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Executive Advisors-1

Washington DC | Los Angeles | Atlanta | Austin  | Chicago | Denver  | Minneapolis | Phoenix | San Francisco

Executive Advisor + CRO | CEO

Jim Tax

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.  

 

expertise

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

 

GET STARTED

Set Your Initial Consultation

Schedule a free, no-obligation meeting with Jim. Our first conversation is absolutely free, so you can get the advice and guidance you need without any financial commitment. Get in touch now and start making smart decisions for your future.

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

 

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SALES + MARKETING EXECUTIVE ADVISORS

OUR POWERHOUSE TEAM TRANSFORMS REVENUE TRAJECTORIES

Our team is a powerhouse of experts who work together seamlessly to transform revenue trajectories. We trust each other to deliver outstanding results, and our combined experience and expertise have created a force for positive change that goes beyond just a group of individuals.

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