I am an executive operator and Chief Marketing Officer who builds underdeveloped marketing and operations functions into measurable growth engines. My experience spans wealth management, technology, client service, operations, and multi-office organizational scale.
I lead growth strategy through lead-generation systems, brand modernization, advisor enablement, nurture cadences, campaign analytics, and conversion visibility. I have scaled lead volume from approximately one to two leads per week to approximately 80 weekly leads while improving visibility into source quality and advisor follow-up.
I bring deep experience in RIA and wealth-management environments, including support for approximately $6B in AUM, lead-generation-attributed AUM growth, compliance-aware marketing, and multi-office advisor alignment. I focus on connecting marketing activity to measurable pipeline, opportunity, and client-service outcomes.
I am also an operations leader with experience in M&A integration, budget ownership, vendor accountability, systems modernization, and process design. I have led integrations involving significant AUM, client-family onboarding, employee transitions, infrastructure stabilization, and cost-reduction initiatives.
My technical foundation includes Salesforce, HubSpot, Zapier, CRM reporting, workflow automation, campaign measurement, data dashboards, and AI-enabled productivity tools. I use technology and data to create practical operating rhythms and scalable workflows rather than one-off solutions.
I lead with a people-first, high-integrity approach that creates clarity across executives, advisors, technology teams, vendors, and support functions. I am motivated by durable processes, measurable outcomes, and human-centered execution.
