Experience

Mobile Technology

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THOUGHT LEADERSHIP, PR, WRITING

As part of a brand-enhancing campaign, a series of thought leadership pieces were conceived, written and placed for SAP's mobile communications business. 

The campaign centered on breakthroughs in mobile communications in Africa, made possible through the types of services SAP provides. The campaign, including an owned content campaign in Forbes, reflected deep research and domain expertise. 

Wealth Management

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POSITIONING, CONTENT DEVELOPMENT, PR

Guggenheim Investment Advisors, a subsidiary of Guggenheim Partners, was created to serve ultra high-net-worth investors. Thorough competitive research,  positioning, and messaging, leveraging Nobel Prize laureate Daniel Kahnemann, an advisor to GIA and creator of behavioral finance, led to Owned and Earned content, including brand-enhancing press exposure in the FT and other outlets. 

Private Equity

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SOCIAL, WEBSITE, CONTENT DEVELOPMENT

Tenth Avenue Holdings, which operates, acquires, and invests in privately and publicly held businesses, including commercial and residential real estate, was  re-asserting its position in the marketplace.

The requirements included a revitalized social profile and renewed website with content reflecting TAH's contrarian positioning and long-term view. This came through in all aspects of the engagement, from concepts to image development to the relaunch of the site. 

Financial Technology

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RESEARCH, CONTENT, PR

Award-winning technology provider Gravitas combines industry expertise, scalable cloud infrastructure and services to provide real-time operational excellence to alternative investment management firms. 

My journalistic background and subject matter expertise in private cloud technology and institutional asset management was applied to research, writing and editing a white paper on the competitive advantages of "co-sourcing." 

Retail Banking

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RESEARCH, COPYWRITING, SOCIAL MEDIA

CSBK, a Clinton, NJ-based, FDIC-insured, publicly traded bank, needed to engage with Millennials and drive customer acquisition after opening a new Hoboken branch office.

 The response was a multi-faceted, integrated marketing campaign comprising research, digital design, email marketing, social media, website analytics and event marketing support. 

Law Firms

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INTERNAL, EXTERNAL COMMUNICATIONS, PR, CRISIS, PARTNER COACHING

McDermott Will & Emery is a premier international law firm with a diversified practice comprising more than 1,000 lawyers. Strategically focused campaigns created significant visibility for the firm's New York office and its corporate practice.

Other promotional client work includes national and global firms such as Orrick, Hogan Lovells, NautaDutilh, Allen & Overy and Gide Loyrette Nouel, among others.

Investment Banking

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BRANDED CONTENT STRATEGY

AND WRITING

Houlihan Lokey is a global investment bank with acknowledged expertise in corporate finance and M&A, capital markets, private funds, financial restructuring, and valuation. 

This particular thought-leadership pieces I created for Houlihan, Monetizing Your Company’s Non-Core Technology Assets, focuses on the importance of identifying new sources of latent non-core technology assets—where significant R&D investments were made or acquired—that can generate a significant cash infusion if divested or a new recurring revenue stream if licensed.

Publishing

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BRANDED CONTENT STRATEGY, CONTENT 

CMO Unleashed conceived, developed and executed branded content strategy programs for the Washington Post's native advertising group, BrandStudio. This included research, interviews, writing and content editing for leading global brands, including IBM Power Systems, UPS, Samsung, and Make in India (a major economic development campaign).

Wealth Management

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RESEARCH, POSITIONING, BRAND LAUNCH, PRESENTATION, PARTNER COACHING

The legendary Wall Street firm Lazard required a brand relaunch for a new investment platform aimed at ultra-high-

net-worth investors. 

The assignment comprised competitive research, positioning and messaging to creating a new investor presentation, coaching key partners. Deep domain expertise in asset management and how to connect with high-net-worth audiences was essential to this relaunch.