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Work Background
UnitedHealthcareChief Marketing & Experience Officer, UnitedHealthOne
Oct. 2022Set and lead the strategic direction for Marketing and e-commerce for individual insurance solutions (health, dental, vision, prescription, medicare, hearing, life, disability). Manage 10+ brands, drive revenue growth, and inspire teams to do their best work. Brand management, marketing strategy, e-commerce, advertising, performance marketing, demand generation, customer experience, user experience, marketing communications, marketing operations, marketing analytics, channel management, digital marketing, SEM/SEO, and integrated marketing.
PropelFractional Chief Marketing Officer
Jan. 2022 - Nov. 2022United StatesFractional Chief Marketing Officer services and Marketing-Leadership-as-a-Service to growth minded businesses that need marketing leadership, strategy, and execution.
Pinnacle Global Consulting, LLCFounder/Chief Executive Officer
Dec. 2021 - Dec. 2023Iowa, United StatesHelping executives and boards identify, evaluate and win in markets across the US and around the world. Delivering management and marketing consulting services for growth minded businesses ranging from startups to Global 50. Specializing in new market development, revenue growth, marketing, strategy, and leadership. • Built marketing strategy to generate $150 million in first year sales for a Global 50 client.
• Led brand and marketing strategy to deliver on hyper growth vision for Fintech SaaS startup.
• Developed a new market vertical for a Series B Artificial Intelligence SaaS.
• Advising on go-to-market strategy for a B2B Fintech SaaS startup.
Principal Financial GroupChief Marketing Officer - Principal International, LLC
Jun. 2018 - Dec. 2021Des Moines, Iowa AreaDefine and advance the marketing vision across nine high growth international businesses serving 24M B2C clients, 90K B2B clients and generating $950M annual revenue. Lead strategic planning, brand management, and integrated marketing efforts across channels including online, social media, physical, paid advertising, and public relations to grow brand value and revenue in each market. Build marketing capabilities that provide a competitive advantage and evolve with target audiences. Lead 55 employees and monitor the use of a $20M budget to deliver on key performance indicators.
Key Achievements:
• Shaped global and domestic growth plans that led to top 5 market share rankings.
• Appointed interim country head in India to guide strategic efforts during a business model transition.
• Launched brand efforts that increased brand awareness by more than 10% in global regions.
Pinnacle FitnessOwner/CEO
Aug. 2017 - Aug. 2019West Des Moines, Iowa, United StatesLaunched small business with a portfolio of health and wellness offerings including a local fitness center. Developed and executed the vision and marketing strategy designed to attract and retain more clients. Utilized knowledge of integrated marketing, digital platforms, and a test & learn approach to drive growth. Key Achievements:
• Expanded to 40 employees, over 300 clients and $250k in annual revenue
• Successful exit in only two years.
Principal Financial GroupChief Marketing Officer - US Insurance
Aug. 2012 - Jun. 2018Des Moines, Iowa AreaSet and delivered on the marketing strategy serving 3.5M B2C clients, 100k B2B clients generating $3.1B in annual premium. Led product marketing, brand management, customer experience (CX) and user experience (UX), integrated marketing, and internal sales to develop new channels and grow premium. Managed 90 employees with a $10M budget. Worked closely with fintech startups to launch innovations in e-commerce capabilities.
Key Achievement:
• Drove a national marketing campaign that helped grow sales by 26x the industry.
• Designed and launched direct-to-consumer portal that garnered over 1,500 new customers in the first year.
• Implemented Agile process for marketing that increased productivity by 35%.
The Principal Financial GroupAssistant Vice President - Product Management
Jun. 2008 - Aug. 2012Developed and implemented product strategy and roadmap, set project scopes, and introduced life cycle product management processes for a portfolio with 20 new products and services per year worth $8B in annual sales. Product manager for $110B retirement plan product portfolio. Managed 10 employees with $3M budget.
Key Achievement:
• Selected as CEO of $100 million startup joint venture with China Construction Bank in Beijing, China.
The Principal Financial GroupDirector - Marketing and Sales Engineering
Mar. 2006 - Jun. 2008Oversaw multiple teams responsible for Defined Contribution, Defined Benefit, ESOP and Non-Qualified sales engineering activities including pricing, competitive intelligence, RFP’s and sales support. Responsible for 65 employees, $5 million operating budget and delivering $6 - $10 billion in annual sales in partnership with the sales force. Served as General Manager pro tem for Principal International startup joint venture in Beijing, China. Responsible for establishing a new retirement plan business framework including strategy, organizational development and financial projections.
Principal Financial GroupSales Engineering Officer
Mar. 2003 - Mar. 2006
Principal Financial GroupManager/Senior Consultant
Jul. 2000 - Mar. 2003
Principal Financial GroupRetirement Plan Consultant/Analyst
Nov. 1996 - Jul. 2000
Principal Financial GroupClient Service Associate
Mar. 1993 - Nov. 1996
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