The world’s first AI financial assistant.
Under my tenure we launched a new brand utilizing AI, grew 2x (to over $240M ARR) and built a world-class team of 30+ marketers












Cleo Prior To My Arrival
In March 2024, Cleo was a cash advance company, needing to diversify their product set and establish themselves as a leading AI brand.
The marketing team was siloed and split up across multiple orgs and key functions were missing, like Product Marketing and Operations.
There was a limited set of marketing channels without a rigorous creative testing matrix.
And the brand aesthetic was decidedly juvenile and dated.