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Work Background
Emergence Partners Consulting, LLC.CEO/Chief Growth Officer
Sep. 2024Charlotte, North Carolina, United StatesAs the visionary founder of Emergence Partners Consulting (EPC), I am dedicated to helping businesses unlock their potential for sustainable growth and increased revenue. Through EPC, I developed the GrowthAdvantage™ framework, a strategic approach that unifies the key revenue drivers of marketing, sales, and service strategies. By partnering closely with clients, I guide them in building competitive advantage and a solid foundation for long-term success. With over 25 years in Financial Services—ranging from C-suite and national-level roles to hands-on client engagement—I bring a deep understanding of the complexities that businesses face as they scale. My mission is to empower organizations to align their strategic goals, eliminate friction, and create a clear path toward their growth ambitions. Let’s connect if you’re looking to take your business to the next level with a cohesive, results-driven approach to growth.
ChiefCHIEF member
Nov. 2022
American Endowment FoundationChief Business Development Officer (CMO/CXO)
Mar. 2020 - Mar. 2024• Led business development, client experience, and marketing strategies, achieving a CAGR of 35% over 8 years.
• Directed revenue growth strategies and implemented closed loop reporting for marketing impact, revenue generation, and client experience.
• Managed key enterprise accounts and developed targeted marketing strategies to drive growth and client retention.
• Oversaw brand equity strategy, website launch, and sales enablement materials to ensure consistent messaging and brand delivery.
American Endowment FoundationVice President
Sep. 2015 - Jan. 2020Hudson, Ohio• Developed and oversaw national business strategies for revenue generation and growth.
• Led strategic initiatives for systematic improvements to client experiences and brand continuity.
• Collaborated with C-Suite stakeholders, financial advisors, and donors to drive new business opportunities.
KeyBankVice President
Oct. 2013 - Sep. 2015Cleveland/Akron, Ohio Area• Implemented client-centric strategies to drive revenue growth and increase bottom-line results.
• Led production in lending and investments, mentoring other leaders to enhance performance.
• Presented sales tactics and techniques at annual meetings to drive team performance.
Western Reserve Grace ChurchDirector of Planned Giving
Jan. 2013 - Jan. 2019Macedonia, Ohio• Pro re nata position
• Worked with individuals who wanted to gift non-cash contributions.
• Coordinated an annual 5k run fundraiser.
• Served on the Finance Board.
Fifth Third BankVP/Go To Market Consultant/FCM
Aug. 2003 - May. 2011• Developed go-to-market strategies for Retail Banking Channel, focusing on revenue growth and product adoption.
• Collaborated with affiliates to increase revenue and drive sales through targeted training and sales enablement.
• Led weekly calls with affiliate Retail heads, Financial Advisors, and key business partners to ensure consistent messaging delivery.
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