Accenture

Business Architecture Manager

Digital Solution Architecture Principal

Digital Business Integration Manager

Anthill Agency

• Guide client Salesforce Marketing Cloud implementations; advisor on compliance-friendly technology for clients in the life sciences sector

• Work with cross-functional teams during rollouts across global markets (and help with facilitating process change management) for enterprise software

• Prepare data and technical context for presentations to be delivered to company board members

Senior Technical Services Consultant

• Supported successful rollouts of Anthill’s cloud-based SaaS product

• Conducted software demos for potential leads earlier in the sales cycle

• Onboarded client employees onto new cloud platforms and designed technology trainings

Technical Services Consultant

Vertic

For agency that built GE.com website and supports global Fortune 500 brands:

• Led the development of a large-scale content project, along with 1 other colleague, to deliver on a U.S. pharmaceutical client’s patient support campaign 

• Developed story-based presentations for client engagements

• Built campaign blueprints and client playbooks to assist their marketing operations

Content Strategist

Spark-Plug

• Founded consultancy helping startup teams and small business entrepreneurs through each stage of growth via bespoke strategic, branding, and technical advisory services

• Designed a webinar campaign for a career coaching business based in Brazil with focus on improving sign-ups & attendance, resulting in webinar attendance numbers increase by nearly 300%

• Coached 10s of clients over a 3 – 5 month period in the adoption of lean methodology principles (i.e. – the build, measure, learn loop)

• Authored "The Little Book on Big Data" to help apply big data in operation of brick and mortar businesses (top 10 in its category on Amazon in 2016)

Founder

MyDay

• Created on-demand platform to simplify access for general public to vetted, top fashion stylists and beauty service professionals:

• Conducted market research, performed customer development vitals, built website, designed branding, and developed marketing strategy.

Co-Founder

Schmid

• Led eCommerce marketing for boutique label that crafts handmade sneakers under the Schmid brand and handmade winter boots under the ZDAR brand:

• Developed strategies to increase exposure for Schmid while helping to shift the sneaker brand's image towards being urban high-end

• Resulted in involvement with celebrity and lifestyle events, relationships with media companies like Black Entertainment Television, creation of brand's first international look book, and talks with high-end department stores (Barneys in NYC)

• Advised on the decision to migrate away from one eCommerce platform to another and made website UI decisions to ensure consistent branding and a positive UX for visitors

Director of Marketing

mixsee

Mixsee is a Skunk Works/internal incubation project for Magnani Caruso Dutton and I was on the team building it during my time there:

• At the time, I was the only person at MCD who had ever placed an app into the Apple app store

• Performed usability testing, gained users through community outreach, developed and crafted site content, sourced and onboarded partner organizations

• Wrote Mixsee’s first marketing plan incorporating App Store Optimization (ASO) strategies, methods for generating organic search traffic to the main website (SEO) and designed targeted ways to reach quality businesses to develop win-win content marketing

• Produced 70% of initial app content, leading to a reduced time to launch

Creative Team Member | App Store Placement Consultant

Magnani Caruso Dutton

For interactive media agency that designs and executes digital campaigns for companies like Samsung, E*Trade, and Discover Card:

• Reported directly to Partner and Creative Director

• Served on team behind development of MCD's first in-house mobile application

• Wrote website copy in support of a project carried out for Samsung

Creative Intern

Languatica

Managed university partner accounts for language travel company; optimized SEO and streamlined CSS

Marketing Intern

Schaetz Aircraft Carousel Asia

For company providing small aircraft hangar design services to private pilots and flight schools, developed business plan to aim Singapore expansion. Company awarded 6-figure contract with Singapore government as a direct result

Business Development Consultant

I’m an American expert who hangs out where algorithms meet analogies. 

With a background in Salesforce (and their motto being “clicks not code”), I navigate the world of technology with a focus on clarity and simplicity. 

My experience has taught me the power of clear communication, a skill I continually hone through my involvement with Toastmasters. 

Here on LinkedIn, I share practical insights for fellow tech enthusiasts and public speaking tips for those looking to find their voice. 

Whether you’re a techie, a Toastmaster, or both, I hope my posts bring a bit of insight and inspiration to your day.

Mahogany B.

Mercer Advisors

Sr Financial Planner

Financial Planner

Northwestern Mutual

Manage a team that assists agents, financial professionals and financial advisors with financial plans, investment analysis,  portfolio creation, and account opening.

Director Of Financial Planning Services

Prudential Financial

As a Financial Advisor, I help individuals, couples and families grow their assets for the long term. I take this mission very seriously and work closely with my clients in order to recommend the appropriate products and services to help achieve their unique goals. I have the skills, knowledge and experience to match your investment portfolio with your risk tolerance, time horizon and investment objectives, while also suggesting alternatives to help protect your assets.

Financial Advisor

Alexandria Capital | a Hightower company

Evaluate fintech options, complete financial plans and investment analysis for HNW individuals,  do ERISA 3(21) of 401k plans,  and review insurance policies

Wealth Strategist

The Freckled Moose

Co-Owner/manager 

Guardian Life

Operations and Compliance head for Financial Plans completed by 1,000 IARs.
Worked on adding ERISA 3(21) and Business Exit Planning fee based business
Trained advisors on financial planning process and software
Improved operational process of handling applications and checks
Updated financial planning standard operating procedures and rules.

Financial Planning Supervisory Principal

New York Life Insurance Company

Analyze Separately Managed Accounts and Fund Advisory investment management using Morningstar and Factset.

Complete in person due diligence of current and prospective money managers.

Review accounting system within Envestnet Management asset under management platform

Create risk profile suitability profiles for mutual funds and variable subaccounts.

INVESTMENT RISK DUE DILIGENCE&STANDARDS

Process and review financial planning agreements and plans.  Train Advisors on financial planning process.

Assist financial advisers with financial planning software showing them how to use eMoney and Sungard Wealthstation

Analyze sales data and report on financial planning department activity.  Created Sales Dashboard to figure out investment sales resulting from financial plans.

Senior Associate-Financial Planning Operations

Worked with Product Managers to implement 22 Sales concepts using excel spreadsheets that integrated customized insurance illustrations.

Launched new financial planning software that handled cash flow, estate planning, investment recommendations and retirement analysis.

Implemented Morningstar Data into a proprietary investment management platform  that used Ibbotson  risk tolerance questionnaire.

Director-Financial Planning Tools

Trained registered representatives on sales methodology by phone, one on one, group classes and webinars

Worked on sales concepts that combined insurance and investments that took into account the individuals human capital

Designed model mutual fund portfolios with 13 asset classes that could be purchased through

Director-Case Planning

Toastmasters International

Recruited 23 new members to form a new advanced Toastmaster club.

President NYC Power Lunch Toastmaster Club

Managed area of 5 clubs and achieved presidents distinguished status.

Former Area Governor

Smith Barney

Used Morningstar Advisor Work Station, Zephyr, Informa and Bloomberg to Analyze investments

Grew Investment from zero to 50 million with combination of retail and corporate retirement plans.

Analyzed client financial situation using Smith Barney's Comprehensive Planning software

Conestoga-Rovers & Associates (CRA)

Reviewed chemistry data along with performed environmental field work.

Chemist

Chartered Financial Analyst®  charterholder and Certified Financial Planner™ certificant

As a Financial Advisor and CERTIFIED FINANCIAL PLANNER practitioner, I follow the 6 step process of the Financial Planning Standards Board which are to establish my client's goals and objectives, gather all the necessary data, analyze the data, develop a well thought out financial plan, implement the plan and finally monitor the plan on an ongoing basis. In conjunction with my client's other advisers, I ensure that my client's financial position, preservation planning, investment planning, tax planning, retirement planning, and estate planning needs are taken care of.

taplio

The Battle

Mahogany B.

Bryan Corbitt, CFA, CFP®

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