Chief Marketing Officer | Financial Services & Fintech | Brand, Digital & Growth
Maryland / New York
Senior marketing executive and former CMO with deep experience in financial services, fintech and advisory businesses. Builds modern, insight-driven brands translating lifestyle aspirations into measurable growth. Proven track record leading integrated brand, digital, and content strategies; managing high-performing teams; and scaling marketing engines in regulated environments. Led teams of 10–20, managed budgets of $1M–$2M+, and driven $500M+ in new AUM.
Hello it's LK Marketing
Jan 2024 — Present
Full-service marketing and growth consulting practice serving financial services, fintech, and enterprise clients. Develops integrated brand, digital and go-to-market strategies for growth-stage and enterprise clients. Advises executives on brand positioning, advisor engagement strategy, content marketing and revenue growth.
Brown Advisory
Jan 2020 — Jan 2024
Owned and led all marketing strategy for the firm's $80B Private Wealth and Endowment & Foundations businesses. Built the firm's first-ever web engagement program from zero, generating $500M+ in new AUM. Led $250K MarTech initiative with Edelman; architected five-year customer acquisition and retention roadmap including full Salesforce CRM implementation. Managed $1.2M marketing budget and a team of 12.
Pivot Health Solutions
Jan 2018 — Jan 2020
Led brand and communications strategy across three distinct healthcare businesses. Developed unified brand architecture with unit-specific messaging, voice, and editorial governance. Managed reputational and crisis communications. Built and mentored a high-performing comms team.
Evergreen Health
Jan 2016 — Jan 2017
Developed a new customer focused brand and go-to-market strategies, overseeing an $800M omni-channel marketing plan. Grew platform to 25k members, meeting the goal and achieving profitability. Authored 'World's Easiest Health Insurance Guide (Ever)' driving measurable community engagement and member acquisition.
ConnectYourCare
Jan 2013 — Jan 2015
Developed and executed firm-wide brand and marketing strategy with $700K budget. Created 360° Connect, a new communications platform exceeding first-year projections by 450%. Co-authored 'HSA for Dummies' and 'FSA for Dummies'. Led M&A integration for CVS/Navarro acquisition.
IBM
Jan 2003 — Jan 2013
Led global marketing for IBM's SaaS BPM portfolio, managing $2M budget and 20+ dotted-line reports. Developed demand generation and GTM programs contributing to a $600M revenue goal. Created and launched PS Studio, a full-service internal marketing agency. Established 'Smarter Public Sector,' IBM's first-ever industry brand.
PwC
Jan 1997 — Jan 2003
Led go-to-market and brand strategy for global technology consulting practice across communications, media, and entertainment industries, managing a $2M+ budget. Managed the Telecom Management Forum, a bi-annual worldwide C-suite industry summit.
MBA · International Business
BA · Communication