Apr 2023 – Present · 3 yrs 2 mos · Worldwide · Remote

• Founding member of Club CMO, formerly known as Club CMO. Was a member of The CMO Club since ~2010.

Jan 2022 – Present · 4 yrs 5 mos · Washington, District of Columbia, United States · Hybrid

• Advising leading companies on marketing strategy, customer strategy, and innovation.

Jan 2022 – Present · 4 yrs 5 mos · McLean, Virginia, United States

• Advising leading companies on marketing strategy, customer strategy, and innovation.

Mar 2020 – Oct 2021 · 1 yr 7 mos · Washington D.C. Metro Area

• Lead the growing Enterprise Brand Insights Team. In close partnership with key marketing partners (e.g., Brand Strategy, Advertising, Media, LOB Marketing Teams, etc.), this insights group is responsible for research inclusive of Brand Health Tracking, Mass Media Creative Testing, the Tech/Digital LOB Product Marketing Learning Agenda, and the Enterprise Brand Strategy Learning Agenda. As a result, this team influences the overall brand building strategy at Capital One, as well as go-to-market strategies/tactics for individual campaigns.

Jun 2018 – Feb 2020 · 1 yr 8 mos

• Insurance done right. Giving employers control and huge savings on health benefits. Give us 20 minutes to see how you could save an average of 20% and get control again. https://www.wellthly.com

May 2016 – May 2019 · 3 yrs · Raleigh-Durham, North Carolina Area

• Strategic advisor to CEO, developed new agency positioning on brand experience and led new consulting operations for the national creative agency with clients including Samsung, S&P Global, TuneIn, Carmax, Sherwin Williams, Jared (jewelry), DuPont Corian, Blacture, and ESPN.
• Developed new agency positioning for brand experience and refined internal strategy processes, research and frameworks which the agency converted into a 1500% improvement in new business success.
• Led strategy for successful S&P Global pitch to launch the financial services technology company’s new intelligence software platform resulting in significant lifts in familiarity and consideration among banking and financial service professionals.
• Achieved customer acquisition targets of 300%+ by leading music streaming media company in analyzing marketing activities and helping to model and forecast new marketing investment scenarios to achieve sales
• Enabled a national battery brand to improve marketing ROI through reconciling their conflicting prior marketing analytics models and determining the correct planning inputs.
• Helped the CEO of Global Education Company and leadership team attain greater traction on projects and growth targets and aligned their vision with operations through progressive goal setting (10, 3 and 1 year)
• Enabled team to double the number of offerings through improved efficiency (enhanced decision-making and role clarity) by implementing an agile marketing and operations system
• Launched consulting banner for company that was later folded back into the business core capabilities.

Aug 2015 – Jan 2025 · 9 yrs 5 mos · Vienna, Virginia, United States

• Companies and individuals I have advised:
• The CMO Club, CMO Huddles, Keith Ferrazzi and Ferrazzi Greenlight, Cal Fussman, Dr. Augustine Fou (Ad Fraud research/audits), New Mind Education, Duke School, Uncompany, Ayzenberg, AList, Chartwell Advisory Group, Palo Alto Networks, Yard Agency, Salesstrong, Share Your Genius, Wellthly, and Eastman Chemical.
• I created Avid to unleashing potential companies and teams. I provide interim marketing executive leadership, marketing consulting, and advisory services to companies and boards looking to drive growth.

Jul 2014 – Jan 2025 · 10 yrs 6 mos · United States

• Marketing Today podcast that goes behind the scenes with the world's best marketers and business thought leaders. Listen in to learn from the best of the best. What makes a great brand, marketing campaign, or turnaround? Where is marketing going in the future? Learn from the stories of these great leaders and how you can unleash your potential. Marketing Today has been featured on CMO.com, C-Suite Radio, C-Suite Network, Inc.com, A-List, MediaPost, and The CMO Club.
• On iTunes @ http://apple.co/2dbdAhV
• On Spotify @ http://spoti.fi/2mCUGnC
• On Google Podcasts @ http://bit.ly/2Vq3m3C
• On Stitcher @ http://bit.ly/2e8stUC
• On TuneIn @ http://bit.ly/2dqVSon
• On Google Play @ http://bit.ly/2e0wTgT
• On iHeart Radio @ http://bit.ly/2ENitIU
• Also on Facebook - https://www.facebook.com/themktgtoday/
• and YouTube - https://www.youtube.com/channel/UCCuwecL_yjtVmC1o2qi-qog
• I speak on the following topics :
• the future of marketing,
• branding in a fragmented media landscape,
• next-generation marketing talent,
• failures of digital marketing and how to avoid them,
• top marketing trends for CMOs,
• experience: the new economy and how to compete,
• innovation: from products and services to business models.

Sep 2010 – Dec 2011 · 1 yr 3 mos · Raleigh-Durham, North Carolina Area

• Lead corporate and brand strategy, marketing, business development, fundraising, investor relations, finance, supply chain and operations globally. Operations and staff transitioned to the now Evofem Biosciences (NASDAQ: EVFM)
• Led global restructure of organization and legal structure with 4 subsidaries across the US, UK and Europe including US not-for-profit, UK Charity and US & UK commercial companies to attain a "hybrid" social enterprise
• Managed identification, development and negotiation for licensing, partnerships, mergers, acquisitions and joint ventures opportunities totaling over $200M in future revenues
• Proposal development for foundations and governments totaling over $50M

Feb 2010 – May 2016 · 6 yrs 3 mos · Raleigh-Durham, North Carolina Area

• Recognized in 2015 at number 399 on Inc. 5000: The Fastest-Growing Private U.S. Companies, and receiving recognition as the 7th fastest growing company in North Carolina. Keen focuses on unleashing potential of clients through smarter, faster and more confident growth decisions. Serving clients such as AT&T, Campbell Soup Company, Eastman Chemical, Mylan Pharmaceuticals, Philips, Orkin, and Sealed Air.
• Founding partner leading firm, which includes marketing, business development, financial management and client delivery.
• Led NA project delivery to repositioned B2C brand which resulted in 5X category growth taking share from branded and private-label competitors.
• Led global project for $8B diversified company to improve their value proposition and market-driven customer insight that resulted in 2 new business models greater than $100MM in size and the identification of $138MM in additional value provided to customers.
• Led NA project for Fortune 500 CPG firm to optimize marketing investment across the 11 NA brand portfolio which resulted in $30MM in savings and 5% incremental growth in revenue.
• Produced video and podcast series with some of the world’s top marketing professionals and business leaders. In partnership with Effie Worldwide, the videos have reached the industry’s most influential agency and marketing executives. Published articles in CMO.com, Economist.com, Effie.org and other marketing publications.
• Led marketing capabilities study with the Business Marketing Association (marketing.org) and CMO.com to benchmark and study the differences among a database of different companies
• Co-developed first five Keen solutions Brand Value Maximizer®, Fit-based Innovation®, MIDA®, Trade Promotion Optimizer™ and Customer Value Maximizer®

Jun 2007 – Sep 2010 · 3 yrs 3 mos

• Led the strategy framing for a $5B health insurance company in light of historic health reform.
• Developed marketing strategy and campaigns for data center solution to achieve higher sales
• Improved value proposition for global life sciences service provider
• Performed customer analytics, developed customer segmentation, and built business plans for a global internet company to drive development of a corporate strategy targeting 100% growth year over year.
• Led efforts to better align national and local marketing efforts across North America for a leading P&C insurance company resulting in improved planning cycle times and reduced field complaints.
• Directed due diligence evaluating a NA sales channel for a global company preventing overpayment of acquisition
• Developed growth strategy for a shrinking capital equipment client through adjacent market analysis and primary company research producing a pipeline of potential partnerships, alliances with three near-term opportunities
• Created travel products and go-to-market plans for high net-worth baby boomers using qualitative, quantitative, and discrete choice research that will outperform passenger growth and contribution margin requirements
• Developed brand architecture strategy for leading wireless company with the long-term objectives of maximizing marketing investments, strengthening the master brand and increasing the ability to transcend market volatility.
• Delivered customer engagement strategy and plan for media company to reduce churn, increase loyalty, and drive further sales opportunities.
• Change management leadership for a Fortune 50 financial services firm to better service internal stakeholders
• Developed two new clients for the firm and drove 20% of revenue in 2008
• Led the addition of two new clients in 2009.
• Manage and coached associate consultants

Jun 2006 – Jun 2007 · 1 yr

• Defining a customer engagement strategy for a satellite entertainment company.
• Performing marketing analytics consulting for major telecomunications company.
• Assisting in the launch of a new partnership and consumer product from a major telecommunications provider and five major cable providers.
• Manage and coach an associate consultant
• http://www.cmgpartners.com

May 2005 – Aug 2005 · 3 mos

• Developed strategy regarding VoIP for consumer notebook product lines to result in $26MM of margin.
• Delivered graphics/visualization industry analysis and recommendation regarding consumer and corporate product offerings, contributes $265MM in margin.
• Led redesign and launch of supplier funding program that delivers $5MM in OPEX relief.

Jul 2003 – Jul 2004 · 1 yr

• Ensured revenue, profitability and market share growth of $15.8MM insurance vertical market. Expert consultant to insurance clients.
• Analyzed strategic fit of three acquisition targets ranging in value from $2MM to $150MM. All recommendations were adopted by executive management.
• Created first vertical marketing program which contributed $2.3MM (17%) in revenue growth for 2003.
• Developed process improvement solutions for five leading insurance companies, achieving savings ranging from $1.5MM to $8MM per year.
• http://www.bowebellhowell.com

Sep 2001 – Jul 2003 · 1 yr 10 mos

• Responsible for product management and strategic planning processes within $172MM service business unit. Managed four direct reports.
• Selected to lead core team of four full-time associates in redesign of customer segments, service programs, and pricing methodologies. Achieved goal of protecting $160MM revenue base and providing incremental revenue opportunities for new and underserved segments.
• Designed and executed marketing campaign for new equipment reconditioning service, generated a $4MM pipeline and achieved annual sales of $12MM.

Dec 2000 – Sep 2001 · 9 mos

• Managed three direct reports.
• Led customer intelligence system development that provided critical information for growth of new services, earning $16MM in annual revenue.

Mar 1999 – Dec 2000 · 1 yr 9 mos

• Looked for ways for the 1100+ person field service organization could leverage technology to transfer knowledge and communicate to improve key measures like uptime, call resolution rates, on-boarding time for new engineers, etc.

Mar 1998 – Feb 1999 · 11 mos

• Founded design services company that provided corporate identity packages, web design, and advertising design to small businesses in the Raleigh-Durham area. Sold business to partner in February 1999.

Jan 1998 – Mar 1999 · 1 yr 2 mos

• Co-founded indoor advertising company in the Raleigh-Durham-Chapel Hill area. Interpoll was the first to market for indoor advertising (restroom and common space) in the triangle. Sold business to regional competitor looking to expand operation.