Financial Services · 2022—2026
National Commercial Lending Platform

Leading marketing for a lending platform as it grew from $103M to $1B+.

I joined the platform early and built the marketing function from the ground up — guided by the business goals set by the head of the company, and alongside a talented team. Over the next four years, as cumulative financing volume grew 10×, I led marketing across brand, PR, content, digital, and strategic partnerships.

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4-Year Growth
10×
in cumulative financing volume

A marketing strategy that scaled with the business — every year.

$103M · 2022 → $1B+ · 2026
What I led

The work, by pillar.

01

Brand & Growth

Owned the marketing function day to day — budget, brand, campaigns, and the communications behind them.

  • Owned the marketing budget — planning, allocation, and vendor spend
  • Website strategy, positioning, and brand identity
  • Integrated campaign planning and execution
  • LinkedIn strategy and executive presence
  • Email marketing programs
  • PR strategy and press coverage across CRE, hospitality, and capital markets trades
02

Content & Thought Leadership

Translated complex C-PACE and structured finance concepts into content that developers, owners, brokers, and lenders could actually act on.

  • Articles, market updates, and program updates
  • Deal case studies and investor-ready collateral
  • Press releases and deal announcements
  • Social content and LinkedIn thought leadership
03

Digital & Demand Generation

Ran the digital side of marketing — SEO, website traffic, and lead generation that compounded year over year.

  • SEO strategy — grew website traffic 35× in two years
  • Landing page strategy and conversion optimization
  • Email campaign programs
  • LinkedIn Ads and paid lead-generation
  • Market research feeding demand-gen targeting
Deals

Headline transactions.

Hospitality and resort deal announcement Flip through →
$137M
2025 · Hospitality & Resort
Flip through
Industrial renovation case study Flip through →
$15.4M
Industrial & Renovation · 732,742 SF
Flip through
Senior living community case study Flip through →
$6M
Senior Housing · 124 Units
Flip through
Press coverage

National coverage across CRE, hospitality, and capital markets.

Owned the PR strategy, the deal announcement program, and the agency relationship behind it — placing major commercial financing transactions in the trades across commercial real estate, hospitality, and finance.

CRE & Investment
  • The Real Deal
  • Commercial Observer
  • Bisnow
  • Connect CRE
  • Multi-Housing News
  • REBusinessOnline
  • Business Journals
Hospitality
  • Hotel Management
  • Lodging Magazine
  • Hotel Business
  • Green Lodging News
Finance & Capital Markets
  • PERE Credit
  • MBA Newslink
  • Yield PRO
  • Seniors Housing Business
  • Student Housing Business
Need this for your business?

Want a marketing strategy that compounds?

Whether you're scaling a financial services platform, launching a brand, or trying to figure out where AI fits — I build marketing strategies that grow with the business, year over year.

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