Membership Benefit programs marketed to affinity groups such as employers, associations, and credit unions.

Consulting clients include lower-middle market companies within specialty insurance and financial services, club membership / consumer rewards programs, B2B solutions and B2B2C marketing. C-level strategic engagements typically focus on creating new revenue streams, improving profitability, designing operational and technology enhancements, and driving sales and/or marketing effectiveness. Project initiatives may include competitive and brand positioning, operational and organizational… Show more Consulting clients include lower-middle market companies within specialty insurance and financial services, club membership / consumer rewards programs, B2B solutions and B2B2C marketing. C-level strategic engagements typically focus on creating new revenue streams, improving profitability, designing operational and technology enhancements, and driving sales and/or marketing effectiveness. Project initiatives may include competitive and brand positioning, operational and organizational alignment, financial and profitability analyses, sales systems development, technology solutions, product / channel marketing integration, sourcing corporate acquisitions and investment capital, conducting due diligence, leading change management and cultural alignment. Show less

Marathon Group is a holding company providing Vehicle Service Contract Administration, Call center marketing, Property & Casualty Insurance and Premium Financing services.

www.viewpinnacle.comAs consultant, developed a comprehensive business plan to transform National Motor Club into a high-line motor club for discriminating consumers of luxury and classic automobiles. The business and its 24/7 dispatch operations were completely re-branded and re-launched as a "Concierge-class Traveler Services", with high touch service combined with with technology solutions such as digital dispatch and consumer-friendly service delivered through a highly vetted network of… Show more www.viewpinnacle.comAs consultant, developed a comprehensive business plan to transform National Motor Club into a high-line motor club for discriminating consumers of luxury and classic automobiles. The business and its 24/7 dispatch operations were completely re-branded and re-launched as a "Concierge-class Traveler Services", with high touch service combined with with technology solutions such as digital dispatch and consumer-friendly service delivered through a highly vetted network of Independent tow companies nation-wide. The business was owned by a family Trust, whose members subsequently dissolved the business just prior to its first full year of operations. Show less

Recruited to this PE-backed Roadside Assistance company to develop Strategic Plans and New Products to turn-around its business operations across the US and Canada. Strategies included changing the company from a mono-line Roadside provider, into a broader multi-line membership benefits and Business Solutions partner. A corporate name change was engineered to support that expanded vision, and several innovative products were developed with strategic pricing. In this role, Rob managed State… Show more Recruited to this PE-backed Roadside Assistance company to develop Strategic Plans and New Products to turn-around its business operations across the US and Canada. Strategies included changing the company from a mono-line Roadside provider, into a broader multi-line membership benefits and Business Solutions partner. A corporate name change was engineered to support that expanded vision, and several innovative products were developed with strategic pricing. In this role, Rob managed State Filings, Legal initiatives, all vendor and benefit provider relationships, and directed a company-wide Systems Platform Conversion project to support operations for expanded Auto/Travel Club Membership Programs across the US and Canada. The company has since been sold, enabling its Private Equity owner to divest. Show less

Hired as consultant by PE firm owner to reorganize Sales, Marketing, Professional Services, and IT functions within a CRM/SME software company. Was then asked to serve as COO and Board member to develop CRM systems, marketing strategies and a complex sales process to penetrate key target markets. Through the formation of strategic alliances, an ERP solution was introduced into two high profile Healthcare accounts. This enabled the Private Equity firm owners to successfull implement its exit… Show more Hired as consultant by PE firm owner to reorganize Sales, Marketing, Professional Services, and IT functions within a CRM/SME software company. Was then asked to serve as COO and Board member to develop CRM systems, marketing strategies and a complex sales process to penetrate key target markets. Through the formation of strategic alliances, an ERP solution was introduced into two high profile Healthcare accounts. This enabled the Private Equity firm owners to successfull implement its exit strategy. Show less

Residential Mortgage Brokerage Originator formed and licensed in three states: OH, GA and SC.

Recruited to market financial services and insurance programs to Macy’s retail store credit customers; created plan and gained support for an Internet/direct response virtual offering of financial products. Converted FACS credit card bank to Federal Thrift Charter to ensure legal and regulatory compliance. Formed a consulting company and residential mortgage operations during a period of consolidation and divesture preparation, leading ultimately to division sale to Citicorp.

Created brand and channel marketing strategies for an insurance and financial services company serving 15,000 credit unions and more than 30 million members; directed a $40M budget and 100+ staff for six business units. Launched and promoted several new insurance products, investment brokerage, and ancillary club membership programs to increased annual revenue 24% to $450M. Developed a direct response marketing business plan onsite for the company’s Australia operation.

Designed and marketed auto warranty programs for the US Auto Club (USAC/MD) as well as discount buying club membership programs; each product line generated more than $200M annual revenue. Increased annual fee income from insurance marketing and ancillary products 27%.

Assumed control of an insurance operation that suffered over $94 million in multiple state class action lawsuits. Through compliance training, new product development, and marketing backed by consumer research, Insurance premiums reached an historical record level of profitability and premiums per loan, without a single new regulatory challenge.The Sales Finance business had historically been a "loss-leader", losing an average of over $10 million annually. Credit programs suffered from… Show more Assumed control of an insurance operation that suffered over $94 million in multiple state class action lawsuits. Through compliance training, new product development, and marketing backed by consumer research, Insurance premiums reached an historical record level of profitability and premiums per loan, without a single new regulatory challenge.The Sales Finance business had historically been a "loss-leader", losing an average of over $10 million annually. Credit programs suffered from low market penetration and high credit loses due to a lack of disciplined processes and erratic discount pricing delivered thru national retail clients. The business was strategically re-branded, new products were developed and pricing structures attracted higher creditworthy consumers. The entire business systems platform was re-engineered and credit processing was streamlined. Service quality improved along with portfolio performance. Within one year, the Sales Finance business reversed from being a loss leader to returning a 15% ROI run-rate. Show less

Retail Business Unit Leader with full P&L accountability. Developed Strategic plans and managed business growth from $35M to $285M Net Written Premium through field sales, product development, marketing and business unit operations.

Managed Client Relationship, marketing and sales merchandising of the nation's first co-branded credit card program with a national Retail organization. Credit receivables grew from $53M to $250M in three years, at which point the client private-labeled the credit program and bought all credit receivables.