Financial & Investment Services Marketing Professional

Marketing
Collateral

Audit current marketing collateral and develop a strategy that includes creating meaningful content distributed across appropriate channels.

GRAPHIC
DESIGN

With a solid foundation in design principles and expertise in industry-standard software, I deliver compelling designs that resonate with target audiences.

PROJECT
MANAGEMENT

Successfully managed and delivered complex projects, ensuring adherence to timelines, budgets, and quality standards.

Brand

Management

Assess current brand elements and update as needed. Align visual and verbal brand across all channels to reflect an organization's mission and value.

About Me

With over 20 years experience in the financial and investment sectors, I have worn many hats, including investor relations, client services, marketing, content creation, management, and strategy, graphic design, event planning and execution, digital and social media marketing, project management, and brand management.

I thrive in fast-paced environments, and my experience working in the investment industry has enabled me to balance efficiency and accuracy in a highly demanding and regulated industry. I've always worked with interdepartmental teams like compliance, risk, executive committees, board members, and legal.

I am currently working as a consultant for former organizations and consulting with clients on a project basis.

Ideally, I want to be part of a growing organization where I can both learn and work alongside a strong team and contribute my strengths and experiences to the firm’s success and growth.

After calling Chicago home for >15 years, I relocated to San Juan, Puerto Rico, in 2018 for professional opportunities within the cryptocurrency and blockchain space.

I am grateful to be back in the States, primarily Kansas City, where I was born. I love KC's soul and the opportunity to be close to family and, of course, support our KC teams—GO CHIEFS!