Geoff Powers

About Geoff Powers

My work spans direct revenue generation, operational scale, and strategic growth alignment. I design integrated go-to-market systems that connect marketing, sales, client experience, and technology into a unified revenue architecture. I focus on measurable acquisition, disciplined execution, retention improvement, and building systems that drive durable enterprise value.Core Strengths• Enterprise Growth Strategy• Revenue Architecture & Scalable Demand Engines• AI Adoption & Technology Optimization• CRM & Marketing Systems Integration• Operational Scale & Process Discipline• Brand Positioning & Market Expansion• Cross-Functional Executive LeadershipCareer Highlights• Scaled wealth management firm from $250M to nearly $1B in AUM through integrated growth and enterprise operations strategy• Built multi-channel demand engine producing consistent, qualified pipeline across digital and traditional channels• Led Salesforce CRM implementation to establish full-funnel attribution and data-driven decision-making• Elevated client satisfaction to 87% — an all-time high — while expanding operational scope and complexity• Directed marketing and operations through sustained growth, organizational change, and increased scale• Built and led cross-functional teams spanning marketing, client services, and enterprise systemsI am most effective partnering with growth-oriented organizations seeking to modernize their revenue architecture, scale operations, and align marketing with enterprise strategy to drive durable value creation.

Experience

1. Vice President for Growth and Operations

   Lineweaver Financial Group, Inc

   Jan 2025 — Present

   Scaled Lineweaver Financial Group from $250M to nearly $1B in assets by designing and executing multi-channel growth strategies. Directed integrated campaigns across seminars, TV, radio, and digital media, fueling consistent new prospect pipeline and client acquisition. Built and optimized digital engagement systems that captured prospect insights and improved lead quality, while leading the implementation of Salesforce CRM to establish full-funnel attribution and data-driven decision-making. Partnered with executive leadership on firm strategy, branding, and operational execution to position the firm for its next stage of growth.

Education

• University of Dayton

  Bachelors of Arts, Political Science and Government

• Baldwin Wallace University

  Master of Business Administration (M.B.A.), Project Management/Finance

Skills

• Press Releases
• Community Development
• Crm Analysis
• Event Planning
• Direct Marketing
• Project Management
• Public Speaking
• Systems Analysis
• Project Planning
• Public Relations
• Marketing Management
• Board Development
• Email Marketing
• Social Media
• Special Events
• Market Research
• Marketing Analytics
• Management
• Program Development
• Budgeting
• Business Analysis
• Organizational Development
• Trend Forecasting
• Leadership
• Program Management
• Regression Analysis
• Data Analytics
• Marketing
• Human Capital
• Process Improvement
• Online Marketing
• Strategy
• Market Modeling
• Proposal Writing
• Social Media Marketing
• Statistical Modeling
• Event Management
• Business Development
• Fundraising
• Marketing Strategy