Conceptualized and executed marketing initiatives for software. Increased subscription base by 25%.• Created ‘value content’ designed to give end-users a clear understanding of how our suite of optimization software tools could be utilized to scale, reduce costs and raise brand awareness. • Wrote marketing copy that increased brand authority, attracted new customers, while minimizing churn (year 1 = 3%).• Assisted in developing internal SOPs that cultivated a company culture focused upon personal efficiency, delivering an exceptional customer experience, and having fun whiledoing so.• Liaison between high value clients to facilitate clear communication (expectations, timelines and resolution of any issues) between clients and PPC management team, to help ensure optimal client experience

Content creation: developed flexible - feedback driven roadmaps for three separatebusiness entities, design to raise brand awareness/visibility, establish authority, and educate target audiences about products/services/benefits to them. Result: successful product launch (multiple sales).• Marketing: created content for websites (landing page/internal pgs.), email sequences (relationship build, value, sales), blogs (educational) - product user guides. Results: email subscriptions increase 8%, longer patient retention, churn rate drops .5% -investor inquiries.• Consultant: conducted weekly Zoom strategy calls with owner and key staff (assess progress of current initiatives, staff issues, develop appropriate responses to fluid situations)

Recruited new members for Mastermind group at 3-day live Private Practice Summits.• On-boarded, fostered member cross-engagement and adaptation to group culture. • Recruited clients for Elite program (private practice building tools).• Conducted client calls to identify business objectives, implement appropriate resolutions, ensure positive user-end and support experiences.• Devised customized strategies to reduce fixed costs, increase revenue, motivate staff.• Cultivated client relationships that reduced churn and turned clients into "living billboards" for the RI brand. (90% year-to-year retention)• Advocated for clients to resolve communication bottlenecks with support staff, or service providers. • Reinforced benefits (tangible and intangible) of programs. Emphasized the importance ofthe client’s proactive role in having successful outcomes.

Strategized real-time market-responsive strategies for high-net-worth investors and institutional money managers.• Worked effectively in a team environment, with the capacity to prioritize tasks under pressure and consistently deliver high-level service to clients.Worked with developers of MLX electronic trading platform on pilot evaluationOver saw pilot program in ‘real time’ trading sessions to provide detailed insights in regards to functionality - ( pluses/minuses)

Provided timely execution of retail orders for international and domestic clients on CBOE, AMEX, Midwest exchanges. Clients included Dresdner bank /Frankfurt, Desjardins/Toronto, Morgan Keegan, Oscar Gruss, and TriCom Securities.• Assisted in development of MLX electronic trading platform. Evaluated pilot program in real time trading sessions to provide detailed insights about user-experience.Trained all entry level personnel in operational procedures and conducted seven week Options class.