Chief Operating Officer

• Jan 2023 - Present

Day-to-day, I oversee all aspects of the business, from product development and strategy to marketing & and growth. I also am the lead in developing and executing the company's strategic plan on a quarterly basis.- Increasing deposits by 32% and reduced withdrawals by 30% YoY- Improving customer satisfaction by 63%- Spearheaded the launch of a new website and multiple marketing campaigns that resulted in a 23% increase in traffic- Led the launch and product marketing of a new investment offering resulting in a 3x average. monthly deposits.- Closed two major IRA partnerships that expanded the company's acquisition base while lowering costs. Show less

Head of Marketing & Growth

• Oct 2022 - Present

During my tenure at Supervest, I have embarked on an exciting journey to revolutionize the way people access alternative investments. I have the honor of leading a talented team and crafting strategies that elevate Supervest.com as a prominent player in the fintech industry.Key Achievements:Customer-Centric Focus: Understanding our target audience's (Accredited Investors / Institutions) unique needs remains central to our current approach. We are actively developing customer acquisition and retention strategies that not only create value but also foster lasting relationships. Data points related to customer satisfaction, retention rates, and acquisition costs are closely monitored to inform our ongoing efforts.Brand Building: I currently take pride in cultivating and enhancing the Supervest.com brand identity. By emphasizing the distinct value propositions of our platform, we are positioning Supervest.com as a trusted choice in the marketplace. We continuously track brand awareness and perception through deep data analysis and customer feedback.Innovation: The fintech landscape is ever-evolving, and I currently relish the opportunity to stay at the forefront of change. My creative thinking, combined with a results-driven mindset, is leading to the development of cutting-edge marketing campaigns that deliver measurable impact. We consistently assess campaign performance using data points to ensure effectiveness.Team Leadership: A strong leader is only as effective as their team. I am privileged to currently lead and mentor exceptional marketing and growth professionals, fostering a culture of collaboration, innovation, and continuous improvement. Data points related to team performance and project outcomes are regularly reviewed to guide our ongoing development. Show less

Director Strategic Marketing

• Mar 2022 - Oct 2022

Oversee all Brand Partnership activity and manage a $10M+ sponsor portfolio from first pitch through end term. Daily POC for partners. Duties include pitch creation, contract negotiation, strategy & execution, event planning, and KPI reporting. Led the onboarding process for the first ever Official Alternative Investing Platform category in the NFL with the New York Giants.Built Yieldstreet's Diamond Member partner benefit program, negotiating the benefits of the program and introducing private-label product across all tiers.Established team’s research & analysis arm by restructuring agency SOWs, and hiring an analyst and conducting an asset audit and valuation. Constant work with F1, Nielsen and AOR to streamline reporting for department, C-suite and sponsors.Founded and Built Yieldstreet's podcast The Yield accumulating hundreds of thousands of downloads as well as multiple industry awards (FCS, Gramercy Institute, etc.) since our launch in July 2020. Show less

Senior Marketing Manager

• Mar 2021 - Mar 2022

Marketing Manager

• Oct 2019 - Mar 2021

Head of Podcasts

• Jan 2019 - Oct 2019

Lead podcast strategy across Seeking Alpha and Develop podcast concepts, names, structures, logos, identities, etc. Manage talent participating in podcast episodes. Source external and internal guests for podcasts. Manage third party vender relationships. Seek new audio formats and/or repurpose audio content into written content to distribute content and grow audience interest.Work with sponsors and ad partners as well as partner with other functions like Social Media in promoting podcast. To date, have created a podcast network that has generated 5MM+ downloads and six figure sponsorship revenue. Show less

Director of Research

• Jan 2018 - Oct 2019

Access and interpret data from a variety of syndicated and proprietary media research sources including audience reports, product usage data, advertiser expenditure data, social media, and ad effectiveness data utilizing SQL, Python, etc. Create sales research collateral materials including one-sheets, slides for client presentations, strategic positioning pieces, competitive audience reports, and advertiser expenditure reports. Synthesize primary and secondary data from multiple sources to tell a holistic story. Identify market trends and insights and translate into actionable ideas and strategies.Coordinate team of Data Analysts/Scientists to provide research support for RFPs, proposals, client meetings, and marketing materials. Develop and present proprietary reports to clients and agencies containing compelling insights that help make their marketing partnerships more effective. Creation of surveys and custom brand studies in partnership with vendors utilizing Seeking Alpha’s proprietary survey tool. Produce campaign measurement strategies for clients using both in-house tools and externally commissioned ad effectiveness studies. Show less

Sales Solutions, Director

• Nov 2017 - Oct 2019

Lead/Co-Lead on $250K+ RFPs which produced a +107% YoY increase in Media Sales RevenueSpearhead strategy meetings and brainstorms towards the development of “big idea” proposals, proactive pitches, and compelling materials for focus account meetings. Develop compelling decks for proactive sales pitches and responses to RFPs, including copywriting and sales story developmentDirect liaison with product and editorial teams on ideation for proposals and communication of core product updates to the sales team. Show less

Director, Marketing & Sales

• Sep 2016 - Sep 2017

In my role as Director, Marketing & Sales at deCervo, I led multifaceted initiatives to drive growth and enhance client retention across our product base, specifically focused on our MLB and Collegiate programs. I undertook the responsibility of overseeing both domestic and international marketing programs, along with external communications, while actively engaging in strategy development to align our efforts with organizational objectives. Additionally, I played a pivotal role in identifying and meticulously analyzing new growth markets, crafting effective business strategies for market entry, and evaluating strategic partnerships that aligned with our overarching mission. Furthermore, my responsibilities extended to formulating, directing, and harmonizing all aspects of domestic and international marketing and sales activities, fostering a holistic and integrated approach to drive success. Show less

Institutional Client Service Manager

• Dec 2013 - Oct 2015

As an Institutional Client Service Manager at Lazard Asset Management, I played a crucial role in facilitating and meticulously maintaining the new account opening process for our global offices, ensuring seamless and efficient procedures. My responsibilities extended to coordinating and managing client-related requests across multiple departments, including trading, portfolio management, and legal/compliance, fostering effective cross-functional communication and collaboration. Additionally, I served as a key liaison between our organization and external parties such as brokers, custodians, and transition managers, diligently overseeing the fulfillment of all client needs in a timely and efficient manner, thereby enhancing client satisfaction and optimizing operational efficiency. Show less

Institutional Investment Associate

• Nov 2011 - Dec 2013

During my tenure at Harding Loevner, I developed a robust foundation in investment and business expertise. This encompassed a deep understanding of the firm's diverse investment strategies and a comprehensive grasp of various investment vehicles, the sales process, and the roles played by intermediaries such as consultants, custodian banks, broker-dealers, and transfer agencies. This knowledge allowed me to navigate the complexities of the financial landscape effectively. A significant aspect of my role involved delivering exceptional client service. I took pride in cultivating and maintaining client relationships, providing them with superior knowledge, meticulous attention to detail, and unwavering consistency. This commitment extended to delivering reporting with precision and timeliness, promptly responding to client and consultant inquiries, and proficiently organizing client meetings and conference calls. I was responsible for preparing meeting materials and agendas, ensuring that all interactions with clients were both productive and professional. Additionally, I represented the Institutional Client Management Team at client meetings and conference calls when necessary, reflecting my role as a trusted point of contact. Another critical responsibility was account setup, where I liaised with clients and their service providers, including consultants, custodian banks, and transition managers, to facilitate a seamless transition for initial investments, ensuring efficient client service. Trade creation, systems management, compliance, and risk management were integral aspects of my role, where I executed trades, monitored portfolios, and ensured adherence to risk parameters and client-specific restrictions. I also served as a Proxy Voting Manager and contributed to commentary editing. My time at Harding Loevner was marked by multifaceted responsibilities and unwavering dedication to investment expertise and client service. Show less

Quantitative Analyst

• Oct 2010 - Oct 2011

In my role as a Quantitative Municipal Bond Analyst, I undertook a range of responsibilities that were pivotal to the organization's financial operations. On a daily basis, my tasks included meticulous document preparation and review, ensuring that all financial documents were accurate, compliant, and met regulatory standards. This required a keen eye for detail and a commitment to maintaining the highest level of precision in financial reporting. One of the core aspects of my role involved conducting quantitative analyses that were essential for informed decision-making. I specialized in analytical computations, particularly focusing on new money bond issues. This involved in-depth assessments of various financial variables and market conditions to determine the viability and potential risks associated with new bond issuances. Additionally, I played a crucial role in one-to-one and multiple series refunding analyses, where I evaluated the feasibility and financial benefits of refunding existing bonds. These analyses were critical in optimizing the organization's debt management strategies and ensuring efficient capital utilization. My work demanded a strong understanding of financial modeling, data analysis, and the intricacies of municipal bonds. I collaborated closely with cross-functional teams to provide insights and recommendations based on my quantitative assessments, contributing to the organization's overall financial success. Overall, my role as a Quantitative Municipal Bond Analyst required a combination of financial acumen, analytical skills, and attention to detail. It was a dynamic position that allowed me to make significant contributions to the organization's financial strategies and decision-making processes. Show less