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EXPERIENCE, PERSPECTIVE, AND CREDENTIALS
Selected engagements, what colleagues and clients have said about working together, and the credentials behind it. Client names and specific details have been anonymized where appropriate.
Case Studies
REGIONAL CREDIT UNION MEMBERSHIP ACQUISITION
REGIONAL CREDIT UNION MEMBERSHIP ACQUISITION
REGIONAL CREDIT UNION MEMBERSHIP ACQUISITION
Led a full-funnel acquisition program for a regional credit union, scaling annual investment from $300K to $2.5M+ over three years.
Inherited a funnel with overlapping objectives and inconsistent conversion definitions. Standardized tracking to confirmed member sign-ups, aligned each channel to a defined funnel role, and reallocated budget toward the channels actually producing members.
New memberships grew 3–5% in year two and 5–7% in year three while CPA came down.
Expanded Meta from awareness into retargeting and conversion, shifted YouTube spend into Pmax, and timed creative rotation to seasonal membership trends and stronger financial offers.
REGULATED CREDIT ACQUISITION — PSA TO ITA
REGIONAL CREDIT UNION MEMBERSHIP ACQUISITION
REGIONAL CREDIT UNION MEMBERSHIP ACQUISITION
Designed a compliant pathway for a national financial services institution to extend prescreen declines into Invitation to Apply offers.
Prescreen names carry firm-offer-of-credit obligations and significant bureau cost, and only approved names can be mailed under PAC guidelines.
Built a framework moving eligible declines into ITA within the FCRA 30–90 day window — email first for speed, direct mail carrying the firm offer, digital retargeting layered to reinforce response — with disclosures, opt-out provisions, and firm-offer language reviewed against FCRA requirements.
The framework was not deployed by the original client, but became a blueprint for other bureau-based acquisition programs and a structured way to reduce waste from high-cost data.
Nonprofit Donor Strategy
REGIONAL CREDIT UNION MEMBERSHIP ACQUISITION
Nonprofit Donor Strategy
Designed targeted outreach strategies for nonprofit organizations seeking to increase donor response and contribution levels.
Audience segmentation and list strategy were informed by behavioral signals, household indicators, and compliant modeling techniques. Campaign execution supported measurable lifts in response rates and generated multiple high-value donations, reinforcing the impact of disciplined segmentation paired with clear messaging.
TRUSTED PERSPECTIVES
Drawn from professional recommendations by colleagues, partners, and clients who worked closely on high-stakes marketing and media programs. Shared with permission; names and organizations have been removed for privacy.
VP MARKETING, MEDIA COMPANY
MEDIA STRATEGIST, NATIONAL MARKETING & ADVERTISING COMPANY
MEDIA STRATEGIST, NATIONAL MARKETING & ADVERTISING COMPANY
"What a Jedi is to 'The Force,' Paul is to data-driven marketing. He has a natural ability to identify the right prospects across channels and build best-in-class media recommendations that blend traditional and digital tactics.
The campaigns we developed together consistently exceeded client expectations, and his experience and industry know-how were a major factor in my success with key accounts."
MEDIA STRATEGIST, NATIONAL MARKETING & ADVERTISING COMPANY
MEDIA STRATEGIST, NATIONAL MARKETING & ADVERTISING COMPANY
MEDIA STRATEGIST, NATIONAL MARKETING & ADVERTISING COMPANY
"Paul skillfully managed multiple key accounts with significant revenue attached to each one.
He was always quick to answer questions and share his deep digital expertise, and he consistently brought a calm, solutions-oriented approach that made complex campaigns easier for everyone involved."
MARKETING MANAGER, ENTERPRISE B2B ORGANIZATION
MEDIA STRATEGIST, NATIONAL MARKETING & ADVERTISING COMPANY
MARKETING MANAGER, ENTERPRISE B2B ORGANIZATION
"Over the past year, Paul became the go-to person for all things digital marketing across our department.
His professionalism, clear communication, and problem-solving skills are outstanding, and he quickly stepped into a mentor role for me — offering guidance, context, and support whenever I needed it.
He's compassionate, always willing to help others, and a real asset to any team."
Credentials
PLATFORMS
Google — Analytics, Ads Search, Display, Measurement, Campaign Manager 360, Display & Video 360, Search Ads 360, Conversion Optimization, AI-Powered Shopping Ads
COMMERCE & RETAIL MEDIA
Amazon — Ads Foundations, DSP, Sponsored Ads
PROGRAMMATIC
The Trade Desk — Edge Academy: Trading Essentials (Kokai), Marketing Essentials
PROFESSIONAL & EDUCATION
Notary Public, State of Connecticut (commissioned through 2029) · Paralegal Certificate, University of Connecticut · B.A., History, College of the Holy Cross
Verification upon request.
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