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.