VP, Demand Generation
📍 Austin, TX
VP-level demand generation executive with 10+ years engineering revenue-generating marketing systems across financial services and fintech - most recently scaling marketing-sourced closed-won revenue from $300K to $22M at Kestra Holdings with 2,657% ROI. Multi-Stevie Award winner recognized for Marketing Department of the Year and Marketing Disruptor of the Year. Combines full-funnel demand architecture, paid media strategy (Meta, LinkedIn, Google), and marketing automation (Salesforce, Pardot, HubSpot) with a documented track record of compressing cost per lead by 30-68%, doubling MQL volume, and converting marketing investment into verified closed revenue at executive scale.
Kestra Holdings
Dec 2022 — Present
• Engineered a 73x revenue multiplier - scaling marketing-influenced closed-won revenue from $300K to $22M while holding paid media spend growth to 23%, driving ROI from -54% to 2,657%. • Grew opportunities 180% (20 to 56) and improved MQL-to-opportunity conversion from 1.46% to 2.33% while cutting cost per opportunity 56% from $32.5K to $14.25K. • Lowered cost per MQL 30% from $474 to $333 while increasing annual MQL production from 1,371 to 2,400. • Architected a role-based multi-channel demand engine - Meta for volume, LinkedIn/Email for conversion - doubling total MQL production to 2,953 while improving opportunity conversion rate 60%. • Accelerated pipeline velocity to 6-7 day median MQL-to-opportunity conversion, with marketing-sourced deals closing 12-17% faster than business development. • Delivered $27.57 in revenue per $1 spent with average revenue per win reaching $3.67M - a full-funnel efficiency benchmark across the financial advisor enterprise segment.
Freeman Capital
May 2020 — Dec 2022
• Built and launched Freeman Capital's full GTM playbook from zero - driving 600% user growth in 90 days and reducing CAC from $25.16 to $1.87, enabling institutional partnership. • Captured $100K in ARR with a 98% monthly paid user retention rate, establishing durable unit economics in a startup environment. • Built integrated demand funnels powered by content marketing (65% of leads), SEO (25%), and paid media optimized to $1.87 cost per lead. • Grew email engagement 220% through segmented nurture journeys, reducing churn and recovering lapsed subscribers at scale.
Avantax WM
Oct 2018 — May 2020
• Reactivated $600M in qualified pipeline - recovering 40-42% of dormant CRM leads through audience segmentation, behavioral targeting, and personalized multi-channel campaigns. • Drove $140M in asset growth in 8 months by improving campaign execution, resource allocation, and team performance across a 20+ stakeholder organization. • Reduced cost per lead 68% by unifying marketing and business development under a single channel strategy, eliminating redundant spend. • Drove 70% lift in paid channel conversions by architecting and launching a multi-channel acquisition engine across search, social, and display. • Boosted Google Analytics goal completions 249% YoY and increased lead conversion rate 27% through a redesigned digital marketing strategy.
Broadway Bank
Sept 2014 — Sept 2018
• Generated $60M in deposit growth in six weeks through a high-performing Facebook Ads campaign and optimized lead generation funnel. • Delivered $6.7M in retail sales revenue and 321% ROMI through performance-driven loan campaign strategy and optimization. • Drove $3.2M in cross-sell revenue by redesigning onboarding sequences and lifecycle marketing triggers. • Accelerated auto loan growth from 3% to 27% through integrated paid search, SEO, and social media acquisition strategies.
BBA · Marketing