• Worked with investment managers to understand and communicate performance. Serviced clients by developing monthly and quarterly client reporting materials.o Created product marketing collateral for the support and growth of the business’ investment advisor, high net worth and institutional client relationships.• Key Message Development; defined and communicated value propositions through business channel collaboration. Unified points of similarity (single voice) and positioned unique strengths or differences.o Developed concise, impactful website copy from more complex narratives. Key word communication of BG’s story (who we are, philosophy, team and process) to stakeholders. • Product Management; created content for the web and traditional print; branded and positioned products across institutional and investment advisor business channels by engaging stakeholders in the process; created marketing collaterals and leveraged thought pieces. o Created new Monthly Equity Report, elevator pitch, corporate key facts, product pieces (concise and comprehensive).• Investment Writing & Communications; collaborated with portfolio management teams to write and edit quarterly investment commentaries, and regulatory MRFPs. Responsible for client communication pieces, corporate announcements & press releases.• Brand Management; set standards for public materials and signage. Worked with legal and creative relationships; Advanced BG’s brand through marketing communications and design. • Project Management; Established a new PowerPoint presentation template and quarterly client reports. Project manager for web site overhaul; design, development and messaging

• Website key message development; wrote copy and worked on communicating the firm’s story and positioning its people, investment process, philosophy and products • Communications & product management; wrote content for request for proposals (RFPs), fact sheets, newsletters, brochures, quarterly investment commentary reports. • Directed creative process; collaborated with internal teams, wrote copy, directed design and managed supplier relationships.• Brand management; established guidelines for consistent application

• Part of a seven member advisory group for Nesbitt’s discretionary fee based business. • Communication intermediary connecting Investment Advisors (needs) and investment managers (solutions). Provided high net worth clients and corporations access to institutional money management.• Managed Asset Platform; created marketing collaterals and communication pieces in support of the investment advisor network.• Manager due diligence, performance measurement and evaluation.

• Sales partnership with an Investment Advisor. Serviced retail, offshore corporate and institutional clients. • Managed client relationships, evaluated the market and executed trading.