Atlas Instinct is led by a senior operator, not a generalist. Below is the work, at Fortune-50 technology, in mid-market financial services, in agency-side enterprise consulting, that shapes how every engagement gets framed.
A short list of the work that informs the way Atlas Instinct frames AI readiness, competitive intelligence, and go-to-market engagements today.
Designed and launched a dynamic proactive-chat program inside Dell's consumer and SMB digital experience, translating partner and visitor behavior into real-time engagement. Drove $30M/month in incremental revenue at scale and shaped the playbook still influencing how I think about agentic and AI-mediated buyer journeys today.
Fortune-50 technology · 2009–2012Ongoing multi-brand audit of how generative AI tools, ChatGPT, Claude, Perplexity, Google AI Mode, surface, summarize, and cite brands across financial services and adjacent categories. Producing benchmarks, gap analyses, and concrete remediation playbooks that inform how AI-mediated discovery is reshaping the B2B buyer journey.
Multi-brand benchmark · 2026Hands-on agentic AI development focused on use cases that fit credit unions and law firms: member-service triage, lead pipeline scoring, document review acceleration, internal knowledge retrieval, and workflow agents. The work informs both the technology calls and the governance posture every regulated client needs before scaling.
AI capability build · 2025–presentOwned brand, demand generation, digital, content, channel, analytics, and agency relationships for a $1.6B+ Texas credit union with 100,000+ members. Built the multi-channel acquisition machine, the Marketo-based lifecycle and trigger marketing platform, the attribution and analytics infrastructure, and the executive dashboards behind every board-level marketing conversation.
Mid-market financial services · 2012–2025Active body of work on the practical question every marketing leader is wrestling with: is your data actually ready for the agentic, AI-mediated future? Covers the implications for content management, marketing automation, business intelligence, and the entire MarTech stack as discovery shifts from search to AI answer engines.
Thought-leadership lane · ongoingEarlier-career delivery on enterprise marketing and digital platform initiatives at IMC² (Razorfish/Publicis) for clients including GlaxoSmithKline, Hertz, and Sara Lee. Digital marketing and lead generation for master-planned residential communities at Newland (Brookfield). Enterprise knowledge-management and technology consulting for Fortune 500 telecom clients at KPMG.
Agency & consulting · 1998–2009The capability map below reflects work I've done firsthand, not a list of practice areas borrowed from a deck. Each one is something I can stand up, run, and document.
See structured servicesEnd-to-end readiness review for credit unions and law firms: workflow discovery, data readiness, governance, vendor selection, regulatory framing, and a 90-day starting sprint a board can approve.
From use-case prioritization through pilot, governance, and production criteria. Hands-on with agent design for member service, document review, knowledge retrieval, and lead-pipeline applications.
Audit, benchmark, and remediation for how AI tools surface your brand, products, and category. Includes structured-data, FAQ, named-entity, and authoritative-content workstreams.
Preparing the marketing data layer, CMS, marketing automation, BI, attribution, analytics, for AI-mediated discovery and agentic workflows. The plumbing decision most marketing teams are about to inherit.
Win/loss programs, competitor deep-dives, market-share analysis, and battlecards built around real buyer behavior, not feature matrices.
ICP, positioning, GTM motion, conference strategy, and CUSO partnership playbook. The bridge between fintech GTM discipline and credit union channel fluency.
Strategic rationale, competitive diligence, integration planning, and the board/regulator narrative, on either side of the table.
Built from scratch at a $1.6B+ credit union: connecting spend to acquisition, product adoption, cross-sell, and retention with executive and board-level reporting.
Brand strategy, integrated campaign development, audience research, and measurement for government and public sector programs. Senior-led strategy and analytics, delivered with established teaming partners for national production and media buying.
Strategic advisory firm serving credit unions, fintechs, and law firms. AI readiness, M&A advisory, competitive intelligence, GEO, and credit union market entry for fintechs. Senior-led, scoped to the decision.
Owned brand, demand generation, digital, content, channel, analytics, and agency relationships for a $1.6B+ Texas credit union with 100,000+ members. Built and scaled the multi-channel acquisition engine, Marketo-based lifecycle and trigger marketing platform, attribution and analytics infrastructure, and board-level reporting. Led brand repositioning, GTM for loans, deposits, insurance, and investment products, and the partner / channel programs targeting financial advisors, HR pros, employer groups, and SMB intermediaries. Worked daily with executive leadership, compliance, and legal in a tightly regulated environment.
Led digital marketing and partner engagement programs for consumer and SMB segments inside a Fortune 50 global technology company. Designed scalable channel engagement workflows translating partner behavior data into targeted marketing and sales enablement programs across SMB partner ecosystems. Drove the dynamic-proactive-chat program responsible for $30M/month in incremental revenue.
Owned digital acquisition strategy across competitive regional markets. Built attribution models connecting digital media spend to qualified buyer pipeline and sales outcomes. Led SEO, SEM, and landing-page optimization programs, partnered with broker / agent channels to align digital demand with local inventory.
Sr. Project Manager, IMC² (Razorfish / Publicis): enterprise marketing and digital platform initiatives for GlaxoSmithKline, Hertz, and Sara Lee.
Online Marketing Manager, Newland Communities (Brookfield): digital marketing and lead generation for master-planned residential communities nationwide.
Consultant, KPMG: enterprise knowledge management and technology initiatives for Fortune 500 telecom clients.
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