Led marketing launch of a leading brokerage firm’s private client offering.
Led customer experience assessment for Fortune 100 financial services firm's affluent client segment.
Created integrated campaign targeting centers of influence for a Fortune 100 bank’s wealth management offering.
Value Proposition & Messaging
Developed value proposition, messaging and marketing content for a top fintech platform.
Developed thought leadership strategy and content for a leading wealth management platform.
Customer Retention & Engagement
Designed customer retention and engagement strategy for Fortune 500 brokerage firm’s advisor-led high net worth segment.