Registered Principal of Empower Financial Services, Inc., Member FINRA/SIPC.Money matters — and talking about it can be empowering. We’re here to empower financial freedom for all. We provide smart planning, investing, and advice to make heads and tails of financial lives with a real-time dashboard and real live conversations. More at www.empower.com.Our roots are in the retirement business, so we get it: It’s about living well in the now, while securing a bright future. Financial freedom is having the clarity and control to take on what’s next in life, work, and play. With over 10,500 associates, Empower proudly serves over 18 million individuals and 70,000 organizations generating over 2 billion in revenue (as of December 31, 2023). Much like Empower, the marketing organization I lead has been built over the past 8 years. We have grown from less than 50 associates to well over 200. Our foundation is an extensive in-house creative organization that supports a variety of B2B and B2C product and direct response marketing groups. In addition, we have customer experience, secondary & primary research, digital marketing, and marketing effectiveness teams. Helping to build Empower has been a marketer’s delight starting with the launch of a new brand and years of punching above the weight of our promotional spend. Recent years saw fantastic projects such as acquiring and activating the naming rights for an NFL Stadium, deploying two national TV advertising campaigns, and executing a multi-channel performance marketing push with a heavy digital marketing focus. Stay tuned for more as we build a new household brand.

Overall responsibility for marketing and product organization for Putnam Investments $90M defined contribution business. Defined contribution consists of 3 business to business product lines including full service retirement plan administration, investments (DCIO) and rollover capture. During this period, Putnam was known as arguably the most innovative company in the retirement space through a steady stream of first to market offerings. The business quickly gaining market share.

Co-founded, built and directed rapidly growing business intelligence and marketing outsourcing firm focused on business to business financial services. Clients included T Rowe Price, Putnam, Prudential, PNC Bank, Principal Financial and financial advisors affiliated with firms such as LPL, Merrill Lynch, NFP, SageView, Morgan Stanley Smith Barney, Lockton, UBS, and RPAG.

Cofounded Stable Two Financial, LLC, a Registered Investment Advisory firm focused on helping retirement plan sponsors. Through a combination of innovative growth techniques and a great team built the business from $0 to over $150M in assets in less than a year. Sold business in 2010 to fully focus on Acceleration Retirement.

Support acquisition of new business to business customers for $2.7B division focused on financial services. Target market includes companies ranging from Fortune 500 to small business. Scope covers defined contribution plans, defined benefit plans, equity compensation, health savings accounts, non qualified plans, and investment only products. Focused on acquisition strategy, prospect data, segmentation/targeting, lead generation, sales support and measurement.

Chief Marketing Officer for $425M dollar division of Fidelity focused on retirement and payroll products for small and midsized companies. Division was key growth engine for Fidelity producing double digit revenue growth.Duties of 50 person marketing and product organization include marketing strategy, product management, product delivery, program management, segmentation, lead generation, marketing analytics, sales support and marketing communications.

Oversight of pricing and economic analysis functions for Fidelity's small business retirement plan business

Managed region with overall responsibility for existing small and midsized business relationships for 1,250 business clients representing $11 billion in assets under management. Oversaw 4 teams of 7 to 9 relationship managers. One of 3 regional Vice Presidents reporting to head of Relationship Management.

Oversight of 3 product lines targeted at small and midsized business. Included responsibility for Product Development.

Lead team responsible for new products and feature development for multiple full service business to business retirement product offerings.

Product Management responsibility for flagship full service retirement plan offering for small and midsized business. Product was responsibility for all division profitability.

Helped new small and midsized businesses transition their retirement plans to Fidelity Investments. Promoted to management role after 13 months.

After completing rotational training program, moved to Trust group focused on employee benefit plans. Promoted from associate to administrator role.