All Martellus Experts are seasoned executives with proven leadership skills and deep functional expertise.


Marketing Strategy & Communication, Customer Lifecycle Marketing, Digital Marketing

Susan is a passionate, seasoned marketing executive with over 20 years of experience. She is an expert in marketing strategy, customer lifecycle marketing and measurement, website development and designing seamless end-to-end customer experiences. The majority of Susan’s career has been in financial services, specifically at American Express, Merrill Lynch and the YMCA Retirement Fund where she held a variety of leadership positions. Susan is recognized for her collaborative orientation, and her ability to build and manage cross-functional teams. Susan earned a BS in Corporate Finance from Fordham University, an MBA from Pace University and a certificate in Digital Marketing from Cornell University.

Holley Cavanna

Direct Marketing,Consumer Data & Research, Customer Experience, Digital Media

Holley is an accomplished media and strategy executive with a track record of driving consumer revenue and leading strategic change. She held several leadership positions in publishing and media. Most recently, Holley was Senior Vice President of Innovation and Strategy at Time Inc. -- responsible for digital, data, and print growth initiatives across Time Inc.’s 24 domestic brands. Other positions include SVP of Style & Entertainment Group, Brand VP of InStyle, and VP New Business development at Time Inc. Holley is an expert in data, research, and consumer marketing – with a track record of growing website traffic, acquiring customers, increasing retention rates, and maximizing customer lifetime value. Holley also has 6 years of strategic planning expertise –leading growth strategies and transformation efforts for Time Inc.’s consumer business after the 2014 spin-off from Time Warner. Holley received her MBA from Columbia University and a Bachelor’s degree from Cornell University. She currently serves on the President’s Council of Cornell Women and two nonprofit boards.


Strategic Planning Product Development Change Management Project & Program Management

For more than two decades, Stacy Cormier has helped businesses grow through strategic planning, product innovation, and a commitment to a seamless customer experience.  While at American Express, she was responsible for the company's first airline co-brand card aimed at corporate clients, in addition to launching numerous other B2B products and services.  She guides stakeholders to make thoughtful, fact-based decisions by identifying options and implications, developing frameworks to assist in comparison, prioritization, alignment, and execution.  Stacy's work has crossed multiple industries, including Financial Services, Government, Publishing, Consumer Products, Technology, Education, and Non-Profits. She holds a BS in Journalism from University of Oregon and an MBA with an emphasis in Marketing and Management of Organizations from Columbia Business School.

Cara Cook

Customer Acquisition, Marketing Strategy, Brand Communications

Cara Cook is a seasoned marketing executive with significant expertise developing customer acquisition and product management strategies. Cara is the founder and president of Oak Hill Consulting, a boutique firm specializing in strategic and tactical marketing for small businesses. Her most recent engagement involved working with Skillcrush, a leading online learning community, to develop and implement strategies to optimize their marketing channels. Prior to starting Oak Hill, Cara spent 12 years at American Express where she held multiple roles spanning both the B2B and B2C businesses. She developed a proven track record for driving results, leading large cross-functional teams and improving the customer experience through both in-person interactions and digital channels. While in OPEN, the American Express team dedicated to small business, Cara developed the field sales and tradeshow acquisition channels to reach a wider audience. She was responsible for the creation of OPEN lounges at convention centers, resulting in increased customer acquisition and heightened brand awareness. In addition to her professional work, Cara volunteers her time with the Mount Kisco Interfaith Food Pantry, spearheading marketing and communications efforts. Cara graduated from the BBA program at the University of Michigan (Go Blue).

Pia Daswani

Marketing Strategy & Program Implementation, Customer Experience, Lifecycle Marketing

Pia is a seasoned professional with a well-honed approach to solving marketing problems, combining marketing strategy with strong data-driven and customer-first perspectives to deliver solutions. She has extensive experience in leading business strategy, managing cross-functional teams and building marketing programs at Fortune 500 companies such as American Express, E*Trade and Thomson Reuters/Refinitiv. Her expertise extends across multiple marketing disciplines including digital product management, direct marketing, marketing operations and industry development. Most recently, on the Digital Product Management team at American Express, Pia led go-to-market efforts for a new digital payments product, collaborating with partners to scale product adoption and deepen customer engagement. She successfully engaged with partner teams to build customer-centric onboarding, engagement and retention programs, and implement promotional platforms and capabilities. At E*Trade, Pia was head of the Early Engagement team, developing omni-channel strategies and initiatives to optimize new customer experiences, improve engagement/loyalty and drive first year profitability. Pia began her career as a Mergers & Acquisition/Financial Due Diligence consultant at PriceWaterhouseCoopers, LLP. Pia received her Finance & Accounting degree from New York University’s Stern School of Business.

Damaris de los Santos

Digital Brand & Market Strategy, Digital Product Management, Web Usability & User Experience

Damaris de los Santos is a seasoned digital strategist with nearly two decades of experience creating innovative and game-changing digital experiences that engage customers and fuel growth. She is the Founder and President of Tipping Point Edge, a digital marketing consultancy that leverages digital expertise to give businesses the tools to compete with smarter digital strategies. Previously, Damaris was head of the Digital Experience team at OppenheimerFunds, a leading global asset manager, where she was responsible for the firm's digital strategy and the development of award-winning online and mobile platforms for financial professionals and investor experiences. While at Oppenheimer, she was successful in leading and managing cross-functional teams of internal and external resources through the full lifecycle of design, development, and implementation of value-driven digital solutions. Damaris has a rich and vast experience in digital product development, defining and aligning digital roadmaps to meet corporate goals, elevating brand identity, web usability, and user experience. Damaris holds a BA from the University of Maryland at College Park.

Tamra Feldman

Consumer Insights, Product Management, Digital Marketing Strategy & Execution

Tamra provides a unique skillset meshing strategy and execution, particularly surrounding a brand's digital efforts. She has start-up and large corporate experience, and thrives on turning insights into actions. Tamra has expertise in consumer insights, product management, digital marketing strategy and execution, and strategic planning. She leads qualitative primary research work including focus groups, usability testing, shop-alongs and in-depth interviews. Tamra then couples the results with secondary research and competitive/landscape audit findings to provide clients with impactful next steps and opportunities. She is fluent in crafting strategies to build a brand's digital presence and executing these plans, often serving in a general manager/product manager capacity. Tamra excels as a project hub, bringing together functions such as development, design, marketing, and more to create new digital products and bring visions to reality. Prior to consulting, Tamra led marketing & product management for Shop It To Me, an e-commerce start-up, and worked at Gap Inc. in the Consumer Strategy group. She specializes working with women's lifestyle brands and retail clients. Tamra holds a BBA from the University of Michigan.

Rachel Garrett

Coaching, Workshops, Speaking, Parental Leave Support, Retreats & Offsites

Rachel Garrett is a Career and Leadership Coach helping clients up-level their leadership skills and infuse creativity and courage into their careers. With one-on-one coaching and workshops, she supports executives in finding their voices, defining their leadership styles and building resilience as they navigate their own unique career paths. Leveraging mindset shifting tools and a new level of awareness, she empowers clients to sideline their fears, so they can build strong relationships with colleagues, take pride in their growth and broaden their impact on the communities and customers they serve. Rachel comes to coaching from a successful career in digital and social marketing at brands like American Express, Reader’s Digest, and the Visiting Nurse Service of New York. She is an Associate Certified Coach (ACC) through the International Coaching Federation.

Amy Giddon

Business & Brand Strategy, Insights & Analytics, Partnerships

Amy is a seasoned leader who provides businesses with the clarity and alignment they need to grow, serve customers, engage partners and fulfill employees. As the President of RushCard, Amy revitalized the brand, focused the organization on the most critical metrics and processes, increased key functional competencies and forged strong relationships with industry partners and influencers. She led the Customer Engagement, Product Development, Brand, PR, Data Analytics, Insights and Government Relations teams. At American Express, Amy held leadership roles in Strategic Planning, Marketing, Business Partnerships and Customer Information Management. In each of these roles, she tackled complex issues through a disciplined, data-driven - yet creative - approach that uncovered new opportunities and improved performance. Amy started her career as a consultant at Bain and Company where she worked side by side with clients to develop and implement breakthrough business strategies. Most recently, Amy has devoted her energy to the development of the next generation of leaders at the Athena Center for Leadership at Barnard College. Amy graduated Summa Cum Laude and Phi Beta Kappa from Duke University with a BS degree in Computer Science and Economics.

Tracy Grey

Growth Strategy, Strategic Planning & Execution, Marketing Strategy

Tracy Grey is a former Booz & Co consultant with experience developing successful strategies across a range of industries including consumer products, financial services, technology and manufacturing. Her expertise includes identifying ways to achieve growth, including how to better leverage corporate assets. She has significant experience developing corporate strategic plans, evaluating new growth opportunities, performing and communicating strategic analysis to drive decisions, and developing effective marketing strategies. Tracy's experience spans both external consulting and internal roles at companies like Acxiom where she was Vice President of Corporate Strategy and Industry Analyst Relations, and American Express where she was Vice President of the Strategic Planning Group. Tracy is a graduate of Stanford University and the Harvard Business School.


Partnership Management, Product Development, Program Success

Stacey has 20+ years of professional experience across the corporate, start-up and philanthropic worlds building new products, programs and partnerships. Her greatest strength is relationships, bringing people and organizations together to achieve ambitious outcomes with an unwavering focus on the end customer. She spent 13 years in the small business group at American Express working across all facets of the customer lifecycle. She built out new sales and distribution channels, transformed digital assets into revenue-generating platforms and forged large-scale partnerships with global corporations including FedEx, Marriott and Hertz and NY-based start-ups. Following American Express, she led the external partnerships teams at two NY-based, fast-growing start-ups: a smart cities technology company (Intersection; the company behind LinkNYC) and a social impact company (Catchafire). She holds a Bachelor of Arts in Economics from Amherst College.

Lisa Grisafi

Marketing Strategy, Product Development & Management Partnerships, Customer Analytics & Insights

Lisa Grisafi is a seasoned professional who has a proven track record in developing business strategies that drive growth. She adapts well to changing environments and is an expert in the areas of marketing strategy, partnerships, product management and people leadership. Lisa has over 20 years of experience leading diverse teams and individuals at such Fortune 100 companies as American Express and Citigroup. She’s adept at working with internal and external partners to create innovative business opportunities. She has worked with leading financial, travel, retail and lodging companies, targeting both B2B and B2C customer segments to drive results. She’s skilled at managing through challenging situations, navigating across complex organizations and fostering a collaborative environment to help companies achieve success. Beginning her career as a CPA at a top public accounting firm, Lisa has built a strong foundation in accounting and finance. At American Express, she held several leadership roles in Finance, Risk Management and Marketing. She owned and managed core external partnerships and was instrumental in negotiating contracts that drive mutually beneficial value. As a product manager, she developed compelling customer value propositions, created surround sound marketing programs and utilized data and analytics to support key business strategies. Lisa earned a BS degree in Accounting and Business and graduated magna cum laude from SUNY Albany.

Jill Herbert

Marketing & Brand Strategy, Customer Experience, Partnership Development & Management

Jill Herbert is a dynamic, seasoned marketing executive with a proven track record of developing innovative digital marketing strategies and world-class customer experiences. Jill has over 20 years of experience across leading brands including American Express, Nickelodeon and Major League Baseball, as well as startups. She is an expert in brand and marketing strategy, customer lifecycle marketing and measurement, designing seamless end-to-end customer experiences, and developing and nurturing partnerships. In her time at American Express, Jill had the opportunity to work with leading digital partners including Facebook, Twitter, Uber, TripAdvisor and Airbnb to design, launch and market digital products that enhance Card members' lives. Jill is broadly recognized for her collaborative orientation, relationship-building skills, leadership and winning attitude.

Amanda Hong

Product Management, Loyalty & Engagement, Customer Lifecycle Marketing

Amanda Hong is a seasoned strategic thought leader with global experience within multiple industries across B2C and B2B. She has a well-rounded skill set with expertise in customer lifecycle marketing, loyalty, product management and partnerships. Majority of Amanda’s career has been with American Express where she held a variety of leadership positions in the US and New Zealand. Based in New York over the last 11 years, Amanda has demonstrated her customer centric focus and innovative strategies to engage customers and grow the business across brands such as Bloomingdale’s, FedEx and Delta. She was involved in several credit card launches, evolved marketing communication strategies, introduced new mobile/digital capabilities and built influential and credible relationships at senior levels (C suite). In New Zealand, Amanda led several groundbreaking product launches that transformed the Membership Rewards program to become ranked #1 in credit card loyalty programs as rated by external sources. Before American Express, Amanda worked for three years at New Zealand’s leading fashion catalog company where she created a customer care program to identify customer segments and customized segment marketing strategy.

Leslie Hurst

Marketing & Brand Strategy, Channel & Content Optimization, Influencer & Social Media Strategy

Leslie Hurst is a seasoned, well-rounded and passionate marketing executive. She has deep marketing expertise across all disciplines. In addition she has a proven track record in building marketing strategies and programs from the ground up and leading teams to execute flawlessly against those plans. The majority of Leslie’s career has been at American Express where she developed and led several innovative, award-winning marketing programs and strategies including: Small Business Saturday; Small Business Advertising Campaigns for American Express’ Credit & Charge Cards; OPEN; Women’s Small Business Advocacy social campaigns and Customer Loyalty Marketing Programs. Given Leslie’s long-term focus on serving small businesses, it was only a matter of time until she evolved that passion into starting her own business founding Hurst Consulting LLC in 2014. Hurst Consulting specializes in developing and advising clients on marketing and brand strategies, leading marketing programs, marketing and sales enablement, content marketing and more. Leslie holds a BSE from the Wharton School at the University of Pennsylvania as well as an MBA from Columbia University.

Shari Joseph

Digital Transformation, Brand Marketing, Social Media Strategy

Shari Joseph is a global brand marketing and communications leader with extensive experience driving innovative digital partnerships, social media communications, influencer programs, and best-in-class marketing. Shari has been recognized for first-ever digital platform integrations with power players such as Twitter, Facebook, TripAdvisor & Uber, as well as shaping global PR and social media strategies as the space continues to rapidly evolve. Before starting her own consultancy, Shari was VP, Global Digital Partnerships & Development Strategy for American Express. She was responsible for driving the company’s global digital partnership strategies, bringing innovative programs to market that delivered on key business objectives. Shari played a critical role in translating the company’s assets and capabilities into new and existing social media platforms, as well as other marquee platforms such as Xbox, Apple and Uber. Shari was honored as Brand Innovators’ 40 Under 40 most influential brand marketers in America.

Aline Kassabian

Customer Experience, Business Transformation, Program Office Management

Aline Kassabian is a seasoned professional with a passion for optimizing the customer experience and driving customer engagement and advocacy. She’s a strategic thinker who has extensive experience in leveraging market research to develop and execute complex programs, while collaborating with internal and external partners to drive results. Aline held a variety of customer strategy roles at American Express, including driving the cultural shift from a transactions orientation to a customer engagement focus and designing and launching Relationship Care, American Express’ proprietary customer engagement program. Aline has a reputation for being a leader who drives results through active engagement and developing her team. Aline holds an MBA from Fordham University’s Gabelli School of Business and a BS from Bentley University.


Marketing Strategy, Product and Business Development, Partnership Management

Lisa is a seasoned professional who spent the majority of her career at American Express where she held leadership roles in marketing, business development, and strategic relationship management. While at American Express, Lisa developed and launched a new brand identity for its small business services and created and managed several broad scale national marketing programs for its consumer card. She also partnered with Zagat and OpenTable to design, launch and manage American Express®Online Restaurant Reservations. In her business development role at American Express Corporate Services, Lisa achieved significant success generating business with Fortune 500 companies, earning her an award as the top salesperson in the US region. Prior to that, Lisa also managed key travel relationships with Hilton Hotels, The Four Seasons, Southwest Airlines, British Airways and American Airlines. Lisa excels in bringing people and organizations together with a keen focus on the end customer and a proven track record of leading teams to execute marketing strategies. Lisa received an MBA from Columbia Business School and a BBA from the University of Michigan’s Ross School of Business.

Beth Lacey

Product Development, Customer Experience, People Leadership

Beth Lacey is retired from the American Express Company where she successfully held a diverse set of senior global executive roles for 25 years. She brings her distinguished expertise in designing and deploying exceptional products, services and customer experiences across a broad range of channels. Beth places a maniacal focus on fulfilling customers' needs beyond their expectations. This spans the customer life cycle from product development- creating award winning value propositions in consumer finance to managing a servicing network of 8k care professionals, delivering the highest customer satisfaction ratings in the credit card industry. Beth is a strategic and innovative leader who knows how to get things done. Under her stewardship, revenues grew in double digits, expenses decreased significantly and customer retention rates were a competitive advantage. Beth is the recipient of the Greensboro, NC, Top Women in Business Award and the New York City YWCA Women Achievers’ Academy Award. She serves on the Board of World Pulse and on the Advisory Board for Unleashed, NYC. Beth holds a Bachelor of Science in Accounting from Widener University.

Felicia Lipson

Marketing Strategy, Product Development & Management, Acquisition & Loyalty Marketing

Felicia Lipson has a unique perspective on marketing and product management informed by over twenty years of leading businesses to accelerate growth and profit. For fifteen years Felicia has provided consulting services to major corporations to craft marketing and product strategies, develop new products and services, and implement activation campaigns across all phases of the customer lifecycle. She has extensive experience at providing interim coverage as a business and marketing executive across a variety of marketing, product, customer experience and chief-of-staff roles. Felicia brings a proven track record of delivering business results and leading teams that exceed expectations and have high morale. A few project highlights include mobile development for a loyalty program, digital development for gift and pre-paid cards, channel expansion and social sharing to drive exponential growth for referral marketing, 360 communications for online cause marketing initiative, and management of all aspects of travel insurance business delivering revenue and profit goals. Prior to starting her own firm, Felicia was Senior Director, Loyalty Marketing at American Express. Felicia thoroughly enjoys her work and prides herself on being a strategic thought partner to her clients and on building experiences that delight customers. She holds an MBA from Harvard Business School and a BA in History and Economics from Harvard College. Felicia resides in Manhattan and is a civic leader engaged with women in politics, alumni efforts and musical arts.

Susan McBarnet

Brand Positioning & Value Propositions, Marketing Strategy, Customer Research & Analytics

Susan McBarnet is a seasoned brand strategist and marketing professional with 18 years of experience. She is the President & Founder of Eastover Marketing Group, a marketing & communications consultancy that takes a customer-centric approach to reinventing brands making them more relevant in today’s marketplace. Earlier in her career Susan spent ten years at American Express where she honed her expertise in brand and communications strategy development, customer segmentation, research, analytics and strategic planning. She was a Director of Global Brand Management, where she was responsible for evolving the American Express brand to be more relevant to millennials, women and the digital world. She also revamped the value proposition and positioning for the merchant customer base. As a Director in OPEN, American Express’ team dedicated to small business, Susan focused on loyalty marketing. She segmented the customer base, set, executed and measured segment-specific marketing strategies. Susan also founded and ran Brooklyn Babes Running, a successful health and fitness company that empowered women and trained them to run 10Ks & ½ marathons. Susan built the foundation of her career in management consulting. She holds an MBA from NYU’s Stern School of Business and a BS in Neuroscience from Trinity College.

Megan McCambridge

Customer Relationship Management, Contact Center Excellence, Customer Experience

Megan McCambridge was vice president the Global Brand and Marketing at MetLife. In this role, Megan was responsible for deploying a transformational global customer experience practice. She established a companywide customer-focused orientation by developing motivational behaviors and performance measures to support the customer competency. Prior to joining MetLife, Megan was the vice president of Marketing and Customer Experience at Walgreens. Megan oversaw the creation, development and implementation of marketing programs that drove meaningful differentiation. She also designed a passionate, customer-focused vision, strategy and execution plan that accommodated brand, offering, touch points and people. She implemented a research framework for new products and customer measurement methodologies. Before Walgreens, Megan held various leadership positions at American Express. As the vice president of Acquisition, she managed an innovative cross-selling program for consumer and small business customers. Megan received her undergraduate degree in Business Management from Rutgers University in New Jersey.

Marnie Omanoff

Diversity & Inclusion Lead, Change & Culture Strategist, Employee Engagement & Activation

A Diversity & Inclusion and culture building professional, Marnie is able to leverage her storytelling expertise to help companies build their brands and influencers from the inside- out.Marnie recently developed a customized Diversity & Inclusion strategy and plan for KKWC, a mid-sized NYC law firm. Prior to consulting, she held the position as the Diversity Inclusion & Belonging (D,I &B) Lead at Verisk where Marnie architected from the ground up, Verisk’s global D, I & B strategy and framework. Before Verisk, Marnie has in -depth leadership experience driving brand development and integration with companies such as American Express, Foot Locker and Liz Lange Maternity. In these roles she has successfully fused internal and external marketing communication strategies as well as employee engagement and activation initiatives to drive high-growth business results.

Janet Ott

Business & Brand Strategy, Marketing, Partnerships, Corporate Communications, Sales Support

Janet has spent her professional career driving marketing transformation and excellence. She has a knack for getting to the heart of a business quickly – using her expertise to create Go-To-Market strategies that drive strong customer focus, enable businesses to scale globally and accelerate growth. She marries creativity with business rigor to optimize operations and improve business results. As global chief marketing and communications officer for GfK, she relaunched the brand and drove the digital transformation of the $2 billion technology-driven research firm. She designed the first-ever global marketing strategy and organization and led all marketing functions including branding, digital and product marketing across 100+ markets worldwide. She oversaw all Corporate Communications and Corporate Reputation Management. Janet has also held senior leadership roles -- in the US and Europe -- at American Express, Chase and D&B. She has been the trusted advisor and speechwriter for multiple CEOs and has extensive client management experience. She's a judge for the “B2 Awards”, selecting the best B2B Advertising for the Business Marketing Association. She's also an Adjunct Faculty member teaching Business Communications, and a NJ State Council Member for the Humane Society. Janet holds a BS from Rutgers and an MBA from NYU’s Stern School of Business.

Ushma Pandya

Business Strategy & Planning, Project Planning & Implementation, Communications & Stakeholder Management

Ushma Pandya works with organizations on addressing their strategic problems. She has a reputation for breaking down complex problems and developing pragmatic solutions that help grow and scale businesses. Ushma has a track record of building relationships and influencing stakeholders to help achieve business objectives. She has worked with organizations in a variety of industries including healthcare, retail, financial services, telecom, consumer products and nonprofits (public health, sustainability, poverty alleviation). She's a noted people leader and manages individuals and teams to achieve impact and personal excellence. She was on the executive leadership team at American Express and was a principal at Booz&Co. Ushma attended Georgetown University, Harvard University and Columbia University.

Amy Parks

360 Marketing Strategy & Creative Development, New Product Development, Sales Engagement & Training

Amy is a seasoned marketing strategy executive with over 20 years of experience and a proven track record of launching new products and campaigns, as well as mobilizing large sales teams, to drive business growth and build brands. She’s a collaborative leader with a unique combination of analytical and marketing experience and understands both creative storytelling, as well as how to mobilize sales teams to drive results. Over the course of Amy’s career, she’s worked with companies like American Express, CBS, and AT&T to successfully develop holistic B2C and B2B Go-To-Market strategies to expand those brands. She recently helped American Express launch a new digital small business product and grow it to over $1Bn in 2 years, while also over-delivering first year dialogic and field sales goals by 200%. She launched a premium consumer cobrand to become the most profitable margin portfolio enterprise wide, and led a $1.5Bn acquisition which drove 20% returns for the company. Amy is an expert at articulating value propositions, creating a holistic end to end customer journey, acquisition and loyalty campaigns, strategic partnerships, and mobilizing sales teams. She is known for driving consensus and results across large teams. Amy holds an MBA in Finance & Marketing and a BS in Mathematics from Tulane University.

Rosa Sabater

Product Management, Marketing, Customer Experience

Rosa is an accomplished executive with a proven track record of helping companies and individuals achieve breakthrough performance. She’s an Expert in product management, marketing, customer experience and client development. As a member of the senior management team at American Express (AMEX), Rosa held multiple leadership positions, including: general manager of Small Business Charge Cards, general manager of Small Business Loyalty Marketing, head of New Accounts Operations, head of Customer Experience for US Cards and chief marketing officer (CMO) for the OPEN division. As CMO for OPEN, Rosa developed the first sub brand for AMEX and launched Small Business Saturday, a national movement to drive sales to small businesses on the day between Black Friday and Cyber Monday. Prior to AMEX, Rosa was a principal at Booz, Allen & Hamilton, where she led major client relationships for the marketing intensive group. Rosa graduated magna cum laude from Yale University and earned a MBA from The Wharton School at the University of Pennsylvania.

Karen Schmidt

Marketing Strategy & Execution, Customer Experience, Sales Strategy & Enablement

Karen Schmidt is a high-energy and passionate business strategist with 15+ years of experience spanning across media, technology, and financial services. She has a proven track record in leading global, multi-functional teams to execute complex transformation programs, develop and implement marketing strategies, and creatively leverage technology to solve business challenges. She is passionate about culture and developing high performing teams. Most recently, Karen served as the VP, Global Head of B2B Marketing for Verizon Media where she was responsible for driving the go-to-market strategy for its advertising business, including value proposition development, increasing brand awareness and customer experience through E2E marketing, developing key partnerships, and expanding product offerings. Previously, Karen spent ten years at American Express in numerous senior leadership roles, including VP, Head of Global Field Enablement, leading OPEN Small Business field strategy, leading the global transformation of digital servicing platforms, and leading business strategy and planning. Karen started her career in management consulting with Booz Allen Hamilton.


Customer Experience, Process Improvement, User Experience

Tina Selwyn is a seasoned corporate leader with a passion for creating excellent customer experiences and seamless processes. She is an Expert in Customer Experience, User Experience Design (UX) and Process Reengineering. Before becoming a consultant, she worked for 15 years at financial services giants, American Express, Citi and U.S. Bank, learning industry best practices from some of the most respected brands in the world. At AMEX, Tina spent a decade supporting 20+ international markets and developing solutions that were pragmatic, scalable and cost-effective. In her last role at AMEX, Tina was the Vice President of Marketing Excellence with the mandate to define and implement a “customer first” strategy which ensured that every piece of marketing no matter what country originated it, supported the values of the AMEX brand. At U.S. Bank she was responsible for driving compelling, market-leading digital experiences across all partner and proprietary credit card customers. Tina holds an Economics degree from the University of North Texas, UX certification from General Assembly in New York City, Six Sigma certified and is a trained Agile leader. In her spare time she teaches UX/CX at San Diego State University to continuing education students.

Stephanie Sharis

Digital Business Innovation & Strategy, Digital Marketing, Digital Product Development

For over seventeen years, Stephanie Sharis has created trailblazing and award-winning web products and programming, and for the past ten years she has operated digital media companies in C-Suite roles. Stephanie is currently Principal/Owner of Athena Media Consulting, an advisory firm that provides digital media start-ups with a range of services, from strategic planning to business development to new product design and go-to-market support. From 2016 to 2017, Stephanie served as CEO of Cricket Media, a global learning company best known for its award-winning children's magazines and ePals, a worldwide social learning network. Leading a team of over 100, Stephanie strengthened core operations and catalyzed digital product development in both the States and in China. From 2015 to 2016, Stephanie was CEO of DailyClout, a start-up dedicated to making government more transparent and accessible through technology. After raising money through the Knight Foundation, in five months DailyClout developed and launched BillCam, a tool that embeds live legislation into news coverage right in-line with an article or blog entry. From 2008 to 2015, Stephanie was the founding COO of Ted Leonsis' SnagFilms, a pioneering digital distributor of independent films and owner of the Webby Award-winning movie site, Indiewire. Backed by NEA and Comcast Ventures, SnagFilms pioneered new forms of digital distribution to meet the evolving demands of consumers, launching its first iPad app in 2010 and building out its infrastructure to support 28 mobile and OTT platforms. Stephanie started her career at AOL, developing first-generation branded programming and debuting film streaming on their network. Stephanie received her B.A. from Wesleyan University with Summa Cum Laude and Phi Beta Kappa honors and holds a Master in Public Policy from Harvard University.


Partnership Management, New Product Launches, Strategic Marketing Planning & Execution, Contract Negotiations

Rachel is an accomplished financial services executive with over 20 years of partnerships and marketing experience at Fortune 500 companies including American Express and Bank of America. She has extensive experience in leading large institutional partnerships, managing cross-functional teams, and launching new products. Her greatest strength is building relationships. This includes developing strategic alliances from ideation and inception through to program management and renewal. She is highly strategic and results-oriented, with strong influencing and negotiation skills. Her enthusiasm in understanding partner brands and customers has led to innovative new product features and increased customer loyalty. She has a proven track record of developing creative strategies to engage customers and grow the business across brands such as Hilton Hotels, Mercedes-Benz, and Virgin Atlantic. Rachel earned both her MBA and Bachelor’s degree from Georgetown University.