Level Agency

Chief Executive Officer

Managing Partner & President

President

Senior Vice President of Operations

Developed product and market strategies that positioned the company to achieve long term growth, while meeting annual revenue and profitability goals. Continually identified and assessed new markets, product and technology opportunities and ensured resources were in place to drive marketing strategy and capitalize on opportunities. 

• Served as a key and active member of the senior management operating team
• Provided leadership for the development of global strategic marketing plans including objectives and strategy for targeted markets
• Drove efforts with product and business development to define an overall product and technology portfolio strategy to drive the long term growth of the organization
• Ensured the development of all strategic product roadmaps and corresponding marketing plans
• Continuously evaluated trends and adjusted strategy to capitalize on shifts in the marketplace. 
• Analyzed existing product and markets in terms of the ability to compete, gain market share, grow revenue and sustain or grow profitability
• Monitored business metrics in regard to revenues, profitability, market share and product portfolio mix. 
• Established metrics for the measurement of marketing program effectiveness
• Developed and manage the marketing budget
• Responsible (in collaboration with sales) for the development of the company’s revenue forecast
• Responsible for the overall management of the marketing team providing coaching, leadership and assistance with resources and strategy development

Vice President of Technology and Product

Member

Vistage Worldwide, Inc.

CallerReady LLC

Responsible for developing and implementing a product roadmap for the company that ensures development and testing of high quality, high value products/services that can be successfully marketed to consumers. Also responsible for leading the development of strategies to migrate customer service and sales onto a completely self service platform. 

• Drive the implementation of a Product roadmap within the company.
• Manage the existing stable of products and lead the ongoing development of enhancements to support increased value to customers.
• Gather and analyze feedback from sales, marketing, operations and partners/prospects to set the strategic vision for existing products and development of new products.
• Manage the execution of consumer research to further support rationale for product development and positioning within the marketplace.
• Direct our internal process to define the product strategy, roadmap and priorities.
• Research, develop & implement a best processes strategy for new product development, launch and analysis.
• Develop requirements documents and use cases for new product features.
• Monitor the status of development projects supporting new features
• Become an expert on other products in the marketplace
• Product life cycle & profitability management.
• Provide guidance and direction to the team on developing new products and managing the lifecycle of existing products
• Build a team to support rapid growth expectations.
• Develop & implement strategy to drive product and customer service onto the web.

Director of Interactive and Product Development

EDMC

As a member of EDMC Online Higher Education marketing department, the Search Manager is responsible for leading and executing search engine strategy for all OHE brands. This position entails development & management of search marketing plans, keyword campaigns, SEO, search inclusion and interactive advertising programs; negotiating contracts, monitoring results and making necessary adjustments in order to generate high-quality, cost-effective student inquiries. 

•	Direct and coordinate multiple “cross-platform” projects while working within established deadlines. 
•	Develop and implement strategy for Internet advertising campaigns designed to increase web site visitors, generate quality student inquiries, and strengthen all EDMC online brands. 
•	Manage and administer EDMC brands’ online budgets.
•	Ensure accuracy (BPC compliance) and quality of all electronic advertising and marketing creative.
•	Develops a collaborative relationship with EDMC to assure online marketing initiatives are in sync with EDMC philosophies and procedures.
•	 Adhere to budget constraints and adjustments while continuing to increase inquiries and web site traffic through the respective EDMC brands’ online marketing campaigns. 
•	Remain current with and possess a thorough understanding of available online advertising, SEO and marketing vehicles as well as measurement tools. 
•	Analyzes current procedures and processes to assure optimal utilization of web-based and email marketing initiatives. 
•	Monitor/track results of online marketing vehicles purchased.

HIGHLIGHTS
•	Launched 3000+ page online education directory portal site from concept to completion in 3 months (2010)
•	Directly managed $20+ million marketing budget to drive year over year growth and drive direct response initiatives (2008-2010)

Search Marketing & Display Advertising Manager

• Analyze Web traffic using Omniture, Google Analytics, and other data collecting sources to support the analytic needs of the business
• Lead driving core insights from the data to suggest, create and execute multivariate or a/b/c tests that drive fundamental improvements to the site experience
• Develop and implement data strategy across multiple “listening posts” (websites, surveys, testing, CRM systems, market research etc) to provide a comprehensive view of students, faculty, and prospects across the online web experience 
• Work  with the Web Strategies team to identify gaps in the data capture strategy and implement enhancements  Improve and document processes for gathering metrics and data analysis

HIGHLIGHTS
•	Implemented multiple analytics software packages throughout web experience to facilitate creation of executive dashboards and reports (2007-2009)

Web Strategies Analyst

• Ownership for operational results of recruitment websites.  Personally manage and drive daily performance of metrics against internal requirements as well as competitive positioning
• Web strategy development including ensuring the brand experience by combining the convenience of on-line education with the experience of a top traditional school and making it come to life through our recruitment websites to support a consistent web-based end to end student experience.   Creates web environments to support the student recruitment goals and provide automation that supports growth and scale to the organization. 
• Provide leadership on web solutions development for the OHE organization.  Develop and manage scope, resources and project plans to deliver appropriate web solutions.
• Partner with OHE Marketing organization to implement marketing strategies.

HIGHLIGHTS
•	Introduced Landing Page Optimization and MVT testing to company leading to 100-300%+ increases in conversion across three different brands (2007-2010)
•	Successfully oversaw implementation of new student recruitment initiatives including: marketing site redesigns, microsite launches, online student tours, and admissions tools (2008-2010)

Web Producer, Student Recruitment

Recruit new students to meet new student plan. Develop and maintain positive relationships with students. Provide creative solutions to complicated admissions problems. Contribute to a positive results driven professional work environment. Serve as a job knowledge expert, trainer, and mentor for new hire and veteran ADAs.

Director Of Admissions

The Dinner Pantry, Inc

Developing and executing the go-to-market strategy for a food service startup. Creating and fully developing company network infrastructure and e-commerce website. Responsible for the content and publication of said website by coordinating, designing, and monitoring electronic publications for distribution. Developing and implementing strategies to improve group marketing.

Head of Marketing & Product

In his tenure as president & CEO of Level Agency, Patrick Patterson oversaw its transformation from a pioneering, fast-growing higher education shop into the performance-marketing powerhouse it is today. Under his leadership, the agency’s revenue grew 30% or more annually; its profit margin increased 4X; its marketing spend now tops $50M annually, and its capabilities have broadened to offer more complementary services for more industries.

Great marketing starts with asking great questions. From the outset of his career, Patterson applied his background in computer science and math to the challenge of reaching and engaging audiences (and carefully measuring every result). In an industry increasingly driven by automation and machine learning, he excelled, ultimately managing a $30+ million budget for Education Management Corporation. Patrick then took his passion for creating value to product development, implementing lean methodology at a technology startup that focused on using data to drive efficient sales enablement.

His drive for efficiency, performance, and continuous improvement led him to join agency founder Thomas Donohoe in 2012 to oversee Level’s operations and strategic direction - eventually purchasing the company in 2021 with his partner, Patrick Van Gorder.

Patterson’s vision for Level Agency is to be the go-to performance marketing agency when clients want real, measurable results. Reaching this goal requires an uncompromising commitment to performance: platform excellence, compelling creative, client partnership, growth mindset, and constant innovation. By surrounding himself with talented, adaptable colleagues, he knows he’s set the agency up for success.

Patrick Patterson

Spencer Potesta

Psychotherapist, Company Builder, Author | Founder of Potesta Holdings Corporation & Social Capital Foundation

My background is in clinical and organizational psychology, dedicating time to psychotherapy for patients with severe anxiety and trauma disorders, while building and partnering with organizations in organizational psychology. The tools I use in therapy mirror those that help executives and organizations excel.

In psychotherapy, I run a private practice as a double-board certified psychotherapist in Illinois, offering specialized, evidence-based care for severe anxiety (like OCD) and trauma disorders (including dissociation). I dedicate a select few days per week to this transformative, client-centered work.

As CEO of Midsommer.org, I address clinical pain points—like limited access, high costs, and fragmentation—leading a pioneering mental health organization. We build a clinician-led holistic care model, revolutionizing psychotherapy with self-managing teams, comprehensive services, and ethical, insurance-based practices for affordability across states and specialties. We empower ethical clinicians to own teams as directors and co-owners (typically 10-12 grouped by region/specialty), creating sustainable foundations, better business outcomes, higher clinician satisfaction through collaboration, and dedicated client care. Achieved via aligned incentives and lock-step partnerships—not franchising—this forms a constellation of high-powered, human-centered teams. This bridges my passions of organizational psychology & psychotherapy, empowering resilience and impact for clinicians and clients.

In organizational psychology, I operate Social Capital Holdings, consulting Fortune 500/1000 firms on efficiency and performance. Now, I focus on engaged partnerships in businesses like Midsommer and others, strengthening systems, leadership, and operations.

While devoting time to psychotherapy a few days weekly and advancing ventures, my deepest passion is Social Capital Foundation. As President of this 501(c)(3) healthcare endowment, I tackle generational health needs, leveraging my success to innovate solutions benefiting practitioners and clients. We streamline operations to keep 100% of donations intact, supporting healthcare individuals and organizations.

Founder & Principal

Focused on scaling and rebuilding organizations

Service Lines:
-Organizational Consulting (Organizational Effectiveness & Development)
-Advising for startup organizations
-Turning around failing or distressed businesses
-Support Midsized to Largesized organizations becoming more effective and performative 
-Executive Coaching

*Coming 2023 the PPC Leader Academy focusing on providing straightforward ways for high performing leaders to increase performance and effectiveness. Academy is based on Psychotherapy & Organizational Psychology principles to help leaders break through internal and external barriers of success.

Spencer R. Potesta

Proud of you Carly and very excited for the journey!

I’m excited to share a meaningful milestone in my work. ✨

After two and a half years of running my solo private practice, I’m expanding into a group practice (name still in processing) dedicated to delivering high-quality, evidence-based care for OCD & anxiety across the Capital Region and greater Upstate New York.

I’m profoundly grateful for the opportunity to support this community — to offer resources, education, and specialized treatment in an area that has long been under-resourced for OCD and anxiety care. 🌿 

This next chapter is about deepening that mission: expanding access, building a strong clinical community, and bringing even more hope and expertise to those who need it most.

And with that, we’re hiring! 
 If you’re passionate about evidence-based treatment, collaborative clinical culture, and helping individuals reclaim their lives from OCD and anxiety, I’d love to connect. 

All key details are in the graphic, please reach out with any questions or interest! 

#hiringtherapists #ocdspecialist #anxietytreatment #mentalhealthjobs #behavioralhealth #capitalregionny #upstateny #psychotherapycareers #evidencebasedpractice #erptherapy #acttherapy #ocdcommunity #grouppractice #mentalhealthcare #nowhiringclinicians

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