Building Marketing Ops & Revenue Performance Engines for Predictable Growth in FinServ & FinTech

Hi, I’m Chad — a marketing leader with 20+ years of experience building, scaling, and fixing the marketing operations and revenue performance systems that drive growth.

I started my career on the strategy and execution side of marketing, learning firsthand what worked, what stalled, and where friction quietly undermined results. I led initiatives that reduced CAC, optimized ROI and ROAS, improved LTV, and strengthened pipeline quality — and over time, a clear pattern emerged: the biggest obstacles weren’t ideas or effort. They were systems.

Broken handoffs. Fragmented MarTech. Inconsistent CRM workflows. Data gaps. Funnels full of friction.

Those patterns shaped my move toward building the operational backbone behind effective marketing engines — the acquisition workflows, lifecycle processes, and integrated platforms that make growth more efficient, predictable, and scalable.

But behind the data, process, and performance work, there’s something equally important:

Marketing is human — and so is leadership. Systems don’t change unless people believe in where they’re going. Teams don’t scale unless they feel supported, equipped, and heard. And no amount of technology works without clarity, alignment, and trust.

So yes — I build marketing operations and revenue performance systems. But I also build confidence, capability, and cohesion. The human infrastructure that enables sustainable, predictable growth.

Today, my work focuses on strengthening marketing operations and revenue performance — and empowering the people who run them — so Financial Services and FinTech organizations can grow with clarity, accountability, and momentum.


⭐ WHAT I BRING

A Marketing Operations Lens for Modern Growth

I strengthen the operating systems behind marketing performance:

When the operating systems are clear and aligned, growth becomes more efficient and predictable.