Professional Summary

David joins the B2E program with a background in marketing and management. David is a dynamic and forward-thinking project manager with strong expertise working in regulated environments, managing marketing and product projects, partnering with internal collaborators, identifying performance improvement opportunities, and using market insights to drive business results. Skilled in partnering with external vendors and internal stakeholders to implement business plans and achieve goals. Expertise in direct marketing, customer loyalty programs, budget management, product implementation, cost control, consumer experience, and (CMS) regulatory requirements. With David’s background and training through B2E he is ready to kickstart his career in IT.
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  • Methodologies: Agile, Waterfall
  • Soft Skills: Attention to Detail, Collaborative, Team Player, Flexible Thinker
  • Relevant Experience: Project Management, Marketing, Analysis
  • Software: Microsoft Office, SharePoint

Education & Training

  • York Solutions’ Barriers to Entry Program – Concentration: Project Management (in process)
  • University of Minnesota- MBA: Marketing and Strategic Management
  • Minnesota State University- BA: Psychology

Professional Experience Highlights

Marketing Consultant                                                                                                                                                   

  • Implementing confidential state assessments, standards with rubric validation methodologies. (DRC)
  • Created digital marketing strategy for online retailer, providing website content enhancement, campaign development and recommendations.
  • Conducted lead generation campaigns for healthcare industry, campaign outreach setup, and recommendations on outreach messaging.

Medicare Member Marketing Manager

  • Spearheaded development and management of annual enrollment period (AEP) and educational member meetings for Medicare market segment, reaching over 9,000 members and achieving a 96% retention rate.
  • Created the “First 100 Days” Welcome onboarding communication series, providing members with helpful benefit and online resource information thereby allowing them to better manage their health plan experience.
  • Launched and drove implementation project plans for the Health Advocate, Silver&Fit, and NovuHealth benefit programs. Collaborated with internal partners to develop benefit program collateral and training resources.
  • Medicare digital lead for PBM transition project team when Medica moved to CVS Caremark.
  • Redesigned onboarding member packet materials based on research conducted with 3rd party vendor, allowing for more effective communication of member benefits to provide a more personalized member experience.
  • Led strategic initiative to develop and launch an educational Medicare member website.

Marketing Analyst

  • Elevated sales from under $1M to over $20M in the first three years via new direct marketing programs for financial services and credit card clients as part of the membership acquisition business unit.
  • Spearheaded all direct marketing campaigns, overseeing creative development, cultivating vendor relationships, and ensuring on-time delivery of the direct response marketing campaigns.
  • Directed and tested winning direct mail concepts for each client program, achieving a 10% to 12% increase in program performance. Conceived a plan for implementation and secured management support.


  • CDMP – Certified Digital Marketing Professional
  • CPPM – Certified Professional Project Manager
  • Internet Marketing Essentials Certificate