
Chief Marketing and Strategy Officer
San Francisco Bay Area

Chief Marketing and Strategy Officer
San Francisco Bay Area
Seasoned marketer and business strategist with broad range of experience. At various points in my career, I have led teams responsible for
-product development
-new customer acquisition marketing,
-online advertising,
-customer marketing (cross-sell, engagement and retention),
-website marketing including site redesign,
-research,
-call center marketing,
-brand strategy,
-business development
-sales
-decision science, and
-major corporate strategy projects
I have worked in the following industries (either directly or in consulting):
-financial services (Chase, E*TRADE, Zecco)
-autos (GM)
-fashion eyewear (Ray Ban)
-electric utilities and deregulated energy (Entergy, NewPower)
-refrigerators (Maytag)
-beverages (Pepsi)
Marketing, Online Advertising, Website Marketing, Direct Marketing, Product Management, Product Development, Cross Sell, Corporate Strategy, Research, CRM, Analytics, Financial Analysis
(Privately Held; Financial Services industry)
January 2007 — Present (2 years 11 months)
Responsible for all marketing, sales, PR, corporate strategy, product development (through 05/08) and business development (starting 05/08) in rapidly growing online brokerage and financial community.
• Hired leading global ad agency Gyro International, defined strong brand positioning and identity, and successfully challenged entrenched brands E*TRADE, TD Ameritrade, Scottrade and Schwab.
• Hired marketing team and built all marketing channels from scratch, including search engine marketing (SEM), search engine optimization (SEO), online advertising, affiliate, viral, out of home (billboards, taxi tops, in-taxi TV), events, magazine, and TV.
• Led PR efforts, hired PR agency, obtained coverage by all leading financial publications and leading bloggers, including the Wallstreet Journal, Forbes, USA Today, CNN Money, TechCrunch and others. Was interviewed by dozens of media and appeared live on CNBC.
• Increased weekly new account signups by a factor of 10 managing double digit million dollar spend, established Zecco as second fastest growing website in highly competitive industry, and opened more that 140,000 accounts.
• Hired sales team to sell advertising and sponsorships across the zecco.com site.
• Analyzed underlying business model and adjusted pricing structure to ensure long-term company profitability potential, resulting in dramatic increase of gross margin.
• Led product development through 05/08 including construction of industry leading social networking site, ZeccoShare. Described by industry insiders as “the best application of social networking to a vertical”, investors can share their real portfolios, trades and performance and discuss investing ideas with the community in groups, forums, chat, personal pages and blogs.
• Identified and evaluated acquisition and partnership opportunities, consummating multiple tactical deals while pursuing “game changing” acquisition.
(Public Company; ETFC; Financial Services industry)
August 2004 — November 2006 (2 years 4 months)
Built and led organization responsible for online advertising, etrade.com website marketing (including site redesign), research, decision science, call center marketing, retention strategy, and various strategic projects.
• Helped to rapidly grow the marketing organization while defining organizational structure, clarifying roles and responsibilities, and building business processes.
• Led team responsible for $20MM online advertising spend, which dramatically increased new online account volume while driving down cost per new account by 20%. Oversaw shift in focus to higher value accounts and scale up of paid-search.
• Spearheaded major website redesign project, including completely revamping prospect experience.
• Led site merchandising team responsible for optimizing marketing communications across etrade.com.
• Drove major quantitative brand research project resulting in major shifts in brand positioning and advertising investments.
• Managed team of PhD decision scientists optimizing acquisition, cross-sell and retention campaigns based on analytical predictive models.
• Led research team delivering approximately 50 quantitative, qualitative and usability research projects annually.
• Built call center marketing / cross-sell program from scratch.
• Identified attrition as a serious issue driving significant revenue loss. Identified drivers and led analyses supporting major investments in service and new customer onboarding to improve retention.
• Launched quarterly newsletter, upsell and cross-sell campaigns.
• Performed due diligence on HarrisDirect and BrownCo acquisitions.
(Public Company; JPM; Banking industry)
September 2003 — July 2004 (11 months)
Part of core central marketing team building cross sell and CRM strategies across all retail divisions (credit card, home finance, auto finance and retail bank).
• Developed service to sales (STS) capability to enhance cross sell through service call centers.
• Documented best practices, led gap analysis and drove business requirements. Rolled out enhanced systems, training and targeting across lines of business.
• Drove development of aggressive, integrated STS plans to generate 80,000 incremental 2004 unit sales. Projected to deliver $60MM in incremental revenue per year by 2006.
• Spearheaded improved value propositions for STS channel and enabled launch of cross line of business products (e.g., checking accounts sold through mortgage customer base).
• Identified critical business metrics and built out standardized reporting to manage channel performance
(Leisure, Travel & Tourism industry)
August 2002 — August 2003 (1 year 1 month)
Trekked across 15 countries on 4 continents including Mexico, Costa Rica, Belize, Ecuador, Argentina, Chile, Brazil, Spain, The Netherlands, India, Hong Kong, Thailand, Laos, Vietnam, Japan.
(Oil & Energy industry)
December 2000 — July 2002 (1 year 8 months)
Rapidly built out team and processes in fast-paced start-up environment. Consistently recognized as top performer (promoted after 8 months).
• Developed and managed $45MM marketing budget with P&L responsibility across direct mail, telemarketing, direct sales and multi-level marketing channels.
• Led acquisition of 250,000 residential customers in 2001 and achieved 400,000 run-rate in 2002.
• Developed product structure and pricing to optimize margin and customer count in an NPV framework.
• Set business rules, defined operational requirements and launched marketing campaigns while entering nine new markets.
• Drove segmentation, contact strategy, messaging and execution in direct mail and telemarketing.
• Created, tested and evaluated hundreds of product, pricing, promotion, and creative permutations, driving down new customer acquisition costs by 70%.
(Management Consulting industry)
July 1997 — November 2000 (3 years 5 months)
Multi-industry strategic consulting for General Motors, Maytag, Bausch & Lomb, Framatome and Pepsi. Designed and carried out analyses; managed teams of consultants; developed and delivered presentations to senior executives. Had one of the fastest promotion records in company history.
• Performed market segmentation, analyzed market fundamentals and developed projections for industry and segment revenue growth, market share evolution and product substitutions.
• Built client channel, brand and product economics models to identify profitable growth and cost reduction opportunities.
• Conducted competitive intelligence and evaluated competitor positions including cost structures and marketing strategies to identify strategic strengths and weaknesses.
• Results: Developed plan to realize $40MM in annual profit improvements through operational cost improvements, strategic alliances and focussed share gains.
• Optimized $3 billion marketing spend for one of the largest corporations in the world, based on quantitative analysis of incentive spend, advertising spend, pricing, quality and product age. Developed plan to improve profit by over $200 million per year through mix shifts with no net increase in spending.
• Identified acquisition and strategic alliance candidates. Determined operational synergy valuations and supported negotiations with candidates. Performed due diligence.
Three accelerated promotions (one of the fastest promotion records in company history).
(Public Company; 5001-10,000 employees; ETR; Oil & Energy industry)
January 1995 — July 1997 (2 years 7 months)
Conducted quantitative nuclear safety analyses for 5 nuclear power plants. Accelerated promotion.
MS , Nuclear Engineering , August 1993 — January 1995
BS , Nuclear Engineering , August 1989 — August 1993