About.
CREATE. MEASURE. REPEAT.
I am an experienced fully-integrated marketing leader with a strong acumen for sales and business development. Equipped with the entrepreneurial spirit, I pride myself on my ability to craft a vision that solves a problem. Creating powerful strategies that drive the bottom line is what I do.
Over the last fourteen years I have developed a wide range of skills and experience in visual communication and marketing. I bring vast expertise in the financial services vertical. I thrive on creative challenges, and am passionate about delivering results.
With a strong emphasis on performance-driven marketing I strive to be ever-adaptive and innovative. I foster a growth-mindset and actively lead those around me. Success is a collaborative effort, and I am passionate about winning as a team.
Experience.
ENTRUSTED WITH DELIVERING RESULTS.
HUI MANUFACTURING
Marketing Manager
2023 – 2024
As a Marketing Manager at HUI – I manage all of the strategic and integrated marketing efforts for the HUI house of brands and lead a very small team. My primary core goals are to support sales efforts by generating leads and to capture applicants for our HR team
My Core Duties at HUI Include:
B2B Marketing • Marketing Strategy • Competitive Analysis • Integrated Marketing • Marketing Planning • Campaign Development • Content Development • Creative Development • Project Management • Digital Marketing • Campaign Analysis • Performance Reporting • Leadership • Budgeting
ELEMENT
Account Supervisor
2022 – 2023
As an Accounts Supervisor – I manage the strategic and integrated marketing efforts for our top accounts and support a powerful team of Account Executives.
My Core Duties at Element Include:
B2B Marketing • B2C Marketing • Marketing Strategy • Fully Integrated Marketing • Marketing Planning • Project Management • Campaign Analysis • Client Relations • Leadership • Budgeting • Competitive Analysis • Research
SENIOR CARE COUNSEL
Sales & Marketing Director
2019 – 2022
Senior Care Counsel is a subsidiary of Krause Financial Services. Senior Care CounseI was a consumer-facing lead gen brand that I designed to educate seniors and set appointments for our attorneys. My role was responsible for all facets of operations including the vision, planning, network development, sales, and marketing.
My Core Duties at Senior Care Counsel Included:
Budget • B2C Marketing Strategy • Digital Marketing • Campaign Management • Creative Direction • PPC • Search Marketing • Vendor Management • Project Management • Lead Generation • B2C Sales Management • Data Analysis & Reporting • Bus Dev • Salesforce Dev • Content Development & SEO • Copy Writing • Graphic Design • UI/UX
KRAUSE FINANCIAL SERVICES
Creative Marketing Director
2017 – 2022
Krause is now the nations leading provider of Medicaid compliant annuities. At Krause, I led the creative marketing efforts that doubled the size of their attorney network. I managed a small marketing team and developed the vision for their future and business longevity.
My Core Duties at Krause Financial Services Included:
Competitor Analysis • Budget • B2B Marketing Strategy • Brand Management • Campaign Management • Creative Direction • Project Management • Employee Development • Ad Management • Online Lead Generation • Data Analysis & Reporting • Content Development • Video Marketing • Copy Writing • Graphic Design • UI/UX Design • Web Design • Print Design • Videography • Video Editing • Motion Graphics • Photography • Event Marketing • Web Dev • Compliance
WAKE BRAND MEDIA
Creative Director
2015 – 2017
At WAKE Brand Media, a Phoenix-based ad agency, I developed compelling video content for clients to increase brand value. I helped merge WAKE into offering services outside of video production by introducing the firm to other agency services and experience.
My Core Duties at WAKE Included:
Client Relationship Management • Business Development • Marketing Strategy • Creative Direction • Post-Production • Video Editing • Color Correction • Motion Graphics • Sound Design • Graphic Design • Web Design • Branding and Identity • Copy Writing
J.D. MELLBERG FINANCIAL
Creative Lead
2012 – 2017
J.D. Mellberg Financial is a leading retirement planning firm. My role was to serve as the company’s in-house solution for all creative needs. I assisted in the development and execution of their digital marketing strategies. I also made TV and Radio their most profitable channels.
My Core Duties at J.D. Mellberg Financial Included:
Marketing Strategy • Creative Direction • Contractor Management • Project Coordination • Post Production • Sound Production • Video Editing • Motion Graphics • Graphic Design • Web Design • Branding & Identity • Event Marketing • B2B Marketing • B2C Marketing • Content Development • Email Marketing • Copy Writing • Compliance
DAN SLATER-CREATIVE
Creative Specialist
2008 – 2012
My primary role as a contracted creative specialist was to offer clients a wide range of marketing services. These services included:
Creative Direction • Project Management • Branding Management • Photography and Videography • Video Editing • Post Production • Motion Graphics • Graphic Design • Web Design • Web Dev
EDUCATION
Bachelor of Fine Arts – Animation
Southwest University of Visual Arts
Minor – Graphic/Web Design
Southwest University of Visual Arts
Success.
CAREER SUCCESS.
- Senior Care Counsel BETA 2021 generated 1,200 inbound calls, 220 well-qualified appointments for 16 Attorneys – an 18% opportunity capture
- Senior Care Counsel BETA boasted an average $2.12 cost per click, $32 cost per lead, and $335 cost per appointment. Billable’s (fees) averaged $7,000 per appointment – creating significant ROI.
- Senior Care Counsel BETA achieved an average click through rate of 18% on all search campaigns.
- Helped Krause become the nation’s leading provider of medicaid compliant annuities.
- Initiated growth of Krause’s attorney and advisor prospect lists (B2B) from 700 to over 5,500 (estimated)
- At Krause, I designed and led the development of the Attorney Access portal & Marketplace. These provided user data to assist in KPI and sales process development.
- Helped J.D. Mellberg Financial become an Inc. 500/5000 company for six years in a row. The company’s employee base grew substantially from 65 to over 450 employees. Production catapulted from $80M to $750M per year over five years.
- Merged J.D. Mellberg Financial into television and radio advertising. Lowered lead cost from $250 to $22 on major networks like CNN & MSNBC.
- Produced TV commercials in 2016 that generated over 200 calls per spot on major media outlets – one of the highest response rates ever received.
- Assisted in the positioning and development of the CEO into an authoritative figure in the financial world by building relationships with PBS.
- Received “Best Bang for the Buck” Award in 2016 for best performing spots on low budgets.
- Received a Gold ADDY Award in 2013 for best animated commercial spot.
- Received the Kraken Award in 2011 from the National Advertising Federation for most marketing collateral produced in a 24 hour period.
- Received the GEICO Chairman’s Club award in 2010 for 91% customer satisfaction, while maintaining excelling performance in five other matrices.
Skills.
BRINGING IT TO THE TABLE.
FREQUENTLY USED APPLICATIONS:
Adobe Creative Cloud CC • Final Cut Pro X • Acrobat • After Effects • Premier Pro • Speed Grade • Media Encoder • Encore • Illustrator • Photoshop • InDesign • WordPress • Salesforce • Pardot • Call Tracking Metrics • Facebook Ads Manager • Google Ads • Google Data Studio • Google Search Console • Google Analytics • ahrefs • Taboola • ExactData • Intercom • Microsoft Office • And More…
Kudos.
ku·dos
“Working with Dan was an absolute pleasure. As a leader he’s quick to help or offer assistance—there’s no task too big or small for Dan. He was conscious of my career goals and worked closely with me to help achieve them. But most importantly, he cares about you as a person. Dan took the time to get to know me and was flexible and understanding with whatever came up outside of work.”
PAUL BRETL
Sales Coach – Northwestern Mutual
“I have worked with Dan in both a coworker and contractor capacity. In all the projects I have worked with him on, he has always managed these projects well and communicated with the team effectively. Beyond his day to day tasks, Dan also teaches those around him how to better their skills and abilities through hands-on projects for the team. Dan is a great mentor, manager and overall hard worker.”
KIMBERLY JAHNS
Senior Editor & Content Creator
“I worked under Dan for many years. During our time together, he proved to be an excellent mentor with vast industry knowledge and an ability to explain technical processes quickly and accurately. He has a keen eye for design, but always looks at marketing holistically—looking for holes and ensuring that all aspects are running smoothly whether they’re related to design, digital advertising, customer experience, and more.”
ABBY FRANK
Creative Specialist – Krause Financial Services
“I worked alongside Dan for several years. We achieved many successes together. He is incredibly creative and always knows the right questions to ask. He not only has a great eye and ear, he brings a sincere interest and willingness to step outside his role to supply ideas on anything from the copy and content to which channels. Dan is one of the most influential and memorable creatives I have ever worked and collaborated with.”
JAYME SABO
Marketing Director – Mosquito Joe’s
“Dan is a passionate and gifted creative. As a client I am consistently pleased with his talent, professionalism, creative efforts, and eye for detail. He immerses himself in each project and always keeps our brand mission and standards front of mind. Having a creative who understands your brand is key, and I am fortunate to work with Dan and recommend him without hesitation.”
CAPIN ALEXANDER
Marketing Manager – Jimmy Buffet’s Margaritaville
“Dan is the best. He gave us a new style, tone, and mood that magnifies and shines while completely capturing the feel for what we wanted. He is extremely professional and friendly and as a creative mind myself, I appreciate his unique sense of artistic design. He is always open to feedback, is a great collaborator, and asks the right questions, I am very pleased with our experience and would strongly recommend him.”
THOMAS LAUGHLIN
Owner – Digital Chop House