About Us
Rob Caskey, Founder
I'm a growth, fintech and platform executive with more than three decades of experience building and scaling marketing, operations and go-to-market functions — from early-stage, regulated lending platforms to nationally recognized consumer brands. I've served as CMO, COO, CPO and board director for Edly Student Loans, led digital acquisition for Capital One's largest card segment, directed B2C and B2B marketing at CARFAX and ran marketing and sales for the retail division of Liquidity Services.
I started Blue Birch Strategies to bring that same executive-level growth, marketing and operating leadership and strategy to companies that need it most — without asking them to make a full-time hire before they're ready.
Results Delivered
- Scaled fintech lending acquisition platform that generated more than ~$3B in loan requests (Edly Student Loans).
- Designed and implemented marcom/martech and support infrastructure that facilitated more than 250K loan applicants and borrowers (Edly Student Loans).
- Added 10M+ consumer users and 30K+ shops/dealers to the CARFAX Car Care service (CARFAX).
- Led GTM strategy for the launch of the credit card preapproval product, generating an estimated 200K+ accounts and ~$70M in incremental annual revenue (Capital One).
- Drove more than 10 million enrollments for the CreditWise app while reducing acquisition cost by 67%. (Capital One).
- Tripled online retail marketplace GMV from $70M to $222M (Liquidity Services).
Areas of Expertise
Industries/Verticals
- Financial Services
- Fintech/Regulated Lending
- Startups and Early-Stage Ventures and Products
- E-Commerce
- Automotive
- Reverse Logistics
- Hospitality
Capabilities
- Enterprise-level business, marketing (B2B and B2C), sales and operations strategy
- Go-to-market strategy
- Growth and performance marketing, including SEM, SEO, social, display, email, native and online video
- Brand development, architecture, messaging and positioning
- ABM and digital lead gen, including Hubspot, Salesforce and Marketo CRM experience
- Product marketing, management and development
- Direct marketing including direct mail, telemarketing and DRTV
- Public relations and earned media
- User analytics and business intelligence
- UX, usability and VOC initiatives
- Market research and testing (NPS, max/diff, Aaker/Likert scales, Van Westendorp)
Brands & Companies Supported
WHY BLUE BIRCH
Resilient growth starts with experienced leadership. Blue Birch Strategies helps businesses navigate change, unlock opportunity and build the foundation for what's next.
Growth isn't linear.
Every business reaches moments when the strategies that got it this far are no longer enough. Markets change. Competition intensifies. Customer expectations evolve. Scaling introduces new complexity. What comes next requires fresh perspective, disciplined execution and experienced leadership.
That's where Blue Birch Strategies comes in.
The birch tree has long symbolized resilience, adaptability and renewal. It is often one of the first trees to thrive after disruption, creating the conditions for an entire forest to grow. I believe businesses grow the same way — not through quick fixes or isolated marketing campaigns, but by building the right foundation for sustained success.
I partner with founders, CEOs, and executive teams to accelerate growth by aligning strategy, marketing, operations, customer experience and execution. I don't simply build marketing plans. I help build stronger businesses.
My approach is grounded in more than three decades of executive leadership at companies ranging from startups to nationally recognized brands. I've led organizations through rapid growth, product launches, operational transformation, fundraising, regulatory environments and market expansion.
Whether serving as your fractional Chief Marketing Officer, strategic advisor or growth partner, my role is the same: bring experienced leadership when it's needed most, create clarity from complexity and help your business reach its next stage of growth.
Lasting growth doesn't happen by chance. It happens with the right strategy, the right leadership, and a trusted partner committed to helping your business thrive.
