+ Building and elevating digital experiences for Wealth/HNW and Retirement (Private Bank, Merrill Lynch, and BenefitsOnline) clients, helping them navigate the complexity of their financial futures (myself included)

+ Modernizing onboarding and authenticated account experiences for a range of investment products and related dashboards

+ Planning for a wide range of archetypes with differing levels of financial literacy

+ Advocating for ideal state experiences while optimizing for efficiency in design and tech lift

+ Collaborating extensively with business, research, and developers globally to ensure best-in-class experiences

+ Merging the functional with emotional, across product and marketing, for responsive web and native platforms

RAPP Worldwide is a global creative agency that builds direct, meaningful, and high-value relationships between brands and people.

+ As creative lead, reduced creative review from 5+ to 3.5 rounds. Reduced days per round by 20%. Reduced project timelines from kickoff to launch by 40%.

+ Elevated craft, agility, and strategic thinking, for multiple creative teams, launching dozens of landing pages, responsive sites, tools, quizzes, newsletters, and more, for clients at Wells Fargo, Aimmune Therapeutics, and Palo Alto Network.

+ Oversaw creative team on a DCO campaign for Wells Fargo that achieved 82% higher CTR vs. non-personalized, utilizing dynamic imagery, messaging, offers, and CTAs in 30 key markets via Google Optimize.

Organic (part of Omnicom Group) is a leading marketing agency, grounded in digital, that successfully blends creativity with predictive intelligence.

+ Directed teams of art, copy, and UX in concepting, prototyping, and developing numerous digital initiatives as Digital AOR for Wells Fargo, working across Consumer, Small Business, Wholesale, Real Estate, CSR, and more.

+ Drove brand consideration and favorability with the overhaul of the Wells Fargo Community Impact site and holiday food bank campaign, gaining a 12K% ($550K) increase in customer monetary donations, a 42% increase in food collected, and a 7.68% increase to Feeding America over the previous year.

+ Improved agency efficiency and design quality with the development of a landing page component library and handoff process, providing cross-functional teams with a centralized resource of best practices.

Got my feet wet as a new transplant to the Bay Area contracting with startups, working on product enhancements and digital campaigns.

+ Key client: Guideboat Company (fashion brand with HNW shopper segment)

Closerlook, inc. is a digital marketing agency focused on using relationship-marketing strategies to create efficient and effective marketing solutions for the pharmaceutical industry.

+ Hired, managed, and mentored 7 direct reports, while directing art, copy, and UX at a project level, managing multiple competing timelines for responsive site builds, content creation, and CRM campaigns.

+ Made highly clinical content accessible and engaging for healthcare professionals and medical specialists for Novo Nordisk’s range of products.

+ Developed a framework for selling brand journalism to clients, a process for delivering within a pharma environment with an emphasis on efficiency with regulatory review, that was incorporated into pitches.