B2B/B2C organization focused on all stages involved in the lifecycle of an energy asset.Key Stats: $750K Marketing & Sales Budget; 200% increase to top-line revenue; 325% increase to sales pipeline.Role Overview: 50 staff; 2 locations; $7M+ in revenue; 10 direct reports; 4 operating entities, 3 external partners.Industries: Alternative Energy, Renewables, Clean Tech, Solar, Utility, Engineering.Role Summary:◂ Led 20+ stakeholder engagement sessions including corporate clarity workshop, weekly envisioning taskforce sessions, weekly townhalls, and corporate purpose sessions;◂ Developed $100M GTM strategic action plan incorporating 3 geographic regions, 6 service verticals, and performance KPIs;◂ Developed primary brand positioning, key messaging, and brand implementation across all 4 operating units;◂ Developed account-based marketing approaches to address 10+ identied customer personas and journeys;◂ Integrated MQL/SQL acquisition approaches with Marketing Automation and HubSpot CRM;◂ Facilitated group of 50+ to define the organization’s “Social Purpose” and aligned organizational culture;◂ Oversaw $7M Operating Budget, $20M Annual Revenue Forecast/Pipeline, and provided executive P&L oversight and reporting;◂ Implemented Customer Feedback program, 30% increase in response over previous initiatives;◂ Oversaw the strategic approaches, creative, and contextual content development for proposals.

Synergy Pacific Lending is a B2B and B2C technology start-up in the financial sector connecting secondary mortgage Borrowers and Lenders via an online platform.Key Stats: $150K Annual Marketing & Sales Budget; Added $1M to annual revenue forecast.Role Overview: Early stage start-up, 5 direct reports.Industries: Fintech, Web/App, Finance, Mortgage Brokerage.Role Summary:◂ Led multiple stakeholder engagement activities including a corporate retreat workshop and weekly board meetings;◂ Oversaw the development of a $25M strategic action plan and the development of an annual marketing plan;◂ Completed a full market analysis to understand market competition and organizational competitive advantages;◂ Led the creation and formalization of the Brand Identity, Brand Positioning, and Key Messaging;◂ Created and launched the website, corporate marketing materials, and 3 video advertisements;◂ Developed account-based marketing approaches to address 5+ identied customer personas and journeys;◂ Worked with external nancial services providers to white label platform into their existing web infrastructure, potentially adding over $1M to the annual revenue forecast;◂ Oversaw the complete UX/UI development and deployment for the product;◂ Established 6-month working budget, managed day-to-day cash ow, and provided P&L oversight and reporting;◂ Facilitated multiple customer engagement sessions (20-25 ppl per session) to evaluate PRE-RELEASE version.

Provided consultant services focused on connecting B2B and B2C customer business goals, strategy, and market development.Key Stats: 15+ Brand Strategies Completed; +400% Client Customer Engagement Growth; $500K+ per year of managed marketing budgets.Industries: FinTech, Real Estate, Consumer Packaged Goods (CPG), Lifestyle, Beauty, Education, Energy, Motorsports.Role Summary:◂ Led multiple full day and weekend stakeholder engagements for clients;◂ Oversaw the development of 15+ strategic action plans and the development of related annual marketing plans;◂ Led the creation and formalization of the Brand Identity, Brand Positioning and Key Messaging for 20+ brands;◂ Developed account-based MQL and SQL approaches to address multiple customer personas and journeys;◂ Integrated acquisition approaches with Marketing Automation and HubSpot CRM;◂ Developed campaigns, created visual and textual content, coordinated events, and purchased advertising for client’s driving 400-500% market growth.◂ Led Brand Activation and partnership projects for Indochino and Goldwell;◂ Implemented marketing initiatives and culturally sensitive approaches for opportunities in Europe and Asia;◂ Established annual marketing budgets, managed monthly spend, and reported monthly for 15+ client brands;◂ Created and implemented referral and repeat business incentive programs for client customers.

DEC was a B2B multi-discipline engineering firm focused on Building Systems, Sustainability, and District Energy. Purchased by Pinchin in 2017)Key Stats: Increased profit margin by 200%; increased top-line revenue by 300%; increased sales pipeline by 500%.Role Overview: 30 staff (+ 15 from external partners); 3 offices; $5M+ in revenue; 10 direct reports; 7 external partner organizations.Industries: Alternative Energy, Engineering, Sustainability.Role Summary:◂ Led multiple stakeholder engagements activities including 3-day corporate retreat (12 ppl);◂ Oversaw the development of a $100M strategic action plan including expansion into 5 new international regions;◂ Led the creation, formalization, and implementation of a new Brand Identity, Positioning and Key Messaging;◂ Implemented SQL acquisition tactics and integrated with Salesforce CRM;◂ Provided creative direction to a complete brand implementation including web, collateral, video, and photo content;◂ Coordinated with Mass and Specialty media to produce feature content;◂ Implemented marketing initiatives and culturally sensitive approaches for opportunities in USA, Mexico, China, UK, Russia, and Australia;◂ Recruited and scaled organizational team from 9 members to 30 within 24 months;◂ Developed strategy, contextual story, and visual packages for all sales related collateral and pitched to multiple groups;◂ Attended and presented at multiple tradeshows and corporate networking events.

Gator IT, a high-growth start-up SaaS company, developed a premier project management software system called ACTEO.Key Stats: Successfully exited at 2.5X valuation; grew SaaS subscriptions by 250 seats in first year; grew top-line revenue to over $500K.Role Overview: 9 staff; 2 offices (Vancouver & Toronto); $500K in annual revenue; Successfully exited.Industries: Technology, Fintech, Software-as-a-Service (“SaaS”).Role Summary:◂ Founded the company, completed a full market analysis; and developed and implementation on a $10M business plan;◂ Led the creation and formalization of the Brand Identity, brand positioning, and key messaging;◂ Created visual and textual content for a variety of platforms, coordinated events, and purchased advertising;◂ Formed a North American resellers network and facilitated regional marketing efforts;◂ Established and implemented pricing strategies, including “SaaS” approach;◂ Facilitated multiple customer engagement sessions to evaluate BETA versions of product and marketing programs;◂ Coordinated and hosted product release receptions attended by more than 150 and attended and presented at multiple tradeshows and corporate networking events;◂ Developed all contextual and creative sales related collateral and pitched to multiple groups of potential customers, including to 250 angel investors at the Vancouver Enterprise Forum.◂ Implemented a month-to-month per seat licensing model for ACTEO, secured 250+ user licenses, and grew annual top-line revenue to over $500K in first 12 months.

Living System was a design agency specializing in corporate communication, branding, and image management.Key Stats: Opened 2 corporate locations; complete 40+ Brand Strategies; grew e-newsletter platform by over 500 in 6 months.Role Overview: 7 staff; 2 offices (Vancouver & Toronto); $500K of managed marketing budgets.Industries: Real Estate, Fashion, Performance Sports, Lifestyle, Technology, Consumer Packaged Goods, Consumer Brands.Role Summary:◂ Oversaw the development of multiple client annual marketing plans;◂ Led the creation and formalization of the Brand Identity, Brand Positioning and Key Messaging for 40+ brands;◂ Conducted forensic Brand Audits of National and International Brands including the iCoke brand for Coca-Cola;◂ Provided creative and strategic direction to a complete brand implementations;Created visual and textual content for a variety of platforms, coordinated events, and purchased advertising;◂ Developed a variety of web-based applications for clients to drive market engagement and sales including community forums, catalogue and ordering systems, registration systems, and employee training programs;◂ Implemented marketing initiatives and culturally sensitive approaches for client opportunities in USA, Europe, Australia, and Asia;◂ Executed multiple Brand Activations for clients including WestBeach, Westcomb, and Option-NFA;◂ Published corporate branding e-newsletter, exceeded 500 monthly subscribers in first 8 months;◂ Merged into DDB Canada as partner became the Senior Art Director for DDB.

The SuperSeries, was a privately held elite hockey program that featured the best young hockey players from across North America and Europe.Key Stats: 400 staff; $1.2M operating budget; 10 direct reports; 5 countries.Industries: Hockey, Sports.Role Summary:◂ Managed more than 400 Full-Time Staff, Coaches, and Volunteers;◂ Oversaw and managed an operating budget of $1.2M and presented on financial progress to shareholders;◂ Made recommendations to the board regarding costs and ROI; ◂ Negotiated annual contracts with service providers;◂ Implemented long-range horizon roadmap to maximize overall success; ◂ Travelled across North America to meet and secure buy-in from potential participants;◂ Represented organization to TV, Radio, and print media outlets; ◂ Executed public relations campaigns coupled with engagement of past NHL alumni;◂ Utilized market research and intelligence to target market growth;◂ Prepared content and targeted marketing materials for all stakeholders (players, coaches, parents, and sponsors); ◂ Oversaw the development of all corporate branding and branded materials;◂ Restructured program to increase participation; ◂ Developed and presented sponsorship and participant proposals to groups ranging up to 50;◂ Raised overall project involvement and registration from 850 to 1,700, affecting top-line revenue from $750K to over $1.5M.◂ Developed a $2M Strategic Action Plan for growing the program based on market research and past stakeholder feedback;◂ Secured relationships with key stakeholders, including partnering with the Western Hockey League and the Vancouver Canucks;◂ Focused growth on emerging under serviced markets; ◂ Strengthened quality of participant experience by engaging Junior and College accredited coaches. ◂ Managed multi-day try-outs and tournaments attended by more than 5,000.