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


Brand Strategy, Product Management and New Product Development

Barbara Agoglia is a seasoned marketing executive widely known for being a forward focused leader with experience across multiple marketing disciplines: business strategy, brand, product management, new product development and digital marketing. For one organization, Barb revamped a Small Business Marketing team to become a modern marketing machine company. She created their first dedicated Small Business brand platform supporting the development and launch of innovative new product platforms. She also designed and launched #iheartSBOs, a customer awareness campaign. Barb also spent 18+ years at American Express leading Product, Brand and Marketing teams across the B2C and B2B businesses. She re-launched the B2B business brand to drive a compelling, clear and consistent experience. She launched the first ever tiered rewards credit card, the Costco 3-2-1 card, which has become an industry standard. She drove extraordinary growth for the Small Business Platinum Card through product & brand refreshes. Barb holds a BA from Fordham University.


Marketing & Brand Strategy, Integrated Marketing, Agency Operations, Project Management

Tara is a marketing professional who has been building and transforming global iconic brands for over 20 years. She has worked at some of the most reputable, creative agencies in the world such as Ogilvy, Saatchi & Saatchi and McCann steering some of its most revered clients such as Procter & Gamble, Coca-Cola, Unilever, Kimberly Clark and American Express. Tara prides herself on being a trusted, authentic leader and team builder. Her collaborative leadership approach brings cross functional teams together to powerfully activate ideas across media platforms to tell one unifying brand story. She’s a critical thinker and problem solver who can seamlessly navigate complex situations to get things done. She believes in a brand’s ability to cultivate love, creating loyalty that defies practicality. Tara earned her BA in Communications and Sociology at Villanova University.


Brand & Creative Strategy, Integrated Marketing, Content & Storytelling & Public Relations

Shannon Burke is a creative marketer and compassionate leader with experience building, scaling and transforming brands. She is an expert in Brand & Creative Strategy, Integrated Marketing, Content & Storytelling and Public Relations. Before becoming a consultant, she worked for 15+ years with health, beauty and convenience leaders such as Shoppers Drug Mart, Walgreens, Boots, The Body Shop and The Vitamin Shoppe partnering with some of the most respected brands in the world. Shannon has also been part of and led marketing teams for international public health organizations SickKids Hospital and Vitamin Angels. She is known as a highly adaptable, best-in-class brand builder and industry visionary with a track record of dramatically increasing brand engagement through thoughtful strategies, compelling storytelling and memorable customer experiences. Shannon is recognized as a motivational leader who brings others along with a talent for bringing clarity to chaos. She holds an Advanced Diploma in Public Relations from the University of Guelph-Humber and studied Social Sciences at the University of Ottawa.


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.


Program & Project Management, Operational Improvement, Change Management

Rebecca Clement has a 25+ year track record of shepherding cross-functional projects and programs to successful completion. She has a wide range of project management experience across new product launches, operational improvement initiatives, return to office, technology pilots, and compliance projects. She has worked in a variety of industries including financial services, healthcare and media. Rebecca is naturally collaborative and is skilled at working with stakeholders with conflicting ideas and agendas. She leverages exceptional problem solving skills and tenacity to develop pragmatic, actionable solutions to business problems. She is adept at jump-starting projects and smoothly transitioning to client staff for continued execution. Rebecca started her consulting career with Booz Allen Hamilton. Rebecca is a graduate of Princeton University and 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).


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.

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.


Sales and Marketing Organizational Effectiveness, Revenue Diversification and Growth, Performance Marketing

Adrienne Fasano is founder of Scoperta (Italian for “discovery”) a DTC marketing and technology company focused on connecting consumers to boutique wineries across the US. She was the former Chief Marketing Officer for the Americas at commercial real estate services giant Cushman & Wakefield. Upon arrival in 2015 to head the firm’s 300-person marketing organization, Fasano transformed the department and redefined the firm’s go-to-market strategy. She was instrumental in reshaping Cushman & Wakefield’s brand and achieving a cohesive, global voice. In conjunction with a successful IPO in late 2018, she helped launch the firm’s What’s Next ad campaign. Before joining Cushman & Wakefield, Fasano spent four years at JLL in senior marketing positions. She previously was vice president and director of marketing at World Business Chicago, a city commissioner for former Mayor Daley and global sales director at Motorola. Fasano has served on the Chicago Children’s Advocacy Center advisory board, Hootsuite advisory board, Girls on the Run Advisory Board and Girl Scouts of Greater Chicago & Northwest Indiana.


Brand Strategy and Marketing, New Product Innovation, Product Commercialization, General Management

Andrea Baldecchi Feldman is a consumer brand-builder, brand strategist and operational marketing executive with extensive experience creating, growing and advising successful consumer businesses. She is a multifaceted executive with over 20 years of experience in P&L holding roles at best-in-class CPG and Beauty organizations such as Kraft Foods and Coty Inc., as an advisor to middle-market PE portfolio companies, as a mentor and consultant to early-stage ventures, and as an entrepreneur. Andrea is currently Co-founder of It Will Bloom, a brand strategy firm and brand incubator that provides emerging and growth stage consumer businesses with brand strategy advisory and hands-on operating expertise for profitable growth acceleration. Additionally, from 2017-2020 Andrea was the Co-founder and CEO of digitally-native, clean beauty brand PURE BioDerm. As a classically trained CPG marketer-turned-entrepreneur, Andrea deploys a general management-oriented approach in using brand strategy principles to assess long-term brand value, chart go-to-market strategies and drive profitable growth. She has a passion for new product development and has amassed deep product commercialization experience across several key consumer categories within large organizations, and as an entrepreneur. Andrea is skilled in understanding consumer behavior, with an intuition for connecting consumer insights with market trends to develop innovative products and brands that meet consumer needs and fill market gaps. Andrea’s upbeat, energetic nature, combined with excellent communication skills and ability to build strong relationships, has enabled her to be a highly effective team leader in organizations of varying size, sophistication and complexity. Andrea holds an MBA in Marketing from the Stern School of Business at NYU, and a BBA in Finance from the Ross School of Business at the University of Michigan (Go Blue!).

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.


Customer Experience Management, Marketing, B2B/B2C, Financial Services, Technology

Elena Garvey is a global executive with a proven track record of creating value by relentlessly focusing on the customer. Across multiple senior leadership roles at American Express, AIG, and LinkedIn, Elena has built diverse, high-performing teams and mobilized cross-functional partners to create best-in-class experiences for employees and customers. At LinkedIn, Elena built up a team with a broad remit to increase customer value, reduce effort and friction for 900M+ members and 75M+ companies. From the customers' first time buying moment, through annual renewal, and every critical interaction in between, Elena oriented teams on delivering revenue growth, retention, and expansion. As the first Global Head of Customer Experience at AIG General Insurance, Elena established the division's customer experience strategy and roadmap, oversaw global Voice of Customer and Voice of Producer surveys, and partnered across the organization to deploy best practices to improve the overall experience, from client engagement to claims. Elena's keen focus on the customer experience was evident in the significant NPS improvement for the participants in the customer advisory board, the Global Client Council. Elena's career started at American Express, where she held leadership positions spanning consumer, small business, merchant, and strategic partnerships segments. In her role as the Director of Customer Experience Strategy, Elena led transformational projects to improve new consumer and small business customers' experience, globally. Driven by voice of the customer insights, she launched a number of successful programs to improve the onboarding experience, delivering substantial increases in the net promoter scores, total spend, digital adoption, and customer loyalty. Elena graduated from the Stern School of Business at New York University with a Bachelor's Degree in Marketing and International Business. She resides in Brooklyn, New York, with her husband and their three children.

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.


Brand Strategy & Marketing, Partnerships, Loyalty & Engagement, Customer Experience, Digital Transformation

Tabatha Goloborodko is a creative and data-driven marketing leader, with 15+ years of experience delivering breakthrough marketing strategies, new partnerships, digital transformations, and world-class customer experiences for premium brands including American Express, Four Seasons Hotels & Resorts, Food Network and Marriott International. Her diverse marketing background in digital, experiential, strategy development and analytics combined with her creative storytelling has made her a sought-after marketing expert. Throughout her career, Tabatha has demonstrated an authentic approach to leadership. Her ability to navigate complex problem solving with integrity and focus on team culture has resulted in enduring business partnerships over the years. Tabatha started her career at American Express where she spent 10 years managing consumer loyalty marketing programs and a portfolio of national restaurant accounts with profitable digital campaigns, custom data analytics and effective client management. She holds a BS in Marketing from the University of Maryland’s Robert H Smith School of Business.

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.

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.


Marketing Strategy, Acquisition, Partner Management, Customer Experience & Consumer Insights

Joan Hendell is a seasoned marketing leader with deep, diverse experiences including: developing digital marketing strategy and specific executions; launching and bringing to market new products; creating direct-to-consumer strategies; and, updating value propositions and brand positioning to create competitive advantage. Joan worked with Marriot Bonvoy to launch the American Express Marriott Bonvoy card and helped develop a mid-market private wealth management business for Goldman Sachs. Recently, at A Place For Mom, she was an interim Vice President responsible for updating the brand positioning, creating new advertising campaigns and establishing results reporting. She managed earned and owned media as well. While at American Express, Joan successfully ran acquisition and loyalty programs, and managed strategic travel partnerships. Joan has an MBA from the Kellogg Graduate School of Management from Northwestern University.


Brand Strategy, Business Development, Customer Experience

Debbie Grishman is an accomplished, passionate leader with deep expertise in revenue generation, brand building and business development. After 14 years leading global digital marketing, partnerships and customer experience at American Express, she founded her own advisory business focused on helping CEOs and other executives drive top-line growth. Most recently, Debbie was Chief Growth and Operating Officer for Boombox Gifts, where she developed the go-to-market growth strategy, industry partnerships and investor pitches that more than doubled the start-up’s growth and secured new funding. Prior to Boombox, Debbie led several global teams during her 14+ years at American Express. As the Vice President of Global Marketing, she built the company’s first content studio, which provided internal teams with content and creative at 35% savings over agencies – in half the time. Before that, she led the Global Digital Brand Partnerships team, focused on large scale, revenue driving partnerships with industry leaders such as Facebook, Foursquare and Twitter. Prior to AmEx, Debbie was a television producer on nationally broadcast programs for College Sports Television, HBO, ESPN, ABC and Martha Stewart. Debbie holds a BS from Cornell University and an MBA from Columbia Business School.

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.


Business Strategy, Product and Program Management, Customer Experience, Operations

Zahra Kassam is a results-oriented leader with over 20 years of strategy, product management and operations experience. She spent 13 years at American Express in various leadership roles primarily focused on the loyalty benefits and rewards space. Most recently Zahra led the Global Airport Lounge business, overseeing P&L, strategy, operations, marketing and partnerships for the full airport lounge network. Zahra has a demonstrated ability to lead enterprise-wide initiatives and manage multiple stakeholders to drive growth and innovation. Prior to American Express, Zahra was a management consultant at Oliver Wyman and a technology product developer at ExxonMobil. Zahra graduated with a Bachelor’s degree in Software Engineering from the University of Toronto and holds an MBA from the Wharton School at the University of Pennsylvania.


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.


Brand Strategy, E-Commerce, Omni-channel Customer Experience, Growth Marketing

Alice co-founded Growthkey in 2021, a company providing growth marketing services as well as developing purpose-based new ventures. Before founding Growthkey, Alice held global leadership roles at Tiffany & Co., first as Global VP of Brand Marketing and then as Global VP of Customer, Ecommerce and Omnichannel, where she led the building of teams, strategies, and processes related to ecommerce, customer data & analytics, CRM and Tiffany’s clienteling, loyalty and omnichannel CX – partnering with HQ, 6 worldwide regions of 25+ countries, 300+ stores and 3,500+ salespeople. Alice also worked at American Express in several roles including as VP of Membership Reward’s Merchandise Category and has held roles in, consulted for or advised companies in a many industries including pharmaceutical, health & wellness, ecommerce and start-up ventures. Alice holds an MBA from Columbia University in International Business and Management of Organization and a B.S. from M.I.T. in Management Science and Marketing.


Growth Strategy, Organizational Effectiveness, Strategic Planning & Execution

Colette is an accomplished executive with a proven track record of helping organizations and individuals turn vision into results. She’s an Expert in growth strategy and roadmaps, organization effectiveness, strategic planning and execution, and cross-functional program management. As a member of the Senior Leadership Team reporting to the Board of Directors at Capital One, Colette was the head of strategic initiatives where she stood up enterprise level strategic and operational excellence initiatives, designed and scaled new interaction and operating models, and drove innovation in data and technology leverage. Prior to Capital One, Colette sat on the executive leadership teams at Two Sigma and Citibank, executed an industry-leading effort to lower the minimum age of cardmembers at American Express, and was a senior consultant at Oliver Wyman where she led client relationships in Europe and Latin America. Colette earned a BA from Brown University and an MBA from The Wharton School at the University of Pennsylvania.

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

Integrated Planning, Customer Relationship Management, Global Operations, Project Management

As a global marketing and operations leader, Megan serves as a trusted advisor where she is focused on activating and enriching the knowledge that exists within clients’ organizations to deliver actionable results. Megan is a forward-thinking marketing and operations leader with a record of achieving exceptional outcomes for customers, employees and shareholders by conceiving and executing strategic business plans and supporting initiatives. She held VP roles at American Express and Walgreens where she demonstrated success in creating differentiated customer experiences and designing integrated marketing disciplines and capabilities. Recognized as an inspiring leader who understands how to build diverse teams, develop skills and knowledge, set objectives and metrics to deliver business results. Megan holds a BS in Business Management from Rutgers University.


B2B&B2C Product Management, Partner Management, Customer Experience, Acquisition

Eileen McMahon is a well-rounded management and marketing professional with more than 20 years experience working at American Express, as an executive and contractor, in the Consumer and Small Business organizations. She has in-depth expertise across the product life cycle, from new product development to customer retention, with roles in customer service strategy, product and business development, rewards and product management, and acquisition. In addition to having a deep understanding of the credit card business, Eileen managed a fee-based insurance portfolio consisting of travel, credit, and health-related products, and has more than 10 years of CoBrand experience, working directly with major retail and travel brands. She has a proven track record of building effective relationships, successfully navigating challenging situations, driving impressive results, and in developing and empowering teams. Eileen holds an MBA from Fordham University and a BS in Journalism from the University of Maryland.

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.


Business Transformation, Customer Experience Strategy, Loyalty, Program Management

Erin Rich is a seasoned senior leader with broad and deep experience across all consumer business lines in financial services. She focuses on leading significant change efforts and is recognized at the C-suite level for effectively and urgently leading new enterprise-level customer experience transformations. Erin held leadership positions over a 26-year career at Wells Fargo that included building and leading PMOs in Marketing and General Bank, leading strategic business initiatives for the General Bank, Head of Client Experience at Wells Fargo Advisors brokerage and Customer Marketing Strategy leader. Her expertise includes strategic development, change plans, executive socialization, communications and buy-in, senior-level program management, and implementation. In her most recent role, Erin was the Marketing senior leader tapped for designing the strategy and implementation of a new enterprise customer engagement engine -- an AI-driven, machine learning engine designed to arbitrate among all offers/leads a customer could receive, improving the relevance of marketing as well as customers’ overall experience with Wells Fargo. Erin holds an MBA in Marketing.


B2B/B2C Insights, Organizational Effectiveness, Innovation

Tracy Rosen is an insights professional with 25+ years of experience uncovering and applying insights to build custom solutions to support market strategy, business expansion, innovation and organization effectiveness. Her expertise spans B2B, B2C and healthcare. Her skills are industry neutral and include specialized capabilities in ethnography and UX/consumer experience. She is also especially proud of designing QuixSM, a unique process to shorten the innovation cycle from months to weeks. The depth and breadth of Tracy’s client-side experience enable her to recognize the implications of insights for business strategies and organization effectiveness. Prior to consulting, Tracy worked at GE in Corporate Business Development where she was developed strong process management, leadership and innovation skills. She moved to GE Capital in executive marketing positions, culminating as Vice President, Marketing. Tracy holds an MBA from The Wharton School at The University of Pennsylvania and a BS in Mechanical Engineering from Tufts 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.


Consumer Insights, Voice of Customer Measurement, New Product Development & Customer Journey Mapping

Suzanne Samuel has 20+ years of consumer insights expertise that includes designing and managing research, integrating sources, and providing recommendations on business and brand issues across CPG, Financial Services, Technology and Healthcare. She spent much of her career at Kraft Foods and American Express, where she led an insights team supporting the US Cards business and later the Enterprise Growth Group, focused on attracting incremental segments with new products in underdeveloped geographies. Suzanne has supported a wide variety of product development and marketing initiatives, including communications and advertising, journey mapping, brand health and NPS measurement. Through her consulting business, she has led engagements at Verizon, American Express and Ipsos Healthcare. She is adept at distilling key takeaways from qual and quant research and creating syntheses across multiple studies, and enjoys partnering with stakeholders to identify actionable strategies and tactics. Suzanne earned her MBA at NYU with concentrations in Marketing and Statistics.

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.


Brand Strategy, Marketing Strategy & Execution, Customer Lifecycle Marketing, Program Management

Kathy Senior is a seasoned professional with a breath of experience that spans marketing, brand and business. Kathy held senior leadership roles at Wells Fargo and American Express over a career that spanned 25 years. She has a reputation as an expert problem solver, a customer- and data-driven marketer and an empathetic leader and colleague. Throughout her career, Kathy has embraced and delivered on challenging business opportunities. She is experienced at successfully navigating complex organizations to deliver results and has engaged and lead cross-functional teams that included Marketing, Finance, Technology, Communications, and Human Resources. In her most recent role as SVP Brand and Sponsorships at Wells Fargo, Kathy led an enterprise level re-brand initiative that equipped the business to deliver enhanced digital, social, and virtual experiences.


Marketing Communications, Brand & Creative Strategy, Loyalty Marketing, Member Experience

Maggie Suozzi is a multidisciplinary marketer and creative leader interested in the architectures that shape iconic brands. Throughout her career she has worked across the global luxury, travel, retail, and media landscape to develop creative strategies and communications that break through and engage consumers. As a Brand Manager at The Leading Hotels of the World, Maggie led the creation and rollout of the brand's verbal identity as well as the development of consumer lifecycle communications. Prior, she was the Content & Marketing Manager at Flight 001 where she led global marketing and brand communications across all channels. Combining journalistic inquiry, customer-centricity, with a focus on luxury consumers, Maggie has led the articulation of new brand and creative strategies, crafted omnichannel B2B and B2C campaigns, developed immersive digital experiences, and overseen the execution of best-in-class creative. Maggie’s curious and upbeat nature combined with her ability to build collaborative relationships has enabled her to be a highly effective leader. She earned both her BA and MA from New York University and a certificate in Strategies that Build Winning Brands from the Kellogg School of Management at Northwestern University.


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

Rachel Wolf 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.