We are good together. Collabry is a consulting and communications collective that delivers results with empathetic expertise to companies seeking an extension of their own teams so they can deliver faster, and with greater impact. We are a diverse group of experienced professionals who define our success as your success. We believe in doing good and being good to one another.We have deep expertise in financial services, tech, and other industries with a diverse team of consultants. Our capabilities span strategy, execution and management of change management, enterprise technology and marketing and editorial content. SpecialtiesConsulting, Marketing, Communications, Writing, Editing, Creative Writing, Script Writing, Content Marketing, Community Management, Crisis Communications, Regulatory Communications, Financial Services, Investor Communications, Project Management, Program Management, Business Analysis

Managing Director, Client and Advisor Service Communications (2007 – 2014)Responsible for managing and deploying retail and advisor account service communications, with the end goal of keeping retail clients and independent advisors engaged and connected with the brand. Ensure that policy and regulatory changes are communicated in a timely, relevant and plain English manner. Implement programs to ensure that clients and advisors are provided with periodic communications regarding key account information. Lead and manage a cross-functional team of seven to nine people (all remotely/virtually). • Lead crisis communication development team – not only dealt with dozens of emergency situations requiring rapid and real-time communication, but developed a crisis communication strategy to provide relevant information in an emergency situation while maintaining and encouraging a calm and measured response.• Serve as a member of cross-functional and cross-enterprise committees (including Employee Engagement Committee and Collaboration Networks) to enhance the overall client and employee experience.Senior Manager, Retirement Plan Services Marketing (2006)Responsible for developing personalized client communications regarding several aspects of client retirement plans. • Served as Team Lead for the redesign of the 401(k) rollover kit, overseeing various departments in the execution of a common goal of redesigning customer communications and marketing materials relating to 401(k) rollover kit; received Excellence in Service Award.

Served a number of loyal clients in a variety of fields (from artist to financial), meeting their creative project needs. Engaged in all aspects of business operations and management, from accounting and finance to project execution. Representative projects include the following:• Engaged by a philanthropic organization to strengthen its brand association and footprint by developing a member and donor database, facilitating member communications, fundraising, and brand outreach efforts.• Sought out by a consumer banking client to develop marketing materials for a new checking product, and eventually became a key resource during the actual development of the product itself.• Retained by a financial services firm to manage all client communications relating to a three-year effort to migrate over two million clients from one account feature to a new feature. Oversaw all aspects of all communications, ranging from creative development and layout to print production and quality assurance.• Served a variety of arts clients, specializing in publicity and event management. Projects included but were not limited to a sold-out book launch event for a local author.

Director, Marketing: U.S. Business (2002)• Managed and executed various cross-functional initiatives, leading teams of up to fifteen people. Oversaw the development of a centralized, web-based marketing calendar tool to capture all marketing communications and to streamline and synchronize all marketing communications. Successfully achieved greater message consistency, improved targeting, and reduced marketing expense. Director, Marketing: International Business (2002)• Successfully launched a Foreign Exchange marketing product across Schwab International, including but not limited to Canada, Australia, Japan, UK, and Latin America. • Led the Global-Regional Marketing Forum to facilitate the sharing of knowledge and best practices among corporate marketing leaders internationally.

• Entrusted with national communication efforts and strategy relating to the acquisition of a Canadian private brokerage firm by a major US broker/dealer, implementing its first foothold in Canada. • Recruited and engaged key vendors for public relations support and advertising brand, creating the Canadian brand identity.• Authored, implemented, and oversaw creative, media, and publicity strategies.

Operated a boutique advertising and communications firm, helping local clients with all of their publicity-related needs. Engaged in all manner of business operations, from client recruitment to project execution. Representative projects include the following:• Managed a national weekly investment education radio call-in show (“Canada’s Money Show”), and created, produced, and managed live audience events to increase exposure and listenership.• Engaged by a private brokerage client to manage advertising, public relations, and marketing communications across media platforms.

• Client management• Creative brief writing• Market research• Copywriting• Media buying (print and broadcast)

• Report writing based on raw data analysis• Focus group reporting and coordination• Secondary research report writing