I step in as an interim or fractional marketing leader for companies, private equity firms and agencies. For TPG, I’ve done that work inside two portfolio companies, Creative Planning and HB Wealth.
It follows 20 years of designing the program, building the team, choosing the tech and doing the math, most recently as Chief Strategy Officer at GlueIQ. I left the C-suite to work closer to consequential problems, and I stay until the work runs. I’m also open to the right long-term leadership role.
The seat is empty, or about to be.
The job is real. A full-time hire isn’t, yet.
Not sure which one you need? Tell me what’s happening and we’ll work it out. A defined project might do the job.
Budgets, agencies and deadlines keep moving. Someone has to hold the decisions while you work out what the permanent role should be.
Someone has to work out what marketing, people, systems and spending will actually deliver it, then go make it happen.
A bigger budget raises the stakes for everyone. The team needs a way to run it, question it and know when to change course.
Each team is doing sensible work on its own. Nobody is building demand across all of it.
Your agencies, teams and platforms each have a piece. Nobody can say who decides what.
Each team has its own numbers, and nobody can say what the media budget is actually returning.
I usually start by asking who owns what. The silence is informative.
One plan, built around the audience.
One version of the numbers.
A strategy someone is assigned to.
Usually 3, 6 or 12 months, at three to five days a week.
We agree on the outcome, the days per week, who I report to, what I decide and what the end looks like.
I talk to the team, go through the numbers, agencies and systems, and give you a written diagnosis with ranked priorities.
We work a dated plan, fix what can’t wait, and set the metrics and meeting rhythm the team will keep.
You keep the plan, the definitions, the routines and the partner relationships. If you’re hiring, I help shape the role and brief whoever takes over.
TPG brought me in as an interim marketing leader, and I took on media leadership as well. The work covered segmentation and go-to-market, media and agency onboarding, lead and funnel analysis, goals, and reporting to the CEO and CMO.
I supported growth work across lead management, CRM workflows, performance measurement and forecasting.
The client asked me to work in-house. I brought brand, product, creative, media and analytics into one growth team, with a go-to-market and testing plan for five content packs and a 15-point measurement framework.
Read the case study →I started as interim head of experience design and became head of global strategy solutions, leading experience design, strategy and research teams.
Before that, I spent years in loyalty and CRM strategy, including MyPanera, 7-Eleven 7Rewards and Chick-fil-A with Ansira. See more of the work.
An interim marketing leader, sometimes called an interim CMO, fills a vacant or transitional role, usually full-time for a defined period. A fractional leader holds senior responsibility part-time on an ongoing basis.
It depends on the need. My engagements have run 3, 6 and 12 months, at three to five days a week. Three months works for a diagnosis or a fast reset. Six to twelve months gives a plan time to work.
I’m based in Dallas and support clients both remotely and onsite. Most engagements include travel to work with onsite teams and with partners on the solution design.
Yes. I’ve worked inside TPG portfolio companies Creative Planning and HB Wealth, turning growth plans into working marketing.
Wealth management and financial services, restaurants, retail, automotive, and streaming and entertainment. I’ve also worked inside agencies, building what they sell and deliver.
A clear sponsor, access to the numbers and systems, and the authority to make the decisions we agreed on.
Yes, if it’s the right one. An interim assignment can be a good way for both sides to find that out.
Send me a note about what’s happening and what you need done. It doesn’t need to be polished.