Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. With almost ninety financial professionals averaging twenty years of experience, Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.

Voyage Advisory is a Chicago-based management consulting firm that partners with clients to design and build modern customer care practices. We drive customer experience and process improvements in large-scale enterprises, contact centers, and back-office environments. • Responsible for keeping marketing and design projects on track and stakeholders informed throughout the project life cycle. • Providing project milestones and updates to the leadership team, keeping projects within scope, offering suggestions and solutions for design, layout and creative project management software and tools, and helping team members meet client needs. • Developed branding and design aesthetic for company marketing materials including social media assets, resume templates, infographics, case studies, articles, presentations, pitch decks, fact sheets, email newsletters, and partner announcements.• Effectively conveying Voyage expertise through thoughtfully designed marketing materials, web updates,branded graphics, and LinkedIn social media updates.• Participated in the proposal and RFP submission process via drafting content, designing infographics and visual assets, maintaining brand consistency, formatting final deliverables, and organizing the proposal library and digital asset manager.• Lead designer on the 2023 website redesign, including the creation of branded graphics, template modification, custom button creation, and SEO.• Assisted executives with managing the company’s marketing funnel, including managing the social media presence, website design and content, SEO, Google Ad Words, Google Analytics, Google Search Console, PPC campaigns, internal email marketing activities, conference opportunities, and design of strategic partnership announcements.• Responsible for design revisions, repurposing content via different channels, and ensuring that proposals, pitch decks, sales support materials, and all collateral maintained brand consistency.

Responsible for all marketing deliverables, brand image, print and digital communications, presentations, slide decks, graphic/web design, mobile app, social media and event photography for 300+ events annually; supporting 35 committees, Flag Officers, Board of Directors, CYC Foundation at Monroe & Belmont Stations.Primary coordinator for PR efforts at CYC’s Race to Mackinac, Verve Cup, Chicago Regatta, Nav Rallies, Education Seminars, fundraisers, charitable cruises, etc. Organized press releases, articles, calendar, collateral, media interviews, web design/updates and social media for all events.Press coordinator for Club during crisis situations. Communications liaison to Platinum Club Net, ICOYC, & CYC Foundation.Managing Editor & Creative Director of Blinker Magazine, Burgee newsletter, and weekly Dock Lines newsletters. Authored, designed & distributed all Club communications to staff, members, sponsors, prospects & boating community. Content creation, updates, & maintenance for all Club websites. Event planning, production assistance & member calendar coordination.Executed print/digital marketing materials, branding, communications, social media & event photography for sponsor activation at Club events. Maintained sponsor records, activation grids, photo galleries, design assets, & ROI reports. Coordinated with Membership Director for Club new member onboarding, engagement & retention. Trained new staff on procedures, software & design tools to provide Platinum Club level service. Marketing & communications for fundraising/charitable giving component of the Chicago Regatta. Direct member donations, GiveSmart silent auction platform, & Annual Appeal.Managed 4 direct reports, including Communications & Graphic Design Specialist & Special Project Interns. Remote member engagement & virtual event coordination/promotion during pandemic.Current rank of #1 amongst competitor Platinum Yacht Clubs in the US on Facebook.

Class photographer and social media manager for Farr 40 regatta circuit in the U.S. and abroad, covering on-the-water racing to shore side boat preparation, rigging, special events, regatta socials, and awards ceremonies via social media, photography, and video.• Served as the primary Farr 40 Class photographer, including shooting, editing, tagging, and managing photo archives. • Updated class website and personal website daily at all class-sanctioned events with image downloads available for purchase and printing, as well as publication in various sports media outlets across the globe.• Drafted daily press releases with event photos and video links for distribution to multiple targeted lists of sailors, boat owners, sponsors, clients, and interested parties via Constant Contact.• Performing other administrative tasks as directed, including sail button and measurement form management, building media relationships, managing visiting photographers, videographers, drone pilots, and press. • Designed interactive PDFs and class dues forms, magazine advertisements, trophy plaques, and logo iterations.• Maintained and built relationships with host yacht clubs, venues, sponsors, race committee, jury members, umpires, athletes, boat owners, and competitors, ensuring satisfaction and participation in future regattas and events.

Strategic marketing, communications, logo and collateral development, identity and brand building services, graphic & web design, print production, social media channel management & strategy, event photography, and basic video production for clients.• Built and maintained relationships with various media outlets, local and international publications; notably the International Farr 40 Class, Rolex, Helly Hansen, Quantum Sails, Zerogradinord, as well as many other yacht clubs, sail makers, yacht brokers and manufacturers, gear outfitters, retail brands, instrument suppliers, professional sailing teams and organizing authorities.• Clients include: ZHik, Magic Marine, U.S. Sailing, Velocitek, MJM Yachts, Sailing Museum: National Sailing Hall of Fame, Seahorse Magazine, Sailing World Magazine, Sail Magazine, SoloVela, Better Magazine, Yachting in Chicago, Scuttlebutt, Sound BoatWorks, Sail-World, Media Pro, Barton & Gray Mariners Club, Chesapeake Yacht Center, SpinSheet & PropTalk Magazines, Quantum Sails, North Sails, USODA, International Melges 32 & 24 Classes, Leukemia & Lymphoma Society, Jobson Sailing, Baltimore City Yacht Association, Sail Racing Magazine, Renegade Sails, Charles Schwab Junior Sailing Program, North Point Yacht Sales, Storm Trysail Club, San Diego YC, Annapolis Yacht Sales, Eastport YC, California YC, Rock Hall YC, JWorld Annapolis, Sailing Anarchy, The Capital Gazette Newspaper, among others.

Accomplished marketing and sales objectives by planning, developing, implementing, and evaluating company marketing, design, and advertising needs. Exceeded customer service standards and goals, determined system and software improvements, and increased overall brand awareness and recognition domestically and abroad for aircraft brokerage and management services in niche, target market.Identified new sales opportunities by defining market, competitor’s share, and competitor’s strengths and weaknesses; forecasted projected business; established targeted market share. Collected, analyzed, and summarized data and trends in custom market analysis reports and maintained a pulse on current sales market, available offerings, new to market aircraft and potential buyers. Protected organizations value by keeping information confidential.Performed all in-house graphic/web design and social media tasks for firm, including the “Falcon Advantage” Program, in collaboration with Bizjet SA. Completed total rebrand of company website and all print & digital assets. Prepared full range of marketing and promotional materials; from spec sheets to business cards, proposal templates, market analysis reports, communications, advertisements, company branded emails, print ads, and brokerage aircraft photography. Conducted split ad testing, SEO/SEM, PPC, and Google Ad Words campaigns to increase web rankings and site traffic.

Performed a variety of strategic marketing and creative development services as a member of the in-house marketing team. Designed various marketing materials and other creative assets that promoted Jeanneau, Prestige Yachts, Glastron, and Wellcraft brands in North America.Coordinated and designed marketing materials and collateral for national and international publications as well as all in-house graphic design and social media needs to better serve the North American market. Completed logo and website branding for “Sea & Shore” Sea Trials event for new Jeanneau and Prestige Yachts.Created original, relevant, and engaging content for social media channels (Facebook, Instagram, Twitter, and Flipagram) Monitored activity on all social media channels and served as the Virtual Community & Social Media Manager for Jeanneau America, Prestige Yachts, Glastron and Wellcraft brands in US; reporting on trends and other metrics. Supported sales managers and brokers by providing dealer-centric creative assets and branded presentation decks. Developed PowerPoint presentations for corporate meetings and international Dealer Council events, eMarketing, media relations, and other outreach. Created and managed creative assets library. Monitored editorial coverage of company brands and competitors. Proofread documents, boat reviews, and articles. Assisted in planning and organizing boat show exhibits and owner’s events as needed.Assisted with new product photoshoots and yacht staging for Jeanneau, Prestige and Glastron brands, as well as event photography for dealer events, boat shows, open houses and sea trial events.

Served as the forensic engineering firms in-house graphic designer, specializing in the design of custom marketing materials, print graphics and vector based illustrations and publications. Created original and accurate infographics and trial graphics that adhered to the company ethics and confidentiality standards.Designed complex infographics, trial graphics and technical reports for lawyers, engineers and expert witnesses including schematic designs, technical data charts, maps, product designs, blue prints and timelines organizing large amounts of technical data for use by litigators in multi-million dollar cases.Developed concepts via illustration and design per brand guidelines & company standards.Designed all in-house marketing materials, graphics, business cards, letterhead, logos, web pieces and email marketing campaign templates. Produced complex infographics and visual solutions on time and within budget.Proven ability to analyze and interpret written technical materials, rules, regulations, instructions, and reports from clients, lawyers, and project leads, animators, and engineers to create accurate and timely infographics and trial exhibits.Served as company event photographer. Tasks included photographing, editing, cataloguing, and managing company photo archives.

Designing web and print ads for AUA national and international publications. Production and layout of Annual Meeting materials. Assisted in development and design of marketing materials, meter panels, exhibition guides, logos, awards programs, educational brochures for 17,000+ person conference.

Designing web and print ads for local, regional and national maritime businesses and events. Creating and editing display ads, classified and brokerage Listings. Production and layout of two monthly publications for Chesapeake Bay sailing and power boating, SpinSheet and Proptalk Magazines. Editing and maintaining the photographic archives and online photo galleries; updating editorial web content. Developing and designing promotional marketing materials, HTML, video, photo, print & blogging platforms for various year round campaigns directly related to competitive racing, cruising, and maritime businesses.

Regatta Designs provides end2end branding, marketing & creative services to Regatta organizers and racing teams to boost Regatta participation, sponsorship, professionalism & overall results! Sail Fast, Brand First.

Developed, organized, planned and promoted community events for residents. Created and managed monthly and quarterly special event budget for 282 unit community, composed company community newsletters, event marketing & promotion, Community Center rental contract negotiation, corporate outreach, resident retention strategizing.

Planned and organized recreational, educational, and entertainment programs for the college and prospective students. Marketing, development and design of all promotional materials. Responsible for coordinating and advertising all musical events. Fall and Spring New Student Orientation.