AI Shortlist Architect

Deloitte Consulting Alum

Economics degree from UCLA, MBA from USC

Ex-Agency owner

I spent my first 20 years working for corporate America across several industries, including investment banking, commercial banking, HR consulting, IT consulting and Deloitte Consulting.

I learned a lot.

The next 10 years I ran a full service agency. I learned even more.

And now I am in my third major phase of my career where I use my knowledge and experience to help sales and marketing executives adapt to the way B2B buyers make purchasing decisions today.

What makes me different

Experienced

According to Korn Ferry, the average age of a CMO is 55.

I've got some grey hairs and have had my share of success and failures.

Ethical

I know - a strange word.

If we need to bring in additional help, I have a network of trusted partners.

I do not receive any type of commission or referral fee.

If I recommend external vendors, it’s because they are best in class.

Education

I am not a marketing major nor do I have a degree in graphic design, comp sci, or journalism.

I am an economics major from UCLA

My MBA is from USC.

Independent

I am not an account manager at an agency and thus I am not incentivized to cross sell and upsell agency services.

I depend on in-house teams and existing agencies to execute the strategies I develop.

Fractional

My job is to work myself out of a job.

My typical engagements last between 6 to 24 months, depending on what is needed.

My goal is to set my clients up for success and put in processes so that I am no longer needed.

Business Background

I spent the first 20 years working for Corporate America, including Beckman Coulter, Sanwa Bank, CompuCom, Hewitt Associates and Deloitte Consulting.

I owned a full service agency for 10 years and know the ins and outs of how Agencies work.