Work History

Work History
Sep 2010 - Present

Marketing Director, E- Commerce

Advisys / Back Room Technology

Advisys is a subscription based financial services (SAAS) technology company, and the only place you can find needs analysis, client education and compliance solutions in a single application. is the signature product. Advisys helps Financial Advisors with turnkey professional client presentations.Enterprise product echoWealth and retail product Back Room Technician platform technologies are used by top financial services companies and more than 45,000 financial services representatives (financial advisors, CFP's CPA's, CLU's, ChFC's, registered reps (RR) nationwide. Reporting to the CEO, responsibilities include lead generation and all marketing activities, managing inside sales group and CRM execution.Other Accomplishments (not listed above):• Grew retention business by 10% to a rate above 75% within the first 6 months.• Implemented sales training webinar process for customers and prospects averaging 750 reservations per.• Doubled warm prospecting database and created a 600,000+ cold database using Discovery Data.• Implemented CRM for better metrics reporting and accountability.• Implemented new phone system (Vocalocity) for improved quality and reporting.• Partnered with CEO in implementing Rockefeller Habits processes (how to increase the value of company).

Apr 2010 - Jul 2010

Vice President - Marketing - Contract Position

Increase Visibility

Increase Visibility helps companies increase website traffic through SEO processes. The benefits of becoming highly ranked include higher sales volume, better brand recognition and increased market share. Currently ranked #1 by Top Ten Reviews. responsibilities include all aspects of lead generation marketing including webinars, white papers, collateral, public relations and website. Also the managing of CRM application.

Other accomplishments (not listed in summary above):

*Created and implemented the company's first e-mail campaigns, webinar and white paper.* Implemented CRM to 20 users.

Apr 2008 - May 2009

Sales and Marketing Consultant (Full Time)

Generational Equity

Generational Equity is an investment bank specializing in mergers and acquisitions services for private business owners. Lead generation is done through the marketing of 350 CEO yearly conferences in the US and Canada.Reporting to President, assisted in a 130 seat inside sales/telemarketing/call center, relationship modeling, e-marketing, web marketing, CRM, segmented database / list management, strategic planning and daily operations. Other accomplishments (not listed in summary above):• E-mail appended 220,000 database records for e-marketing programs.• Created and implemented a new scientific conference scheduling program using database analytics.• $1.7 million annual revenue growth by implementing a text messaging marketing program.

Apr 2008 - Apr 2009

Sales and Marketing Consultant (Part Time)

TS Marketing Group

TS Marketing Group Inc. is a Strategic Marketing Development company with an emphasis in Internet Marketing and Membership Websites. We help small to medium businesses develop and implement sales and marketing strategies to grow their market share and network. Companies under contract include “Mortgage Assistant Program”, “Herbal Abundance”, “Global Speakers Forum”, “Smart and Sticky Marketing”.My responsibilities include assisting ownership in daily operational needs including lead generation marketing, web marketing, database and list management, CRM, and business development.

· Re-developed a web based mortgage assistant program with original creator and Pakistan developers.

· Developed lead acquisition program and wrote e-mail copy for a real estate company.

Sep 2003 - Sep 2007

Chief Operations Officer (COO) dba The Mortgage Coach

Mortgage Coach is a membership company that is dedicated to helping mortgage professionals achieve higher levels of success by providing them with the resources to deliver better advice and tangible value to homeowners.

Managed 40 marketing and sales professionals overseeing lead generation marketing, inside sales/telemarketing operations, CRM, events and trade shows, human resources, strategic planning, accounting, and partnerships. An average of 1.2 million prospect and customer e-mails generated per month.Other accomplishments (not listed in summary above):• Tripled data capture by implementing CRM. • Increased retention revenue of customers by 300% through improved operations, customer service and drip marketing.• Spearheaded a 160% increase in lead generation response rates and landing page conversions

Apr 1990 - Sep 2003

Executive Vice President Marketing Services

The Geneva Companies

The Geneva Companies was a specialist in the mergers, acquisitions, and divestitures of private middle market businesses. 400 CEO seminars, “How and When to Sell Your Business for The Most Profit” were held.Managed 45 sales and marketing professionals overseeing lead generation marketing, seminar operations, inside sales/telemarketing, and CRM activity. Developed a yearly statistical and financial plan. Optimized and directed the Dun and Bradstreet lead generation relationship of 500,000+ prospects. Delivered an average of 7 million pieces of direct mail per year.Other accomplishments (not listed in summary above):• Grew marketing database by 39%, (140,000 prospects) by redefining SIC requirements.• Improved outbound calling volume 31% at no additional cost by eliminating a 3rd party call center.• Realized revenue increases averaging 25% per year, through specialized CEO marketing programs. • Drove profitability $250,000 annually by reducing non-deliverable mail and daily database list clean-up.• Achieved $4 million revenue growth in the first 18 months of marketing into Canada.

Nov 1982 - Apr 1990

Operations and Finance Manager

Taco Bell Corporate

* Developed annual and long range financial, capital and strategic goals for 300 company and franchise restaurants.* Analyzed monthly P&L and make recommendations.* Analyzed marketing, human resources, and operations programs to determine financial feasibility.* Developed and presented to senior management quarterly sales and profit goals


1976 - 1980


Fairleigh Dickinson University



Strategic Planning

B2B Prospecting Databases Such as Dun and Bradstreet


Inside Sales / Telemarketing / Call Center

Lead Generation Marketing


Reading business books, social media, hockey (Ducks), baseball (Yankees), college football (USC), spending time with 2 teenage boys, helping others.


 I help companies generate more qualified leads using direct response techniques such as e-mail; use targeted databases; integrate with a CRM system such as; and run the inside sales (call center) team. By widening the sales funnel, I help grow revenues and profits. A partner with support teams to surpass their goals.I solve the following issues:*Marketing does lots of things, but they do not lead towards a sale *Lead Generation Open Rates and Click Rates are lower than expected*You have a broken sales process with revenue less than expected*You need to grow sales, but have no repeatable or scalable process*Sales and marketing costs to acquire customers is more than the profit from each sale*Sales is unhappy with marketing and wants more leads*Cherry picking, poor follow-up and lack of sales team effort


You can contact me at or 949-322-4495KEY ACCOMPLISHMENTS*Executed 1.5 million monthly e-mails to a database of 600,000 prospects (Advisys)*Tripled new business sales within the first 6 months (Advisys)*Generated $6 million in revenue in the first 8 months of a new CRM, directing a new inside sales program (Gen Equity)*Strengthened lead generation with the first fully integrated prospect strategy incorporating e-mail campaigns, phone sales, lead nurturing campaigns and lead funnel management (Gen Equity)*Increased marketing database 308% to 400,000 prospects using opt-in marketing programs such as white papers, webinars, and select purchases. (Mort Coach)*Implentation of Vertical Response e-mail program and CRM (Mort Coach)*Grew sales 260% in 4 years using strategies of e-mail, webinars, inside sales, web, and voice (Mort Coach) *Increased database penetration by 45% through implementation of an in-house CRM system (Geneva) Personal competencies include integrity and trust; results driven; strong sense of urgency; business acumen; customer focus; interpersonal savvy; mission, values and vision focus; operations excellence; clear communication with all levels of staff.


• Lead Generation Marketing Strategy and Implementation including e-mail, direct mail, webinars, web, social media, text, seminars, trade shows • Telemarketing, Inside Sales, Call Center Leadership • Consultative Solution Selling • P&L Management • Customer Acquisition and Retention • Recruit, Train, Develop World Class Staff • CRM Automation and Analytics including • Budgets, Planning, Forecasting