Experience

Tactical Tax Strategies

• Chief Marketing Officer

  • Jun 2022 - Present

  Scottsdale, Arizona, United States Responsible for all marketing operations, sales, and strategy for high-net worth wealth preservation and estate planning firm. Lead four core high-performing teams (sales media, client experience, and creative) responsible for digital marketing across social media and owned the client experience from acquisition to close. Aligned messaging and empowered sales to have deeper interactions with potential clients by implementing simplified process and sales motions that included new… Show more Responsible for all marketing operations, sales, and strategy for high-net worth wealth preservation and estate planning firm. Lead four core high-performing teams (sales media, client experience, and creative) responsible for digital marketing across social media and owned the client experience from acquisition to close. Aligned messaging and empowered sales to have deeper interactions with potential clients by implementing simplified process and sales motions that included new techniques for effectively navigating and closing deals with high-net worth clients though completion of the client journey. Drastically increased qualified lead growth by 500% and expanded the firm’s visibility by shifting to a multi-channel lead generation approach leveraging digital advertising, content marketing, social media, and targeted outreach campaigns, managing multiple agencies and budgets. Developed and maintained strong brand image supported by compelling executive communications strategies driving awareness across PR and Social Media efforts and all markets/events/showrooms. Show less



Galaxy Venture Capital

• United States
• Business Consulting and Services
• 1 - 100 Employee

• VP of Strategic Planning & Investor Relations

  • Jul 2019 - Jun 2022

  Santa Barbara, California, United States Executive Partner providing key leadership to develop investor relations for national and international transactions for high-net worth clientele. Provided advisory, aligning messaging with highly specialized asset protection tools, tax mitigation strategies, creative financing, and estate planning. Ensured IR communication was timely, accurate and credible information to and from the financial community and internal management team. Conducted budgetary oversight for all IR related… Show more Executive Partner providing key leadership to develop investor relations for national and international transactions for high-net worth clientele. Provided advisory, aligning messaging with highly specialized asset protection tools, tax mitigation strategies, creative financing, and estate planning. Ensured IR communication was timely, accurate and credible information to and from the financial community and internal management team. Conducted budgetary oversight for all IR related activities. Supported company in external communication with investors including response to questions from the investment community, ensured accurate and consistent disclosure of key business objectives, business results, strategies, and decisions as part of an overarching investor story. Developed strong internal, cross functional relationships partnering with functions to ensure that IR has accurate and balanced communication for use with the investment community. Fluently discussed key aspects of the company; including knowledge of products, pipeline assets, corporate issues, government related activities, financials, modeling etc. Created and implemented digital investor outreach/targeting program that worked in sync with participation at appropriate conferences, facilitation of non-deal road shows, 1x1 meetings, calls with buy and sell side contacts and also manage 3rd party support for IR related initiatives. Benchmarked peers to identify potential improvements to enhance IR communications. Help exec management achieve a high return-on-time from investment community interactions through prioritization of management time and the IR outreach calendar. Brand ambassador in external interactions and bring an investor perspective to relevant internal interactions. Active internal participant in team efforts and cross corporation team efforts to drive improved communications/messaging in all key areas, including areas such as ESG (environmental/social and governance) arena. Show less



Pronto Delivery, Courier, and Logistics

• United States
• Truck Transportation
• 1 - 100 Employee

• Executive Director of Sales, Logistics & Marketing

  • Jan 2018 - Jun 2019

  Dallas-Fort Worth Metroplex Composed and orchestrated the restructuring of the sales and marketing systems to unite the company and sharpen impact. Inspired and energized sales teams with creative training, elevating skills and mindset to produce 22% increase in topline revenue. Successfully rebranded and overhauled every facet of the customer experience by harmonizing the company’s message with improved customer service enterprise wide. Crafted and produced high-quality, multi-media training programs for performance… Show more Composed and orchestrated the restructuring of the sales and marketing systems to unite the company and sharpen impact. Inspired and energized sales teams with creative training, elevating skills and mindset to produce 22% increase in topline revenue. Successfully rebranded and overhauled every facet of the customer experience by harmonizing the company’s message with improved customer service enterprise wide. Crafted and produced high-quality, multi-media training programs for performance improvement.

• Director of Sales

  • Feb 2017 - Jan 2018

  Dallas-Fort Worth Metroplex Developed customized solutions by identifying improvements in the customer journey. Worked with seasoned sales team to identify target accounts and create actionable and measurable sales policies that created flexible solutions in a hyper-competitive and price sensitive market. Worked closely with executive leadership team and revenue operations to constantly analyze results and identify opportunities to improve systems, culture, processes, and programs. Maintained regular… Show more Developed customized solutions by identifying improvements in the customer journey. Worked with seasoned sales team to identify target accounts and create actionable and measurable sales policies that created flexible solutions in a hyper-competitive and price sensitive market. Worked closely with executive leadership team and revenue operations to constantly analyze results and identify opportunities to improve systems, culture, processes, and programs. Maintained regular communication cadence with other global sales organizations to communicate best practices and shared learning. Managed operating processes and market expenses to target profitability. Preformed extensive presentations to both private and large audiences.



BLU Premium Drinks

• Senior Vice President of Sales & Corporate Strategy

  • Jul 2011 - Dec 2016

  Dallas, Texas, United States Turned around under-performing international beverage company, by adding 24 new sources of revenue and new distribution in one year. Completely revamped sales strategy, branding, marketing documents, and execution strategy. Restored profitability, producing over 100% monthly growth rate for 13 months straight. Created and designed all sales training, marketing materials, and market specific strategies for over 500 combined employees in multiple markets. Upon implementation… Show more Turned around under-performing international beverage company, by adding 24 new sources of revenue and new distribution in one year. Completely revamped sales strategy, branding, marketing documents, and execution strategy. Restored profitability, producing over 100% monthly growth rate for 13 months straight. Created and designed all sales training, marketing materials, and market specific strategies for over 500 combined employees in multiple markets. Upon implementation, increased annual sales volume 21 times over in less than 18 months. Created KPI's and introduced customer relationship software to provide innovative, scalable solutions including data management and sales processes to achieve team goals, maximize performance, and establish future growth identifiers and objectives. Garnered increase in capital commitments from executive partnerships, and branding support of distribution partners by maximizing ROI and exceeding sales objectives by 27%. Communicated profitability expectations to partnering distributors including pricing strategies, advertising, marketing, and promotional budgets. Engaged in a process of consultative problem solving for accounts, by holding conference calls with salesmen and maintaining retention rate above 90%. Organically generated live marketing events that connected customer base to retailers and distributors such as co-branding events, sponsorship, and non-profit directives. Established national initiatives and bonus structures to ensure prolonged distributor engagement and maintain key market relationships. Traveled extensively with national market visits year-after-year to ensure investor and market relationships while simultaneously training upper management and teams of salesmen.

• Vice President of Distribution & On Premise Sales

  • Jun 2009 - Jul 2011

  Dallas, Texas, United States Built national go-to market strategy for market penetration with major beverage distribution companies across multiple markets. Developed and nurtured key relationships with owners and C-Level staff along with boots on the ground sales associates to build a cohesive understanding of product to drive results and deliver profitably to stakeholders. Rapidly established brand presence through aggressive customer-centric approach.



Sperry Van Ness Commercial Real Estate Advisors

• United States
• Leasing Non-residential Real Estate
• 1 - 100 Employee

• Investment Sales Broker

  • Jun 2006 - Jun 2009

  Addison, Texas, United States Established enduring alliances with private equity firms and high-net-worth investors by providing real-time market data and advanced strategies to optimize return on investment during market entry. Spearheaded development of an industry-leading marketing platform directly contributing to the sale of a $48 million investment portfolio. Collaborated with marketing team and created live, comprehensive market overview presentation for over 1600+ commercial real estate executives. Offered… Show more Established enduring alliances with private equity firms and high-net-worth investors by providing real-time market data and advanced strategies to optimize return on investment during market entry. Spearheaded development of an industry-leading marketing platform directly contributing to the sale of a $48 million investment portfolio. Collaborated with marketing team and created live, comprehensive market overview presentation for over 1600+ commercial real estate executives. Offered investment optimization strategies to investors, enabling them to identify undervalued investment opportunities and maximize their potential returns.

• Associate Investment Sales Broker

  • Jun 2006 - Jun 2008

  Addison, Texas, United States • Identified potential assets to match clients yield requirements, presented investment strategies to maximize ROI and investor returns • Presented market surveys & proposals, lease reviews and evaluations.