Expert Details
Financial Services Marketing (Consumer Lending and Insurance)
ID: 737895
California, USA
Summary:
Marketing leader who drives growth at scale for innovative consumer finance businesses.
• Acquired 1 million new customers at Lending Club - 30X increase in quarterly loan volume
• Grew revenue 10X at SocietyOne, Australia’s largest alternative lender
• Drove 25% improvement in customer credit quality and retention at Metromile
Areas of Expertise:
- Marketing Leadership: P&L accountability, managing over $100 million annual marketing spend. Set and deliver lofty brand standards. Create a customer-centric culture across the entire organization.
- Customer Acquisition: Build high ROI teams and channels that scale. Hands-on experience managing paid and organic search, social media, display, email, partnerships, direct mail, radio, and OTT/television.
- Product Marketing: Deliver dramatically better customer experiences. Create high-conversion funnels and CRM strategies. Continuously test and learn. Innovate within the constraints of risk and compliance.
- Building High-Performance Teams People Love Working For: Invest heavily in recruiting and development. Set clear expectations and coach teammates on how to achieve them.
- Data-Driven Decision Making: Track the metrics that matter and use them to decide what to do next. Rigorously test and learn. Get my hands dirty understanding the details. Teach others to do the same.
- Product Development: Partner closely with product managers to clearly define and prioritize high-impact initiatives. Serve as the voice of the customer with operations, support, sales, compliance, and risk.
- Brand Strategy: Compellingly convey the vision and value proposition. Partner with creative teams and performance marketers to develop, distribute and continuously improve cut-through messaging.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 1999 | Degree: MBA | Subject: Business Administration | Institution: Haas School of Business, University of California |
| Year: 1994 | Degree: BBA | Subject: Business Administration | Institution: Goizueta Business School, Emory University |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2021 to Present | Employer: Undisclosed | Title: Vice President | Department: Marketing |
Responsibilities: |
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| Years | Employer | Title | Department |
| Years: 2019 to 2021 | Employer: Metromile | Title: Vice President, Marketing | Department: Marketing |
Responsibilities:Lead customer acquisition and growth, including all performance marketing channels (paid search, paid social, display, direct mail, television, email, partnerships, phone sales) and lifecycle marketing. |
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| Years | Employer | Title | Department |
| Years: 2016 to 2018 | Employer: Aussie Pet Insurance | Title: President | Department: Marketing |
Responsibilities:Acquired struggling consumer insurance marketing business. Revamped product and brand, signed on new roster of insurance partners and developed scalable marketing strategy. Sold business to Australia's largest comparison shopping site for 5X return. |
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| Years | Employer | Title | Department |
| Years: 2015 to 2016 | Employer: SocietyOne | Title: Chief Marketing Officer | Department: Marketing |
Responsibilities:Drove 5X growth in monthly loan originations volume to $10 million (10X increase in revenue), establishing the company as the largest alternative lender in Australia. Lead marketing, brand and growth strategy, and built out scalable, profitable marketing channels. Shaped rudderless marketing department into a high performance team. |
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| Years | Employer | Title | Department |
| Years: 2011 to 2015 | Employer: Lending Club | Title: Vice President, Marketing | Department: Marketing |
Responsibilities:During the four years at Lending Club, team lead 30X quarterly growth, acquiring over 1 million new customers! Served as product owner for personal loans and head of the Borrower Marketing Group, which has two primary responsibilities:Customer Acquisition - bring in tens of thousands of new customers each month via online marketing, including paid and organic search, email, and display advertising. Product Marketing - Lead user experience and serve as the voice of the customer. Continuously test and learn to optimize the funnel, maximize conversion and drive extraordinary growth. Set the standards for delivering an exceptional customer experience across tens of thousands of daily interactions with our products and operations teams to build a world class brand. Along the way I also lead business development, public relations, inside sales, and new hire training until each of those grew into standalone functions. |
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| Years | Employer | Title | Department |
| Years: 2004 to 2011 | Employer: Broderick Street Partners | Title: President | Department: |
Responsibilities: |
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| Years | Employer | Title | Department |
| Years: 1999 to 2002 | Employer: Self Employed | Title: Cofounder and CEO | Department: |
Responsibilities: |
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| Years | Employer | Title | Department |
| Years: 1994 to 1997 | Employer: JPMorgan Chase and CO | Title: Financial Analyst | Department: |
Responsibilities: |
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International Experience
| Years | Country / Region | Summary |
|---|---|---|
| Years: 2015 to 2018 | Country / Region: Australia | Summary: Based in Sydney, Expert served as Chief Marketing Officer at consumer lender SocietyOne in 2015 - 2016, then President of Aussie Pet Insurance from 2016 until that company was sold to Finder in 2018. |