Delivering fractional CMO services to PE-backed and high-growth companies, specializing in insurance, healthcare, nonprofit, and professional services organizations that need executive marketing leadership without full-time cost by: Serving as strategic marketing and distribution advisor and execution partner for companies facing growth plateaus, marketing inefficiencies, or major transitions (M&A, leadership changes, market expansion) Providing insurance industry expertise in customer acquisition strategy, channel expansion, distribution partnerships, and performance marketing optimization Building and optimizing marketing operations—from team structure to technology stack to agency partnerships—that reduce overhead while increasing ROI Developing go-to-market strategies for new products, rebrands, and market entries that drive measurable growth Co-founded The Suite Collective, a network of fractional C-suite executives (CFO, COO, CMO, CHRO, CLO) who provide strategic leadership to organizations at critical inflection points Typical client outcomes: Marketing cost reduction of 30-50% through operational restructuring and strategic vendor management Revenue growth acceleration through expanded acquisition channels and distribution partnerships Team performance improvement via leadership development, training, and process optimization Strategic clarity during transitions (PE ownership, leadership changes, market shifts) Best fit for: PE-backed portfolio companies needing marketing transformation ($10M-$100M revenue) Insurance companies scaling customer acquisition and distribution channels Organizations requiring senior marketing leadership 1-3 days per week Companies facing C-suite transition periods requiring interim executive support

Drove $53M (29.3%) new sales growth across 6-brand pet insurance portfolio in first 12 months by: • Building shared service marketing structure that cut overhead 38% YoY while scaling operations • Leading strategic RFP process to consolidate 3 agencies to 1, reducing costs $1M+ annually (50% savings) • Redesigning Felix Cat Insurance go-to-market strategy, growing sales 120% YoY through rebranding and new customer acquisition channels • Installing new e-commerce technology stack that increased conversion rates 28% and first-year customer value 24% • Developing quarterly business reviews with 2 largest distribution partners to optimize performance and drive strategic growth • Managing performance marketing campaigns across DTC, B2B partnerships, employer benefits, and enterprise channels

Transformed 30-person digital marketing operations at healthcare marketing agency, cutting costs 30% while reducing team turnover 50% by: Reorganizing digital media, content marketing, social media, and advertising teams to enable cross-channel collaboration and strategic growth Building leadership development and career path programs that reduced team turnover 50% YoY, improving operational continuity and performance Designing and launching comprehensive training curriculum across programmatic media, paid search, SEO, content marketing, and paid social—driving measurable team utilization gains Renegotiating vendor contracts and media partnerships (Google, Meta, TikTok, Snapchat, Nextdoor), saving 30% of annual subscription spend Partnering with marketing intelligence team to build automated performance dashboards, eliminating hundreds of manual hours monthly and enabling real-time campaign optimization Realigning paid search, SEO, and content teams to create integrated acquisition strategies that improved client results Leading research and development of post-cookie targeting solutions, creating practitioner guide for navigating 3rd party data deprecation Skills: Marketing, Digital Strategy, Team Leadership, Performance Marketing, Vendor Management, Marketing Operations, Marketing Analytics, Partnership Development, Process Optimization, Digital Media, Content Marketing, SEO

Drove agency profitability by transforming marketing operations into highest-margin business unit, bringing media buying in-house and growing margins 15 points by: Overhauling marketing operations to become most profitable group in agency through strategic restructuring and capability expansion Leading media buying in-house initiative with CEO and executive team, driving significant agency revenue growth while improving client outcomes Rebuilding media team from ground up—establishing career paths, training programs, and clear role definitions for scalable growth Researching, vetting, and negotiating partnership with programmatic media platform, enabling Point To Point to grow media engagement margins by 15 points across programmatic, paid search, and paid social channels Designing integrated marketing dashboards connecting paid media campaign data with website behavior analytics and CRM sales data for clients Leading cross-functional digital marketing and media teams from strategic planning through execution, specializing in manufacturing and industrial sector clients Managing paid digital media, social media marketing, SEO, paid search, programmatic media, analytics, marketing automation, web development, and department P&L Skills: Advertising, Integrated Marketing, Marketing Operations, Performance Marketing, Team Building, Partner Management, Marketing Analytics

Led digital transformation for established PR and communications firm, growing digital revenues 300% and improving lead generation ROI 1,300% by: Serving as first Chief Digital Officer for a respected communications firm, designing and implementing comprehensive digital transformation strategy through executive leadership role Rebuilding lead generation campaigns that delivered 1,300% ROI improvement through strategic targeting, content optimization, and channel expansion Engineering website and content management strategy that reduced operational time by 30%, freeing resources for strategic work Redesigning marketing communications approach to digitize analog services into scalable digital products, expanding service offerings and revenue streams Overhauling CRM system and sales processes to improve engagement between business development team and prospective clients Implementing strategic technology partnerships to enhance agency capabilities and competitive positioning Installing digital marketing and communications best practices through structured change management approach Skills: Media Strategy, Digital Transformation, Lead Generation, Change Management, CRM Strategy, Partnership Development, Marketing Technology

Scaled e-commerce and digital marketing programs for 1,000+ independent tire retailers, driving 14% product sales growth and reducing operational time 90% through technology-enabled solutions by: Conceiving and implementing e-commerce platform for independent retailer base, achieving 1,000+ store adoption within 90 days of launch and increasing product sales 14% Leading competitive analysis and market research to design retailer-facing digital solutions that scaled rapidly across North American dealer network Selected as sole Goodyear team member for two-year Harvard Leadership Development Program among 40-person global cohort Creating sales enablement programs through market research, strategic partnerships, and education initiatives with field sales teams Developing A+ content with strategic retail partners (Walmart, Sam's Club, Costco) to merchandise Goodyear brands across e-commerce sites, delivering YoY sales growth Implementing online reputation management campaigns for independent dealer channel, enabling retailers to manage online presence across major consumer sites through single interface—saving nearly 90% of time previously required Leading agile teams in strategic design and development of transformational digital marketing programs for multi-billion dollar retailer base Skills: E-commerce Strategy, Retail Marketing, Channel Development, Strategic Partnerships, Sales Enablement, Digital Marketing, Market Research, Change Management

Directed the evolution of the firm into digital working with key clients like Sherwin-Williams, Schindler Elevator, Fauquier Health, Dayton Children’s Hospital & Flavorseal. Accomplishments: o Devised online advertising strategy for client resulting in over 500 leads generated in 150 days o Optimized SEO strategies resulting in 20% increase in traffic

Solidified company’s online presence while acquiring new customers/residents. Accomplishments: o Deployed integrated marketing dashboards and testing tools focused on key performance metrics that enabled 15% lead growth o Initiated local search engine advertising campaigns resulting in 43% growth in traffic

• Built analytic model linking brand awareness to business outcomes, enabling new investment in brand-building. • Managed $25M portfolio in national accounts, achieving profitable growth in insurance and financial services. • Pioneered innovative brand marketing strategies still referenced in enterprise media planning.