Strategic Marketing Advisor - Accountants

FEB 2026 - PRESENT · 6 months

Strategic Marketing Advisor

DEC 2025 - PRESENT · 8 months

Expert

FEB 2023 - PRESENT · 3.5 years

As an Expert, I provide strategic advice and guidance to founders and operators within the Primary portfolio and broader network. Experts enjoy access to early-stage businesses, emerging trends and technology, and an expanded network of exceptional leaders and resources through a top-tier seed-stage firm. Primary is New York City’s premier early-stage venture firm working alongside founders to build unicorns like Alloy, Alma, Chief, Dandy Electric, Latch, K Health, Stellar Health, Slice, and many more.

Principal

JAN 2023 - PRESENT · 3.6 years

B2B marketing consulting firm providing Fractional CMO, Head of Demand Generation and Head of Partner Marketing services primarily in the Tech/SaaS space, for companies focused on mid-market and enterprise ICPs. • Retained by the CMO of a cybersecurity unicorn to stabilize and lead Demand Gen efforts during the search for a new full-time Head of Demand Gen. Campaigns planned and executed during this 5-month engagement influenced 76% of active pipeline opportunities. • Retained by the CEO of a data capitalization stealth startup to advise and build the foundational marketing infrastructure to prepare for a general launch in Q1 2024. Key contributions include drafting an initial corporate narrative, working with the founding team to develop brand voice and tone, establishing company positioning and messaging, solidifying ideal customer profile, and building the marketing plan and GTM framework.

Founder

JAN 2023 - PRESENT · 3.6 years

Founder of TechWalk, a networking community for Tech and SaaS professionals that offers curated outdoor weekly walks

Principal

JAN 2023 - PRESENT · 3.6 years

B2B marketing consulting firm providing Fractional CMO, Head of Demand Generation and Head of Partner Marketing services primarily in the Tech/SaaS space, for companies focused on mid-market and enterprise ICPs. • Retained by the CMO of a cybersecurity unicorn to stabilize and lead Demand Gen efforts during the search for a new full-time Head of Demand Gen. Campaigns planned and executed during this 5-month engagement influenced 76% of active pipeline opportunities. • Retained by the CEO of a data capitalization stealth startup to advise and build the foundational marketing infrastructure to prepare for a general launch in Q1 2024. Key contributions include drafting an initial corporate narrative, working with the founding team to develop brand voice and tone, establishing company positioning and messaging, solidifying ideal customer profile, and building the marketing plan and GTM framework.

Head of Partner Marketing

NOV 2024 - NOV 2025 · 1.1 years

UBS Luminary 2024 Fellow

AUG 2024 - AUG 2025 · 1.1 years

Head of Channel Marketing, Gusto

JAN 2021 - OCT 2022 · 1.8 years

Steering Committee Member

JAN 2020 - JAN 2021 · 1.1 years

Partnership Leaders is the industry association for Partnerships / Alliances / Business Development / Channel Leaders. Our mission is to elevate the roles of these Partnership Leaders at their companies. As a member of the steering committee I am leveraging my talents for building this exclusive community.

Senior Director, Partner Marketing

MAR 2020 - JAN 2021 · 11 months

Director, Partner Marketing

NOV 2018 - MAR 2020 · 1.4 years

Senior Manager, Field Marketing

OCT 2016 - NOV 2018 · 2.2 years

CEO

AUG 2014 - OCT 2016 · 2.3 years

Uzeeum's goal is to be the automatic first step for any person planning a visit to a NYC museum and a favorite online destination for museum aficionados whether they visit a museum once a week or once a year. Uzeeum is passionate about helping museum fans discover, explore, discuss and share their love for museums (in a way that was never before possible). Uzeeum informs, guides, and delights lovers of art, science and culture with the only comprehensive museum-focused directory of exhibits, installations and events available on the internet. Combined with exclusive and original content, insider news, expert commentary and fun promotions, Uzeeum makes it easy to find the perfect museum experience based on our users' interests and preferred budget, availability and location. 2016, Speaker, Alliance 2016, "Museums in the Digital Age" 2016, NV Magazine, Movers & Shakers, Award Winner 2016, Bleeker Fellowship Recipient 2015, Selected Participant, Rice University, IT & Web Venture Forum, Pitch Competition

Vice President - Marketing

AUG 2013 - AUG 2014 · 1.1 years

Highlight: Align marketing efforts to corporate goals while boosting efficiency, productivity, and quality of supporting campaigns. Transform industry trends, news and analysis into creative thought leadership, marketing communication campaigns and PR initiatives to increase market awareness and sales. Revamp and re-launch website, with projected measurable improvement in lead generation, site traffic, conversions, direct inquiries, and form submissions. Amplify leads, conversions, and ROI by hiring consultant to streamline marketing automation processes and build systemic workflows. Manage, direct and coordinate the efforts of nearly 20 independent freelancers or third party vendors including writers, copyeditors, graphic designers, project managers, marketing professionals, researchers, digital marketing agencies (PPC, SEO, & web), HTML coders and the retained PR firm.

Manager, Marketing and Communications

SEP 2011 - AUG 2013 · 2 years

Brought in to lead the development and execution of integrated marketing campaigns in support of new product launches, partner co-marketing agreements, and core products/services promotion. Managed team of 15 vendors across multiple geographies and time zones. Highlight: Built resources to develop, launch, execute, monitor, and measure a lead generation-focused marketing program. *Developed, managed, and directed the placement and positioning of the executive team (CEO, COO, CTO, & GC) in various PR initiatives including conference panels, industry roundtables, and other media platforms. *Negotiated largest advertising package in firm history’s, contributing to “Innovator of the Year” award. *Crafted marketing metrics strategy that evaluated campaign effectiveness based on KPIs. *Increase tradeshow traffic 10-fold by implementing a 2-pronged pre-conference communication strategy.

Marketing Manager

MAR 2010 - SEP 2011 · 1.6 years

Supported the efforts of the Global Head of Marketing in achieving the goals and objectives of the annual marketing plan. Focused on the management and execution of key lead generation activities including webinars, events and content marketing campaigns. Key accomplishments include the streamlining of multiple marketing processes to improve efficiency and increase return on marketing investment.

Vice President, Marketing

JAN 2006 - FEB 2010 · 4.2 years

Progressed to lead entire North American marketing operations, while providing dynamic leadership to cross-functional teams. Created and executed corporate- and product-specific marketing plans, which aligned revenue goals with product roadmaps. Spearheaded integrated marketing campaigns, overseeing website, sales collateral, direct mail, e-mail blasts, and advertising. *Introduced corporate branding guidelines for proper use of corporate colors, logos, and elements in concert with Global Head of Marketing. *Coordinated a wide array of events, championing marketing and organizational objectives, including product user conferences, industry tradeshows, customer sales briefings, investor calls, and client holiday parties. *Piloted 6 post-acquisition teams to integrate and rebrand product/service into existing framework.

Analyst, Sales and Marketing

AUG 2004 - JAN 2006 · 1.5 years

Hired to support sales and establish company’s marketing function and develop strategy in collaboration with executive management. Advanced and bolstered sales force’s activities in areas of lead qualification, product demonstrations, contract preparation, new account setup, and customer training. Highlight: Created marketing infrastructure and operational procedures from scratch for startup company. *Formalized marketing/branding protocol for acquisitions and integrated into corporate merger strategy. *Crafted strategic approach to company’s charitable giving that capitalized on PR and marketing opportunities. *Created powerful brand builder by coordinating large-scale, “must-attend” client networking events regularly.

Executive Director

JAN 2002 - JAN 2004 · 2.1 years

Manager, Marketing and Business Development

JAN 1999 - JAN 2001 · 2.1 years