Strategic-thinking marketing executive with diversified
experience in Fortune 100 companies, small businesses,
and startups.

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123 E. Rover Dr,
Phoenix, AZ 85003


  • Reduced underwriting issues 34% in three months by collaborating with IT department in conceiving and developing online product planning/decision tool to enable agents to more easily determine best product options for clients, which increased number of agents proposing correct selections.Read Full Story
  • Designed competitive strategy that encompassed startup’s complete business launch day package in highly compressed three-month production period, more than five months fewer than normal schedule would have allowed.
  • Saved 25% in outsourced costs by identifying need and producing cost/benefit justification for new in-house technology with upgraded equipment, network, and color output hardware that improved processes and enhanced department capabilities.
  • Facilitated nearly $1 million in billing by third year in position as acting agency manager by developing and implementing business plan, recruiting, training, and managing staff of three designers, and obtaining and developing diversified base of external clientele.
  • Fueled 100% explosion in brand awareness by leading new brand strategy and developing identity program, including new trademark, national advertising campaign, and expanded marketing plan, saving $200,000 after company received trademark infringement violation. Read Full Story
  • 25% increase in agent response generated within three months of implementation by developing complete brand strategy to realign product unit, NYLACOR, to capitalize on company’s strong brand of established equity.
  • 100% increase in global brand awareness realized by initiating complete brand image overhaul, including all collateral, corporate Web site, and development of virtual and trade show promotion tools for high-tech Market Research firm. Click here to view the New Brand.
  • Secured approval of 10-member senior executive team and company’s board of directors after presenting brand management proposal that included corporate standards and long-term communications plan.
  • Empowered company with online efficiencies as well as provided brokers with another networked sales conduit by bringing company online and providing for full integration of corporate retail site with affiliated broker “showroom” sites that ran on corporate site template. Read Full Story
  • Successfully launched new long-term care product in 34 approved states three months after start date by effectively managing corporate marketing and developing customer service/fulfillment department in first quarter of 1997.
  • Facilitated some of company’s highest, consistent direct marketing open rates throughout 2007 at 43% by identifying need and developing strategy to focus direct marketing campaign to agents.
  • Delivered two concurrent new product launches on time and on budget for distinct lines requiring full range of marketing materials, applications, forms, online tools, and sales kits with limited resources.
  • Led Web team in creating “quick fix launch site” as interim solution for more complex, official, interactive corporate site that was still under development.
  • Raised $100,000 for Firefighters’ Mental Health Fund to help 9/11 Ground Zero workers by initiating, developing, and directing the Heroes’ Tribute Memorial Program as Austin-based outreach program. Read Full Story
  • Reduced employee turnover 30% and, according to survey results, revitalized employee morale 50% through development of communications program to deliver commitment to employee base.
  • Boosted agent awareness nearly 40% by close of second quarter through creation of targeted communications/public relations campaign that incorporated use of many direct communication conduits never before used with annuities.
  • Built company’s first investor relations kit that included corporate capabilities sheet, press release, and annual report for Wall Street investor relations. Click here to view New Brand Corporate Book .
  • Doubled agent awareness through creation of agent-specific communications/public relations campaign that leveraged many company conduits never used before for this product line. Click here to view LTC Edge Newsletter.
  • Secured 43% initial enrollment through development of long-term care multidimensional enrollment campaign for California energy company’s employees. Read Full Story
  • 50% brand awareness expansion and 28% increase in annuity sales beyond previous year achieved through successful launch of annuity product in Allstate distribution two months after start date, which included 124 road shows with premium sales kits.
  • Expanded company’s nationwide trade market exposure to 500 shows in four months and up to 1,700 during following year by creating complete national trade show promotion program that included 12 new show booths, onsite booth traffic promotions, and show marketing and advertising plans.
  • Decreased production costs 20% by creating preferred standardized language list to incorporate into marketing materials. Read Full Story
  • Prevented approximately $50,000 in state fines through initiation of compliance archive process with tracking system that charted all filed materials industry deemed “advertising.”
  • Automated customer proposal process; cut five business days from processes’ original three-week timeframe by initiating and chairing task team charged with upgrading quality of client acquisition materials and elevating customer experience.
  • Optimized department’s operating budget by realigning fulfillment/print vendors, formulating budget re-projections, and implementing process improvements.
  • Eliminated 35% of errors in first year and up to 50% by second year and decreased production time 75% by working with IT department to develop new Materials Management System for order and print processing.
  • Increased department’s overall production efficiency 40% by conducting functional assessment and realigning team, developing staff skill sets, cross-training teams, and justifying management-level new hires.
  • Developed corporate marketing/communications department by recruiting, hiring, and motivating staff of six direct reports during three-month period.
  • Streamlined sales promotion, raising department’s overall production 65% through automation, job functionality, and work efficiencies after developing reorganization plan to merge department with two related departments, communications/graphics and print.
2011 Sales – 5% Investor Revenue
2012 Sales – 11% Investor Revenue
2013 Sales – 15% Investor Revenue


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B.F.A., Visual Communications, SOUTHWESTERN UNIVERSITY


TQM (TOTAL QUALITY MANAGEMENT), Baldrige National Quality Program/Corning International

ACS (ASSOCIATE CUSTOMER SERVICE), LOMA (Life Office Management Association)

CLTC (CERTIFIED IN LONG-TERM CARE), The Corp. for Long-Term Care

fSeries 6 License, FINRA (SEC)

123 E. Rover Dr, Phoenix, AZ 85003