Transformational Digital Leader
With More Than 15 Years' Experience
VP, Head of Digital
2014-2019 – I reported to the head of marketing and responsible for leading the prototyping, testing, building and optimizing of all web and native mobile applications for marketing engagement campaigns, sales enablement products, lead generation capabilities and loyalty based self-servicing experiences.
Responsive Websites
Scalable Digital Platforms
I was hired to improve OppenheimerFunds’ digital capabilities and experiences for advisers and investors. That meant establishing a consistent, scalable, and reusable platform to allow marketing to more easily promote products and other thought leadership while instituting efficiencies within product, UX and engineering teams. The project was a major success and helped expand the firm’s digital presence to international markets in less than half the time it normally would take.
Awards:
- #1 DST “Top Website: Digital Engagement”
- #2 Market Metrics “Top Industry Website”
- WInner: Gramercy Institute Strategy Award for Personalization
- MFEA Star Award “Financial Adviser Website”
Designed by: Mark Sokoloff
Director, UX & Product Management (2010-2014)
I worked for Amex for 10 years and built a reputation as a true change agent, someone who can create a vision/strategy but also execute. As Director of Product Management (2010-2012) my role was to figure out why customer satisfaction was declining and fix the core journey (including UX and capability development). In late 2012, I was asked to build an internal UX and Innovation team that could not only reduce cost but create game-changing experiences at exceptional speed. Here are just a handful of marketing, e-commerce, and self-servicing examples that the team developed.
Lead Designers on the Team:
