Functional Skills
Business Unit Strategy
Product Strategy
Market Research
Go-to-market Strategy
Digital Marketing / Advertising
Customer Experience
Customer Segmentation
Process Design / Re-engineering
Training and Coaching
Communications
Data Science
Software Skills
Google Drive API
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Sector Experience
Business Services
Consumer Goods
Financial Services
Retail
Technology
Languages
English
Bulge Bracket Investment Banks
Fortune 500
Experience
Iris Advisors
Management Consulting
Partner
2/2020 - Present
Advise on strategic marketing, process, market assessment, product management, growth hacking, go-to-market strategy, syndicated research, lead generation, digital marketing, branding, IT-related products, branding, LTV, communication, segmentation, and analytics. B2B2C.
Greenway Marketing
Management Consulting
Principal
5/2006 - 7/2016
Built marketing, product, and analytics consultancy. Significant work in transforming firms to digital, aiding startups with business models and implementation of most functions, launched SaaS software product, Salesforce, growth of acquisition and retention in several firms. Strong analytics skills used.
JPMorgan Chase & Co
Product Management / Strategy
VP Marketing and Product Development
6/2001 - 4/2007
Tasked to increase the profit of a $60B balance, 25MM+ card business by filling product gaps, improved process, and finding new revenue opportunities. Used data and subjective analysis to recommend high ROI, products. P&L $68MM. Led dept. of 6 directs and 54 in multi-functional teams. Sponsored 6-Sigma teams in CRM, LTV, and customer acquisition and retention.
Sharemax.com
Marketing
VP Marketing and Product Development
7/2000 - 4/2001
Headed marketing in a startup with the goal of disrupting industrial sourcing and logistics on an international basis. Identified and sourced 1,450+ global suppliers that would appear in a catalog for clients. Identified, sold, and contracted with two firms for a beta test.
American Express and Others
Marketing
VP Marketing/Product
12/1985 - 7/2000
Marketing, product, finance, product development, strategy, tech for: AT&T (Led 1.4 M lines and written up in Fortuned Magazine), American Express (Ran global services on the Card.), VISA International (Installed cash-back at POS and other technology products), S&P/DRI (Consulted on Economic forecasting, Industry trends, and a SaaS analytics program. CBS Television (Strategist and financial manager for direct-marketed continuity serires. Authored reports for advertisers to use CBS.)
New York Life Insurance
Corporate Strategy & Development
Corporate Vice President
2/1999 - 7/2000
Led Internet and Strategic Marketing departments when insurance was evolving to Web sales. Build a new Web site that both sold small policies and gathered business and consumer leads. Trained 2,000 HQ Execs to be more proactive and entrepreneurial. Conceived and built leading-edge service for caregivers of seniors and children that was spun out as a division.