Humanized and created trust for the financial industry by revolutionizing the banking service experience from
the inside out.

Hired to work with a team of strategist and researchers to find a game changing value proposition in emerging markets by tapping into the culture of money.

Worked with the CEO to articulate his vision, integrate it into his operations and set the framework a next generation
ready company.

Positioned the fund and its founder
as an original thought leader in impact investing, resulting in increased media coverage, recognition and new partnerships.

Established formal consultancy inside of Umpqua Bank to share, inspire and educate on the power of culture and brand. Clients included some of the world’s largest financial institutions, utilities, national associations, and retailers.

Lead efforts to articulate and integrate core values into the company’s culture, operations, client experience and marketing.