Private Equity firm in the B2B and B2C space launching a new division of an existing financial services […]
Industries: Fi Serv/Real Estate
Albridge Solutions
Developing a segmentation marketing plan/personas to support asset managers’ selling efforts.
Citi Personal Wealth Management
Re-engineered all client experience and communication programs due to a clearing broker platform conversion. Included all legal and […]
SB One Bank
Developing marketing programs to support the bank’s strategic growth plan: brand positioning, key messaging strategies, digital/social strategies, support […]
Silex Financial
Brand identity, positioning, messaging, website development and marketing collateral for this start up financial services company; ongoing project […]