Experience

Limitless Business

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

• Business Growth Strategist & Leadership Coach

  • Jul 2023 - Present

  Limitless Business helps business owners scale and accelerate value now, so that they get the number they want and need when it's time to exit instead of worrying about their financial future. Waiting until you're two years out from your exit is too late! Building your company to sell NOW will not only ensure a successful exit in the future, it will solve your most irritating business growth challenges you're facing today. Our Scale-to-Sale system is proven to increase… Show more Limitless Business helps business owners scale and accelerate value now, so that they get the number they want and need when it's time to exit instead of worrying about their financial future. Waiting until you're two years out from your exit is too late! Building your company to sell NOW will not only ensure a successful exit in the future, it will solve your most irritating business growth challenges you're facing today. Our Scale-to-Sale system is proven to increase company value by 71% above industry standard, and almost 20% of that increase comes in less than a year. From mapping the plan and keeping them on track to strengthening their leadership and communication skills, I help owners accelerate growth, drive value, and close the gap between today and their ideal tomorrow. Show less Limitless Business helps business owners scale and accelerate value now, so that they get the number they want and need when it's time to exit instead of worrying about their financial future. Waiting until you're two years out from your exit is too late! Building your company to sell NOW will not only ensure a successful exit in the future, it will solve your most irritating business growth challenges you're facing today. Our Scale-to-Sale system is proven to increase… Show more Limitless Business helps business owners scale and accelerate value now, so that they get the number they want and need when it's time to exit instead of worrying about their financial future. Waiting until you're two years out from your exit is too late! Building your company to sell NOW will not only ensure a successful exit in the future, it will solve your most irritating business growth challenges you're facing today. Our Scale-to-Sale system is proven to increase company value by 71% above industry standard, and almost 20% of that increase comes in less than a year. From mapping the plan and keeping them on track to strengthening their leadership and communication skills, I help owners accelerate growth, drive value, and close the gap between today and their ideal tomorrow. Show less


Thoughtgro
• United States
• Business Consulting and Services
• Founder & Principal

  • Jul 2022 - Present


CG Life

• United States
• Advertising Services
• 1 - 100 Employee

• Vice President of Operations - PR

  • 2021 - Jul 2022

  • Following acquisition by CG Life, led the full integration of McDay, including brand and processes, into the Public Relations (PR) division of CG Life. • Co-managed a division that was more than triple the revenue and more than double the team members than McDay alone. • Increased average monthly revenue by client over 50%. • Developed enhanced pricing model to maximize revenue and optimize margin, including updates to contract terms. This model was then expanded across other… Show more • Following acquisition by CG Life, led the full integration of McDay, including brand and processes, into the Public Relations (PR) division of CG Life. • Co-managed a division that was more than triple the revenue and more than double the team members than McDay alone. • Increased average monthly revenue by client over 50%. • Developed enhanced pricing model to maximize revenue and optimize margin, including updates to contract terms. This model was then expanded across other divisions of the agency. • Designed enhanced, scalable processes and implemented operational management tools to support the increasing growth trajectory of the division. • Created, implemented, and managed processes and structure to strengthen company culture across newly remote, hybrid, and multiple office locations, increasing team cohesion, morale, and productivity. • Optimized productivity and margin through balanced team assignments based on availability, individual skillsets, personality, client needs and budget. • Collaborated with sales team and division VPs to ensure synergy of resources across fully integrated accounts and new business opportunities. • Negotiated major vendor and client contracts. • Mentored Directors, Account Supervisors and Senior Account Executives regarding client relations/management and negotiation. • Steered hiring process for new employees through revenue and workload analysis/projections, working with HR and recruiters to identify appropriate candidates, interviewing, and determining job offer details (position, salary, etc.). Show less • Following acquisition by CG Life, led the full integration of McDay, including brand and processes, into the Public Relations (PR) division of CG Life. • Co-managed a division that was more than triple the revenue and more than double the team members than McDay alone. • Increased average monthly revenue by client over 50%. • Developed enhanced pricing model to maximize revenue and optimize margin, including updates to contract terms. This model was then expanded across other… Show more • Following acquisition by CG Life, led the full integration of McDay, including brand and processes, into the Public Relations (PR) division of CG Life. • Co-managed a division that was more than triple the revenue and more than double the team members than McDay alone. • Increased average monthly revenue by client over 50%. • Developed enhanced pricing model to maximize revenue and optimize margin, including updates to contract terms. This model was then expanded across other divisions of the agency. • Designed enhanced, scalable processes and implemented operational management tools to support the increasing growth trajectory of the division. • Created, implemented, and managed processes and structure to strengthen company culture across newly remote, hybrid, and multiple office locations, increasing team cohesion, morale, and productivity. • Optimized productivity and margin through balanced team assignments based on availability, individual skillsets, personality, client needs and budget. • Collaborated with sales team and division VPs to ensure synergy of resources across fully integrated accounts and new business opportunities. • Negotiated major vendor and client contracts. • Mentored Directors, Account Supervisors and Senior Account Executives regarding client relations/management and negotiation. • Steered hiring process for new employees through revenue and workload analysis/projections, working with HR and recruiters to identify appropriate candidates, interviewing, and determining job offer details (position, salary, etc.). Show less



McDAY, a CG Life Agency

• Chief Operating Officer

  • 2020 - 2021

  • Met new profitability goals by enhancing existing and developing new processes and structure. • Led systems migration and integration into CG Life after McDay was acquired, including strategy development and internal communications for execution and adoption of new processes and systems. • Integrated staffing model and operations processes (including invoicing, project management, etc.) into acquiring company's model and processes. • Managed client relations for one of the largest… Show more • Met new profitability goals by enhancing existing and developing new processes and structure. • Led systems migration and integration into CG Life after McDay was acquired, including strategy development and internal communications for execution and adoption of new processes and systems. • Integrated staffing model and operations processes (including invoicing, project management, etc.) into acquiring company's model and processes. • Managed client relations for one of the largest combined agency clients. • Directed account management as executive sponsor on other clients. • Steered contract negoations and renewals with clients, resources, and vendors, including for some of the combined agency's largest clients. Show less • Met new profitability goals by enhancing existing and developing new processes and structure. • Led systems migration and integration into CG Life after McDay was acquired, including strategy development and internal communications for execution and adoption of new processes and systems. • Integrated staffing model and operations processes (including invoicing, project management, etc.) into acquiring company's model and processes. • Managed client relations for one of the largest… Show more • Met new profitability goals by enhancing existing and developing new processes and structure. • Led systems migration and integration into CG Life after McDay was acquired, including strategy development and internal communications for execution and adoption of new processes and systems. • Integrated staffing model and operations processes (including invoicing, project management, etc.) into acquiring company's model and processes. • Managed client relations for one of the largest combined agency clients. • Directed account management as executive sponsor on other clients. • Steered contract negoations and renewals with clients, resources, and vendors, including for some of the combined agency's largest clients. Show less



McDAY

• United States
• Advertising Services

• Vice President | Strategic Marketing & Operations

  • 2017 - 2020

  • Helped increase revenue over 4x and prepared company for acquisition. • Collaborated with the president to develop strategies that increased revenue, optimized expenses, and maximized team morale. • Developed and implemented scalable operational processes. • Led client relations for cornerstone clients, including providing communications and messaging strategy, as well as creative concepts and overall creative direction for execution. • Directed all resource management from both a… Show more • Helped increase revenue over 4x and prepared company for acquisition. • Collaborated with the president to develop strategies that increased revenue, optimized expenses, and maximized team morale. • Developed and implemented scalable operational processes. • Led client relations for cornerstone clients, including providing communications and messaging strategy, as well as creative concepts and overall creative direction for execution. • Directed all resource management from both a high level and on a day-to-day basis, including recruiting, contract negotations with resources and vendors, team assignments, and workload balancing across team members for a fully remote agency. • Oversaw and mentored account managers, including developing and rolling out onboarding materials for account management roles. Show less • Helped increase revenue over 4x and prepared company for acquisition. • Collaborated with the president to develop strategies that increased revenue, optimized expenses, and maximized team morale. • Developed and implemented scalable operational processes. • Led client relations for cornerstone clients, including providing communications and messaging strategy, as well as creative concepts and overall creative direction for execution. • Directed all resource management from both a… Show more • Helped increase revenue over 4x and prepared company for acquisition. • Collaborated with the president to develop strategies that increased revenue, optimized expenses, and maximized team morale. • Developed and implemented scalable operational processes. • Led client relations for cornerstone clients, including providing communications and messaging strategy, as well as creative concepts and overall creative direction for execution. • Directed all resource management from both a high level and on a day-to-day basis, including recruiting, contract negotations with resources and vendors, team assignments, and workload balancing across team members for a fully remote agency. • Oversaw and mentored account managers, including developing and rolling out onboarding materials for account management roles. Show less



Trellist Marketing and Technology

• United States
• Advertising Services
• 1 - 100 Employee

• Director of Account Sales and Services

  • 2013 - 2017

  • Directed all sales team efforts and personnel to ensure professional services and consulting revenues meet established company objectives. • Collaborated with other senior leaders to identify business objectives and to develop supportive strategic sales plans that balance revenue across all divisions, vertical areas, and consultants. • Assumed ultimate accountability for revenue generation and provide hands-on mentoring, education, and deal-closing support and negotiation assistance to… Show more • Directed all sales team efforts and personnel to ensure professional services and consulting revenues meet established company objectives. • Collaborated with other senior leaders to identify business objectives and to develop supportive strategic sales plans that balance revenue across all divisions, vertical areas, and consultants. • Assumed ultimate accountability for revenue generation and provide hands-on mentoring, education, and deal-closing support and negotiation assistance to sales team members and account managers. • Ensured optimal productivity by balancing sales and account management workloads based on availability, individual skill sets, and vertical experience. • Established competitive pricing strategies by conducting market research and staying abreast of the latest trends and technologies related to outsourced marketing services. • Managed all day-to-day sales and account management operations, including scheduling, hiring, compensation and commission plans, performance reviews, and disciplinary actions. • Administered all Microsoft Dynamics CRM initiatives, including system requirements, information organization, data integrity, and database maintenance. • Oversaw all contract and proposal submissions by reviewing, editing, and rewriting detailed proposal documents, prospect presentations, pitch decks, and customer agreements.

• Senior Lead - Consulting & Account Services

  • 2012 - 2013

  • Ensured smooth client engagements by directing professional services projects and by managing client-specific teams and resources, including project managers, creative personnel, developers, and IT specialists. • Built long-term relationships and generated sustainable revenue by serving as clients’ main point of contact for all account needs and by identifying additional needs and upsell/cross-sell opportunities. • Managed a high-value, local and global book of business with clients in… Show more • Ensured smooth client engagements by directing professional services projects and by managing client-specific teams and resources, including project managers, creative personnel, developers, and IT specialists. • Built long-term relationships and generated sustainable revenue by serving as clients’ main point of contact for all account needs and by identifying additional needs and upsell/cross-sell opportunities. • Managed a high-value, local and global book of business with clients in the financial, flooring, manufacturing, and auto parts industries. • Represented the consulting and account services department on the senior leadership team.

• Senior Associate/Senior Project Manager - Business & Marketing Services

  • 2011 - 2012

  • Managed clients’ marketing and technology outsourcing projects by analyzing needs, determining resources and budgets, gathering human and technical resources, building schedules, monitoring progress, conducting status update meetings, and working as the liaison between groups. • Tracked all billable hours, prepared client bills, and produced billing reports. • Facilitated the successful completion of some of the firm’s largest products, including helping a client establish a lucrative… Show more • Managed clients’ marketing and technology outsourcing projects by analyzing needs, determining resources and budgets, gathering human and technical resources, building schedules, monitoring progress, conducting status update meetings, and working as the liaison between groups. • Tracked all billable hours, prepared client bills, and produced billing reports. • Facilitated the successful completion of some of the firm’s largest products, including helping a client establish a lucrative rewards program for animal health services.



JP Morgan Chase

• Architecture and Planning
• 1 - 100 Employee

• Segment Manager/VP in Partnership Marketing – Amazon.com Relationship

  • 2008 - 2011

  • Led the marketplace development initiatives for launching and promoting Amazon.com co-branded credit card products to domestic consumers; Amazon then expanded promotions internationally. • Successfully managed and grew the Amazon.com relationship and served as the lead marketplace strategy contact for the Amazon.com business and development teams. • Implemented market tests and promotional programs that co-marketed unique Amazon.com products (Kindle, Prime) with Chase card products;… Show more • Led the marketplace development initiatives for launching and promoting Amazon.com co-branded credit card products to domestic consumers; Amazon then expanded promotions internationally. • Successfully managed and grew the Amazon.com relationship and served as the lead marketplace strategy contact for the Amazon.com business and development teams. • Implemented market tests and promotional programs that co-marketed unique Amazon.com products (Kindle, Prime) with Chase card products; Promotions included discounted Kindles and Free Prime acquisition premiums. • Created and implemented the first targeting strategy for the Amazon.com Rewards Visa Card. • Worked with Chase executive management and other key Chase partners (e.g. United, Disney) and Amazon management to create an Amazon marketplace featuring additional Chase co-brand card products. • Managed strategic marketing efforts and related technical projects across various internal and external organizations. • Led market research efforts leveraging VISA relationship for development of high-end credit card products.

• Senior Marketing Analyst in Decision Science/Business Unit Analysis – Business Card.

  • 2006 - 2008

  • Worked with clients to provide analysis on targeting, offer strategy, and results measurement for cross-marketing campaigns, including Office Depot, GM, and UPS. • Created a unique segmentation model for the Business Card portfolio that was used to analyze and report on all aspects of a portfolio’s life cycle, including product development, acquisition, and portfolio management. • Collaborated with strategy teams to develop and implement Best Customer fee waiver… Show more • Worked with clients to provide analysis on targeting, offer strategy, and results measurement for cross-marketing campaigns, including Office Depot, GM, and UPS. • Created a unique segmentation model for the Business Card portfolio that was used to analyze and report on all aspects of a portfolio’s life cycle, including product development, acquisition, and portfolio management. • Collaborated with strategy teams to develop and implement Best Customer fee waiver strategies. • Assisted with writing system requirements and conducting tests for a new departmental Small Business Prospect database integration

• Senior Marketing Analyst/AVP in Decision Science/Business Unit Analysis

  • 2004 - 2006

  • Built relationships with co-brand partner managers that led to winning renewals of Amazon.com and BP co-brand and private-label credit card portfolios. • Created unique segmentation for ‘spend-and-get’ portfolio campaigns for multiple co-branded credit card portfolios. • Developed cross-marketing campaign targeting data and lists based on transaction and demographic data. • Managed, trained, and mentored interns.



Bank One Card Services

• Credit Risk Senior Analyst/AVP in Decision Science/Fraud Policy

  • 2004 - 2004

  • Collaborated with team members from various functional areas to evaluate the effectiveness of the fraud screening and Patriot Act compliance processes during the merger of Chase and Bank One. • Oversaw the fraud application budget (~20% of overall fraud budget) and managed consumer card and business card end-to-end fraud screening components of the application processing system. • Forecasted fraud loss budget and tracked actual performance versus forecast. • Selected by senior… Show more • Collaborated with team members from various functional areas to evaluate the effectiveness of the fraud screening and Patriot Act compliance processes during the merger of Chase and Bank One. • Oversaw the fraud application budget (~20% of overall fraud budget) and managed consumer card and business card end-to-end fraud screening components of the application processing system. • Forecasted fraud loss budget and tracked actual performance versus forecast. • Selected by senior management to serve as a fraud policy subject matter expert and system reviewer during the TSYS card processing system conversion. • Responsible for UAT testing during conversion of credit card processing system.

• Credit Risk Analyst/CCO in Decision Management/Fraud Policy

  • 2002 - 2004

  • Represented fraud policy in new product development/launches, including the Starbucks Duetto Card (voted one of the best products in 2003 by Business Week). • Worked with cross-functional teams to ensure compliance with USA Patriot Act, including specific focus on ‘know-your-customer’ verification. • Helped lead and implement the Identity Theft Awareness Campaign by developing a new victim’s guide and card member ID Theft specific website, and by conducting ID theft presentations… Show more • Represented fraud policy in new product development/launches, including the Starbucks Duetto Card (voted one of the best products in 2003 by Business Week). • Worked with cross-functional teams to ensure compliance with USA Patriot Act, including specific focus on ‘know-your-customer’ verification. • Helped lead and implement the Identity Theft Awareness Campaign by developing a new victim’s guide and card member ID Theft specific website, and by conducting ID theft presentations, including presentations at the 2003 AARP National Convention the 2004 Concerto Software Conference.