CMO for SaaS fintech serving banks, credit unions and mortgage companies. Our platform was purpose-built leveraging artificial intelligence (AI), natural language processing (NLP), and a microservices architecture to help drive over $30B in funded loan volume for our clients each month on average.

Head of marketing strategy for Surefire CRM, SaaS marketing automation and data platform serving banks, mortgage lenders and credit unions. Lead evangelist and executive marketing advisor (“Client CMO”) to our customer marketing executives and their marketing teams.

CRO for SaaS data intelligence platform leveraging AI and big data to enhance predictability, marketing and retention for banks, credit unions, and mortgage lenders. Responsible for revenue and evangelizing the platform throughout the financial services space.

Launched shoppable ads and CDP data offering for SaaS eCommerce platform. Worked closely with some of the largest CPG and technology brands in the world.

Built a multimillion-dollar digital marketing agency and publisher advertising network from scratch. During a challenging economy with limited resources, led business through several years of triple-digit YOY revenue growth with double-digit margins as player-coach. Grew business to support over 72 publishers, 200+ clients, and 1.2 billion monthly ad impressions. Working closely with the largest tech brands in the world, personally sold over $30 million dollars to top global brands and 4A agencies.

Worked on the leadership team for NationPoint.com, the online mortgage lending division of Merrill Lynch Bank and Trust. Hired to lead, develop and grow a best-in-class sales and marketing operation. Firm hit 2.7B in yearly production with 450 employees.

Worked in a variety of roles for E*TRADE Mortgage spanning sales, marketing and product development.

Managed, built and trained a highly successful sales team for leading real estate data provider and direct-response marketing company. Grew revenue to $53 million as Sales Director. Company successfully sold to Vertrue, Inc with great multiples.At peak, business grew to 300 stations, 10k+ inbound calls/leads a day and 350 employees. Prior to promotions: Top B2C sales contributor selling monthly recurring data services nationwide. Broke several sales records. Promoted to leadership within 1.5 years.