For over 10 years, we’ve been identifying, executing and measuring the ideas that create meaningful customer engagement and inspire action.

As a full-service marketing agency and consultancy, Trendline understands that our value starts with our people. Here you’ll find some of the brightest minds and kindest hearts in the industry — strategists, creatives, and technologists who understand not just the what, but the why and how as well.

Our Culture

Our culture is defined by our people. At the core of Trendline’s success lies our demonstrated dedication to maintaining a positive and inclusive work environment, encouraging and celebrating professional growth, and promoting the health and well-being of our employees.

Culture is also a key factor in how we vet potential clients. We believe that picking the right clients plays just as big a role in our success (and theirs) as picking the right employees.


Our values are our culture, but values only matter when they are truly valued. We hold each other to the highest standards, because we know attributes such as kindness, inclusiveness, and integrity only really mean anything when they are reflected in our actions. Otherwise, they’re only as strong as the tape holding a “mission statement” poster up on the wall.

I. Ownership

Make decisions like an owner. Be bold. Help people. Own the choices you make and the results that follow.

II. Integrity

Do the right thing based on your experience and moral convictions - for your team, clients and yourself.

III. Collaboration

Lean on and support others. Our collective experience leads to better results than individual heroism.

IV. Innovation

Anticipate future needs. Foster learning and curiosity, then pursue ideas until they die or succeed.

V. Continuous Improvement

Excellence is a journey, not a destination. Quality is vital, but there is always a better way.


When it comes to leadership, we’ve got a deep bench. Our execs have both a depth and breadth of knowledge and experience that’s essentially unrivaled in the industry. We’re here to tackle any challenges your program may be facing — whether now or in the future — and partner with you on your journey to success.

Trendline Co-founder, marketing thought-leader, data & numbers nerd. ExactTarget employee 100-ish. Alum of UC Berkeley and UT Austin. Thrill-seeker and lover of golf, skiing, power tools, and craft beer, or any combination thereof.

Morgan Stewart

Chief Executive Officer

Leads Trendline’s Client Services team across North America. Two decades of experience in the financial services industry. Fanatic of insight-based marketing strategy, having worked in nearly every marketing discipline. Proud graduate of Western University with a B.B.A and minor in Political Science. Fan of a place called the dock – as in the one by the lake, any activity involving sand and beach, a good glass of red, and butter tarts.

Colleen Preisner

SVP, GM - Client Services

Oversees our strategy, analytics, creative, platform, QA and solutions consulting teams. 20+ years email marketing experience, ESP, Client- and Agency-side, including 10 of those at Trendline. Her three teenagers are like “what’s email?” and don’t think she is as cool as she tries to be. BS in Economics from Wharton; MBA from University of Chicago.

Michele Souder

SVP, GM - Service Delivery

Founder of Inbox Pros (acquired by Trendline in July of 2018). Author of Deliverability Inferno. Certified expert and frequent speaker on the topics of data privacy, deliverability and compliance. BA in Poli-Sci/Soc from Emory, MS in Software Engineering & IT from Southern Polytechnic State University. A shoe and wine collection that’s the envy of pro athletes.

Chris Arrendale

Chief Privacy Officer

With two+ decades of HR experience, it is the human side of the business that has the most impact on her. The resourceful part is how she does it differently. Wife of an Army Ranger and Mom of two fantastic young men. Proud alum of UC Santa Barbara + UT McCombs School of Business. Loves lake-life, Mexican Martinis, and a fan of the Austin live music and foodie scene.

Sarice Plate

SVP, People Team

MarTech before MarTech was a thing. Founder and architect behind Innovyx, one of the first email service providers. Author, contributor, trainer, and conference speaker. BS w/Honors in IT from DeMontfort University in England. In his spare time a musician and a sailor. Owner of a messed up accent; Bark > Bite; Looks 6’2” on Zoom calls.

Derek Harding

Chief Technology Officer

Formerly held CFO and SVP positions in Technology, Advertising, FinTech and SaaS. Passionate fan of live events including football, lacrosse, concerts, comedy and performance arts. Proud graduate of Southern Methodist University, where he earned a BBA in Accounting & a minor in Economics while a full-time athlete (Swimming). Texas CPA who struggles to use his inside voice.

Scott Jones

Chief Financial Officer


If you like what you’ve seen and you want to be a part of it, we’re hiring.

Explore What We Do

Strategic Consulting

Identify the right actions to take

Technology Consulting

Tools to propel you forward



Bringing new ideas to life

Analytics & Insights

Insights to advance your goals.