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SERVICES

CONSULTING

FINANCIAL

LEGAL

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FRACTIONAL CMO

PRINCIPAL PARTNER

As Principal Partner for The Value CMO,  
my focus is on building a CMO-as-a-Service company, providing insights, strategy and execution for small to mid-market companies as a Chief Marketing Officer on a part-time basis, with executive marketing leadership, experience, and knowledge, along with a proven track record of success, to augment existing marketing or build a marketing program from the ground up.

HIGHLIGHTS

  • Founded a fractional CMO services company with scalable and repeatable framework for leading marketing insights, strategy and execution.
     

  • Leadership, accountability and expertise across strategy and storytelling for technology, healthcare, financial services and professional services companies.

PRINCIPAL CONSULTANT

As a Marketing Consultant providing strategic planning and marketing leadership and execution, including design, execution, measurement and optimization for industry leaders in entertainment, media, technology, professional services, and retail. I managed projects, people, timelines and budgets, building client relationships and adapting proven processes to create success. Clients included Kinnevik Group's Transcom and Rapp Collins Worldwide. 

HIGHLIGHTS

  • Created online marketing for customer care start-up, growing revenues to $30M in 18 months.
     

  • Guided mail consolidator to 432% growth in three years through full-service marketing and PR.
     

  • Provided startup marketing support for over 20 companies, including insights, strategies and creative execution.

The Value CMO
Consulting

STRATEGIC CONSULTANT

FINANCIAL ADVISORY

Everyone knows a financial advisor, so how do you differentiate in a crowded market? Tell an interesting story with a unique value proposition that makes people want to find out more. That's exactly what worked for Quartz Financial, wealth advisors who specialize in sudden wealth. 

After developing market insights and a current state analysis, targeted messaging with a brand storybook, and a goal focused strategic roadmap, the firm had a foundation and a path for success.

The successful partnership helped Quartz Financial exceed growth goals, establish industry thought leadership and increase company value from a practice to a business.

HIGHLIGHTS

  • Grew Assets Under Management by 5X in five years.
     

  • Established Sudden Wealth Center for education and information targeted to clients who experience sudden wealth events, and how to prepare.
     

  • Developed industry thought leadership path from published book series on sudden wealth.

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Financial
BryanCave LLP
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HIGHLIGHTS

  • Led strategic direction and implementation of marketing, media and business development efforts generating over $100M annually.
     

  • Created strategy and execution for regional growth resulting in 20% Y-O-Y revenue growth.
     

  • Engineered business plan resulting in the acquisition of a business advisory group, creating alternative revenue streams beyond billing hours and additional business opportunities.

Driving business development initiatives in U.S.-West offices of an international law firm, I developed strategic plans, designed events and executed media programs to improve brand recognition and increase revenues.

REGIONAL BUSINESS DEVELOPMENT MANAGER

Legal
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