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Work Background
Quantum ConnectionsChief Executive Officer & Board Member
Jan. 2023We're an employee connection and performance platform for HR and business leaders seeking to measurably improve engagement, retention, and profitability. Grounded in the neuro and quantum social sciences, we equip leaders and employees with the dialogue skills and tools that lead to lasting behavioral transformation and measurable business performance improvement. Key accomplishments to date include: • Built—from the ground level up—the team, brand vision and strategy, technical infrastructure, financial governance systems, and all business processes required to achieve sustainability, grow revenue, and reach profitability within three years
• Led the creation of a comprehensive suite of professional training curriculum designed to build human connection in the workplace that results in higher levels of business performance
• Invented the Net Connected ScoreTM, a proprietary and patent-pending solution for measuring the impact of human connection in the workplace on key performance indicators of engagement, retention, and profitability
• Signed numerous client relationships including Toyota, Gulfstream Aerospace, and The Salvation Army—within months of company launch
• Delivered subject matter expertise in the form of podcasts, speaking roles, and media relations that reached an audience of more than 250 million in-market professionals within a six month timeframe
LucidlyMember, Board Of Advisors
Sep. 2019 - Jan. 2022Portland, Oregonlucidly empowers people to build and grow healthy and productive relationships at work and beyond.
ResoundInc, LLCFounder, CEO & Chief Marketing Officer
Mar. 2016Dallas, TexasDeliver insights, strategies, and programs to transform the client's brand and customer experience, accelerate the digital journey, and empower sales success. Sample engagements include: • Served as Strategic Brand Consultant to FIS (NYSE: FIS) with responsibility for delivering comprehensive go-to-market strategies and sales enablement tools, resources, and sales campaigns for global payments initiatives including: - Launch of RealNet Central, FIS’ first SaaS solution designed to serve the end-to-end technology infrastructure needs of Central Banks across the globe - Release of IST/Switch 7.8, FIS’ cloud-enabled payments switching platform - Rebranding and launch of numerous global payments product lines ranging from Buy Now Pay Later to Real-Time Test Solutions to IST/ePay (FIS’ new eCommerce gateway) • Led the Kellogg Company’s (NYSE: K) Product Insights team in its exploration of two core product lines (Rice Krispies and Froot Loops) to include analysis of consumer behaviors and preferences, brand loyalty, competitive positioning, mascot resonance in key target markets, and development of alternatives to current state complete with forecasted brand metrics • Guided AT&T Inc. (NYSE: T) product marketing team through a rebranding and redesign initiative across all mobile app icons with the intent of bringing greater consistency and clarity to the AT&T brand while improving brand favorability and sales results • Accelerate the business growth of New A.G.E., Inc. as the organization's Fractional CMO with responsibility for preparing the global market for the adoption of hydrogen as the newest, safest, and most accessible source of clean, affordable, and sustainable energy
First Command Educational FoundationMember, Board of Directors
Jan. 2014 - Dec. 2016A 501(c)(3) dedicated to improving the financial readiness of Military families. Contributed oversight responsibility for the foundation’s growth with committee responsibility for the organization’s strategic business plan, market positioning, and brand communications.
First Command Financial Services, Inc.Senior Vice President and Chief Marketing Officer
Jan. 2006 - Feb. 2017Dallas, Texas, United StatesHired to engineer and lead one of the largest brand turnarounds in the history of the financial services industry. Crystallized, transformed, and protected the firm’s brand via a full-service, 70+ person in-house agency using data-driven insights and enterprise-wide collaboration. Example accomplishments include:
• Originated, architected, and implemented the Squared Away® brand platform that led to a 45% increase in global brand favorability within one year of launch • Designed the Financial Behaviors Index®, an award-winning in-house data and content platform that drove 22M+ PR and social media placements annually • Generated $15M in EBITDA (ROI of 2,600%) via one integrated product campaign • Spearheaded the repositioning of Advisor force in Northern Europe and Asia-Pacific • Built strategic relationships across every level of the U.S. Military ecosystem
FISVice President, Corporate Marketing & Analyst Relations
Jan. 2002 - Dec. 2006Built an effective, efficient, and successful team of 12 professionals responsible for all market-facing initiatives including advertising, product launches and promotions, public relations, trade shows, client conference management, and Website strategy, design and implementation. A sampling of accomplishments includes the following: • Delivered more than $100 million in new business opportunities to the company’s pipeline
• Facilitated the integration of five acquired companies into the FNIS brand
• Positioned the multitude of new products gained through the series of acquisitions as we grew from approximately $400M when I started to approximately $4B at the time of my departure
• Achieved recognition of Fidelity as the #3 provider of Banking IT services in American Banker’s FinTech 100, a “Top Ten Company to Watch” by Bank Technology News and the Texas Bankers Association “Best of Show” award winner for two years in a row
• Led the team responsible for multiple client conferences--each of which was held annually and ranged from audience sizes from 100 Bank CEO's to 15,000 technical users.
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