- 401(k)/403(b) advisory. Start with understanding the employer's goals and culture, then create a retirement plan with the right recordkeeper, investment strategy, HR support, and employee financial education. - Business strategy - built around scaling access to ClimateSmart fiduciary responsible investing- Partnerships - Finding the right groups to partner to innovate and improve access.

I wrote for their site. My favorite article was How Brands Can Address Climate Change: https://www.forbes.com/sites/forbescommunicationscouncil/2021/06/25/how-brands-can-address-climate-change/?sh=1c50b5de1966

Report to CEOResponsble for strategy, process mapping/sales enablement, and marketing. Co-host of EP Wealth's Informed Investor Weekly Market UpdateHost for EP Wealth's Invest In What's Important Interview SeriesTactics include logo design, messaging, cohosting Informed Investor Market Updates, web/SEO/SEM, events, webinar, and email communications (CEO, firm, individual advisor, internal). Co-head of Sales Enablement - Systematized sales enablement based on advisor best practices, which helped double client referralsM&A brand integration + marketing launch - helped acquire like-minded RIAs, transition the brand, and re-launch. 13 acquisitions, over $3.4 billion in assets acquired, high client retention, and growing again as EP branches. Firm has grown at 33% CAGR for 4.5 years

Experience with: - Publicly traded/Fortune 500 Healthcare company- Fast growing Saas Fintech company in revenue cycle management - successful acquisition exit for $100 million- Family Office with a specialty in impact investing- Wealth Management firm - VC backed Innovative healthcare startup - successfully acquisition exit- Billion-dollar non-profit health insurance provider- Education clientsWorked on internal succession plan, internal M&A decisions, marketing finance.Develop strategic plans to achieve needs, including: - market research- creative briefs- prioritized tactic selection, including TV, online/display, social media, email, print, DM, event, and PR. Experience with M&A, too. Monitoring results and recalibrating for new needs.

- Write, edit and post articles- Post-game analysis on ClipperBlog Live (a podcast)

- Screenplay coverage- Character and story analysis- Evaluation of production potential

- Extensive story and character analysis- Script coverage- Introduce new writers and work to producers through my writing networksSpecific to the producer for whom I work: - Critique and edit novels- Add insight to publishing options (both self and traditional)

- In depth story and character analysis- Organize projects for pre-production

I organized the publishing schedule for the week, which included my own writing (previews, interviews, game coverage, op-ed pieces, off day analytics), and the editing of some staff writers' work.

- Wrote, transcribed and edited the Fiction Interview- Copy-edited fiction related pieces- I was the penultimate acceptance for fiction submissions- Evaluated submissions of all genres

- Read through all genres in the slush pile and evaluate- Attend and contribute to submission meetings

- Interviewed and interacted with players and draft prospects- Wrote coverage, analysis and prospectives

- Reader and Consultant to a television show- Re-write for a spec script

- Managed client relations- Creative and branding- Research and Focus Groups