BACKGROUND

Professional History

Rooted in Texas. Based in San Diego.  Connected worldwide.
TIMELINE

Roles & impact

Sitecore business card
Reflektion / Sitecore Discover
Sr. Director, Analytics & Optimization [Search & Discovery]

Worked with enterprise retail and ecommerce brands to optimize product discovery, search relevance, personalization, and digital commerce performance across ecommerce search and recommendation environments.

  • Helped establish optimization frameworks and best practices for ecommerce search and product recommendations based on testing and analysis across more than 120 ecommerce implementations and domains
  • Led executive business reviews and strategic optimization discussions focused on measurable performance improvement, platform utilization, customer retention, and commerce best practices
  • Developed aggregated benchmarking analysis across industry verticals, customer implementations, device behavior, and seasonal commerce trends including Black Friday performance
  • Supported sales and enablement initiatives through product demos, competitive analysis, RFP support, ROI analysis, partner training, and discovery optimization consulting
  • Collaborated with Product Development on beta testing and rollout initiatives involving segmentation, content search, entity/object management, and Sitecore CDP integration

Created repeatable improvement systems grounded in search behavior, experimentation frameworks, customer strategy, and measurable ecommerce performance.

Certona business card
Certona (later part of Kibo Commerce and Monetate)
Sr. Manager, Digital Experience & Optimization

Focused on ecommerce recommendation systems, behavioral analytics, experimentation, personalization strategy, and customer optimization initiatives across enterprise retail ecommerce environments.

  • Designed and executed large-scale personalization and optimization tests that contributed to more than $30M in recommendation-influenced demand
  • Worked with enterprise retailers to improve recommendation effectiveness, customer engagement, merchandising performance, and conversion outcomes
  • Developed deep expertise in experimentation, behavioral analytics, recommendation strategy, and ecommerce optimization through hands-on testing and performance validation
  • Collaborated with data scientists and product teams to better understand behavioral and algorithmic foundations influencing recommendation performance

This period became the foundation for later work in product discovery, ecommerce search, experimentation strategy, AI-commerce, and catalog intelligence.

LTC411 business card
LTC411 Financial Network
Digital Marketing & Optimization Consultant

Developed and optimized an authority-driven financial services web platform focused on SEO, customer acquisition, lead-generation optimization, web analytics, conversion strategy, and early experimentation methodologies.

This role provided a hands-on environment for building expertise in content strategy, web-based lead tracking, landing page testing, and the relationship between messaging, customer behavior, and measurable conversion outcomes.

Retirement Capital Group business card
Western Capital Financial / Retirement Capital Group
Vice President, Affinity Marketing

Developed affinity-based marketing, association partnership, and distribution programs focused on customer acquisition, email marketing, lead optimization, and behavioral marketing initiatives during the early growth of web-based financial services marketing.

  • Built state and national association endorsement programs supporting retirement planning, annuities, life insurance, and long-term care insurance initiatives
  • Developed and managed email marketing databases, web-based promotional campaigns, and lead-tracking systems designed to improve acquisition efficiency
  • Helped develop consultative planning frameworks including a Retirement Plan Audit designed to simplify complex retirement and risk-management concepts

This period deepened my foundation in customer acquisition strategy, executive partnership development, behavioral marketing, and measurable lead-generation systems.

GS XXI
GS XXI, a technology subsidiary of Kintetsu World Express (KWE)
Vice President, Business Development & Marketing

Supported business development, technology partnership, and market outreach initiatives focused on emerging ecommerce, digital infrastructure, and customer experience opportunities for a U.S.-based technology subsidiary of Kintetsu World Express.

  • Worked alongside strategic technology partners including HP, Fujitsu, Oracle, and others to develop enterprise technology opportunities
  • Participated in outreach programs, association marketing efforts, and trade show initiatives across New York and Southern California markets
  • Contributed to early-stage planning and positioning for “MySPOC” (My Single Point of Contact), a centralized digital customer experience and infrastructure support platform concept

This experience provided early exposure to enterprise technology ecosystems, platform strategy, partner development, and digital customer experience concepts.

Premier Print & Design
Premier Print & Design
Creative & Production Director

Supported creative strategy, client communications, and production operations for a print communications company focused on branding, marketing collateral, direct marketing, and early website development initiatives.

  • Worked closely with business clients on corporate identity, promotional strategy, communications materials, and advertising support
  • Managed outsourced production coordination across print, direct mail, and web hosting services
  • Built early experience in client communication, creative project management, and customer-facing business development
Best of the Beach
Best of the Beach
Advertising Operations Coordinator

Supported advertising operations and campaign coordination for a locally targeted direct-mail advertising organization serving San Diego businesses through customized promotional campaigns.

  • Worked directly with local business owners on advertising placement, campaign coordination, and distribution support
  • Gained early exposure to customer acquisition strategy, advertiser expectations, and revenue-driven marketing operations
  • Built an early foundation in advertising, client communication, campaign execution, and performance-oriented marketing
Allied Bank of Texas
Allied Bank of Texas
Banking Operations

Early professional experience within a structured financial institution environment, building a foundation in customer service, process discipline, financial accuracy, and operational accountability.

  • Supported operational and customer-facing banking functions
  • Developed discipline in process adherence, communication, accuracy, and financial systems rigor