Customer-focused marketing leaders with 40+ years of experience transforming insights into strategies that improve customer experience, deepen engagement, and drive business growth. Proven ability to build high-performing teams, lead digital transformation, and align brand and marketing initiatives around customer value.

Partnered with Khan Academy and Bank of America on Better Money Habits, expanding outreach to millions. Led campaigns and broker programs that fueled SBA loan origination growth, sustaining Live Oak’s #1 ranking (~$2B volume in 2024). Delivered multi-million-dollar Merrill Lynch campaigns, generating 50M+ impressions across Merrill brands.

We develop and execute comprehensive go-to-market strategies that encompass strategic brand positioning, value proposition design, and the definition of ideal customer profiles. Our approach integrates market research to size total addressable and serviceable markets, alongside building unified marketing and sales strategies that align with commercial goals.