VP of Technology Solutions

• Sep 2019 - Present

Founder

• Jan 2018 - Present

Director of Marketing

• Nov 2015 - Dec 2017

I work directly with the SignatureFD team to develop digital and direct marketing strategies designed to attract prospective clients and deepen relationships with existing ones. As someone who thrives on wearing multiple hats, I am responsible for numerous marketing responsibilities, including social media, campaign deployment, collateral creation, PR, and building SignatureFD community initiatives. I work directly with the SignatureFD team to develop digital and direct marketing strategies designed to attract prospective clients and deepen relationships with existing ones. As someone who thrives on wearing multiple hats, I am responsible for numerous marketing responsibilities, including social media, campaign deployment, collateral creation, PR, and building SignatureFD community initiatives.

Director of Digital Marketing

• Jan 2014 - Nov 2015

Data is FUN! If I can't track it, I don't do it. If I can't measure it, I don't do it. If I can't automate it, I don't do it. - As the first ever, Director of Digital Marketing, at the Impact Partnership, I have had a blue ocean opportunity to improve our digital footprint. Blogging, Social Media posts and community management, marketing automation, list segmentation, lead scoring, campaign response tracking, campaign ROI, and much more were instituted during this time. - Having been on the front lines as both a recruiter and wholesaler, I have unique insight that influences and improves our content designed to attract new clients. - As a former COO, I can "see" the entire process from lead creation through to revenue and anticipate pain points and/or bottlenecks before they happen. - Blog subscribers increased 500% in 6 weeks and the permission based email list doubled in 2 months. - Salesforce.com Certified Administrator, Infusionsoft, AutopilotHQ, Wistia, Leadpages.net, Zapier, Wordpress - these are all in my digital playground

Chief Operating/MarTech Officer

• Jan 2013 - Jan 2014

- As www.annuitythinktank.com became a full fledged start-up and re-branded to Retirement Income Network, I took on the additional responsibility of managing and improving our business processes and CRM platform (Salesforce.com) - Managed our case processing, licensing, recruiting and commissions teams - Supported company's tech support requests - Created custom fields, workflows, validation rules, reports, etc. within our CRM to minimize human error and maximize our efficiency - Integrated web-to-lead across 6 different websites and 61 unique forms - Weekly blog contributor - Lead the Transition Team when Retirement Income Network was acquired by The Impact Partnership

Chief Operating/MarTech Officer

• Sep 2010 - Dec 2012

- Helped leadership team transition Annuitythinktank.com from an idea to a fully formed and monetized business - See Retirement Income Network- Weekly Blog Contributor- Continued development of the Annuity Think Tank brand and brand strategy- Drive web site traffic, focus and repurpose website marketing message- Manage and improve lead flow- Created and implemented consumer facing marketing initiatives for our clients

Founding Member - Independent Annuity Wholsaler

• Sep 2010 - Dec 2012

Annuity Think Tank is designed to cater to financial advisors and insurance professionals as the most comprehensive annuity information center in the country. Annuity Think Tank is a place they can count on to get unbiased and creative solutions for their clients including annuity calculators, lifetime income calculators, and a broad array of annuity white papers and reports.

Director of Field Marketing

• Aug 2009 - Sep 2010

- Part of a team tasked with recruiting insurance agents to work with GamePlan Financial - Lead and task management - Call Center and phone sales - Data entry - Insurance licensing - Part of a team tasked with recruiting insurance agents to work with GamePlan Financial - Lead and task management - Call Center and phone sales - Data entry - Insurance licensing

Project Manager

• Jan 2007 - Jan 2009

Permit compliance, maintain schedule for trades and materials, oversee construction process, insure proper inspections are scheduled and completed, approve and document all expenditures associated with projects Permit compliance, maintain schedule for trades and materials, oversee construction process, insure proper inspections are scheduled and completed, approve and document all expenditures associated with projects

President

• Nov 2005 - Jan 2007

Co-Founder of a start-up Custom Home and Remodeling firm Co-Founder of a start-up Custom Home and Remodeling firm