Experience

Blu Pagoda LLC

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

• Senior Consultant

  • 2019 - Present

  Marketing and communication consultant with a focus on evolving technologies, digital transformation, and process improvement. Marketing and communication consultant with a focus on evolving technologies, digital transformation, and process improvement.



Freelance

• Marketing and Communication Technology (MarTech) Consultant

  • 2016 - Present

  I am an expert in new product and brand development as well as inventing and integrating communication platforms for marketing, sales, service, and operations including, but not limited to: Automation of print and digital communications • Content development, workflow, and publishing platforms • Digital asset management • Regulatory compliance and archival • CRM integration • Data flow between user groups, analytics, modeling, and AI platforms • Social listening • Online forums, user groups, and communities • Webinars and virtual conferences • Digital storefronts, including donation and fundraising platforms • Online conferences, meetings, and remote working platforms. My consulting services include: Current state analysis – identifying capabilities, overlaps, gaps, inefficiencies, risks and opportunities • Vendor analysis, selection, negotiation, and management • Return on investment and total cost of ownership analysis • Roadmaps to implementation • Evolution planning and platform lifecycle management • Disaster recovery, contingency and business resumption planning • Logistics and supply chain management • Role definition during development and after release (RACI matrixes) • Periodic review and revision to roadmaps based on vendor and technology evolution • Establishing training and re-training programs for users • Helping marketers and content developers understand how to think differently given new capabilities • Workflow optimization to maximize the benefit of new capabilities. My clients run the range from Fortune 500 companies to early stage startups and sole proprietorships. I also do pro-bono work for historical and environmental preservation nonprofits, and for artists. Show less



The Arts Unite Foundation

• United States
• Performing Arts

• Chief Marketing and Revenue Officer

  • 2017 - 2019

  Led the creation of business and marketing plans to establish a new brand identity for an existing art education nonprofit, transforming organizational perceptions and cultivating renewed donor support. Project is on hold due to the pandemic shutdowns but it will come back once we can teach in person without limitations again. Led the creation of business and marketing plans to establish a new brand identity for an existing art education nonprofit, transforming organizational perceptions and cultivating renewed donor support. Project is on hold due to the pandemic shutdowns but it will come back once we can teach in person without limitations again.



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Distributed and Automated Marketing/Communication Platforms

  • 1997 - 2016

  Led strategy and tactical execution of CRM integration, business intelligence, and analytics for marketing, sales, service, and operations communication platforms. Integrating all lines of business into a single content development and publishing workflow. Results included: Enabling sales teams to deploy 600K+ micro campaigns annually, driving 50% of Schwab’s branch revenue. Enterprise resource planning for 35,000 annual print production jobs, with a $40MM annual production budget. 73% reduction in client contacts to close sales and offer enrollments. $2.5MM reduction in annual development costs. Show less



Hal Riney & Partners

• San Francisco, CA

• Interactive

  • 1996 - 1997

  Led brand development and advertising, including websites, banners, and jump pages integrated with print and broadcast advertising, as well as social media networks tied to branded online communities. Led brand development and advertising, including websites, banners, and jump pages integrated with print and broadcast advertising, as well as social media networks tied to branded online communities.



The Hypermedia Group

• Emeryville, CA

• Program management

  • 1995 - 1996

  Developed rapid prototype/creative process to improve competition with interactive agencies, overseeing strategy, planning, product development, and multimedia/interactive localization efforts for a wide range of global markets. Developed rapid prototype/creative process to improve competition with interactive agencies, overseeing strategy, planning, product development, and multimedia/interactive localization efforts for a wide range of global markets.



Anderson and Lembke

• San Francisco, CA

• Account management

  • 1994 - 1995

  Led strategy and execution for domestic and international catalogs, multimedia marketing, online advertising, direct marketing, and collateral materials. Led strategy and execution for domestic and international catalogs, multimedia marketing, online advertising, direct marketing, and collateral materials.



Kobs and Draft Advertising

• Seattle, WA/Chicago, IL

• Account management

  • 1992 - 1994

  Managed strategic leadership of CRM development and integration with marketing programs, improving predictive analytics and supporting our clients with domestic and international advertising, collateral, and direct marketing. Managed strategic leadership of CRM development and integration with marketing programs, improving predictive analytics and supporting our clients with domestic and international advertising, collateral, and direct marketing.



N/A

• A bit more about me

  • 1979 - 1979

  I wrote my first computer program in 1979 and got my first personal computer in 1980. I wrote my own video games on that computer, a Commodore Vic 20 with 20KB of ROM and 5KB of RAM and using a cassette deck for storage. They were pretty crude but better than console games (like Atari) of the time. In the 1980’s I built a wireless network so that I could access my university’s computer network from my apartment. In 1990 I built a helmet to helmet communication system using ham radio equipment so my friends and I could stay in contact with each other on cross country motorcycle road trips. In 2000 I installed a Wireless Access Gateway on my home computer so that I could access data through a cell phone without needing a data subscription from my wireless service provider. That phone was the first “smart phone” - a grey market Erickson R380 World. I am currently working with the San Francisco Emergency Wireless Mesh to use ham radio to create private high speed WiFi data and voice networks to aid in disaster recovery if the internet goes down. In 2022 I became an FAA certified Commercial Small Unmanned Aircraft (Drone) pilot. I'm still learning how to fly and shoot drone photos and videos. I intend to add this to my consulting services once I'm good enough at it. In my free time I read books, play dominoes and Scrabble, and listen to live Jazz and Americana whenever I can. I've also taken up building and software tuning FPV freestyle and racing drones. Show less