Principal of boutique brand and marketing consulting agency. Provide strategic plans and advice to clients to help enhance their visibility and improve sales.

Responsible for the strategic brand direction of the agency, including recruitment marketing/advertising; digital marketing strategy; promoting the agency as an employer of choice; positioning senior leaders as subject matter experts in their respective fields; highlighting current employees and ensuring that prospective employees have the information they need about the Department to make an informed choice.

Tell Chase's employer brand story through inspiring marketing and ensure consistent execution of the brand across all channels.Develop and execute recruiting content strategy through all communication channels: video, social media (LinkedIn, Twitter, YouTube, Facebook) and print media.Key Accomplishments: Managed production of Chase’s first career video and developed the creative standard for subsequent career video production; created a consistent brand and name for the Employer Brand & Marketing team; developed content for Chase’s first dedicated careers website and coordinated Chase’s first formalized recruiting social media content strategy; created Chase’s first recruiting marketing brand book which governs all external representations of Chase as an employer.

Managed Investment Products’ marketing and communications projects for the joint venture between Morgan Stanley and Smith Barney. As the only embedded marketer within a 140-person division, continue Marketing Manager role from Smith Barney with broader responsibilities: expand marketing and communications efforts to include two new businesses (ETFs and UITs); develop a fresh client and Advisor marketing library consistent with the new firm’s brand and regulatory requirements; work with the Executive Leadership team to facilitate generation and execution of employee ideas as one of the members of the firm’s Innovation Initiative. Key Accomplishment: consolidation of Investment Products’ marketing and communications processes across both firms.

Transitioned as part of a joint venture between Morgan Stanley and Smith Barney.Directed marketing and communications efforts (campaigns, product launches, collateral development) for three businesses within the Investment Products organization: annuities, insurance and mutual funds (including 529 plans). Key Accomplishments: creation and implementation of the firm’s first targeted 529 plan marketing campaign; development of a formalized seminar marketing program for mutual funds and annuities; development of an insurance marketing library; and creation of formalized insurance marketing review processes to limit insurance business risk in the event of an audit.• Created, and managed the production of, investment products marketing and training collateral for Smith Barney Financial Advisors and clients, while maintaining firm and FINRA compliance standards• Conceptualized and executed strategic marketing campaigns to increase investment product sales • Wrote articles for the firm’s internal publications and contribute story ideas for the “reserved” client publication, Working Wealth• Liaised with other businesses within Citi Global Wealth Management to ensure that investment products were included in firm-wide initiatives• Supervised marketing assignments of two junior team members• Managed content for investment product intranet sites

Conduct interviews with renowned Caribbean personalitiesDevelop and write articles based on specifications from editor and deliver by deadlinePitch story suggestions and ideas to editorPast contributions include:"A Family Affair: The Music of Morgan Heritage" - May 2008. Article on the sibling reggae group's recent accomplishments."Cocoa Dreams From Home" - January 2008. Article on the history of cocoa, which included a Caribbean cocoa recipe."The Upsetter: Musical Genius or Madman?" - September 2007. Article on music icon Lee "Scratch" Perry."Pull Up To My Bumper: Riding Shotgun With Grace Jones" - July 2007.

Created and implemented marketing campaigns and events designed to increase client retention and improve cross-sell rates between life insurance and annuity products.

Developed and monitored completion of training curricula for Financial Advisors, including planning the annual sales conference (identifying and booking speakers, conference sessions and extracurricular activities)