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Work Background
Sallus RetirementChief Marketing Officer
Jun. 2022 - May. 2025Springfield, Massachusetts Metropolitan Area• Established marketing function from the ground up for a Fintech startup, driving brand awareness to 40% and increasing lead generation by 30% among target audiences.
• Built and led team of six contractors in marketing and creative roles.
• Oversaw $1 million annual marketing budget to enhance resource use.
• Developed advanced marketing technology platform featuring real-time metrics and automated, behavior-based campaigns with 12% average engagement.
• Executed interactive experiences for ten annual industry trade shows to support sales team.
Storyeight StudioFounder & Creative Director
Apr. 2017 - Jun. 2022Springfield, Massachusetts Metropolitan Area• Founded creative and marketing agency, driving growth from the start with an average of ten clients and $300k in revenue.
• Clients across retail, technology, industrial and financial services including Raymond James, Lincoln Financial, Allianz, and Charles Schwab.
• Helped with marketing strategy for the launch of an Allianz retirement income product.
• Increased client brand awareness by an average of 30% through targeted digital strategies.
• Spearheaded brand initiatives for The Viability Group, resulting in a $2 million acquisition.
• Executed impactful marketing campaigns, increasing client lead generation by an average of 20%.
Financial EnginesSenior Marketing Strategist - 1 Year Contract
Mar. 2016 - Mar. 2017Boston, Massachusetts, United States• Achieved 40% increase in new business close rates by clarifying brand story and emphasizing customer benefits.
• Managed a portfolio of sixty multi-media marketing pieces to ensure effectiveness.
• Mentored six content marketers, enhancing team capabilities and overall performance.
MassMutual Financial GroupChief Storyteller and Head of Brand
May. 2010 - Dec. 2015Springfield, Massachusetts Area• Managed overall brand and value proposition for $40 billion in AUM retirement business.
• Built a six-person creative team that developed innovative multi-media campaigns. • Increased new business close rates by 25% through powerful design and copy.
• Led the completion of 150 creative content projects in one year, saving $150,000.
• Managed twenty-five trade shows & events annually in alignment with sales teams.
MassMutual Financial GroupAssistant Vice President - Marketing
Apr. 2009 - Jun. 2012Springfield, Massachusetts Area• Led marketing for a record sales year of $10 billion in assets under management.
• Directed marketing team of eight in creating programs for 8,000 advisors and 6,000 plan sponsors.
• Launched twelve technology and investment products over two years.
• Provided compelling lead generation and sales cycle content to support 80-person sales team.
MassMutual Financial GroupExecutive Development Rotational Program
Jul. 2006 - Apr. 2009Springfield, Massachusetts AreaCompleted a rotational program for high potential MBA graduates including
three rotations in strategy, finance, and marketing.
McDonald'sMarketing Project Manager
Jan. 2002 - Dec. 2004Managed the execution of McDonald’s consumer marketing programs including Happy Meal promotions. Led cross-functional teams to execute new product launches including McDonald’s Premium Salads and McGriddles. Key Accomplishments
Forecasted supply needs for 1,100 McDonald's franchises and achieved an industry leading supply fill rate of 98% for McDonald's promotional items at the franchise level. Managed the logistics for 30 million Happy Meal premiums monthly. Implemented process efficiencies that freed up one headcount to undertake more strategic work.
IBMMaterials and Logistics Professional
Jan. 2000 - Dec. 2001
Allied SignalLogistics Intern
May. 1998 - Aug. 1998Worked as a material planner at the Allied Signal turbocharging systems manufacturing facility.
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