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Jim Tax

Executive Advisor

Chief Marketing Officer

Chief Revenue Officer

Chief Executive Officer

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Executive Operator With Deep Marketing Roots

Jim has led marketing strategy and operational planning for some of the most respected brands in insurance and financial services where he drove profitable and sustainable growth.  Following a nearly 20-year run in that space, he bought his own company and through repositioning, demand generation, product expansion and M&A, grew topline 3x and generated an ROI of over 550%.  He is passionate about helping brands grow and is highly adept at full-funnel evaluation from value proposition and product fit through retention and cross-sell.  

 

EXECUTIVE EXPERIENCE

 
USAA| VP, Global Supply Chain & CPO

USAA | VP, Client Management  (Marketing, Sales & Service)

Bank of America | SVP, Integrated Channels Marketing Executive

Countrywide Insurance Services | Chief Marketing Officer

ALLSTATE
Canva Design DAF-SuhuOEY
USAA logo
SERVPRO logo

CONSULTING EXPERIENCE

Industry Expertise
Strategic & Operational Planning
Value Proposition Development
Persona Development and Segmentation
Full-Funnel Analysis and Action Planning
Mergers and Acquisitions
 
Entrepreneur Experience
FirePit Holdings Corp (3 Servpro franchises)
Owner & COO