I am a CFA charterholder transitioning from corporate treasury into capital markets and investment management, bringing a unique blend of analytical rigor and operational execution to portfolio and capital allocation decisions.

My background bridges investment analysis, debt capital markets, and balance sheet strategy. I have owned end-to-end decisions on FX exposure management, debt portfolio optimization, liquidity planning, and fixed income execution. This work translated market signals into frameworks that improved forecast precision by 25% while strengthening how currency and balance sheet risks were evaluated at the enterprise level.

What differentiates my approach is decision ownership, not just analysis. I frame the problem, evaluate scenarios using derivatives and fixed income instruments, assess counterparty and liquidity risk, recommend the action, and implement the solution. Then I communicate implications clearly to CFOs and senior leadership. I work where judgment determines outcomes, not just process.

I am pursuing roles in capital markets, investment management, and portfolio management where my treasury foundation becomes an advantage: understanding how funding costs, balance sheet constraints, and liquidity dynamics influence investment decisions. This includes portfolio manager, investment manager, and capital markets roles at asset managers, insurance companies, corporate treasuries, and financial institutions.

Tristan Kelley

Jeff Lizik

RedShift Digital Marketing

WHAT I DO: I help Marketing Executives (CMOs, VPs, Directors, etc.) and Small Business Owners attract clients, increase revenue and stand out from the crowd online by creating & implementing customized digital marketing plans.

BRANDS I HAVE WORKED WITH: Along with RedShift, I have worked with or for local and national clients and brands including: 

AutoNation
Bagel Bites
Federated Investors
GNC
Gold's Gym
Huggies
Kleenex
Mario Lemieux Foundation
Time Warner Cable

MY FOCUS: I have a strong focus on serving Professional Services, B2C and eCommerce businesses.

WHAT MAKES ME UNIQUE: Having achieved major marketing & sales success working with brands like Huggies, Kleenex and Bagel Bites along with Small Businesses, I have a unique view of and appreciation for ensuring EVERY aspect of a digital marketing plan is seamless and strategic no matter what size your business is or how many employees are involved.

MY PHILOSOPHY: I practice what I call Digital Marketing Essentialism - a finite process that ensures you have a solid foundation in place online so that all your other marketing efforts work exponentially together.

SERVICES I PROVIDE: Our full service, Digital Marketing Agency (RedShift) provides you with the strategy, planning and execution of digital marketing services including:

👨‍💻. B2C Marketing
👨‍🏫  B2B Marketing Strategy
🤖  Chatbot Implementation
📱  Content Marketing
📊  Customer Acquisition
📱  Digital Marketing
📊  Digital Marketing Analytics
👨‍💼  Digital Strategy
💵  E-commerce SEO
✉  Email Marketing 
📱  Inbound Marketing
👨‍💼  Customer Acquisition & Retention
📱  Pay Per Click (PPC)
📷  Photography
🎙  Podcast Services
📊  PPC Bid Management
📱  SEO (Search Engine Optimization)
📱  SEO Audits
📱  Social Media Marketing
📺  Video Production

READY TO TALK?
🖥   www.RedShiftDM.com
✉   jeff@redshiftdm.com
☎   412-656-5696

President & CEO

Executive Vice President Digital Marketing

HubSpot

Pittsburgh Hubspot User Group Leader

C-leveled

Providing marketing strategy and acting as the marketing executive and tactical team for small businesses, start-ups, entrepreneurs and established businesses.

As a CXO I get to work with some great start-ups and entrepreneurs from all over the country. We help bring marketing ideas to life, act as the executive marketing management team for businesses across a variety of verticals and help established businesses tackle new challenges, re-brand themselves and even re-create their business and marketing models.

We have a bench of management consultants and professionals on our team ready to help almost any business that needs business advice, business strategy, business systems and processes, marketing strategy & tactics, venture funding and growth strategy and tactics.

CXO, Inbound Marketing, SEO, SEM, Content Marketing, Social Media Marketing, Email Marketing

Guilty Soles, LLC

Online Marketing ★ B2C Sales ★ Online Lead Generation ★ User Experience ★ Social Media Marketing ★ Content Marketing ★ Blogging ★ Website Marketing Analytics ★ SEO ★ Search Engine Marketing

Director Of E-Commerce & Marketing

Peak Internet Marketing

Peak Internet Marketing was a full-service online marketing service provider that created online marketing strategies and implemented those strategies for our clients.

Principal, Inbound Marketing, SEO, SEM, Content Marketing, Social Media Marketing, Email Marketing

American Textile Company

I brought a wealth of experience from my time at Kimberly-Clark and ACNielsen to help American Textile Company embrace and implement fact based selling as part of their overall sales and marketing strategy. I helped the organization understand the power of category and space management and implemented a category management and business analysis department.  Our team integrated strategic planning discussions, key business analysis, marketing insights and consumer insights as part of the regular selling process.  This later evolved to an integration of shopper marketing becoming an integral part of the category management team.  

We serviced most major retailers in North America including Walmart, Target, Kohls, Bed Bath and Beyond, Kmart, Sears and dozens of others.  Collectively, my team helped manage retail sales and sales strategy for over 28,000 retail locations.  

Our sales and category management approach was new to the textile industry and allowed us to grow the business twofold over a five year period.

Director of Sales Operations, Category Management, Shopper Marketing, Consumer Insights

AFI generated sales of $4.2 million within it's first full calendar year of business. The business grew from an in-home operation to the second largest online retailer, in the world, in it's niche in under two years.

My day-to-day responsibility was to manage the entire sales, marketing and technical side of our e-commerce business including marketing strategy and implementation, planning, assortment decisions, server/software maintenance, ROI tracking and implementation.

I oversaw all website design, content and implementation of the total user experience. We utilized site metrics/analytics to create a better customer experience and implemented targeted marketing initiatives. We maintained quarterly, online competitive reporting, marketing analysis and planned/managed all media buying including targeted email marketing campaigns, banner ad marketing campaigns, online PPC marketing campaigns, marketing data analysis, ROI analysis and PPC bid management.

I also implemented and oversaw a site wide SEO project, initiated online customer service program design and implementation, developed and implemented a marketing and branding strategy that catapulted AFI to be within the top 500 sellers in the entire eBay marketplace and the top 10 sellers within the sporting goods category.

President, eCommerce, Inbound Marketing, SEO, SEM, Content Marketing, Email Marketing

The Nielsen Company

At ACNielsen I managed a team of 6 market research analysts that consulted Heinz USA’s Frozen Food Division on all market research related to brand marketing and strategic planning decisions.

We increased ACNielsen’s Heinz Frozen Foods account revenue nearly two-fold in first year as a team.  One of our more memorable accomplishments was discovering, analyzing and countering two very important competitive trends that helped refocus and defend the Bagel Bites brand.  

Our team managed all market research projects covering pricing, assortment, consumer attitude and usage, competitive sales and marketing analysis, category trends, consumer trends and influenced marketing initiatives, packaging decisions, product positioning and new product development.

Client Manager, Account Manager, Sales Representative, Consumer Research Manager

Kimberly-Clark

At Kimberly-Clark I quickly moved through the ranks as Sales Rep I, Space Mgmt Specialist, Category Analyst I, Customer Business Manager II and Category Analyst II.

Early on I managed all District Space Planning and Category Management projects before moving into a sales role.  As a Customer Business Manager I managed sales for our personal care line and planned all account specific marketing campaigns of Kimberly-Clark in coordination with available promotional funding and promotional planner sales analysis tool to ensure adequate return on our marketing investment while meeting all sales quotas for our SuperValu account.

My category management role included:
•	Managing  account specific product efficiency assortment analysis for various accounts in the U.S. NE and NC Regions
•	Managing account specific product volume and profit analysis for various accounts in the U.S. NE and NC Regions
•	Supplying account’s with competitive comparisons and sales and marketing analysis within specific U.S. marketplaces
•	Assisting sales reps in analyzing their sales and marketing budgets within specific categories to assure an acceptable return (profit & volume) on promotional dollars spent

Category Analyst, Category Manager, Space Planning Specialist, Account Manager

Working w/ Serial Entrepreneurs Committed to Growing Their Online Visibility, Traffic and Lead Generation via a Proven, Long Term Framework Encompassing SEO, Content Marketing and Lead Gen.

I specialize in assisting marketing executives (CMOs, VPs, Directors) and small business owners in boosting their online exposure, drawing in customers, maximizing earnings, and gaining a distinctive edge by creating and implementing personalized digital marketing strategies.

BRANDS I HAVE WORKED WITH: 
- AutoNation
- Bagel Bites
- Federated Investors
- GNC
- Gold's Gym
- Huggies
- Kleenex
- Mario Lemieux Foundation

MY FOCUS: I have a strong focus on serving Professional Services, B2B, SaaS and eCommerce businesses.

WHAT MAKES ME UNIQUE: Having achieved major marketing & sales success working with brands like Huggies, Kleenex and Bagel Bites along with Small Businesses, I have a unique view of and appreciation for ensuring EVERY aspect of a digital marketing plan is seamless and strategic no matter what size your business is or how many employees are involved.

MY PHILOSOPHY: I practice Digital Marketing Essentialism - a finite process that ensures you have a solid foundation in place online so that all your other marketing efforts work exponentially together.

SERVICES I PROVIDE: Our full service Digital Marketing Agency (RedShift) provides you with the strategy, planning, and execution of digital marketing services, including:

👨‍💻   B2B Marketing
👨‍🏫   B2B Marketing Strategy
🤖   Chatbot Implementation
📱   Content Marketing
📊   Customer Acquisition
📱   Digital Marketing
📊   Digital Marketing Analytics
👨‍💼   Digital Strategy 
📱   Inbound Marketing
👨‍💼   Customer Acquisition & Retention
📱   Pay Per Click (PPC)
🎙   Podcast Services
📊   PPC Bid Management
📱   SEO (Search Engine Optimization)
📱   SEO Audits
📱   Social Media Marketing
📺   Video Production

Lets grab a virtual coffee some time! 

🖥    www.RedShiftDM.com
✉    jeff@redshiftdm.com
☎    412-656-5696

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Tristan Kelley

Jeff Lizik

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