Functional Skills

Media Strategy
Digital Transformation
Marketing Analytics
Content Marketing
Product Marketing
Content Strategy
Data Modeling
Communications
Sales and Operations Planning (S&OP)
Digital Marketing / Advertising
Marketing Strategy
Finance Transformation
HEOR Strategy
Business Analysis

Software Skills

Google Analytics
Salesforce

Sector Experience

Business Services
Financial Services
Media & Entertainment
Technology
Travel & Hospitality
Case Study
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Case Studies

salesMarketing
Executive Branding & Thought Leadership for Fintech Startup
Technology Brand Strategy Marketing Strategy
salesMarketing
LinkedIn Live & Thought Leadership Strategy for Financial Services Firm
Financial Services Digital Marketing / Advertising Brand Strategy Search Advertising / SEM
salesMarketing
SEO & Content Strategy Overhaul for Enterprise Client
Financial Services Content Strategy Content Marketing Brand Strategy

Fortune 500

Experience

Frates Research & Consulting Management Consulting
Founder
1/2024 - Present
• Lead strategic consulting initiatives to drive business growth through AI adoption, digital transformation, and market research.
• Develop tailored sales strategies and executive branding solutions to enhance clients' industry presence.
• Provide expert coaching on digital marketing, personal branding, and executive communication to position leaders for success.

Concordia University Irvine Marketing
Marketing Professor
1/2023 - 1/2024
• Taught MBA-level courses on Digital Marketing and Marketing Communications, equipping students with industry-relevant skills.

Pacific Life Marketing
Senior Digital Strategist
1/2023 - 1/2024
• Pioneered LinkedIn Live Events, establishing a new digital engagement channel for the company and industry.
• Transformed The Wave Strength podcast into a high-impact video podcast, significantly boosting audience engagement and reach.
• Positioned LinkedIn as the primary digital marketing platform, optimizing audience targeting and brand influence.
• Trained institutional team members in LinkedIn best practices, fostering employee advocacy and thought leadership.
• Implemented an SEO strategy that enhanced content discoverability, driving increased organic traffic and brand visibility.

Pacific Life Marketing
Digital Media Strategist
1/2021 - 1/2023
• Designed and executed a division-wide social media strategy, resulting in enhanced brand awareness and audience engagement.
• Spearheaded LinkedIn Live Events, newsletters, and YouTube Shorts to diversify content marketing channels and increase reach.
• Managed institutional social media accounts, ensuring content aligned with strategic brand messaging.
• Led the digital advertising strategy, leveraging data-driven insights to maximize ROI and campaign performance.
• Developed and maintained website SEO best practices, driving higher search rankings and organic traffic growth.
• Created in-depth marketing analytics reports to optimize strategy and inform executive decision-making.

Pacific Life Marketing
Marketing Specialist
1/2020 - 1/2021
• Created and managed compelling digital content and media assets aligned with sales and branding objectives.
• Assisted in the development of web-based marketing products and streamlined content delivery processes.
• Designed and managed content for Next by Pacific Life, including product marketing, educational resources, and event promotion.
• Partnered with internal and external creative teams to ensure all marketing assets maintained brand consistency and impact.

Catalina Island Company Marketing
Social Media & Brand Reputation Manager
1/2018 - 1/2019
• Increased website traffic from social media by 46% and revenue by 91
● through data-driven content strategies.
• Led social media advertising campaigns, including the Catalina Wine Mixer promotion, resulting in record-breaking event attendance.
• Managed over 25 social media accounts across various platforms, ensuring consistent brand messaging and audience engagement.

Neilson Marketing Services Marketing
Social Media & Content Manager
1/2016 - 1/2018
• Saved the company $15,000 annually by conducting a strategic client contract review.
• Developed a high-value industry white paper, generating $12,000 in new revenue through targeted marketing efforts.
• Managed and trained a 50+ client portfolio, overseeing content strategy, social media engagement, and analytics reporting.

Concordia University Irvine Marketing
Social Media Community Manager
1/2015 - 1/2016
• Launched Concordia's Snapchat channel, expanding the university's digital presence and student engagement.
• Developed and executed multi-platform content strategies to increase brand reach and audience interaction.
• Led LinkedIn workshops for students, empowering them to optimize their professional online presence.