Experience

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  National city bank

  May 2005 - Dec 2007

  Senior financial analyst + corporate associate

  Evaluated and executed M&A growth opportunities for the company, including 3 $1B+ acquisitions. Provided financial support around strategic planning and key strategic decisions for the business units of the organization. Joined bank as part of Corporate Associate Program for Management Trainees.

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  Performics

  Jan 2008 - Jul 2014

  In my first executive role, I served as lead and point of contact for large and complex sales services. A key component that enabled success was ensuring that I operated across internal and external teams to provide a full suite of solutions. Our focus was on solutions involving marketing message creation, sales strategy planning, and service delivery review and evaluation. I also delivered leadership in business development and client services approaches and execution to drive increased sales and enhance client base. Show less Transformed the way Performics used data and measurement to manage its business. Led team that created insights and processes around: financial reporting and analysis (budgeting and forecasting, company metrics, product p&ls) across the company. business operations, and strategic planning.Supported acquisition and integration of Affiliate business by Google and subsequent sale of search agency to the Publicis Groupe. Led development of 2010 strategic plan that formed the foundation of subsequent years of double digit revenue growth and profitability improvement. Show less

  • Vice President, Business Development + Client Services

    Jan 2010 - Jul 2014

  • Manager, Finance & Analytics

    Jan 2008 - Mar 2010
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  Answerlab

  Jul 2014 - Nov 2015

  Vice president, business development

  While with AnwserLab, I directed enterprise business development efforts supporting companies like Facebook, Google, and Amazon through digital user experience research. I retained and expanded our customer base across East Coast and Midwest markets and collaborated across teams to commercialize a quantitative research offering designed to automate direct user feedback linked to all digital assets.

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  Netelixir

  Nov 2015 - Jun 2016

  Vp, client development

  As VP of Client Development, the cornerstone of my role involved management of the business development team that was supporting initiatives to grow our customer base and increase business partnerships for digital marketing agencies. Designing and incorporating solutions for client development and expansion decisions played a major role as well, ultimately leading to some key company milestones NetElixir delivers proven search marketing strategies which uncover actionable insights that companies can use to grow their business online. Our expertise and proprietary technology work beyond just numbers and clicks to help you understand not only how to reach your customers, but who your customers really are, and what drives them to click in the first place. By humanizing every click, we work side by side with our clients to create successful online marketing strategies that deliver real results. Show less

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  Dna business consulting, llc

  Jul 2016 - now

  President + co-founder

  Co-founder and President of boutique business consulting services firm that focuses on helping financial institutions and early stage/middle market digital services and technology companies accelerate revenue attainment and scale. Active consulting work has led to expanded responsibilities, including fractional executive support and full-time support.

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  Othot, inc. (acquired by liaison international)

  Jan 2017 - Jan 2020

  Vice president, sales, marketing & customer success

  In this role, I served as one of ten initial employees after initial consulting engagement and was tasked with developing and directing marketing, sales, and customer success initiatives to drive growth and support customer experiences. I also led and monitored go-to-marketing efforts and strategies to launch and commercialize predictive analytics software for higher education entities and played a key role in enabling the company to achieve series A venture capital of $5M to $10M in funding.

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  Redshift advisors

  May 2021 - Jan 2023

  Growth strategist + fractional executive

  Offer advisory services that focus on growth strategy, marketing and technology, go-to-market strategy, customer success, and product/market expansion opportunities.

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  Thoughtform

  May 2021 - Jan 2023

  Business designer + strategist

  Leverage 20+ years of experience across multiple functions, roles, and industries to support the formation of innovative growth initiatives. Discover strategy and value-creation for clients by being an interested listener, collaborator, and partner as part of strategy and design engagements.

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  Level agency

  Jan 2023 - Feb 2024

  Vp, agency development & partnerships

  Led efforts to acquire new customers in established industry verticals, enter new industry segments and capabilities, and develop strategic partnerships as former client transitioned to private equity ownership. Provided stewardship and executive leadership over marketing strategy, with a focus on raising the profile of the Level brand and accelerating demand generation activities.