VP of Growth

• Aug 2022 - Present

Director, Fool.com and Member Acquisition Marketing

• Aug 2018 - Aug 2022

Marketing Channel Manager

• Sep 2016 - Aug 2018

-Managing and allocating over $1M in monthly marketing expenditures within a $25 million annual budget to acquire new subscribers to investing newsletter products -Developing The Motley Fool’s Google AdWords marketing strategy; responsible for growing the channel from one of the company’s smallest acquisition vehicles to its largest and most important one -Analyzing site traffic, click-through, and lead generation data to optimize marketing spend; constantly tracking conversion… Show more -Managing and allocating over $1M in monthly marketing expenditures within a $25 million annual budget to acquire new subscribers to investing newsletter products -Developing The Motley Fool’s Google AdWords marketing strategy; responsible for growing the channel from one of the company’s smallest acquisition vehicles to its largest and most important one -Analyzing site traffic, click-through, and lead generation data to optimize marketing spend; constantly tracking conversion rates and key inputs, including CPC, CPM, CPA, LTV, and churn, to drive the highest ROI -Working with Marketing Directors to plan and execute new marketing campaigns for display, search, native, and social media channels; planning and execution takes place across the entire funnel, from click-level creative, to offer term, to new-subscriber onboarding -Acting as an extension of and in partnership with creative teams to ensure The Motley Fool is delivering the most exciting, unique, and relevant content to drive marketing ROI; responsible for generating over $1.5M of three-year customer LTV -Reviewing front-end creative to ensure brand alignment and to determine the optimal audience for each campaign -Consistently communicating with fellow marketing staff, product leads, and investment analysts to certify that front-end marketing execution aligns with product strategy -Researching and developing new marketing channels, and directing new-channel test expenditures across multiple ad partners; concentrating on expanding digital reach via programmatic partners -Maintaining intensive knowledge of The Motley Fool’s subscription products to include stock-pick and strategy level proficiency -Maintaining comprehensive awareness of The Motley Fool’s complete front-end and back-end marketing efforts

Senior Equity Research Analyst

• Apr 2013 - Sep 2016

• Conducted fundamental, bottom-up research for long only equities across multiple industries with emphasis in technology and healthcare • Identified and pitched stock ideas to the company’s flagship newsletter that provides monthly recommendations to more than 300,000 individual investors • Researched industry trends and analyzed competitive interactions among companies within the technology, healthcare, industrial, and telecom sectors to inform forecasts for future returns for potential… Show more • Conducted fundamental, bottom-up research for long only equities across multiple industries with emphasis in technology and healthcare • Identified and pitched stock ideas to the company’s flagship newsletter that provides monthly recommendations to more than 300,000 individual investors • Researched industry trends and analyzed competitive interactions among companies within the technology, healthcare, industrial, and telecom sectors to inform forecasts for future returns for potential and existing stock recommendations • Built and maintained valuation models for companies including discounted cash flow, reverse discounted cash flow, dividend discount model, relative valuation, and asset-based models • Wrote articles discussing quantitative and qualitative aspects for new stock picks, earnings coverage, and guidance changes; recorded podcasts and videos expressing investment opinions to subscribers • Managed five analysts and oversaw training of eight junior analysts during the company’s analyst development program • Taught an introductory course on financial accounting and valuation to new analysts and investing interns

Financial Analyst

• Feb 2012 - Apr 2013

• Updated a model that showed technology expense as a percentage of revenue and researched QoQ variances in all categories of technology spend - this report was viewed by multiple C-level executives. • Coordinated, researched, and tracked all capital expenditure requests for my business unit to ensure accuracy, timeliness and constraint of all capital spend. • Prepared a monthly accrual entry (~$6M) for all business units’ most variable data processing expense. This accrual wass used by… Show more • Updated a model that showed technology expense as a percentage of revenue and researched QoQ variances in all categories of technology spend - this report was viewed by multiple C-level executives. • Coordinated, researched, and tracked all capital expenditure requests for my business unit to ensure accuracy, timeliness and constraint of all capital spend. • Prepared a monthly accrual entry (~$6M) for all business units’ most variable data processing expense. This accrual wass used by all business units to explain their monthly results. • Forecasted monthly capital expenditures based on past months’ spend, outstanding requests and future expected projects. Show less • Updated a model that showed technology expense as a percentage of revenue and researched QoQ variances in all categories of technology spend - this report was viewed by multiple C-level executives. • Coordinated, researched, and tracked all capital expenditure requests for my business unit to ensure accuracy, timeliness and constraint of all capital spend. • Prepared a monthly accrual entry (~$6M) for all business units’ most variable data processing expense. This accrual wass used by… Show more • Updated a model that showed technology expense as a percentage of revenue and researched QoQ variances in all categories of technology spend - this report was viewed by multiple C-level executives. • Coordinated, researched, and tracked all capital expenditure requests for my business unit to ensure accuracy, timeliness and constraint of all capital spend. • Prepared a monthly accrual entry (~$6M) for all business units’ most variable data processing expense. This accrual wass used by all business units to explain their monthly results. • Forecasted monthly capital expenditures based on past months’ spend, outstanding requests and future expected projects. Show less

Infantry Team Leader

• Jul 2006 - Jan 2012

• Successfully interpreted enemy tactics and commanded the lead vehicle of a three truck unit tasked with providing forward route clearance for convoys of up to 120 civilian and military vehicles: awarded Army Commendation Medal • Directed the development of a model lead-truck to improve security for our convoys. This required testing different inputs such as lighting, mine rollers, electronic warfare systems, thermal vision systems, weapon systems, battlefield computer systems and… Show more • Successfully interpreted enemy tactics and commanded the lead vehicle of a three truck unit tasked with providing forward route clearance for convoys of up to 120 civilian and military vehicles: awarded Army Commendation Medal • Directed the development of a model lead-truck to improve security for our convoys. This required testing different inputs such as lighting, mine rollers, electronic warfare systems, thermal vision systems, weapon systems, battlefield computer systems and communication systems in order to optimize the truck’s output • Established routes, coordinated with air assets, and maintained medical readiness as MEDEVAC for forward element • Maintained working knowledge of all current tactics and techniques employed by the enemy and effectively communicated this information to my subordinates to improve awareness • Used foresight and planning to lead four personnel in combat and non-combat situations – notably successful despite a volatile environment that included communication lapses with higher command • Awarded Army Achievement Medal for my role in securing and controlling a chaotic highway crash site • Assisted in intelligence gathering meetings with Iraqi Army and Police, which required me to consolidate large amounts of information so that it could be disseminated concisely o Awarded Combat Infantry Badge, Combat Action Badge, Iraq Campaign Medal and Good Conduct Medal Show less • Successfully interpreted enemy tactics and commanded the lead vehicle of a three truck unit tasked with providing forward route clearance for convoys of up to 120 civilian and military vehicles: awarded Army Commendation Medal • Directed the development of a model lead-truck to improve security for our convoys. This required testing different inputs such as lighting, mine rollers, electronic warfare systems, thermal vision systems, weapon systems, battlefield computer systems and… Show more • Successfully interpreted enemy tactics and commanded the lead vehicle of a three truck unit tasked with providing forward route clearance for convoys of up to 120 civilian and military vehicles: awarded Army Commendation Medal • Directed the development of a model lead-truck to improve security for our convoys. This required testing different inputs such as lighting, mine rollers, electronic warfare systems, thermal vision systems, weapon systems, battlefield computer systems and communication systems in order to optimize the truck’s output • Established routes, coordinated with air assets, and maintained medical readiness as MEDEVAC for forward element • Maintained working knowledge of all current tactics and techniques employed by the enemy and effectively communicated this information to my subordinates to improve awareness • Used foresight and planning to lead four personnel in combat and non-combat situations – notably successful despite a volatile environment that included communication lapses with higher command • Awarded Army Achievement Medal for my role in securing and controlling a chaotic highway crash site • Assisted in intelligence gathering meetings with Iraqi Army and Police, which required me to consolidate large amounts of information so that it could be disseminated concisely o Awarded Combat Infantry Badge, Combat Action Badge, Iraq Campaign Medal and Good Conduct Medal Show less

Construction Engineer

• Aug 2003 - Jun 2006

• In addition to my regular duties and without prior training, I carefully surveyed grounds and precisely set the elevations for the construction of a military airfield • Volunteered for extra duties and was awarded an Army Commendation Medal for attention-to-detail and superior job performance • Surpassed peers in rank despite being a late addition to my unit; promoted to Sergeant in less than average time • In addition to my regular duties and without prior training, I carefully surveyed grounds and precisely set the elevations for the construction of a military airfield • Volunteered for extra duties and was awarded an Army Commendation Medal for attention-to-detail and superior job performance • Surpassed peers in rank despite being a late addition to my unit; promoted to Sergeant in less than average time