Executive Summary

With 15+ years of experience in financial services marketing, brand strategy, and creative leadership, I specialize in building scalable marketing ecosystems that drive measurable results. Most recently, I served as Vice President, Head of Brand Strategy at Axos Bank, leading enterprise brand transformation across consumer, commercial, and securities lines of business.

Prior to that, I was Senior Vice President, Brand & Creative Manager at BNY Mellon, where I led a global in-house agency and delivered high-impact creative, digital, and event experiences. From launching global workflow systems to producing multi-million-dollar flagship events, I’ve built a reputation for operational excellence and storytelling that resonates.

PMP-certified and Six Sigma Green Belt, I bring strategy to life. My expertise spans go-to-market positioning, brand governance, content strategy, and cross-functional collaboration. I’ve successfully built and scaled creative teams, introduced transformative tools, and elevated brand performance through innovative, insight-led marketing.

Known for being thoughtful, resilient, and action-oriented, I approach every challenge with a consulting mindset—asking the right questions, uncovering hidden opportunities, and delivering solutions that fuel growth. Whether leading teams or shaping narratives, I create clarity from complexity and momentum from ambiguity.

I’m ready to bring my strategic depth, creative leadership, and operational savvy to new opportunities where I can make an immediate impact.

Professional Experience

March 2025 - September 2025

Axos Bank  |  VP, Head of Brand Strategy

Led enterprise-wide brand strategy, unifying consumer, commercial, and securities segments under a bold, modern identity. Oversaw brand governance, creative direction, brand voice development, and campaign strategy—ensuring alignment across all business lines. Spearheaded a full brand refresh, including a revitalized visual identity, high-impact out-of-home activations, and a centralized Brand Center as the single source of truth for brand assets and guidelines. Built and scaled a new brand team focused on delivering integrated, insight-driven marketing. Collaborated closely with senior leadership to ensure go-to-market strategies reinforced brand positioning.

Note: Concurrently managed Axos Clearing marketing strategy role until successor was hired, maintaining continuity and leadership across both enterprises.

September 2024 - June 2025

Axos Clearing  |  VP, Head of Marketing Strategy

Developed go-to-market strategy and brand positioning for Axos Complete, the flagship platform uniting technology, service, and financial solutions. Produced 30+ sales and marketing assets, including prospect decks, COI frameworks, and product slicks to drive adoption and enablement. Led public relations and thought leadership initiatives, generating $30K+ in quarterly earned media value and reaching over 3.3M monthly viewers. Established a comprehensive marketing roadmap with content strategy, structured social calendar, and event alignment through 2026. Achieved a 37.5% LinkedIn follower increase and significant improvements in email engagement.

Note: Continued supporting enterprise-wide brand initiatives in parallel with Axos Bank role until transition completed.

2019-2024

BNY Mellon  |  SVP, Brand and Creative Manager, Global Marketing and Communications
As the head of a global in-house agency, I led a dynamic team of creatives and program managers, delivering strategic, scalable solutions with tangible business impact. From overseeing diverse projects like web properties and digital experiences to flagship events worth millions, I ensured everything aligned with our brand vision.

I managed the entire creative supply chain, guaranteeing projects were on time, within budget, and elevated the end product. My digital tool belt was always ready, implementing the latest production tools when needed. A trendsetter both internally and externally, I collaborated closely with Brand, Segment, Product, and COE MarCom teams, anticipating and spearheading the next big thing in brand activation.

Efficiency was my forte, having established a streamlined engagement model across MarCom and COEs. Beyond the in-house team, I forged and cultivated relationships with external vendors and agencies. Talent development was a priority as I mentored creatives and program managers, guiding them towards their goals.

With a proven track record of excellence in integrated omnichannel campaigns and MarCom initiatives, I brought an impactful vibe to the creative landscape.

2013-2019

BNY Mellon|Pershing   |  Vice President, Sr. Integrated Campaign and Program Manager
I was instrumental in transforming the operational and project management processes for the entire Program Management team, implementing strategies that significantly enhance the speed to market. These initiatives resulted in the successful delivery of hundreds of campaigns. Working in close collaboration with business stakeholders and our in-house agency of creatives and digital marketers, I ensured projects were strategically positioned for a robust kickoff and ultimately achieve successful outcomes.

My contributions extended to researching, procuring, onboarding, and launching the firm's inaugural global creative workflow management tool. This innovative tool has had an exponential impact on creative and digital performance, fostering enhanced collaboration, efficiency, and transparency in resource allocation.

Effectively juggling the management of multiple high-profile campaigns, I consistently ensured they stay within scope and budget. Additionally, I've played a key role in establishing best practices, fostering improved collaboration, and optimizing workflows, resulting in greater accuracy in project estimations.

I have taken the lead in optimizing capacity planning for the creative and digital team, spearheading the development of reliable resource forecasting strategies. Simultaneously, I hold the responsibility for overseeing the production of the firm's annual multi-million-dollar flagship events, ensuring seamless execution and success.

2007-2010

BNY Mellon|Pershing   |  Team Leader, Credit Services
I led an exceptionally talented team of top-performing individuals dedicated to supporting client onboarding, retirement products, and asset movements. As part of my initiatives, I founded an internal program aimed at certifying employees as subject matter experts. This involved designing a series of training initiatives, creating educational content, and implementing ongoing performance measurement strategies. Through these efforts, I fostered a culture of expertise within the team, ensuring a high level of proficiency and efficiency in handling client onboarding, retirement products, and asset movements.

2010-2013

BNY Mellon|Pershing   |  Assistant Vice President, Sr. Client Trainer
I served as the dedicated primary training contact for the firm's most valuable clients, overseeing the overall introduction, education, and utilization of our products and services. Drawing upon my expertise as a subject matter authority in Pershing's technology, policies, and procedures, I effectively managed client relationships. This involved collaborating internally to support global business initiatives, navigate product enhancements, address regulatory changes, and implement process improvements, ensuring clients remained informed and satisfied.

Additionally, I directly partnered with Pershing's Platinum Clients, actively participating in the development and execution of annual training objectives. I orchestrated scheduled tours and oversaw the seamless rollout of new products. Moreover, I played a crucial role in supporting large-scale client transitions through onsite engagements and facilitating new business onboarding activities. This comprehensive approach allowed me to contribute significantly to the success and satisfaction of our valued clients.

2005-2007

BNY Mellon|Pershing   |  Client Success Manager, Credit Services
I acted as a first-response point of contact, swiftly addressing client requests and resolving challenging client circumstances as a representative of the organization. My commitment to delivering world-class client service was reflected in consistently maintaining peak client satisfaction and loyalty ratings. Handling high volumes of inbound connections, I provided accurate, effective, and timely resolutions across a diverse range of disciplines. I consistently outperformed on all service monitoring metrics, showcasing my dedication to excellence in client service and issue resolution.

strengths & capabilities
professional
Personal

  • Brand Strategy

  • Creative Direction

  • Campaign Management

  • Event Management

  • Resource Management

  • Creative Production

  • Marketing Automation

  • Digital Strategy

  • Agency Management

  • GTM Execution

  • Data Analysis

  • Consultative Solutioning

  • Process Optimization

  • Passionate

  • Creative

  • Empathetic

  • Enthusiastic

  • Expert Communicator

  • Multi-faceted

  • Innovative

  • Problem Solver

  • Team-Oriented Leader

  • Resourceful

  • Determined

  • Dependable

  • Rule Maker & Breaker :)

licenses
2019-Present

Project Management Institute
Project Management Professional (PMP)® 

2016-Present

Six Sigma - BNY Mellon QMO
Green Belt 

education
2001-2006

New Jersey City University
Bachelor of Arts Degree