WF
Wellbeing Financial Corp.
Company Employees
JW
Jake Watson
CEO @Wellbeing Financial Corp.
Verified
Richard Jacob Watson – Professional Overview CEO of Wellbeing Financial: Leading innovation in the fintech space with AI-driven solutions that simplify financial decisions. Focused on building scalable, consumer-centric platforms to empower users and achieve financial goals. Simply Group (Executive, SVP, Marketing and Digital Sales): Grew revenue from $75 million to over $450 million; exited at 3x valuation. Developed acquisition and loyalty programs, boosting annual revenue by 20%. Spearheaded cost-saving initiatives, achieving $1.5 million in operational efficiencies. Integrated Salesforce CRM and Marketing Cloud to enhance revenue by 25% from existing relationships. Built and led a high-performing marketing team, maintaining a 95% employee satisfaction score. Just Energy (VP, Global Marketing and Digital Sales): Increased digital sales by 10%, revenue by 48%, and EBITDA by 59% through operational improvements. Launched the Just Energy Advisor App, handling over $25 million in monthly payments and reducing service costs by 12%. Developed and executed marketing strategies across 7 global brands, driving significant growth in digital sales. Core Strengths: Strategic Leadership: Proven ability to lead teams and organizations to achieve transformative growth. Marketing Expertise: Deep experience in brand strategy, digital transformation, and customer acquisition. Operational Efficiency: Skilled in optimizing processes and driving cost savings while maintaining quality. Innovation-Driven: Passionate about leveraging technology to deliver cutting-edge solutions and exceptional customer experiences.More...