Story Amplify founder - a Financial Services content, SEO, and inbound agency specializing in developing credibility and increasing discoverability through content optimized for search, PR, and 3rd party distribution. - Head of Strategy for branding, content and PR. Serves as Chief Strategy/Marketing officer for Story Amplify clients and partners- Developed proprietary e-commerce and content methodologies leveraging brand, PR, search, social, and content to amplify organic distribution and grow client brand, visits, and revenue- Market analysis, data analytics, and brand positioning strategy. Market research, competitive review and product exploration for new brand identity, target personas and messaging.- Hubspot partner. Email, CRM and marketing automation development.- Complete outsourced CMO - strategy, technology execution and developing marketing teams

In our increasingly digital society, people are spending more time watching videos online and show a greater preference for videos over other forms of marketing. As an easy-to-use video platform for Financial Advisors, Real Estate Agents, and other small businesses, Bodewell puts you in front of your audience, in the way they want to hear from you.

Responsible for all aspects of marketing at Realized. From brand, to demand generation and partner marketing the Realized marketing team supports the business with a fully integrated approach.- B to B content development including sales support collateral, case studies, and detailed product white papers- Hubspot and SalesForce implementation and integration. Tracking and automation from ad impression, through web site interaction and complete lead automation/nurture- 225+ annual pieces of client-facing content including blogs placed content and video- 40% projected increase in leads and 33% of site traffic. 45% of site traffic direct or organic search

RelateTheNews provides news sentiment insights to the financial industry. RelateTheNews was founded to provide quants, hedge funds, financial advisors, institutional asset management firms and individuals with a complete set of market news analytics and sentiment insights to increase their effectiveness in the market.

Nutrient Foods - Bringing complete nutrition to the world. Led all digitally focused, direct to consumer channels. Strategy and execution across all direct consumer touch points. Owned properties, affiliate marketing, social, search, content, mobile and video.Changed go-to-market strategy from multilevel marketing to direct to consumer subscription food service. Including revamp of brand identity, operations (warehousing, and logistics), distribution model, service processes, purchasing systems and IT functions. Strategy for product line, packaging, technology infrastructure, reporting, and every aspect of the customer experience from shopping through cross-sell and retention.Transferred assets from original firm to new entity, secured $5M in launch funding based on a co-developed business plan. Retained 75% of customers and revenue.

Launched Schwab’s automated advice offering and largest product launch in 10 years. The effort required cross-company leadership, buy-in, including approval by CEO and Chairman.- Identified target segments, positioning, messaging, brand and supporting creative assets- Built complete digital, e-commerce prospect journey from early awareness channels, distribution partners, thru landing experience, account sign-up, onboarding and cross sell.

Strategy and execution. Client experience (prospect and client). End-to-end e-commerce experience All digital channels (Display, video, search), TV, print, social and partnership. Prospect experience, shopping performance, cross-sell and retention. - New household strategy resulting in 80% decrease in cost per sale at optionsXpress- Emerging technologies including development of social media and free text lead technology- Acquisition strategy increased to #2 firm for customer consideration (from #5) and record growth-- 150% household and asset growth over 3 years- Implementation of multi-channel campaigns leveraging partnerships and distribution channels - Member of division leadership team. Active collaboration with partners, mentor, and coach.- 4.85 out of 5 on Gallop engagement survey. Industry and company leading team engagement

Strategy, Lead Management and CRM Executive focused on growing Fortune 500 companies through innovation in Marketing, Sales, Service and improving the Client Experience.Marketing, Sales and Service Boutique consulting firm focusing on systems, process, strategy and people across Fortune 500 clientsClients include Charles Schwab, 24 Hour Fitness, USAA, American Casino and Time Warner Cable. Teams focused on an enterprise wide Lead Management, CRM and Marketing Automation.

Household growth Strategy and Prospect Marketing; Responsible for achieving new household goals across Bank, Brokerage and Insurance business units of a $13.5B company; responsibilities include:Strategy development and execution for household acquisition across all target audience segments to generate over 500K new households in 2007 & 2008 exceeding goal by 33%. The first time the 500K mark has been passed in company history.In-depth audience analysis including product usage, life stage, media preferences, competitive analysis, CBA and audience sizing. Analysis used for business strategy, messaging, media selection and new product development.Budget ($38M) and channel mix utilization/management which included direct mail, email, radio, print, online communities, word-of-mouth, banners, search engine marketing, promotional items, sponsorships, eventsDeveloped overall strategy for welcoming new members to USAA by creating a personalized cross-channel, trigger-based communication program:Leveraged USAA's net promoter score of 82 to create a multi-channel word-of-mouth program utilizing viral marketing and online communities to attract 8% of all gross new members.

Reported to CEO and sat on management team. Responsible for growth strategy, new to firm revenue planning, client experience, overall marketing, sales compensation plan and shopping pipeline revisions. Managed internal partners and external agencies to create integrated campaigns including TV, print, online and direct mail channels. Responsibilities included strategic direction, market research, creative concepting, product accuracy, and compliance.Responsible for growth strategies and campaigns for both Charles Schwab active trader segment and CyberTrader. Changed Schwab Active Trader's acquisition model by bring best practices developed at CyberTrader to Schwab and shifting to online channels. Member of exploratory team conducted strategic market and competitive analysis who recommended retirement of CyberTrader brand.

 Developed and executed B to B sales/marketing programs targeting start-up broker and trading floors  Generated a 200% increase in sales in 1st year via partnership programs with software/service vendors