Experience

BakerAvenue Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Director of Marketing

  • Jan 2021 - Present

  San Francisco, California, United States Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations and endowments. We’re headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, Sun Valley and Naples.

• Integrated Marketing Consultant

  • Feb 2020 - Jan 2021

  301 Battery Street, San Francisco CA



TriNet

• United States
• Human Resources Services
• 700 & Above Employee

• Crawford Group Consultant at TriNet

  • Jul 2019 - Dec 2019

  Dublin, California TriNet is a professional employer organization that provides small and medium size businesses (SMBs) with full-service HR solutions tailored by industry. To free SMBs from HR complexities, TriNet offers access to human capital expertise, benefits, risk mitigation and compliance, payroll and real-time technology. From Main Street to Wall Street, TriNet empowers SMBs to focus on what matters most—growing their business.



SAP SuccessFactors

• United States
• Software Development
• 700 & Above Employee

• Marketing Consultant

  • Jun 2018 - Dec 2018

  Working closely with SuccessFactors Industries Solution Marketing team to develop and deliver a suite of Industry specific HCM suite GTM collateral which included internal and external facing assets to support 12 industries. Strategizing and collaborating with IBUs and HRVAs on research, messaging and content delivery. Organizing and curating industry content in SAP Jam to optimize visibility and usability.



Spear Marketing Group

• United States
• Advertising Services
• 1 - 100 Employee

• Senior Account Consultant

  • May 2017 - Jan 2018

  Sn Account Manager - Defined and executed marketing automation, demand gen, lead management and digital strategies to B2B high tech clients. Spear Marketing Group is a full-service demand generation agency that helps B2B technology companies generate, nurture, and convert leads to revenue.



National MI

• United States
• Insurance
• 200 - 300 Employee

• Sn. Digital Marketing Manager

  • Sep 2012 - May 2016

  Emeryville, CA Established National MI’s brand identity to continuously develop and modify our communications strategy across various messaging platforms including Social Media platforms. Created integrated marketing strategies to define and communicated segmentation strategies to deliver value propositions that resonated with our various target audiences. Developed interactive communications plan utilizing both digital and traditional formats that included: Videos, demos, training… Show more Established National MI’s brand identity to continuously develop and modify our communications strategy across various messaging platforms including Social Media platforms. Created integrated marketing strategies to define and communicated segmentation strategies to deliver value propositions that resonated with our various target audiences. Developed interactive communications plan utilizing both digital and traditional formats that included: Videos, demos, training webinars, brochures managing all online and offline content that was relevant to specific customer touch points. Developed creative assets and themes for external and internal conferences, events, kick off meetings. Collaborated with field sales and management to develop effective lead generation and nurture programs that included developing all the necessary external communications to support sales growth. Show less



John Muir Health

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Online Marketing Consultant

  • Apr 2012 - Sep 2012

  Walnut Creek, CA Developed digital assets and site content including videos: “Find a Doctor” and community outreach. Developed an SEM/SEO strategy based on to identify front-end optimization. Increased site traffic by ~25% within target locations.



Autodesk

• Web Marketing Manager - Consultant

  • Oct 2011 - Jan 2012

  One Market Street Collaborated within a cross-functional team (MFG Industry/Field Sales, Marcom, Social Media, SEO, Web Analytics) to develop and execute a global online initiative. Defined and conducted KPI analysis and competitive benchmark studies.



Wells Fargo Merchant Services

• Marketing Consultant

  • Jan 2009 - Jan 2010

  Developed online video testimonials, email and data mining to help automate backend fulfillment of promotional programs. Evaluated sales communication processes to deliver impactful sales tools tailored to each touch point within the sales cycles. Investigated the existing marketing production and fulfillment processes and launched “Print on Demand” capabilities resulting in lowering overall expense by 60%.



Chevron

• United States
• Oil and Gas
• 700 & Above Employee

• Marketing Consultant - integrated marketing: online, digital, interactive

  • Jan 2007 - Feb 2008

  San Ramon, CA Secured resources to lead the implement of several online initiatives including, a highly complex pilot program with AC Transit. Developed and launched online promotional strategies to drive awareness to include: contest promotions, social media, SEO and video. Launched Chevron's first retail e-mail program partnering with the Chevron credit group. Increased overall site traffic by 35% and witnessed open rates as high as 20% during the campaign.



Arc Worldwide

• United States
• Advertising Services
• 700 & Above Employee

• Interactive Account Director

  • Apr 2006 - Dec 2006

  San Francisco Bay Area Oversee the growth of current accounts as well as support the new business team to win assignments from prospective clients. Conducted primary and secondary research, prepared POV/Thought Leadership articles. Collaborated in pitches, creative development, research, presentations and formulating estimates. Managed the Visa relationship, provided strategic insights through research, worked cross functionally to identify digital promotional opportunities and made recommendations to… Show more Oversee the growth of current accounts as well as support the new business team to win assignments from prospective clients. Conducted primary and secondary research, prepared POV/Thought Leadership articles. Collaborated in pitches, creative development, research, presentations and formulating estimates. Managed the Visa relationship, provided strategic insights through research, worked cross functionally to identify digital promotional opportunities and made recommendations to enhance Visa’s extranet site experience. Show less



Bank of the West

• United States
• Banking
• 700 & Above Employee

• VP, Online Marketing Manager

  • Mar 2004 - Apr 2006

  Walnut Creek, CA Managed the interactive agency to develop an online brand identity to redesign bankofthewest.com, as well as several intranet and extranet related web revamp projects. Identified resource gaps to create a web marketing team to launch new web sites and develop an online strategy. Partnered with information technology and engineers to develop business requirements and manage execution of online initiatives including content management, search and web analytics tools.



Chela Education Financing

• Sn Marketing Communications Manager

  • 2001 - 2004

  Developed, managed and launched a new alternative student loan by creating marketing plans to execute, monitor performance and allocate budget. Managed PR and adverting agencies to develop a comprehensive communications plans and deliver a cohesive, compelling brand and product message. Increased brand visibility by developing and executing targeted marketing plans for transfer and corporate market segments. Implemented corporate communications platform and developed direct-response… Show more Developed, managed and launched a new alternative student loan by creating marketing plans to execute, monitor performance and allocate budget. Managed PR and adverting agencies to develop a comprehensive communications plans and deliver a cohesive, compelling brand and product message. Increased brand visibility by developing and executing targeted marketing plans for transfer and corporate market segments. Implemented corporate communications platform and developed direct-response campaigns, to ensure consistent branding across all customer touch points. Created a marketing database and developed an e-CRM email marketing program. Established strategic marketing partnerships with Princeton Review, Student Market, UCLA and USC. Show less