Visiting Assistant Professor of Instruction
Zimmerman School of Advertising & Mass Communications, University of South FloridaCourses: Advertising Management, two sections; Media Planning for Advertising; Portfolio Building.
Educator✦Executive✦EntrepreneurUpdated August 2026
Educator, former Chief Marketing Officer, entrepreneur, author, and speaker connecting strategic communication, financial services, artificial intelligence, trust, and professional readiness.
Academic appointments
Courses: Advertising Management, two sections; Media Planning for Advertising; Portfolio Building.
Courses taught: Advertising Management, 2018–2026; Media Planning for Advertising, 2023–2026.
Courses taught: BMK 305 Marketing; BMK 400 Social Media Marketing; BMK 413 Marketing Management; BMK 471 Mobile and Digital Marketing.
Teaching experience
2018–present · Two sections in Fall 2026
2023–present
2026–present
Research and published work
Manuscripts Press, 2026. Available in print and audiobook formats.
A conceptual framework for generative AI, persuasion, and compliance in regulated financial-services communication.
Examines walled gardens, hybridized gardens, and the model layer as an evolving architecture of advertising intermediation.
WFLA Bloom Tampa Bay
Recurring broadcast contributor, 2024–2026
WalletHub
Expert contributor on credit access and credit-building strategies, 2025.
The Unleashed Life
Podcast host
Industry and executive leadership
Strategic advisory work with registered investment advisors, asset managers, and financial-advisor enterprises, grounded in brand strategy, integrated communication, trust, and regulatory context.
Led national strategy and operations for advisor networks supporting recruitment, retention, professional development, and advancement.
Set global brand and marketing strategy for seven affiliate investment-management brands across institutional and retail channels.
Held progressively senior roles spanning brand, content, product marketing, demand generation, investor communication, and integrated campaigns.
Senior Manager, Marketing and Closed-End Funds Investor Relations
abrdn, formerly Aberdeen Standard Investments · 2014–2017
Institutional Marketing Lead
OppenheimerFunds, now Invesco · 2013–2014
Vice President, Marketing
Walkers · 2010–2012
Vice President, Institutional Marketing
J.P. Morgan Asset Management · 2008–2010
Honors and recognition
Strong Woman Award, Girls Inc. of Pinellas County
Women You Need to Know, St. Pete Life Magazine
Luminaries with Heart Award, ThinkAdvisor
Advisory Board Impact Award, Florida Financial Educators Council
50 Top Distinguished Professionals Under 50, Association of African American Financial Advisors
BusinessWoman of the Year, Tampa Bay Business Journal
Global Top 100 Executive Allies, LGBT Great
IA25 List for Industry VIPs, ThinkAdvisor
Diversity Leadership Award, Penn State Smeal College of Business
20 People Who Will Change Wealth Management, Financial Planning
Jamie E. DePeau Leadership Award, Financial Communications Society
CMO Leadership Award, The CMO Club
Rising Stars of Financial Marketing, Gramercy Institute
Rising Stars of Mutual Funds, Fund Action/Fund Direction
Academic, professional, and community service
Board Chair
Lifetime Member, Cornerstone Class 39; West Central Regional Chair, 2025–2026
Board Member; former Chair, Admiral Society
Board Chair
Florida Advisory Council
Member
Member
National Board Member, 2021–2024; Chair, Investment Committee, 2022–2024; inaugural Tampa Bay walk event chair
Marketing Advisory Committee, 2021–2025
Corporate Mentor, 2019–2025
Veteran Mentor, 2020–2022
Former Board Member and Co-Chair, Equity, Diversity & Inclusion
Former President
2026Golden Table Talk: Metamorphosis in Real LifePanelist, Mt. Zion Progressive Missionary Baptist Church
2026Wit, Wisdom & WomenFeatured speaker, Athena Society · Leadership, abundance, and success
2026Association for Education in Journalism and Mass Communication Law Division PreconferencePanelist
2026IQONIK Talks at The Speaking Industry ExpoPositioned for Profit
2026AI Insights SummitAI Unleashed
2026Women Entrepreneurship ConferenceKeynote, Power to Powerful
2026Junior Achievement Tampa Bay, 3DE EmpowerHerKeynote
2026AI Innovation SummitPositioned for Profit
2025The Value EquationPrivate financial-industry forum
2025Edward Jones B.E.L.I.E.V.E. WorkshopB.E.L.I.E.V.E. in Your Brand
2024Jump$tart National Educator ConferenceWhat Does This Look Like Tomorrow?
2024Women Leaders AssociationTransform Your Marketing
2024InformaConnect EDGE ConferenceFeatured speaker
2023Civility ExpertsCivility and Leadership
2023Black Wealth SummitFinancial Empowerment
2022TEDxEustisWhat We Get Wrong About the Racial Wealth Gap
Professional credentials
AI and innovation capabilities
AI InnoVision
University of South Florida
National Financial Educators Council
Worldwide Association of Business Coaches