Who We Are

David has worked in finance, technology, and marketing for over 30 years, including 5 global banks and 3 advertising agencies. He currently supports the National Investment Banking Association as its Chief Marketing Officer. Prior to B2i Digital, he was the Chief Marketing Officer for Maxim Group and one of the founders of their investor awareness platform, M-Vest.com.  He has previously worked as head of marketing for micro-cap companies in the transportation, hospitality, and healthcare industries. David maintains his status as a Google Partner and Meta Marketing Partner. He has spent the last 20 years managing digital ad accounts that delivered billions of ad impressions across all prominent platforms. He has provided digital marketing consulting to B2C and B2B companies across a wide range of industries, including healthcare, financial services, technology, real estate, hospitality, beverages, automotive & pharmaceutical. He received a BS in Applied Economics and Business Management from Cornell University.

Susan has over 15 years' experience in design. She started her career as an accessories and home furnishings designer. As the world went digital, she applied her artistic perspective to graphic design for websites, email marketing, and social media content. Susan lives in NYC with her husband and two children.

Pablo comes to b2i digital with over a decade of full-service advertising agency experience. He has worked with a diverse clientele in the financial, commercial real estate, healthcare, trade, corporate, legal, private/charter education, higher education and entertainment industries. Pablo is an award-winning designer with a proven track record of finding creative solutions to an ever-changing digital landscape. He is an expert in designing content for all digital channels with a focus on websites, paid ads and social media.

With degrees and jobs in both biochemistry and finance, Joe took a very unusual route to b2i digital. His passion for digital advertising began in 2016 as a candidate for Maricopa County Treasurer and learned how to use list-based targeting to segment and reach voters with more customized messaging, netting himself 616K votes in the process. That led to him refining his skills with work on about 20 political campaigns before segueing into digital advertising work in industries as varied as consumer goods, recreational events, and of course, investments. Joe specializes in merging the quantitative with the qualitative, the analytical with the creative. He uses his technical backgrounds to utilize data in order to test and refine messaging and visual creative, to analyze results for refinement and optimization, and to ultimately deliver better results. Along with his expired Certified Financial Planner designation and financial licenses, he holds a host of current Google, Facebook, and HubSpot certifications.

Danielle has been designing for over 10 years with a heavy focus on branding. Her expansive skill-set covers new brand identity, digital asset creation, website design, images & videos for paid ads, social media content and digital presentations. Additionally, she has over seven years of experience managing marketing teams and campaigns. Her dynamic personality makes her a natural leader, team collaborator and project manager. Danielle has extensive experience working on b2b lead generation initiatives across multiple industries. Her experience allows her to dive into client branding, develop strategies quickly and execute the tactics necessary for impactful results. When she's not working she enjoys cooking, yoga, and spending time outside with her pup.

JP is the Director of Research for B2i Digital. In this capacity, he helps companies effectively communicate their mission and achievements to investors. He is the author, co-author, and ghostwriter of over 20 books. JP earned his MBA from the University of Chicago and worked on the staff of the Harvard Business School, writing business case studies. His portfolio includes major contributions to prominent financial networks, leading investment firms, and pioneering cryptocurrency projects. He has held roles such as Director of Research, Senior Managing Director at Wells Fargo Securities, and founder of Farmhouse Equity Research. Beginning in the fall of 2024, he will serve as an Adjunct Professor at Golden Gate University in San Francisco.

With a compelling seven-year tenure in digital marketing, Eric has demonstrated prowess in steering the success of small to large multi-million-dollar enterprises. His adept management skills have left an indelible mark, particularly within the realms of SaaS, Lead Generation, and E-commerce. Eric's strategic and innovative approach to marketing has consistently delivered impressive results for his clients. Beyond the digital landscape, Eric finds joy in watching sports and shares precious moments with his beloved canine companions.

Cody joins B2i as Director of Operations and Project Manager, bringing over eight years of experience leading projects and improving operational performance across a wide range of industries. He is known for keeping teams organized, processes efficient, and projects on track from kickoff through completion. Comfortable in fast-paced environments, Cody excels at managing multiple priorities while maintaining a clear focus on the bigger picture. He enjoys finding practical, sustainable solutions that streamline workflows and solve real-world challenges. A graduate of Penn State, he brings a strong foundation in leadership and critical thinking. Outside of work, Cody enjoys spending time with his family and staying active through sports.

Ivan joins the B2i Digital team with over a decade of professional creative experience and design knowledge. With an impressive array of clientele from a multimillion dollar fashion e-commerce site, healthcare, and the ever massive entertainment industry in Las Vegas. Away from the desk, he loves mechanical keyboards and will one day launch his own line of keycaps and fonts.

Kier helps public companies get the attention they deserve. As our Lead Strategic Partnerships Manager, he builds the professional networks and digital strategies that connect our clients with people looking to invest. Having worked at top-tier tech companies, Kier knows exactly how to help a business stand out online. His goal is simple: to help companies grow by making sure they are visible, connected, and easy for investors to find.

Graphic designer with over 10 years of experience delivering creative solutions in branding, UI, motion design, and digital marketing. Has collaborated with advertising and design agencies and supported clients across multiple industry sectors, including finance, healthcare, education, and science. Brings international experience and a strategic mindset, focused on creating clear, effective visuals that support business goals and connect brands with their audiences.

Jeralden Tongco is an executive support and operations professional with experience supporting senior leadership in fast-paced, growth-oriented environments. She specializes in organizational management, cross-functional coordination, and executive-level communications, helping teams operate efficiently and stay focused on strategic priorities. Known for her attention to detail, reliability, and strong communication skills, Jeralden brings structure, clarity, and consistency to complex workflows.

As a Strategic Conference Consultant to B2i Digital, I assist Featured Conferences in ensuring a seamless event experience. Previously, as the Managing Director at DealFlow Events, I orchestrated over 40 industry-leading conferences and virtual events across various financial sectors. Notable events include The Microcap Conference, The SPAC Conference, The Reg A & Crowdfunding Conference, The Healthcare MSO Conference, and The Venture Debt Conference. With 15 years of experience in marketing and multimedia, I bring a wealth of knowledge and expertise to my role.