Gold Stevie® Award Winner, 2025
“An inspiring case study of how strategic thinking leads to real results.” – Stevie® Awards Judge
Recognized as Marketing Executive of the Year, I’ve built a career on transforming marketing from a support function into a growth engine. This award represents not just individual recognition, but proof of what happens when strategy, creativity, and execution align to drive measurable business impact.
Below, you’ll find the work that brought this philosophy to life—campaigns and launches that earned industry recognition, delivered revenue growth, and helped brands break through in competitive markets.
Learn more about my award here.
Reintroducing intelliflo: An Award-Winning Omnichannel Launch
When I built and led marketing for Invesco’s U.S. fintech division (intelliflo, now owned by Carlyle), we didn’t just run a campaign—we redefined a category.
With brand awareness near zero and competitors selling speed, my team uncovered what advisors truly wanted: scalability, simplicity, and peace of mind. We repositioned intelliflo from a back-office tool into a strategic growth partner and launched the company’s first-ever omnichannel, AI-powered marketing program across 15 channels—12 of them brand new for the organization.
The results?
- 500%+ growth in MQLs
- 60%+ of closed-won deals marketing-driven (double the B2B average)
- 25% YoY U.S. revenue growth
- Earned the 2024 ThinkAdvisor Luminaries Award for Excellence in Marketing/PR and a Silver Stevie Award for Marketing Disruptor of the Year
This campaign didn’t just raise awareness—it built trust, drove revenue, and turned intelliflo from an unknown player into a recognized fintech leader.
Making Waves at the 2024 Future Proof Festival
When intelliflo showed up at Huntington Beach for the 2024 Future Proof Festival, the world's largest wealth managmenet event, we built an immersive brand experience that turned heads and rewrote expectations for fintech events.
From a custom-designed space by a local Los Angeles set designer (saving us big money vs. a production company) to a virtual surfboard simulator that effortlessly merged beach culture with cutting-edge tech, every detail was engineered to spark conversations and amplify engagement. We paired the physical experience with a full omnichannel digital campaign—landing pages, media placements, influencer advocacy, and a live takeover of intelliflo’s global X account that drove a 10x surge in impressions.
The results?
- 81% increase in opened opportunities YoY
- 133% increase in qualified opportunities YoY
- Major customer win within two months
- Leapt from 12th to 2nd in brand recall
This campaign didn’t just make waves at the festival—it set a new bar for event marketing in fintech. And in 2025, it earned me the Bronze Stevie Award for Marketing Disruptor of the Year, recognizing my ability to take events from standard to standout.
Learn more about our three-year journey here.
Freedom in Retirement: Turning Member Insights Into Record Growth
At USAA, I led the company’s first-ever annuity marketing campaign, built entirely on the voice of our members. After months of deep research and direct member conversations, we uncovered four unique segments—Super Spenders, Cautious Savers, Divorcees, and Widows—each facing distinct financial challenges in retirement.
Instead of one-size-fits-all messaging, we created personalized, empathetic campaigns tailored to each segment’s goals, anxieties, and financial realities. From creative strategy to distribution, the work honored USAA’s mission of putting members first while delivering clear, actionable solutions.
The impact was undeniable: record year-over-year annuity growth, new levels of member engagement, and a playbook for how to translate insights into financial peace of mind for those who serve.
From Zero to Brand: Launching DrugScreens.com
When the founders of DrugScreens.com approached me, they had no brand, no website, no strategy—just a business idea.
I stepped in as CMO-in-residence, building everything from the ground up:
- Brand Identity: Developed a modern, professional logo and visual system that balanced trust with creativity.
- Messaging & Positioning: Crafted a voice with personality (“Know Your Enemy: Covid or Flu?”) while anchoring in clarity and credibility for bulk buyers.
- Website Experience: Designed and launched a clean, conversion-driven site that feels more modern e-commerce than medical catalog.
- Market Strategy: Researched a $52B global drug testing market, defined key buyer personas (employers, clinics, recovery programs, agencies), and positioned the company to compete with established players.
In a short period of time, DrugScreens.com went from concept to fully operational B2B e-commerce brand—ready to scale nationally with bulk ordering, same-day shipping, and partnerships with top FDA-cleared product manufacturers.
This is what I do best: turning white space into growth engines.
Leading by Example
I believe the best leaders don’t just talk about growth—they model it. That’s why I make it a priority to set the tone, share lessons, and spark conversations that help others raise their game.
On LinkedIn, I regularly post about marketing, leadership, resilience, and the stories behind the work—from building award-winning campaigns to the grit it takes to lead teams through change. It’s where I combine authenticity with insight, creating a space for ideas that inspire and strategies that work.