About Us

David has worked in finance, technology, and marketing for 30 years, including 5 global banks and 3 advertising agencies. He currently supports the National Investment Banking Association as their 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 and healthcare industries. David maintains his status as a Google Partner and Facebook Marketing Partner. He has spent the last 15+ 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 in a wide variety of industries including healthcare, financial services, technology, real estate, hospitality, beverage, 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.

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.

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.

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.

Heath founded his own successful consulting firm and brings to B2i Digital a lifetime of technology and marketing experience across an array of industries. With hands-on expertise in data optimization, SEO, and digital marketing, he oversees all MarTech operations to support investor-focused digital marketing campaigns for both clients and B2i Digital. Heath maintains a heavy focus on data quality, data integration, and data analysis to provide insightful reports to clients, optimize digital ad campaigns and build data-driven Featured Company profiles. He develops targeted digital marketing strategies to increase relevant investor engagement with paid ads and organic posts across Facebook, LinkedIn, Instagram and Twitter.