Head of system-level communications, brand marketing and reputation management, including counsel to executive leaders, content development, website and social media strategy, and media relations. University of California's academic health system is one of the largest public academic health systems in the nation, comprising six academic health centers, 20 health professional schools, a Global Health Institute and systemwide services that improve the health of patients and the University’s students, faculty and employees.

Actionable Science creates enterprise-quality AI powered virtual people that make it easy for businesses to leverage artificial intelligence to improve productivity, enhance customer experiences, increase employee satisfaction and lower costs. Actionable Science's advanced bots have natural language conversations, evolve using machine learning, and execute tasks by leveraging robotic process automation (RPA).

Launched Chartwell Content to provide content marketing and outsourced CMO services that help clients achieve tangible growth, sales, marketing and communications goals. Offering included marketing strategy development, content creation, email campaigns, ghostwriting, editing and production of collateral materials and sales support items, and media relations.► Provided outsourced Chief Marketing Officer services to growth companies► Worked extensively with health care and financial services companies► Developed marketing and social selling strategies► Created email campaigns► Ghost wrote blogs and white papers for companies and technical executives► Set up content calendars► Created and managed Twitter and LinkedIn programs► Wrote web copy► Advised clients on marketing stack selections

J Rudman & Associates (JRA) is a strategic consulting firm that partners with leaders and teams of financial services organizations in the midst of change — from launching a new offering, redefining a business model, or re-positioning the firm to telling a company’s story in ways that align strategy and action.Advised wealth management and institutional fund management clients on brand development and visibility strategies. Created and implemented marketing programs that included content marketing, social media campaigns and collateral materials development. Also coached wealth management advisors and teams on sales skills and individual marketing techniques.

Established and led the customer experience team for the Wealth Management Group: Achievements include:► Built a team of 50+ professionals focused on developing initial infrastructure for client experience, private banking ops, internal and leadership communications, training and sales strategy functions. ► Launched a customer insights research program using the Net Promoter Score system.► Guided sales campaigns which generated new investments, deepened client relationships by 23%, and delivered a 450% boost in customer introductions.► Drove a 42% increase in favorability scores among employees for business line's communications.► Created innovative activity playbooks for advisors which set expectations and provided accountability, leading to 76% adoption of key activities by the 3rd month. ► Led group to win industry award for Best Private Bank for Client Service. ► Awarded business line’s first Innovation Award and orchestrated breakthrough teams using Agile principles. ► Re-imagined advisor training program, achieving a 69% expansion in client facing advisor participation. ► Built LinkedIn community, growing activity by 700%, engagement by 250% and resulting in significant new credit opportunities in only 90 days.► Centralized key account opening step which significantly cut user license fees. ► Led effort to build private banking operations functions, redesigning nearly 40 processes, slashing open audit findings by 75% in only 8 months.► Designed new Client Experience Roadmap – which included FinTech partnerships, journey mapping, and new service model pilots.► Led project to digitize sales collaterals and create thought leadership app.

► Built from scratch a sustainable media relations infrastructure, securing top-tier national media coverage from outlets such as Bloomberg, WSJ and Kiplinger’s, regarded as difficult to achieve for a medium-sized regional bank.

Launched and ran account group for the San Francisco office of Edelman, a global, independent public relations firm. Counseled clients in industries including financial services, health care and utilities. Responsible for maintaining overall client satisfaction, leading account teams, and developing new business. ► Handpicked to reset the office's largest account by restaffing, improving project management and redesigning campaign, all of which delivered 300M media impressions and preserved annual revenue.► Created Edelman San Francisco’s health care group from the ground up, growing it significantly in 1st year and eventually responsible for sizable share of office’s revenues.

Acquired and co-led real estate sales firm with responsibility for personal sales, brand development, and Web site creation. In addition to managing individual transactions, handled overall marketing for firm and its portfolio of listings including website, advertising, mailers and collateral materials. Created branding, events, and promotional campaigns for new home developments.

Listed and sold properties in competitive Brooklyn market for Corcoran Group, a New York City real estate brokerage firm with $18 billion in annual sales. Developed marketing programs to showcase listed properties and attract buyer interest through direct mailings, website copy writing, open house event planning, creation of flyers and buyer handout packages. Guided sellers and buyers through sales process from contract to closing.► Sold $13M in real estate within a highly-competitive market in only 2nd year.

Served as a senior counselor in corporate and financial group for Edelman, an independent, global public relations firm. Worked with U.S. and international clients in high stakes situations and in regulated industries to generate investor interest and support, manage communications for financial crises, and strengthen corporate reputations. Efforts included developing messaging around financial conditions based on analysis of client financial statements and reports. Responsible for maintaining client satisfaction, growing relationships and taking key role in new business presentations.