Hi I’m Dan, a marketing expert with over 15 years experience developing strategies that drive revenue growth
Biography
As an innovative digital marketing leader with over 15 years of experience, I have a proven track record of leveraging data-driven strategies to generate leads, accelerate pipeline growth, and drive business results for multiple organizations.
Experience
Financial Services Marketing Agency
May 2022
Current
Head of Digital Marketing and Demand Generation
I drive growth and innovation for over 50 firms in the financial services sector, including fintech, wealthtech, lenders, advisory, and asset management. My approach blends cutting-edge digital marketing techniques with comprehensive demand generation strategies.
STP Investment Services
Aug 2014
Apr 2018
Director of Marketing
I developed and managed digital marketing campaigns, PR strategies, product launches, and marketing budgets to acquire new clients for the company's front, middle, and back-office offerings. My initiatives increased brand awareness, established thought leadership, and optimized marketing performance and ROI. I also led positioning, messaging and go-to-market plans for new service introductions.
Orion
March 2020
April 2021
Director, Demand Generation and Digital Marketing
As Director of Demand Generation Marketing, I led a 6-person team to engage financial advisor targets utilizing content, email, digital ads, and social campaigns. Reporting to the CMO, I created multi-channel strategies focused on RIAs, wealth managers, and broker dealers that expanded the sales pipeline by optimizing targeting and budgets. Working closely with Sales, I helped nurture and convert high-value prospects through segmented account-based approaches.
Lincoln Financial Group
May 2017
Feb 2020
Director, Digital Marketing
As the subject matter expert for digital marketing within an employee benefits insurance division, I developed digital strategies, oversaw paid advertising campaigns, managed the email marketing channel, and created targeted content to engage business customers. My responsibilities included implementing automation and best practices, creating annual digital marketing plans, managing digital ad spend, designing webinars and thought leadership campaigns, and developing contact segmentation strategies for key accounts. I also solutioned digital approaches across channels to optimize customer communications.
Entech
October 2013
May 2017
Senior Marketing Manager
As a B2B marketing leader for a fintech lending platform, I created integrated go-to-market plans and led content development, digital campaigns, sales enablement, and marketing ops to drive adoption among target financial institutions. My initiatives encompassed managing teams to produce assets and campaigns, overseeing paid search, social and organic channel execution, consulting across the customer journey, wireframing UX concepts, and analyzing data to optimize lead velocity and marketing ROI. I set and managed budgets and ROI goals for each product launch and campaign.
Drexel University Online