Representative Projects

Launch Strategy

Led marketing launch of a leading brokerage firm’s private client offering. 

Customer Experience

Led customer experience assessment for Fortune 100 financial services firm's affluent client segment.

Integrated Campaigns

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.

Content Strategy

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.