Digital Growth Strategy
Builds practical growth plans that connect audience strategy, positioning, content, campaigns, websites, analytics, and sales follow up into one operating system.
Fractional Chief Digital Growth Officer
Digital growth leadership for financial services organizations.
I help banks, credit unions, advisory firms, trust companies, and specialty financial services providers turn digital strategy, marketing technology, customer experience, and analytics into measurable revenue growth.
$35MMarketing technology budget led at Truist
600+Annual campaigns directed at TIAA
20+Years across digital, banking, CX, and martech
Executive Profile
Senior digital, marketing, and revenue growth executive.
I combine enterprise financial services experience with the practical execution mindset smaller institutions need. My work focuses on digital strategy, lead generation, conversion improvement, marketing technology, analytics, and customer experience systems that create measurable business impact.
Financial Services Focus
Deep experience across banking, wealth, trust, retirement, 1031 exchange, self-directed IRA, lending, and advisory business models.
Execution Leadership
Bridges executive strategy, marketing operations, technology teams, agencies, and frontline business partners to move work forward quickly and responsibly.
Current Role
Fractional Chief Digital Growth Officer, May 2023 to Present
Founder of Rokture, a fractional executive service helping smaller financial institutions improve digital revenue performance without adding unnecessary complexity or overhead.
Responsibilities
- Lead digital growth strategy for community banks, credit unions, financial advisors, mortgage firms, trust companies, and specialty finance providers.
- Assess websites, funnels, content, paid media, SEO, analytics, CRM, email nurture, and conversion paths.
- Create 30-day assessments and 90-day execution roadmaps tied to measurable revenue opportunities.
- Align leadership teams around priorities, timelines, budgets, and success metrics.
Accomplishments
- Developed the Trust Track framework to help financial institutions turn credibility into measurable digital growth.
- Built revenue-focused websites, landing pages, lead capture tools, calculators, assessments, and nurture campaigns.
- Created content strategies for retirement planning, 1031 exchange, SDIRA, wealth management, and specialty finance audiences.
- Implemented practical analytics and conversion tracking for campaigns across search, social, email, and web channels.
Operating Approach
- Start with the highest-value revenue gaps.
- Prioritize fixes that can be executed quickly.
- Use clear measurement instead of vague marketing activity.
- Help small teams perform like more mature digital organizations.
Resume
Executive experience across research, banking, marketing technology, and digital product leadership.
2022 to 2023
Principal Analyst
Forrester Research
Advised marketing, technology, and operations executives across industries on marketing technology, data management, privacy, compliance, digital transformation, and customer experience strategy. Created research, tools, templates, and executive guidance for enterprise clients.
2020 to 2021
SVP, Marketing Technology
Truist
Led three direct reports, 56 staff, and a $35M budget supporting digital initiatives across data transformation, real-time offers, voice of customer, marketing technology, and customer experience.
2017 to 2020
SVP, Head of Digital Capabilities and SVP, Digital Marketing
Seacoast Bank
Directed digital banking, website, online banking, mobile apps, ATM screens, email marketing, CRM, social media, marketing automation, and digital customer experience initiatives. Managed budgets from $2M to $6M and helped position the bank for stronger organic digital growth.
2015 to 2017
VP, Digital Product Manager
Wells Fargo
Developed and supported enterprise digital banking product enhancements across web and mobile platforms. Partnered with cross-functional teams through agile and waterfall delivery methods.
2010 to 2015
VP, Digital Marketing
Bank of America
Led digital and mobile marketing strategy, campaign optimization, media planning, web design, UX, Eloqua automation, Salesforce integration, chat platforms, and analytics across major banking audiences.
Earlier
Management Roles
Accenture and TIAA
Held leadership roles in customer experience, CRM optimization, client consulting, and campaign operations. At Accenture, helped save $2M annually through marketing outsourcing improvements. At TIAA, directed teams producing more than 600 campaigns annually across multiple segments and channels.
Core Competencies
Strategy, execution, and measurable growth.
Digital Growth StrategyFinancial Services MarketingMarketing TechnologySEO and SEMLead GenerationConversion OptimizationCustomer ExperienceCRMAnalyticsContent StrategyPaid MediaExecutive Alignment
Technical Background
Hands-on fluency across the digital stack.
Google AnalyticsAdobe Experience PlatformEloquaHubSpotSalesforceWordPressHTMLCSSPHPcPanelJIRAAgileMarketing AutomationVoice of Customer
Education and Professional Activity
Business, technology, and industry thought leadership.
MBA, Marketing Management
Benedictine University, Illinois
BA, Information Systems
Monroe College, New York
AA, Computer Science
Monroe College, New York
Industry Speaking
Frequent presenter on digital personalization, digital transformation, CRM platforms, marketing technology, and customer experience at national conferences including GDS, DMA, and HubSpot INBOUND.
Need a digital growth leader who understands financial services?
For fractional leadership, advisory work, board-level digital strategy, or executive consulting, connect with me directly.