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Work Background
Junior League of Orange County NYPresident (Volunteer)
Jun. 2024
Junior League of Orange County NYPresident-Elect (Volunteer)
Jun. 2023 - Jun. 2024Orange County, New York, United States
Junior League of Orange County NYAdministrative VP (Volunteer)
Jun. 2022 - May. 2023Orange County, New York, United States
Virtual Advisory Board (VAB)Virtual Advisory Board Member
Apr. 2022
Noetic ConsultantsConsultant
Jul. 2021New York, United StatesNoetic is a Marketing and Leadership Consulting Firm providing consumer research, brand strategy, executive coaching, marketing process and marketing training expertise to B to B and B to C companies. We strengthen brands "from the inside out" - meaning, we accelerate growth by helping build internal marketing strength - so then, external marketing efforts are focused and most effective. Our specialties include:
· Qualitative and quantitative consumer research
· Target definition
· Branding, Re-branding, Positioning, Brand Architecture work
· Marketing Skills training (live and virtual)
· Marketing Strategy and Plans
· Marketing Process
· Marketing Leadership coaching Noetic is proudly female-owned and operated and WBENC-certified as a diversity-owned business. We partner with many global brands as well as smaller companies, organizations and non-profits. Current and past clients include Nike, AT&T, Discovery Communications, Sony, Georgetown University, Pernod Ricard, NPR, Bridgestone, Samsung, 7-Eleven, SC Johnson, Detroit Zoo, Wells Fargo, Denon, Baywa Renewable Energy, ADM, KinderCare, Mayo Clinic and the Walt Disney Company.
lucy technologies, incAdvisory Board Member
Aug. 2018San Jose, CAFinancials and marketing lead, alongside Gurdeep Sidhu (former Director of Finance at VISA), to provide strategic insights for LUCY, the AI-powered marketplace that creates smart B2B buyers in complex industries like legal, lending, tax, and HR. Our Legalucy product is the #1 pre-lawyer legal platform on the market. We were featured on the cover of the Silicon Valley Business Journal Book of Lists. Visit discoverlucy.com to learn more.
Vanity Plate Consulting, LLCFinancial Strategy & Growth Consultant
Jan. 2017 - Jul. 2021San Jose, CAHelping business owners like you craft a strategy to find and engage exceptional clients...
→ Results-driven sales and marketing strategies that fit into your existing sales cycle
→ We help you develop your compelling signature offer and your marketing message → Let's craft a sales strategy based on your signature offer → So you can get your offer in front of your ideal audience when they're ready to buy Results:
→ Consistently found untapped revenue potential for clients and negotiated a portion of
the upside for the Firm
→ Utilizing extensive market research, crafted product development and operational
roadmaps for clients large and small
→ Collaborated with industry colleagues to help businesses pivot their strategy and
prosper in a post-COVID-19 world
ShipRiot LLCCo-Founder
Mar. 2015 - Jan. 2017Mountain View, California AreaChampioned a better way for SMBs to buy shipping. Getting rid of the nonsense and additional fees, then making the best option clear seems like a good place to start. #ShipHappy → Oversaw the strategy and development of the Company's online shipping marketplace
→ Secured acceptance for ShipRiot in the Founders Space Accelerator in San Francisco
→ Analyzed key market, competition, industry and customer trends
→ Selected Board Members and consulted with them to make valuation and strategy decisions
→ Spearheaded funding efforts for go-to-market strategy
Bamboo Creative, IncVice President of Marketing and Communications
May. 2013 - Feb. 2015Rocklin, CALed and grew the Bamboo team while championing our clients. While in this role, I oversaw business development and client relations on the business side and on the creative side, I led the marketing and branding charge for our clients' larger projects. → Led the Agency and expanded its business portfolio while championing current clients
→ Mentored team leaders (web design, graphic design, brand and strategy, social media, and client relations managers) and oversaw their career development plans
→ Responsible for research, development, and sales of the Agency's new product offerings
→ Spearheaded innovative multi-media marketing campaigns on behalf of large clients such as
universities and conferences
→ Developed Agency's marketing strategy and curated content presence Results
→ Led strategic positioning of a California city helping them secure decades of future
growth via current state assessments, focus groups and crafting a robust roadmap
→ Spearheaded business development for the Firm securing the largest clients to date
→ Implemented marketing and advertising strategy for a university client, increasing one
specific school’s admission requests by 10% in one year
Bamboo Creative, IncMarketing Manager
Jun. 2012 - May. 2013Roseville, CAAs Marketing Manager, I spearheaded marketing initiatives for our largest clients. One of the bigger projects was overseeing the marketing department for one of these clients. I provided new brand direction, developed marketing plans and assets for multiple departments, edited their quarterly magazine, and led the charge on their strategic website overhaul. → Directed multiple digital and social media marketing strategy and implementation initiatives
for clients
→ Acted as embedded/interim marketing director with Agency's largest client during their season
of leadership transitions
→ Liaised between Agency creative teams and clients to deliver high-quality brand and marketing
products
→ Recruited and cultivated a stable of external experts contracted by the Agency to ensure on-time
delivery of specialized projects
→ Led strategic brand development projects which included client/user feedback, market
research, value proposition development, and updated visual branding
TD AmeritradeCampaign Manager | Marketing Consultant
Apr. 2008 - Jun. 2012Omaha, NE→ Developed and executed a multi-layered marketing plan for the Retirement Plan Solutions
business segments: TD Ameritrade Trust Company, Self-Directed Brokerage Services, and
Designated Brokerage Services
→ Managed marketing budget for the three Retirement Plan Solutions businesses
→ Crafted and optimized marketing campaigns that regularly exceeded segments' Assets Under Management goals
→ Oversaw promotional content and messaging on TD Ameritrade's Retirement Plan Solutions marketing site including its 100+ unique offer pages
→ Directed the expansion of sales collateral to reach both B2B and B2C client leads
→ Fostered stronger relationships between marketing and business/sales teams Results
→ Collaborating with Sales and Operations, found an opportunity to deepen relationships with clients. The campaign brought in nearly $100M in new AUM during the Great Recession
→ Leveraged a $1M+ marketing budget for three niche business segments to gain market
share and become some of the Firm’s most profitable offerings
→ Decreased costs and production times by fostering stronger relationships with agencies,
vendors, and industry partners
Bank of NebraskaMarketing Coordinator
Nov. 2005 - Apr. 2008→ Designed the Bank’s Integrated Marketing Plan
→ Crafted branding standards to maintain consistent messaging in the marketplace
→ Established and fostered productive relationships with key local media professionals
→ Chaired the committee to overhaul the Bank’s Website
→ Developed seasonal promotions and corresponding internal tools and resources for Bank
employees to utilize
→ Coordinated the Bank’s participation in events such as parades and fundraisers to increase local visibility
Del Rio Council for the ArtsMarketing Assistant
Jun. 2005 - Sep. 2005•Developed written and visual promotional material for the gallery’s featured Artist of the Month •Planned citywide Art Walks with other local galleries for each “First Friday of the Month” event
•Acted as point of contact between the art gallery and summer school teachers
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