Leads Ren’s advisor and professional channel activation strategy, owning sales targets, forecasting, budgets, compensation, capacity planning, and unit-economic decisions. Builds scalable coverage, pipeline, adoption, coaching, and performance systems while expanding relationships with financial advisors, wealth firms, legal, tax, accounting, transaction, and investment professionals. Develops high-performing teams, creates new referral channels, drives charitable planning adoption, and represents Ren as a thought leader.

Leads Ren’s corporate marketing and communications strategy across brand, content, PR, internal communications, paid media, events, demand generation, SEO, and AI-driven discovery. Oversees multidisciplinary teams and agencies, develops brand positioning across Ren and affiliated foundations, builds lifecycle and nurture programs, manages communications and event strategy, and connects marketing performance to pipeline and revenue through KPIs, attribution, and experimentation.