Provided high-level strategic guidance to CEO, advising on short and long-term vision for management holding company and its subsidiaries, as well as CEO's extensive outside personal interests, including: major hospitality project, angel investment portfolio, and significant non-profit and political involvement.

Provide family office consulting and management to author/cartoonist/songwriter Sandra Boynton.

Designed and executed brand strategy and other key marketing initiatives for luxury lifestyle and golf apparel brand. Led creative direction and branding strategy for all seasonal marketing collateral and communications, including photo shoots, line books, and print & digital advertising. Launched and managed revamped social media strategy across all major platforms.

Provided part-time marketing strategy consulting while finishing business school. Assisted with creative production of seasonal marketing collateral, including photo shoots and promotional materials. Managed social media presence across all major platforms.

Conducted competitive intelligence and comprehensive brand analysis across all distribution channels for luxury lifestyle and golf apparel brand. Developed two-year marketing plan outlining recommendations for category expansions, improving wholesaler relationships and targeting unexplored market opportunities.

Conducted business intelligence analysis and due diligence investigations for private equity firms, law firms, investment banks and hedge funds to mitigate risk for transactions and reduce liabilities. Drafted targeted research briefs assessing reputational and financial risks for proposed investments and acquisitions. Performed competitive intelligence analysis and extensive industry research to inform clients’ marketing and business development strategies.

Directly assisted six senior partners of New York-based securities firm on numerous regulatory, civil/criminal litigation and securities enforcement matters. Managed complex, large-scale and time sensitive document reviews and productions to the SEC, DOJ, NYAG and other U.S. and foreign regulators.