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Work Background
Future Leaders Entrepreneurs AcademyExecutive Director
May. 2024Dallas-Fort Worth MetroplexThe FLEA Advantage is an after-school program that transforms middle school students with untapped potential into future leaders. Through gamification, 12 students will learn business fundamentals, create a business plan, raise virtual funds, and manage their business—earning up to $500 each based on their performance. By the time they reach high school, these students will understand the value of good grades and actively pursue excellence in math, English, and problem-solving.
Marketing and StrategyBusiness Growth Consultant
Aug. 2022Dallas-Fort Worth MetroplexAs a Business Growth Consultant, I have transformed businesses by developing and implementing strategies that have significantly enhanced profitability and optimized working capital. By closely collaborating with clients, I have gained a deep understanding of their unique challenges and opportunities and provided insightful and effective solutions that have driven substantial and sustainable growth.
• Conduct comprehensive business analyses to identify growth opportunities and areas for improvement.
• Develop and implement strategic plans to enhance profitability and operational efficiency.
• Design and execute working capital management strategies to optimize cash flow and financial performance.
• Collaborate with clients to understand their business objectives and tailor solutions to meet their specific needs.
• Develop integrated marketing strategies that begin with understanding the most profitable products, customer types, and locations.
California CasualtyDigital Marketing Director / Assistant Vice President
Mar. 2010 - Sep. 2022United States$400M Property and Casualty Insurance Company serving Educators and Public Safety Employees Led a team of 9 developers, marketers, and experienced design professionals in developing and implementing the marketing and insurance company tech stack required to achieve value-accretive revenue, profitability, and growth initiatives for a $27m business unit. • Functioned as product owner and scrum master in Agile effort for online quotes and sales of auto insurance products.
• Served on the executive team with actuary, claims, customer service, sales, and underwriting monthly, quarterly, and annually to determine, track, and align KPI goals throughout the organization.
• Increased the ROI for my direct cost center by 400% within the first three years in position. Notable Accomplishments
• Led effort that increased the number of paid search inbound calls by over 100 percent within a month.
• Re-engaged prospects through e-mail marketing, resulting in the sales desk asking to slow down the number of leads generated.
• Led design and rollout of four social media platforms in its infancy, resulting in over 100 thousand followers in the first year of deployment.
siteEDGE AgencyManaging Director and Operations Officer
Jun. 2003 - Mar. 2010United StatesBoutique marketing agency boasting national clients like Sprint, Glass America, Binswanger Glass, and Veterans of Foreign Wars, offering digital products and marketing solutions for search, email, social media, and radio. • Grew and serviced client base from zero to 40 companies in under two years. • Profiled by OMMA magazine for expertise in executing digital marketing campaigns.
• Established and achieved marketing goals for over 30 local and national brands.
• Recruited and trained A-talent in the delivery of search, email, and social media marketing results. Notable Accomplishments
• Rocketed revenue to $500K per year < 36 months via cutting-edge online marketing products and services.
• Developed relationships with 6-8 top accounts of $5K/month average revenues.
• Drove site visitation and selection of opt-in databases by an average of 500 prospects per month.
• Oversaw enterprise-level website design, including database integration, CMS product selection, graphical layout/design, tech support, navigation architecture, acceptance/usability testing, hosting, and maintenance.
DST SystemsStaff Consultant and Systems Officer
Sep. 2000 - May. 2003$2.8B Managed Service Provider in the Mutual Funds and Defined Contributions space, providing systems and infrastructure for scores of financial institutions, including T Rowe Price, Morgan Stanley, Massachusetts Financial Services, etc. • Led multimillion-dollar projects to transition from mainframe to SaaS web applications.
• Developed database systems in 8 months to support the US government's Saving and Loans crisis by identifying, loading, and helping with the timely disposal of S&L assets.
• Developed and maintained back-end processing systems for 60+ industry mutual funds clients, including T. Rowe Price, Mass Financial, and Vanguard, as leader of a 48-member team.
• Implemented corporate-wide standards and procedures for software reuse in a $2.8B company,
• Established internal policies and procedures for digital best practices for SaaS development and deployment. Notable Accomplishments
• Selected by management as 1st project manager to lead a customized team to gather requirements, create design, and develop workstation and internet versions of several complex financial products software.
• Spearheaded 1K+ products (93%) launched on schedule, within scope and budget < 12 months.
• Re-energized a $2M software product to adapt to new 401K market guidelines and 403B and 415 plan markets.
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