About me

I’m a strategic marketing leader with 10+ years of experience across financial services and real estate, specializing in brand strategy, investor communications, and integrated campaigns. I build scalable marketing platforms that deepen advisor engagement, support fundraising, and drive measurable growth.

My approach is grounded in clarity, consistency, and performance—especially when translating complex investment narratives into messaging that resonates.

Focus Areas:

• Integrated Marketing Strategy – Leading cross-channel plans that align brand, product, and distribution goals.
• Brand Positioning & Visual Systems – Defining brand architecture and scalable systems across touchpoints.
• Investor Communications & Advisor Engagement – Building narratives and programs that earn trust and support fundraising.
• Content & Digital Strategy – Overseeing digital ecosystems, performance content, and channel optimization.
• Thought Leadership & Storytelling – Translating complex investment concepts into clear, compelling narratives.
• Campaign Analytics & Optimization – Using insights to improve ROI, refine messaging, and scale what works.
• Cross-Functional Leadership – Aligning marketing with sales, product, and executive stakeholders.
• Creative Innovation – Advancing quality and speed through modern tooling and streamlined workflows.