CLIENT: Charles Schwab• Led Brand refresh for major business segment; delivered new brand platform.• Managed test & learn advertising campaigns that outperformed industry benchmarks.• Developed out-of-home advertising for industry’s largest annual event.• Facilitated updating annual contract and statement of work for agency of record.• Co-managed Quarterly Business Reviews for agency of record.

Charles Schwab & Co. Inc. 2017-2022 Lead strategic initiatives and communications in close partnership with SVP and Leadership Team. Develop strategic plan, provide cross-functional program visibility, and develop guidelines and efficiency models for a rapidly growing team. • Lead annual strategic planning process and execution, developing shared goals and metrics, and tracking progress against plan • Facilitate Leadership Team meetings and activities to maximize integration and efficiency, and minimize busy work• Manage internal and external communications; coordinate and communicate department-wide strategies, goals and processes• Evangelize on behalf of team to promote vision and share accomplishmentsFreelance Consultant:2015-2016: Managed content navigation, user experience, positioning, communications, and digital assets for new website launch. Managed content development, production and reporting for monthly digital newsletter sent to 36K investment advisors. 2015: Developed content and communication strategies to extend reach and exposure for product platform team. 2014: Managed omni-channel acquisition campaign for major platform expansion. Drove messaging strategy and creative assets, including a new landing page, digital and offline advertising; partnered with internal clients and external agency. Email generated 4-6% CTR and drove a 308% increase in website visits.

Dabo Health2013: Facilitated marketing brainstorming sessions that resulted in a re-branding effort for the website. Guided founders and leadership team to focus on primary messaging and led development of enhanced positioning.Little Apple Granola 2013:Consulted on messaging strategy, package design and pricing for product launch.

Chosen to act as Executive Sponsor for the development of a high-priority corporate initiative: a user experience review impacting over 60,000 customer touch points across 8 product groups.• Defined comprehensive framework for cross-functional, cross-product teams to deliver consistent messaging for an improved customer experience. • Secured key stakeholder support and investment to ensure achieving business goals• Developed strategic and tactical priorities that supported the brand strategy while meeting operational needsVice President, Marketing Developed B2C and B2B marketing strategies and creative development for all marketing assets–from branding and positioning to field sales and servicing messaging–during a period of significant change and exponential growth. Owned social media, research and financial education programs. Managed $1.5MM budget. Functioned as Creative Director responsible for strategic guidance for all marketing activities.• Directed strategy for brand, positioning, advertising and servicing communications that provided consistency of message and customer experience and increased repeat business and loyalty for $2B and $30B businesses• Initiated, guided and implemented a value proposition that resulted in a focused strategy for product development, sales and marketing programs, and servicing platforms, contributing to 60% volume growth• Mentored and coached direct reports to deliver stronger results, leading to internal promotions, increased employee retention and department efficienciesContractor (May 2004 - August 2004)Directed rapid-impact, high profile integrated communication program to differentiate brand through emphasis and education on fraud prevention. Built the strategic plan, managed creative development and implementation, and all vendor activities–while remaining within budget–to completion within 10 weeks. Created new positioning, design and placement for all online and offline channels.

Developed B2B and B2C marketing strategies, brand awareness campaigns and community outreach programs, leveraging company’s new NFL stadium naming rights, increasing retail sales 15%. Initiated a corporate branding review to strengthen a diluted brand, providing the rationale for rebranding hundreds of products in multiple sub-brands. Negotiated partnership contracts with NFL and players. Managed internal and external creative partners.

Crafted creative strategy for established catalog business, increasing sales up to 12% through a brand refresh, enhanced print and website design. Streamlined cross-functional business process improving Operations and Production timelines significantly, leading to increased efficiencies and reduced rework. Hired and led in-house creative department and freelance creative agencies.

Drove strategic planning and implementation for all marketing programs including brand development, product positioning, customer service and public relations for new B2B technology business, leading company to #1 position in the industry. Collaborated with cross-functional management to develop operating procedures to provide infrastructure for a growing business.

Optimized online advertising and promotions, driving increased awareness and sales of bank-wide products on www.bankofamerica.com.Communications ManagerManaged mass media advertising and communications across the bank. Internal Account Manager for multiple lines of business.

Launched new Dockers Golf brand to be a top 5 brand in the industry. Managed repositioning of Dockers core brand to reinvigorate declining sales. Negotiated multiple contracts with the NFL and PGA.