The Team
Rebecca Whitney
Founder & CEO
Rebecca has almost 30 years of experience helping business owners and leadership teams get the results they want. Her background in marketing, operations, and business ownership across a variety of industries and structures allows a unique perspective for her clients today.
Rebecca has bought, sold, merged (and unmerged) businesses. She has participated in several programs and masterminds that bring an edge to her approach and her results such as Tony Robbins Platinum Partnership, Goldman Sachs 10,000 Small Businesses, V-WISE, American Management Association, Entrepreneurial Operating System (EOS), AI product development.
Rebecca shares her passion for good business, good culture, and good growth through courses, live events, and direct support. Do not get her going on the topics of travel, books, dogs, sports, or great food unless you are ready to hunker down for a bit. Learn more about Rebecca's experience and connections on LinkedIn.
Advisors
Advisors
Carissa Burlaps
Advisor
With over two decades of experience in strategic marketing and a knack for problem-solving, Carissa has been dedicated to enhancing efficiency and driving growth throughout my career. Whether it's devising strategies for significant projects or introducing cutting-edge technologies, Carissa thrives on tackling complex challenges head-on. Her expertise spans various domains, from CRM thought leadership to data analytics and integrated marketing campaigns.
With a deep understanding of customer relationships and technical proficiency, Carissa has consistently delivered strategic solutions that foster growth and streamline operations. Her services extend from crafting compelling brand propositions, change management, CRM solutions, marketing ROI measurement & evaluation to integrated marketing campaigns and client strategy session workshops .
Beyond the boardroom, Carissa's passion extends to working with rescued horses, employing relationship-based horsemanship methods to rehabilitate and provide purpose to these majestic animals. "I strive to make a meaningful difference in the lives of both horses and humans. I am committed to helping organizations achieve their goals through strategic planning and effective marketing solutions."
Carissa Burlakos
Advisor
With over two decades of experience in strategic marketing and a knack for problem-solving, Carissa has been dedicated to enhancing efficiency and driving growth throughout my career. Whether it's devising strategies for significant projects or introducing cutting-edge technologies, Carissa thrives on tackling complex challenges head-on. Her expertise spans various domains, from CRM thought leadership to data analytics and integrated marketing campaigns.
With a deep understanding of customer relationships and technical proficiency, Carissa has consistently delivered strategic solutions that foster growth and streamline operations. Her services extend from crafting compelling brand propositions, change, CRM solutions, marketing ROI measurement & evaluation to integrated marketing campaigns and client strategy session workshops .
Beyond the boardroom, Carissa's passion extends to working with rescued horses, employing relationship-based horsemanship methods to rehabilitate and provide purpose to these majestic animals. "I strive to make a meaningful difference in the lives of both horses and humans. I am committed to helping organizations achieve their goals through strategic planning and effective marketing solutions." Learn more on LinkedIn.
Matt Phillip
Advisor
Matt Phillip is a seasoned professional adept at orchestrating cohesive customer journeys across numerous platforms to enhance digital experiences and drive revenue growth. With over 12 years of expertise spanning marketing automation, operations, CX management, and data analytics, he leverages his technical acumen and a user-centric approach to drive results Career highlights include spearheading transformative projects such as rebuilding automated email frameworks resulting in significant increases in engagement metrics and revenue and launching industry-leading Voice of Customer (VoC) initiatives.
He has administered complex marketing ecosystems encompassing platforms such as Salesforce, HubSpot, Eloqua, Mixpanel, Google Analytics and has been recognized for his collaborative leadership style, adept at aligning cross-functional teams towards strategic marketing goals. More recently Matt has added
SQL, MySQL and PostgreSQL to his data analysis toolbelt. His career reflects a strategic thinker who not only innovates within marketing automation but also plays a pivotal role in organizational strategy, brand development, and market positioning across diverse sectors from Insurtech to the music industry to the agency world. Read more on LinkedIn.
Meredith Harris
Advisor
Meredith is a seasoned professional who has worked on both the professional side and volunteer side (while staying at home to raise kids) of marketing, event planning, business development, and volunteer database management.
Meredith's expertise includes large scale non-profit events, volunteer management systems, complex multi-day social events, and trade show booth design and management. She has worked in various industries building full-scale individual business marketing plans which have included; business development, email marketing and automation, social media ads and content creation, print media, and contract negotiations. She is a collaborative worker with creative and out of the box ideas.
Contact Us
"Most marketers and business owners feel alone in the world - it all seems to be moving fast and everything seems like a priority. I've been there."
-RW
Advisory 9 is women and US Veteran owned.