Senior marketing advisory with deep fintech expertise
I’ve spent my career at the intersection of marketing and financial services — leading teams, launching products, and helping fintech companies figure out what their marketing should actually be doing.
I’ve worked with some of the most recognized names in the industry, including BlackRock and LendingClub, across banking, lending, wealth management, and beyond. I’ve led multi-disciplinary teams, launched products that generated millions in revenue, and helped organizations navigate the kinds of moments that test strategy, execution, and leadership all at once.
I believe the best marketing leaders aren’t channel specialists. They’re multi-disciplinary operators who understand the full picture: the customer, the business, the market, the team, and the tradeoffs required at each stage of growth. They know how to connect strategy to execution — and when to challenge assumptions instead of simply executing against them.
That’s what I bring to clients.
I take on a small number of advisory relationships at a time. When I take on an engagement, I bring the same judgment I'd bring as your CMO — spotting the gaps, pressure-testing the plan, and giving you a clear point of view before you commit resources to it.
What it’s like to work with me
Before I do anything, I ask a lot of questions. Not to slow things down — to make sure everything I do after is exactly right.
I ask the right questions first
I see the whole field
I’m not an expert in one tactic, I’m an expert across. GTM strategy, product marketing, team design, channel mix — we go where we need to go, and prioritize what you need most.
I’m selective by design
I work with smart people who want to do great work. No jerks. Life is too short.
Ready to move forward?
Let’s talk. A free, 15-minute, no-pressure chat to see if we’re a fit for each other.