Created “The Darwin Difference,” leading with people, Darwin the Dog
and trust to stand apart from the competition by being human.
Made it easy for customers to choose with their wallets, resulting in achieving
their aggressive AUM goals faster than anticipated.
Cultivated sales and marketing alignment through go-to-market market
pivot, resulting in an exceptionally high win-rate.
Minimized wasted spend by clarifying brand position and target audience,
retained and grew assets during 12 month Covid period, built an unrivaled market leadership advantage, surpassing AUM goals.