Recognized for architecting and leading high-impact MarCom, MarTech, EventTech, and business development initiatives across a broad range of industries, including healthcare, technology, digital media and fintech, consumer and retail, food and beverage, financial and professional services, industrials, and real estate.
U.S. IMMIGRATION FUND
REAL ESTATE DEVELOPMENT
Global immigration by investment firm driving capital formation and U.S. economic development through the EB-5 Program. Responsible for global brand strategy and investor-facing communications across 20-plus international markets, including mainland China, Taiwan, Hong Kong, India, UAE, LATAM, EMEA, the U.S., Vietnam, and South Korea.
Lead enterprise transformation of AI brand visibility, marketing, and CRM infrastructure to support scalability, transparency, and investor confidence across the firm’s U.S. real estate development portfolio.
PURSUECARE
TELEHEATLH & DIGITAL THERAPEUTICS
Led the “North Star – A New Direction Forward” brand transformation, driving a 36% increase in audience and 42% growth in engagement across digital channels.
Aligned Sales, Finance, IT, Legal, Pharmacy, and Operations to modernize workflows, scale market expansion, and establish strategic partnerships across healthcare, payors, community organizations, and higher education.
Drove B2B2C growth and patient acquisition for integrated SUD, AUD, and OUD treatment programs, and led go-to-market strategy for FDA-authorized digital therapeutics RESET® and RESET-O®, elevating industry presence through media and 35+ events. Built scalable growth infrastructure through marketing automation, sales enablement, and standardized processes.
D.A. DAVIDSON
EQUITY CAPITAL MARKETS
Established an integrated marketing and communications platform supporting a $56B AUM global equity capital markets business comprising investment banking, institutional research, sales, and trading.
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Led media-public relations efforts across print, broadcast, and digital with Tier 1 media such as CNBC, NY Times, LA Times, Bloomberg, and WSJ for 150 bankers and 20 analysts that cover over 415+ stocks. Partnered with wealth management on financial communications to align with business goals.
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Collaborated with MCF International to provide global middle-market clients with M&A solutions.
INTREPID (NYSE:MUFG)
NATIONAL INVESTMENT BANK
Built and scaled the investment bank’s marketing and communications platform from inception through successful acquisition by MUFG Union Bank (member of Mitsubishi UFJ Financial Group - NYSE: MUFG $3.1T AUM)
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Led national and international strategy across MarCom, MarTech, and EventTech, driving institutional demand generation, accelerating deal flow across 10 industries, and strengthening brand authority.
Advanced institutional client acquisition and cross-selling initiatives in partnership with MUFG leadership, while building team and culture, infrastructure, and operational rigor required to scale and integrate the business.
STANDARD & POOR'S (NYSE:SPGI)
GLOBAL RATINGS AGENCY
Responsible for the editorial quality of financial content for S&P’s premier products CreditWeek, CreditMatters, and RatingsDirect.com (S&P Cap IQ)
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Print & Digital Editorial
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Podcasting & Videos
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Treasurer, S&P Unit
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Contract Negotiations, S&P and McGraw-Hill
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VP Public Relations, S&P Toastmasters
HOULIHAN LOKEY (NYSE:HLI)
INTERNATIONAL INVESTMENT BANK
Global liaison to 14 offices worldwide responsible for supervising editorial, marketing, communications, and regulatory activities
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Corporate & Internal Communications
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Cross-Functional Collaboration
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Content Strategy & Market Commentary
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SEO & SEM Strategy
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Compliance & Operational Efficiency