Strategic Storyteller & Market Analyst

Professional headshot

From the soccer field to Wall Street, my journey has been defined by strategic thinking, authentic storytelling, and building meaningful connections that drive results.

  • Passionate stumble upon-er
  • Visual thinker & storyteller
  • Creative problem solver
  • High-performance teammate

Professional Experience

A decade of progressive growth across prestigious financial institutions, driving quantifiable results and strategic innovation

William Blair

Marketing & Media Relations - Equities

2022 - 2025

  • Orchestrated media strategy for $500MM+ equity offerings across institutional channels
  • Leveraged AI analytics tools for strategic market alignment and client targeting
  • Enhanced brand visibility through integrated digital campaigns and thought leadership
Senior Marketing Role

Goldman Sachs

Liquidity Solutions

2019 - 2021

  • Managed $100MM+ transactions in complex liquidity solutions for institutional clients
  • Achieved DALBAR #1 Financial Intermediary Service Award for exceptional client service
  • Developed innovative risk management frameworks for high-net-worth portfolios
Analyst Level

Partners Group

Client Solutions

2018 - 2019

  • Secured top-five vote achievement with key Texas institutional client
  • Streamlined client onboarding processes, reducing turnaround time by 40%
  • Built comprehensive relationship management system for private equity clients
Client Relations

Credit Suisse

Institutional Equity Sales

2012 - 2017

  • Progressed from Sales Assistant to Senior Analyst over 5-year tenure
  • Generated $50MM+ annual revenue through institutional equity sales
  • Established foundational expertise in quantitative analysis and market research
Foundation Years

What I Do

Transforming complex financial narratives into strategic communication that drives results

Strategic Media Relations

Building relationships with tier-1 outlets and scaling earned media share

Key Deliverables:

  • Media strategy development
  • Press release optimization
  • Journalist relationship building
  • Crisis communication planning

Outcome: 300% increase in quality media coverage

Marketing Analytics

Utilizing AI tools and data insights for strategic alignment

Key Deliverables:

  • Performance dashboard creation
  • Predictive modeling
  • ROI measurement frameworks
  • AI-powered insights reporting

Outcome: Data-driven strategies with 40% improved ROI

Content Strategy

Turning complex financial concepts into compelling narratives

Key Deliverables:

  • Content calendar development
  • Thought leadership pieces
  • Multi-channel storytelling
  • Brand voice guidelines

Outcome: 250% increase in audience engagement

Stakeholder Communication

Bridging analyst insights with executive decision-making

Key Deliverables:

  • Executive briefing materials
  • Investor relations support
  • Stakeholder mapping
  • Communication workflows

Outcome: Enhanced alignment and faster decision-making

Ready to turn complex ideas into compelling stories?

Chicago, Illinois

Based in Chicago, working with clients nationwide to bridge financial expertise with strategic storytelling.

My Hobbies

Exploring passions that fuel creativity and personal growth

๐Ÿ“ธ

Photography

Capturing life's beautiful moments through the lens, specializing in landscape and portrait photography.

Advanced
๐ŸŽธ

Music Production

Creating original compositions and beats, blending electronic and acoustic elements.

Intermediate
๐Ÿƒ

Trail Running

Exploring nature trails and pushing physical limits through long-distance running adventures.

Expert
๐Ÿ’ป

Coding Projects

Building innovative web applications and experimenting with emerging technologies.

Advanced
๐ŸŒฑ

Gardening

Learning about gardening by exploring various techniques, experimenting with different plants, and connecting with nature.

Beginner
๐Ÿ“š

Reading

Diving deep into science fiction, philosophy, and personal development literature.

Enthusiast