603%
Member growth in 90 days
WealthTech
Experience
One operator. Every discipline.
Over ten years I have personally run each of these functions, hands on the accounts, accountable to the number. Not managed from a deck. Here is the range, discipline by discipline, with the receipts.
Across 10+ years operating · prior roles
98%
Monthly paid retention
Same engagement
$1.2B
Advisor assets recruited
Prior role
8
Industry marketing awards
10+ year career
Ten disciplines, one operator
The range, with the receipts.
Each of these I ran with my own hands, accountable to the number. Every card leads with what it actually returned. Open any one for the full story.
$7K
Wasted spend caught by reading the account
Paid & Performance Marketing
Search, social, and media buying built from zero at a bank where compliance read every word. Where I first learned to catch a budget leaking in real time.
Read →$3M → $24M
Auto-loan sales on one repositioned offer
Product Marketing & Go-to-Market
Positioning, pricing, and launch across B2B, B2C, and B2B2C. Turning underperforming products around by fixing the story, not the price.
Read →$32K
Creative saved by moving production in house
Brand & Creative
Brand built from the ground up, and one ownable idea per product held steady across every channel a customer meets it in.
Read →98%
Monthly paid retention, held
Lifecycle & Retention
Trigger-based nurture that meets a customer at the exact moment they stall. The cheapest growth there is: the kind you never buy twice.
Read →$107M
Sourced pipeline at 27.57× ROAS, one broker-dealer
Demand Generation & ABM
60+ integrated campaigns and $7.8M in sourced pipeline. Engineering the path from “never heard of you” to “booked a meeting.”
Read →4.78%
Live-funnel click-through, ~1.8× the benchmark
Conversion Optimization
Funnels, landing pages, and the message-match that stops the click you already paid for from leaking out between the ad and the page.
Read →17.3:1
Budget-to-revenue return, modelled and tracked
Analytics & Forecasting
Dashboards, TAM analysis, and predictive models across hundreds of thousands of data points, read by hand, not glanced at on a summary slide.
Read →1,200
Stranded leads recovered from the CRM
RevOps & Martech
Salesforce, automated sales funnels, and the CRM hygiene that decides whether a lead you paid for ever gets worked.
Read →+70%
Webinar attendance from real buyer intent
Content & SEO
Whitepapers, video, and organic search built on the exact question a buyer is already typing, now written to earn the AI citation too.
Read →20+
Cross-functional team, from a first hire
Team & Marketing Leadership
Built and led teams the way I operate: close to the work, accountable to the same dashboard, never asking for a number I could not hit myself.
Read →The analytics and data platforms behind all ten →
One operator who has run all of it is one operator who can run all of it. That is the whole case for Operator-Led Growth.
Six industries, one operator
Where I’ve actually operated.
The ten disciplines above cut across all of it. This is the other axis: the industries I have carried a number in, and the one receipt I would put on the table for each.
Before gRO· prior roles, except where marked
- Banking & lending
$3M → $24M
An auto-loan book taken from 3% to 27% share on one repositioned offer, inside a regional bank where compliance read every word before it ran.
- Wealth management
$107M
Sourced pipeline at 27.57× ROAS, $22M of it closed won, at a national broker-dealer. Traced campaign by campaign in the CRM.
- WealthTech
603%
New member growth in 90 days as the recruited growth hire at Freeman Capital, and 98% monthly paid retention holding underneath it.
- Healthcare
Built from zero
The entire marketing function for a specialty practice in a market where the rules kept shifting, then the first team hired and trained to run it.
- Agency & multi-industry
An international team
B2B and B2C go-to-market across a roster of client industries, built on real cost-benefit analysis, pricing and budget forecasts rather than a deck.
- Consumer goods · at gRO
47 competitors
Labels coded across 14 variables on a placement grid for a salsa brand heading to the shelf. The data backed most of the intuitive calls and overruled four.