Twenty Four Years of Hiring, Firing, Training, Managing, Sales, Marketing and Executive Leadership from Start-ups to Fortune 500 companies. I offer key business development and marketing expertise with a proven ability to generate millions of dollars at an astronomical growth rate for direct marketing companies and their clients.
Dynamic senior level executive and marketing professional, combining entrepreneurial vision with strong business management expertise to identify and capitalize on market opportunities to drive revenue, profit growth and capture market share. Team building and leadership strengths with proven ability to recruit, train and mentor teams. Leads by example to set and achieve aggressive goals, remaining focused on the big picture and core values.
I am currently seeking an Executive Level Position and possible equity within a high growth, small to medium size company that will leverage my marketing, corporate governance and proven high growth track record. I am confident that my strong, hands-on leadership style and ability to identify and capitalize on market opportunities to drive company success can make a meaningful and sustained contribution to your organization.
I am looking to stay in South Florida, work virtually, travel up to 2 days per week or am open to commuting by plane for the right opportunity.
HIRING & TRAINING
INVESTMENT BANKING; IPO’S
MANAGING & MOTIVATING
MERGERS AND ACQUISITIONS
NEW VENTURES & START-UPS
2010 - present
2010 - present
SKM Media Group - Chief Marketing Officer
2010 - 2014
Grew Direct Mail Marketing Platform Company 3,752% in 3 years from $350,000 to $12.1 Million and was recently ranked the #1 Fastest Growing Marketing Company in Florida & #20 marketing company in the U.S. ~Inc. 500 (http://www.inc.com/profile/skm-media-group).
Designed, developed & launched an industry disrupting marketing platform that generated a 500% increase in marketing participation among agents for Allstate and other Fortune 500 Brands.
Created highly responsive Direct Mail campaign that was responsible for producing more than 31% of the Auto Insurance revenue in Florida for Allstate. Analyzed, Strategized and Executed several marketing campaigns for well-known brands such as Greg Norman, Allstate, American Standard, Quicken Loans, Dunkin Donuts, Blimpie & Friendly’s.
Direct Marketing Associates - Director of Sales & Marketing
2008 - 2010
Responsible for opening, developing and managing direct marketing accounts. Responsible for marketing, online lead generation, hiring, training and managing new reps. Developed an online lead generation program that produced more than $1 Million revenue first year. Built 4 websites producing over 100 leads per month; www.dmadirectmail.com. #1 Sales Rep in company. Generated over $1 million in annual sales. Rewarded with equity position. Closed largest client of the company for annual contract over $1 million.
Data Warehouse (Now DataMyx) - Dir. Marketing Wholesale Division
2005 - 2008
Responsible for opening, developing and managing ITA and Credit Data accounts and hiring and training new reps. Conceptualized, developed and responsible for producing the company's weekly Trigger report. Number 1 New Account developer - Opened 175 accounts in the first year; Over 225 second year. Conceptualized and launched 7 websites producing over 180 leads per month. $350,000 sales first year, $865,000 sales second year. Promoted to Sales team leader first year; overseeing 5 reps.Promoted to Director of Marketing in second year. Oversaw development of www.datawarehouseleads.com.
Referral Marketing Partners - Director of Sales & Marketing
2003 - 2005
Started company with two partners and $3,000 with goal of selling the company to a larger entity. Hired and trained over 22 sales personnel to create a national sales force within six months. Grew Company to $500,000 in sales in 9 months. Sold my interest to my partners to pursue a database business development position.
H&R BLOCK Financial Advisors - Branch Manager
2002 - 2003
Hired to recruit and manage Financial Advisors. Locate and secure a larger office space. Grew revenue from $350,000 to over $1 million in year one. Full P&L responsibility for branch operations. Responsible for managing $68 Million dollar assets under management for San Jose Branch Office. Personally managed $20 Million in assets.
ATRADE, Inc. - Chief Executive Officer
1996 - 2002
Launched online super financial portal, initially offering financial consultants a vehicle to compete in the Internet age by creating a model utilizing online trading as a marketing tool. Redirected company in 2000 into an online collaboration platform enabling Attorneys, CPA’s, Financial Advisors and Multi-Disciplinary Practices (MDP’s) to cross-market services. Managed cross-functional team of 25 with five direct reports managing web development, brokerage operations, financial operations, sales and marketing, and Business Development. Identified, prioritized and led core business initiatives and projects. Raised $3.5 million in seed capital.Secured and developed over 15 websites including ATradeUSA.com (broker dealer), ATradeInsurance.com (insurance agency), designed to cross market each other. Drove revenue and gross margin growth by enhancing overall online experience, capitalizing on cutting edge features, functionality, usability, look and feel. Achieved 600% revenue growth––from $200,000 first year to $1.2 million in year two. Sold company to NEXTAdvisors in 2002. Served as consultant for six months.
Charles Schwab - Financial Advisor
1995 - 1996
Responsible for opening, developing and managing investment accounts. Top performing advisor; Provided high level of client support for wealthiest clientsCultivated and managed new accounts.Consistently achieved in top percentile for new accounts opened, asset growth and revenue generation.
Lew Lieberbaum - Branch Manager
1991 - 1994
Recruited and managed staff of investment bankers with full P&L responsibility for branch operations. Reported to National Sales Manager. Developed all direct marketing plans.Developed all Direct Marketing Plans; reported to National Sales manager Grew branch office revenue to $4 million a 400% increase in commissions generated. Recruited and trained 15 brokers, achieving profitable branch office within six months. Raised over $15 million for several medical companies through IPO’s and secondary offerings.
The Marham Group - Executive Recruiter
1990 - 1991
Recruited and placed CFO, Controller and Accountants for Fortune 500 Companies. Recruited and placed Controller position for American Skandia Life. Made thousands of business development cold-calls. Recruited and trained three sales people.
DIRECT MAIL STRATEGIES
DIRECT MAIL FULFILLMENT
DIRECT MARKETING (B2B, B2C)
SOFTWARE APP DESIGN
B.S. Financial Management - 1990
School’s 2nd all-time leading scorer, and hold several records in Ice Hockey; Inducted into the Athletic Hall of Fame 2000
Created Endowment Fund in Memory of Hockey Coach
Created Mentoring, Networking and Community Website for Hockey Alumni (www.quinnipiachockeyalumni.com)
Computer Application Skills
Microsoft Office; Word, Excel, PowerPoint, Outlook
Design Software: Photshop, In Design, Publisher
CRM: Salesforce.com, ACT, Campaigner, InsideSales.com, Maximizer, Goldmine
Marketing Automation Software: Hubspot, Hootsuite, Marketo, Genius, Real Magnet Email
1999 - Presenter, “Online vs. Full Service Firms,” Regional Investment Bankers Association, Orlando, FL
1999 - Guest Speaker, “Transitioning Full Service Firms Online,” Online Trading Summit, New York, NY
2012 - Great Florida Insurance Annual Kick Off - "How to use Data and Direct Mail to drive sales", Naples, FL
2013 - Allstate Insurance Annual Enrollment in the "BIG" Marketing Program - Marketing Platform Webinars, Coaching and Training, Orlando, FL
2013 - Allstate Insurance Annual Enrollment in the "GROW" Marketing Program - Marketing Platform Webinars, Coaching and Training, Nashville, TN
Direct Marketing Association, DMA
Mortgage Bankers Association, MBA
Palm Beach Postal Council, PCC
Florida Direct Marketing Association, FDMA