Results-driven marketing leader with expertise in creative direction, content strategy, and marketing analytics. Proven ability to enhance brand visibility and streamline operations to drive client engagement and satisfaction.
Work History
Director of Marketing and Operations
10 Years 3 Months
Lapis Financial Strategies | 05.2016 - Current
Directed marketing strategies that increased client awareness of products.
Oversaw operational workflows to ensure client accounts are efficiently managed.
Developed strategic partnerships with key industry influencers to generate new business opportunities.
Continually maintained and improved company's reputation and positive image in markets served.
Streamlined operations processes to increase efficiency throughout the department.
Regional Marketing Director
4 Years 10 Months
Navellier & Associates | 09.1999 - 07.2004
Developed and executed regional marketing strategies to enhance brand visibility and market share to financial advisors.
Introduced new products successfully to the market through well-coordinated product launch events and targeted communications efforts.
Built strong relationships with industry professionals and influencers.
Regional Vice President
5 Years 1 Month
Northstar Funds | 08.1994 - 09.1999
Led regional strategic initiatives to enhance market share and drive revenue growth.
Developed and implemented comprehensive business plans aligned with corporate objectives.
Spearheaded client engagement strategies, improving customer satisfaction and retention rates.