Head of Marketing for Sprott Asset Management ETFs, including the Sprott Critical Materials ETFs covering critical materials such as uranium, copper, nickel, lithium and more.

Led strategic content for a pioneer in the exchange traded fund (ETF) industry, covering thematic, dividend growth, interest-rate hedged bond, bitcoin-linked, and leveraged and inverse ETFs.--Established messaging framework for ETFs, codifying approach to value proposition and core message development, and carrying them through to investment cases and other content.--Updated approach to thought leadership and non-sales collateral, expanding content programs.--Led content strategy for new website and audited and migrated content to new platform; selected SEO provider; developed requirements for web content agencies and managed contracts.--Managed development of Google Ads for new product launches and transitioned ads for 140+ products to be responsive per Google's algorithm. In charge of all compliance approvals.--Managed launch of market commentaries and monthly publication process.--Contracted with freelance content and design professionals to build out the marketing team.

For financial services-focused strategic marketing firm, headed the editorial and content practice. Lead content across a wide range of strategic client engagements covering industry giants through start-ups:--Drove positioning and messaging development for Thomson Reuters Financial & Risk (now Refinitiv), Morgan Stanley Financial Planning, Ameriprise Financial and Old Mutual Bermuda.--Concept direction and copywriting for multi-year award-winning global advertising campaigns for S&P Dow Jones Indices; developed in-depth understanding of indexing.--Content strategy and web content for CohnReznick (accounting); Titan Advisors (alts); Covariance (TIAA OCIO); Dinosaur Financial (IB); Altegris (alts); Thomson Reuters F&R (now Refinitiv).--Led the Hartford's Small Business Playbook content marketing program; assigned, edited and developed 153 articles via seven writers in eight months; developed editorial calendar.--Spearheaded Guy Carpenter's (global reinsurance) AdvantagePoint+, ProfitPoint+ technology platform naming, positioning and launch.--Provided messaging strategy and content for the "Made for Good" program for Deutsche Bank.--Oversaw materials for DC retirement plan product launch for TIAA.--Managed the fund family relaunch campaign for Columbia Management.--Led creation of commercial banking and wealth management thought leadership library for SunTrust.

Content Strategist (2007 - 2009), Senior Editor (2004 - 2007), Editor (2003 - 2004)2003 - 2009Drove content and messaging engagements and wrote and edited for a wide range of financial and professional services clients; closely collaborated with account, design and strategic teams.--Wrote and edited client content after strategic discovery interviews across clients.--Supervised Content Manager and multiple freelance writers.--Launched firm positioning and messaging guidelines, value-add program, fund launch, institutional content, and materials for UK's Threadneedle and RiverSource Investments (both Ameriprise-owned).--Developed brand, anniversary and sustainable (ESG) investing campaigns for Sentinel Investments.--Developed brand strategy, messaging and editorial structure for Nomura's U.S. mutual fund launch.--Created positioning, messaging and literature strategy for the U.S. rebranding of Schroders.--Created content strategy for Market Insights program at JPMorgan Asset Management.--Launched identity, product and value-added materials for JP Morgan Funds after Bank One merger.--Restructured WealthPlanSM value-add program for Evergreen Investments.

--As Managing Editor of Client Communications & Branding (2003), responsible for research, writing and project management of content on investor and client websites; liaison between product and IT.--Manager of Local Marketing/Brand Management (2001−2003)—Brand touch point for 14,000 advisors in 500 branches; built advisor marketing programs (newsletters, brochures, local ads and homepages); brand reviewer for Compliance and Legal; managed multiple agency relationships.--As Speechwriter/Senior Writer & Project Manager (1999-2001), provided onsite C-suite speechwriter for national sales events around the world; wrote and produced client and advisor communications; ghostwrote and edited The Morgan Stanley Guide to Personal Investing.

--Lead in authoring print and digital content for two award-winning variable universal life product launches (VUL & SVUL) and introduction of Roth IRAs.--Wrote and edited copy used in marketing materials, agent recruiting brochures, product sales guides, internal communications, direct mail pieces, audio scripts and presentations.--Started as Marketing Department Assistant in 1996.