Professional

LEVO Health

Healthcare Marketing Agency
focusing on marketing, sales, and operations

Sep 2021 - Present

Greater Tampa Bay Area

Director Of Strategy

Directed marketing strategy and account management for SMB client accounts HCP and/or DTC focused healthcare marketing under the umbrella of our three categorical service pillars: Marketing, Sales, and Operations. Key objectives or sub-strategies concentrated on patient and/or provider lead generation and acquisition with respect to the healthcare sectors HIPAA and digital compliance constraints.

The bespoke, ROI-achieving approach primarily consisted of listening to pain points, planning online and offline integrated marketing strategy, project management of tactics' execution, research and continuous analysis to proactively exceed goals, benchmarks and KPIs. Services performed to deploy aforementioned strategies and sub-strategies consisted of, but not limited to, the following: Lead Generation, Demand Generation, Patient Relationship Management, EHR automation, Lead Management CRM implementation, Digital Patient Engagement, Data Driven Healthcare Marketing, Brand Positioning, Programmatic Advertising, Patient Experience Management (PXM), Healthcare Operations Consulting, Telemedicine Activation, Live and In-person Event Management and Promotion, Healthcare Marketing Research, Online Directories Reputation Management, Sales Funnel / Sales Management / Lead-to-Acquisition advising, Patient Review Generation via agency-owned proprietary Practice Builder™, SEO-Friendly Healthcare Content, Social Media Management, Website Design & Development, App Development, Patient Contact Center Tracking, Patient Live Chat Engagement, Healthcare Delivery Modeling, Healthcare Organizational Design, Patient Acquisition, Digital Design, Offline or Traditional Collateral Design.

Marketopia

IT Marketing Agency
for SMB Managed Services Providers (MSPs)

Mar 2021 - Aug 2021

Greater Tampa Bay Area

Director Of Marketing Strategy

Accomplished measurable growth for MSPs, VARs and Vendors via Demand Generation and Lead Generation strategy and management. During my tenure, a key executive concisely enunciated my professional purpose and job role, "you are essentially the internal business and client strategy advisor" due to the player-role adaptability for the myriad of different cross-department and client facing duties. Analysis, strategy, process, and continuous optimization of client marketing campaigns' KPIs throughout the marketing funnel (MQLs) and sales funnels (SQLs) created a more deterministic ROI forecast.

In first 30 days, increased productivity by eliminating 400+ overdue tasks in 100+ projects for 75+ current client accounts in a collaborative effort with the agency, business development team and key executives. Restructured project management tool, Wrike, with time cost efficient, scalable templates respecting agile work methodology.

Productized monthly, integrated marketing campaigns into saleable Gameplan** product procured from the previous 7 years (or 84 months) of agency’s syndicated, industry-specific topic driven content. All 200+ Gameplan** – with 10-15 digital assets in each Gameplan** - were contemporized and prepared to possess evergreen, scalable and paired with online and offline tactics. 3,300+ digital assets were custodied in a white-labeled, PRM software - still in it's infancy - from business-to-business Channel Partner Management partner in an effort to create a passive revenue stream with the development of an e-commerce marketplace for prospective, budget-efficient Managed Service Provider businesses.

**Gameplan isn't the actual term. I wanted to keep internal agency information confidential.

NES Health

Health & Wellness Brand
B2B practitioner program
B2C wellness product brand

Oct 2020 - Mar 2021

Greater Tampa Bay Area

Chief Digital Marketing Offer (CDMO)

• Led company’s digital transformation and challenge/optimize existing go-to-market strategies and internal processes

• Developed and implemented a comprehensive, integrated marketing and communications plan, development plan and ROI model to advance brand awareness and reputation as well as expand NES Health's brand awareness initiatives and programs, enhancing their visibility across multiple audiences and digital platforms to increase revenue

• Led revenue generation through new customer experiences and business models

• Leveraged a strong understanding of mass personalization at scale, social media, consumerism, cloud computing, mobility and Big Data business models and data science as starting points to designing a new digital experience

• Established benchmarks to determine effectiveness of marketing programs and support decision making; define key marketing KPIs and design marketing dashboard in collaboration with the CDO to share with executive team and board

• Measured ROI on digital projects, fine-tuning approaches as needed ensuring we’re investing in the right tools and resources

• Drove market effectiveness and share marketing best practices to ensure the right marketing strategy is in place

• Managed creative direction and standards; assess brand awareness and develop organization marketing plans, budgets, and human resources based on customer research, business needs, and market trends; deploy marketing playbook

• Designed, tested, and implemented programs that further entrench the organization’s services with existing users, including increasing donations, increasing referral business, and reducing user turnover

• Endorsed best-in-class customer experience at all touch points across functions; define and implement metrics to track customer satisfaction for the brand; conduct annual customer surveys and analysis of customer complaints in collaboration with the customer care team

Marketing Department Inc.

Marketing Agency
sector focus: manufacturers, supply chain, logistics, local government, aerospace/aviation, medical device companies, electrical manufacturers, software

Oct 2019 - Oct 2020

Houghton, MI and Tampa, FL

President, Florida Market

Market penetration in Tampa Bay market by cultivating long term relationships with prospective target business sectors. Expand strong reputation for quality work to the Tampa Bay area. Promote the agency's ability to grow business.Build the sales funnel and introduce MDI to advanced manufactures and tech companies that have demonstrated an urge to grow via marketing.

Internal Director of Digital for Client Projects in addition to project manager and as needed specialist roles for the following services: Google Ads, Facebook Ads, Retargeting/Remarketing campaigns, Email marketing, Analysis, Research, SEO, Content Creation, Reputation Management and automation to integrate tactics.

Growing our clients’ business is what drives us. Growth doesn’t come from one ad campaign. Instead, building a successful brand requires great vision, a strong culture, and an understanding of the marketplace. Our clients strive for excellence and perfection because what you deliver is critical. Our mission is to help make you successful and increase sales with a really smart approach to marketing.

Our Business Growth Model: our marketing approach echoes the business development strategy we recommend for our clients. First we build a relationship and earn your trust. Then we conduct research, learning all we can about your company so we can map out a direction based on facts and stated needs. Finally, we execute a winning strategy that strengthens your brand and accelerates growth.

Trading Up Media

Growth Marketing Agency
Programmatic, HubSpot Partner

Apr 2020 - Sep 2020

Greater Tampa Bay Area

Vice President of Sales

Trading Up Media. Consulting agency. HubSpot Solutions Partner | Growth Marketing Agency offering offer inbound marketing powered by the programmatic experience, and hybrid marketing and adtech solutions generate high powered growth for our clients. Trading Up Media specializes in demand generation and growth marketing for brands of all sizes. Trading Up Media works as an extension of your marketing team, helping your business tell your unique story to your target audience.

Prymel Elements

Branding Consultancy
Small-to-Medium Business (SMB) branding and consulting firm

Jul 2020 - Nov 2020

Greater Tampa Bay Area

Strategy Advisor

Prymel Elements is a marketing and consulting agency that helps entrepreneurs, nonprofits and startups gain clarity and align their marketing efforts with their sales goals. We specialize in brand development, marketing and communications strategy, website development and crafting unique designs that tell the story of your brand. We're on a mission to develop healthy, sustainable brands by giving them the foundation to last a lifetime.

Tocoba.ga

Digital Agency & Business Advisory

SMB B2B Advisor, Integrated Digital Marketing Strategist & ProducerSMB B2B Advisor, Integrated Digital Marketing Strategist & Producer

Jun 2019 - Present

Owner/Operator

Jun 2015 - June 2019

Tampa, FL

Agency Owner & Operator, SMB B2B B2C Advisor & Strategist

Improved, enhanced and consulted over 400 small to medium brands primarily via digital services with respect to offline engagement. Collaborated with clients, vendors and freelancers to execute lean, customized digital strategies and holistic business plans. 

Continuously optimized on-going, integrated marketing tactics with ROI benchmarks, goals and KPIs targets. Primary serviced clients' pay-per-click and social media ad campaigns, organic social media marketing and management, SEO driven content writing & multi-media content creation, online reputation, and email marketing campaigns.

Tocoba.ga, a ⭐️⭐️⭐️⭐️⭐️ digital managed services agency meets a small business planning and management consulting firm. Tocobaga Consulting, or "TocoWorks", is a Tampa Bay Area design firm, consults local/micro/small/medium companies on their digital business landscape. Office is located in Ybor City and anywhere in the world by way of internet access. Small-to-medium business consulting firm meets a digital services nerd agency. There's no catch-all phrase. Our holistic approach to be the Glue Guys is a old school business problem solving executed primarily online: cost and time effective marketing, brand engineering, website development, e-commerce, design that increases ROI, ⭐️⭐️⭐️⭐️⭐️ online reputation and reviews, social media management, video production, email marketing and more!

Sola Salon Studios
Four S LLC franchise group

Salon Studio franchise
Commercial Real Estate, Beauty and Hair Salon industry

May 2012 - Oct 2015

Greater Tampa Bay Area, Atlanta, Charlotte, Raleigh

Regional Director (Tampa Bay)

Four S LLC Franchise Group - Sola Salon Studios franchises . Penetrated and developed the Sola Salon Studios franchises in Tampa Bay M.S.A. and assisted in market penetration of Jacksonville M.S.A. and Orlando M.S.A. Day-to-day responsibilities include location development, increasing occupancy, tenant retention, fostering beauty industry relationships, salon business consulting and customer service. Achieved an approximate 300% R.O.I. on digital marketing campaigns for leasing, online advertising and creating promotional channels for Four S’ 40+ locations in Southeastern territories.

Dimensional Fund Advisors

Investment Firm
Asset Wealth Management, Index Funds

Sep 2006 - Mar 2009

Santa Monica, CA

Financial Advisor Client Services

As part of the Client Services team, serviced all of Dimensional's sales channels across the globe by providing broad suite of highly customized reports along with a suite of standardized solutions. These reports included due diligence questionnaires, reconciliations, requests for information and board reports, and client review questionnaires to meet our clients reoccurring reporting needs. Executed a high volume of deliverables for end-to-end managed solutions with internal report generation tools and a secure website. Worked with nearly all teams across the firm to compile data that the clients require, package it in a user friendly format, and distribute for consumption.

Supported the client services teams to build, maintain and strengthen our global client relationships while working directly with clients, prospects and intermediaries to develop and expand personal and professional relationships.