develop a culture to improve marketing performance through measurement, testing, and optimization continually. With a clear visual understanding of marketing performance and behaviors, simply, "problems are solved faster."• Software Architecture: Lead software development and developing a new SaaS cloud software for Lead Management. The software enables organizations to automatically get all inbound leads data from phone calls, forms, and live chats in one unified location. This helps improve business operations and workflow through marketing automation, and team collaboration. This software innovation helps maximize sales opportunities while minimizing missed leads opportunities due to workflow and human error. Fully adopted, business improvements can range from 15% to as much as 250% depending on work rules and organizations.

Developed Marketing Literatures and Product Branding: Collaborated with the management team, sales department and vendors to deliver marketing material and tactics. Marketing materials include product branding and messaging, print collaterals, and tradeshows. Created the first corporate website in 2015.

• Worked with key stakeholders within the organization to create marketing collaterals for the product channels. • Develop Marketing Process and Brand standards corporate wide for all print and electronic communications• Converted legacy graphics system from PC to Apple and reduce production conflicts with offset printers• Help support new product launch and new brand initiative• Design software product literature, product packaging, print collaterals• Communicated directly with product team leader and line managers to produce marketing materials.• Direct support to executive team for presentation