Founder and Principal

May 2025 - Present

Provide strategic marketing, research, consultation, and execution to businesses and nonprofit organizations across verticals. Selected engagements include fractional marketing projects to FinTech start-ups, enterprise marketing strategy for environmental organizations, designing and delivering payments and security lectures to University FinTech students, and writing and promoting documentary film content for New York City–based producers.

Director of Marketing and Research

Feb 2015 - Oct 2017

Produced market research and actionable intelligence to support Fiserv’s annual strategic product and marketing plans in a $400M division with 500+ clients. I led primary research studies, published related content, conducted media and analyst interviews, conference keynote speaking, synthesized competitive intelligence, and created research-based messaging for industry analysts, media, clients, prospects, sales teams, and executive stakeholders.

While at Fiserv, I held various marketing roles in the company's fastest-growing Biller division. I led marketing adoption efforts for the strategically vital e-bill distribution product line, driving its adoption and growth to 400 million annual transactions and helping establish it as the largest e-bill network in the industry.

Senior Product Marketing and Research Manager

Feb 2015 - Oct 2016

Spearheaded the creation, planning, design, and execution of winning product marketing strategies for the Fiserv Biller Solutions Division. I also led primary and secondary research initiatives, including consumer and business surveys, focus groups, usage analytics, and UX lab testing.
My programs included competitive landscape analysis, product innovation and Sales support, product naming, user segmentation, positioning, launch planning, lead generation, PR, analyst relations, tradeshow strategy, content creation, and sales enablement.

Senior Product Marketing and Research Manager

April 2008 - Oct 2011

Created, developed, and delivered actionable market insights and sought-after assets from primary consumer and business surveys, focus groups, and attitudinal and demographic segmentations. Assets included annual research publications, best practices, thought leadership content, webinars, client and sales presentations, product guidance, industry keynote speeches, and media interviews.

Consumer and Partner Marketing Manager

Dec 2004 - March 2008

Partnered with Fortune 100 firms to develop, execute, and measure comprehensive marketing campaigns to drive customer awareness, adoption, and usage of online financial services, including digital and mobile billing and payment.

Vice President and Research and Marketing

Dec 2017 - July 2024

I built, led, and managed all facets of IDology's marketing and primary research functions, including strategy, brand management, product marketing, demand generation, sales Enablement, content management, PR, social media, events, digital marketing, messaging architecture, competitive intelligence, Analyst relations, comms, partner marketing as well as primary and secondary research.

During my tenure on the executive team leading Marketing, the company achieved a 28% compound annual growth rate (CAGR) over five years through organic growth, driven, in part, by marketing-sourced lead generation, product marketing, PR, and digital marketing initiatives.

Doctorial Candidate

August 2024-2025

Thesis focused on the causal relationship between consumer fraud experiences and the adoption of related protections and payment choice outcomes.

Education

Georgia State University

MBA 2003

SUNY Oswego

BA Psychology 1994

Emory University

Certification in AI for Efficiency 2024

MIT

Certification in Future Commerce 2016

• NACHA Payments Innovation Alliance, Elected Member Consumer Payments Advisory Committee (2014 to 2017)

• Technology Association of Georgia (TAG) FinTech Steering Committee (2019-2020)

• Guest lecturer at Kellogg School of Management on Marketing Segmentation based on co-written Kellogg Marketing Case Study (2016)

• Guest speaker at (live and virtual) University of Georgia Principles of FinTech Certification class BUSN 3700 on Cyber Fraud, Identity and Security Markets (Spring and Fall Semesters; 2019 – 2022, Professor Robert Trotter)

• Guest speaker (virtual) at Georgia State University Principles of FinTech Certification class BUSN 3700 (Spring and Fall Semesters; 2021-2022 – 2022, Clinical Associate Professor Jonathan Godbey, Ph.D.)

Additional Highlights

YOU CAN ALSO FIND ME ON