Growth advisory for financial services and insurance
Unlock the growth your marketing and distribution should be delivering.
I grew Capital One's Secured Card from zero to 1,000,000+ customers. Then I built New York Life's agent digital ecosystem. Now I help financial services and insurance companies get their marketing, sales, and product compounding, so the whole delivers more than the sum of its parts.
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Results
Before: Millions of Americans were being declined for unsecured credit with nowhere to go.
What I did: Built the acquisition strategy and the underwriting model from scratch. Secured Card became Capital One's highest volume online credit product.
Before: Growth had plateaued and the marketing function didn't have the capabilities needed to push past it.
What I did: Built the analytics foundation, rebuilt marketing from the ground up, and overhauled the acquisition and conversion strategy. Revenue grew from $50M to $120M+.
Before: A 12,000-person field force running on outdated infrastructure with no modern selling tools.
What I did: Built the company's first digital product function and launched a six-platform ecosystem across the full organization. New agents saw a 30% lift in sales conversion.
How I Work
In most organizations I work with, the pieces exist. Marketing is running campaigns. Sales is working leads. Product is shipping features. What's missing is someone pulling it all together — owning the full system, forcing the tradeoffs, and driving toward a single outcome. That's the role I play.
Areas of Focus
- Channel and distribution strategy
- Go-to-market for new products and channels
- Full funnel conversion
- Digital infrastructure and tooling
- Data and analytics
- Operations and process
- Talent and org design
- Agent and advisor enablement
Diagnose
Understand the full system — marketing, product, and sales — not just the layer that's most visible. Find where the investment is leaking and why growth has stalled.
Design
Build the strategy and the plan. This is a detailed roadmap with clear priorities, success metrics, and a sequenced path to execution.
Execute
Hands-on through execution, working alongside your team to deliver results.
Optimize
Measure what's working, adjust what isn't, and keep pushing. The goal is a marketing and distribution function that's equipped to keep delivering long after the initial win.
Why Me
Ex-COO of Field Productivity at New York Life, where I built the company's first digital product function. Former P&L owner for Capital One's Secured Card. Harvard Law, Wharton MBA.
I think like a COO, not a functional area owner. I care about how the pieces come together to generate an overall return on your investment. I don't do marketing or ship features for their own sake.
I work across product, marketing, and sales. The problem is rarely just marketing. It's usually somewhere in the handoff between functions. I'm broad enough to see the whole system and fix what's actually broken.
Fortune 100 depth. Founder-level execution. You get the strategic rigor of a big company operator and the hands-on hustle of someone who's started (and sold) two businesses with their own money on the line.
Let's talk.
I work with a small number of clients at a time. If your organization is leaving growth on the table and you're not sure why, I'd welcome a conversation. In 30 minutes I'll ask about your situation, share my perspective on what's likely getting in the way, and tell you whether and how I can help.
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