Professional summary

Successful corporate-trained marketing and business development professional with two and a half decades of experience in financial services, marketing and management consulting. 15 years of experience in Silicon Valley, CA working in, and advising, high tech and web-based start-ups.

Expertise in three main areas:

1. Innovative business development strategies, visionary & operational business planning. Product and pricing strategies for services businesses. Financial projections and profitability analysis. We help entrepreneurs start, expand, market and finance their businesses.

2. Marketing strategy and services: Developing, implementing and day-to-day management of digital marketing. We use inbound and content marketing to generate

Engagement overview

Engagements can be hourly or project fee for specific, well-defined projects or advisory work.

We provide ongoing, outsourced marketing consulting services under monthly retainer agreements.  Under these situations, we provide marketing strategy, implementation of strategy (including all tools/systems), development of campaigns and content, and analysis and reporting of performance.

We also provide training on various topics such as email marketing, social marketing, digital marketing tools/platforms/systems, etc.


Focus on technology, professional services and distribution firms seeking expansion and revenue growth.