Experience

CSLA INSTITUTE - The CSLP Program for Financial Professionals

• United States
• Financial Services
• 1 - 100 Employee

• CMO

  • Mar 2015 - Present

  CSLA provides online educational programs for financial professionals (CPA, CFP, CFA, and others). Created the marketing lifecycle system to attract, close, and retain customers. Developed a certification application to assess knowledge and deliver credentials in partnership with University of California. Built the learning management system, e-commerce application, and re-certification renewal system. CSLA provides online educational programs for financial professionals (CPA, CFP, CFA, and others). Created the marketing lifecycle system to attract, close, and retain customers. Developed a certification application to assess knowledge and deliver credentials in partnership with University of California. Built the learning management system, e-commerce application, and re-certification renewal system.



Lead Engine Optimization (LEO)

• Digital Marketing Technologist

  • Feb 2014 - Mar 2020

  Developed a B2B marketing automation system that is white labeled for financial service companies to generate opportunities and retain new accounts. Created campaign emails, automation flows, behavior-based content distribution (emails and landing pages). Developed client dashboard report systems to identify behavioral trends and deliver real time survey feedback. The marketing system used a blend of predictive email, voice, and text interactions to assess consumer choices and collect real-time feedback.



BD

• United States
• Medical Equipment Manufacturing
• 700 & Above Employee

• Consultant, App Design & Development. Global Leader, Brand and Marketing Communications

  • Nov 2016 - Feb 2018

  Direct management of B2B marketing for the respiratory division using Marketo. Daily tasks included the creation of marketing campaigns to business partners and new leads. The work included development of campaigns, emails, landing pages, and ancillary tracking mechanisms. Managed the integration of SalesForce CRM for lead distribution and reports. Additional technical jobs included maintenance of the Magento e-commerce product catalog and multiple websites using the CMS Ingeniux. Direct management of B2B marketing for the respiratory division using Marketo. Daily tasks included the creation of marketing campaigns to business partners and new leads. The work included development of campaigns, emails, landing pages, and ancillary tracking mechanisms. Managed the integration of SalesForce CRM for lead distribution and reports. Additional technical jobs included maintenance of the Magento e-commerce product catalog and multiple websites using the CMS Ingeniux.



Nationwide

• Insurance
• 700 & Above Employee

• Sr. Marketing & Technology Consultant

  • Jan 2010 - Nov 2016

  Technical lead for marketing automation implementation (Keap/Infusionsoft) Designed marketing automation campaigns and for lead generation, sales, and customer retention. These targeted B2C and B2B affiliates. Managed the Windows software development team responsible for internal client management applications. Technical lead for marketing automation implementation (Keap/Infusionsoft) Designed marketing automation campaigns and for lead generation, sales, and customer retention. These targeted B2C and B2B affiliates. Managed the Windows software development team responsible for internal client management applications.