Director of New Business & Public Relations

• Oct 2021 - Present

CEO & Founder

• Jan 2009 - Present

Expanded client portfolio by 100% on a yearly basis, increased average client fee by 50% and achieved 300% revenue growth in 4 years. Conceived and organized the world first investment roundtable “Sound Investments - Rare Musical Instrument as an Asset Class for HNW Investors” that received widespread media coverage in leading business financial media. Devised ad-hoc marketing and PR campaigns that enabled an iconic Wall Street firm to boost their female financial advisors recruiting by 150% within a year. Working with the CEO’s of FinTech SaaS startups, optimized technology systems enabling companies to experience 200% revenue growth maintain a 97% customer satisfaction rate over a 48-month period.

Strategic Consultant

• Jan 2016 - Present

Managing Director Marketing

• Jan 2018 - Jan 2020

• Provide strategic leadership to the brand to foster deeper customer relationships across product lines and business models. • Devise strategies and tactics leveraging digital channels, including social/mobile, to drive effective and successful brand building and sales efforts. • Contribute leadership, communication and education surrounding integrated marketing strategies and best practices across the organization. • Oversee customer experience (CX) strategies, lead generation and retention initiatives to generate qualified leads inquiries leading to conversion. • Develop social behavior and brand identity guidelines for the social space, govern brand standards, drive overall global social strategy and content efforts, conduct ongoing online media, SEO, and SEM audits to maximize ROI of social media and e-mail campaigns and boost web traffic and increase revenue. • Monitor website traffic, analyze relevant metrics and market trends to measure the impact of social media and marketing activities to expand company’s product offerings and identify new revenue opportunities. • Create earned media programs, strategic planning and business development initiatives to increase global brand recognition and drive sales. • Train, motivate, engage and inspire team members to deliver maximum performance. • Conceive storytelling topics, content creation, corporate communications, and supervise the design activities of two external agencies and the in-house team. • Direct “smarketing” efforts conducting weekly meetings between marketing and sales team to share analytics, sentiment and maximize effectiveness of communication at each customer journey’s key touch points.

Managing Director & Advisor to CEO

• Nov 2009 - Oct 2012

Fintech Wealth Management Data Integration Platform Sought out by CEO to provide strategic leadership and engineer a brand turnaround program. Facilitated a highly-rewarding strategic partnerships with Salesforce. Amplified brand recognition and trust, increased market share, expanded client’s portfolio and increased bottom line. Selected Results - Drove revenue growth over 52%, grew client portfolio by 55% Fintech Wealth Management Data Integration Platform Sought out by CEO to provide strategic leadership and engineer a brand turnaround program. Facilitated a highly-rewarding strategic partnerships with Salesforce. Amplified brand recognition and trust, increased market share, expanded client’s portfolio and increased bottom line. Selected Results - Drove revenue growth over 52%, grew client portfolio by 55%

Managing Partner

• Jul 2007 - Dec 2009

Financial Public Relations & Marketing Communications Agency Provided thought leadership, value proposition, CEO and C-Suite media and communications training, media relations and strategic marcom counsel that empowered premiere wealth management accounts to attract and retain substantial new assets and high-revenue producing financial advisors teams. Selected Results - Increased client portfolio and revenue by 45% and 60%, respectively

Vice President Financial Services Practice Founder & Leader

• Jan 2004 - May 2007

PR, Marketing & Business Communications Agency Reporting to the CEO, launched the firm’s financial division, coordinated brand, communications positioning and strategic planning. Led the successful communications and rebranding turnaround campaign for The Million Dollar Roundtable that boosted by 200% the organization membership base and revenue. Chaired the strategic global communications programs to support the successful NASDAQ listing of Oberweis Int’l Opportunities [OBIIX] and China Opportunities [OCHIX] mutual funds Selected Results - Generated revenues in excess of $1.5 million on a yearly basis

Senior Vice President

• Sep 2000 - Dec 2004

Financial PR & Marketing Services Agency Directed the marcom, branding & media relations programs of Citibank, Deutsche Bank PWM, Morgan Stanley SMA, Smith Barney CG, CIGNA and other leading global financial services companies. Worked with investor relations, marketing and legal teams in 4 countries to spearhead the global media relations campaign for the NYSE IPOs of multinational Tenaris [NYSE:TS]. Cooperated with Citigroup’s marketing, legal and communications teams on the launch of Citibank SMA in Europe. Selected Results - Enlarged client base by 44% and revenue by 48%