Marketing & Brand Leader
Translating complex products, market themes, and brand stories
into clear communications, digital experiences, and integrated
FEATURED WORK
Investor Communications
JLL Income Property Trust
Coordinated advisor communications, webinars, events, and stockholder materials for a leading daily NAV REIT.
Brand & Investor Story
Brand Philosophy & Investor Story
Brand refresh, messaging architecture, website, and presentation system for a ~$7B AUM daily NAV REIT.
Product Narrative & Education
JLL Exchange 1031 / DST / UPREIT
Product narrative, advisor education materials, webinars, and digital content supporting a $2B+ DST platform.
UX & Digital Experience
Financial Institutions Group
UX research, information architecture, wireframes, and design for customer-facing banking platforms.
ABOUT ME
I’m a marketing leader with 10+ years of experience across financial services, real estate alternatives, and brand marketing. My work includes brand positioning, investor communications, integrated campaigns, digital content, presentations, events, and advisor-facing materials.
I work closely with sales, product, compliance, and leadership teams to turn complex products and market themes into clear, practical communications. My approach is grounded in clarity, consistency, and strong execution—especially when the subject matter is technical, regulated, or difficult to explain.
FOCUS AREA
Brand Positioning & Visual Systems
Building clear, consistent brand systems across presentations, digital content, events, and investor-facing materials.
Investor Communications & Advisor Engagement
Creating communications and content that help explain investment products, market themes, and portfolio updates more clearly.
Integrated Campaigns & Events
Supporting cross-channel programs across collateral, email, webinars, events, presentations, and digital touchpoints.
Digital & Web Experience
Improving content structure, user experience, and digital storytelling for financial services and investment-related audiences.