A bit about me and my philosopy
I currently serve as the Head of Marketing at CION Investments, an alternative investment manager, and co-Founder of Seven Group, a platform that enables Financial Advisors market their practice more effectively. My approach to business is fairly simple.
DATA AT THE CORE
Data is the variable to success and can hurt or help any business. Focusing on the right data to drive change is the difference maker.
EVERYONE IS A MARKETER
Everyone should have a marketing mindset, no matter what role or team they’re in.
R&D THROUGH ACTION
Testing through various channels is the best way to learn about client behaviors.
SOLUTIONS SOLVED COLLECTIVELY
Solutions are best solved as a group. At the end of the day, it doesn’t matter who comes up with the solution.
PEOPLE CONNECT WITH PEOPLE
Your brand is your people and network. It doesn’t matter if you run a company or are solo act.
Companies I’ve Worked With
Covering all things business, marketing, and mindset.